Here are five follow-up messages and two text messages that you can send to someone who was referred to you for help with a mortgage:
Initial Follow-Up Email: Send an email to introduce yourself, thank them for their interest, and let them know that you are available to help.
"Dear [Name],
I hope this email finds you well. I wanted to reach out and introduce myself as the mortgage specialist that [referral's name] referred you to. Thank you for considering my services, and please know that I am here to help in any way I can.
If you have any questions or would like to discuss your mortgage needs further, please do not hesitate to contact me. I look forward to speaking with you soon.
Best regards,
[Your Name]"
Follow-Up Call: After a day or two of sending the initial email, follow-up with a phone call to ensure that they received your email and see if they have any questions or concerns.
"Hello [Name],
This is [Your Name], the mortgage specialist that [referral's name] referred you to. I just wanted to follow up and make sure that you received my email, and to see if you have any questions or concerns that I can help you with.
Please don't hesitate to contact me if you need any further assistance or information. I'm here to help you through every step of the mortgage process.
Thank you and have a great day!
Best regards,
[Your Name]"
Follow-Up Email: A few days after the initial call, send an email to check in and offer any further assistance.
"Dear [Name],
I wanted to check in and see if you had any further questions or if there is anything else I can assist you with regarding your mortgage needs. Please know that I am available to provide you with personalized service and guidance throughout the mortgage process.
If you would like to discuss any aspect of your mortgage in more detail, please do not hesitate to contact me at any time.
Thank you for considering my services, and I look forward to the opportunity to work with you.
Best regards,
[Your Name]"
Follow-Up Text Message: A quick and friendly text message can be a great way to check in with your potential client and keep them engaged.
"Hi [Name], just wanted to touch base and see if you have any questions or concerns regarding your mortgage needs. I'm here to help in any way I can. - [Your Name]"
Follow-Up Email: A week or so after your last contact, send a follow-up email to keep yourself top of mind and provide any additional information or resources that might be helpful.
"Dear [Name],
I hope this email finds you well. I wanted to touch base and see if you had any further questions or concerns regarding your mortgage needs. Also, I wanted to provide you with some additional resources that you might find helpful as you consider your options.
Please find attached a guide to the mortgage process that can help you better understand the steps involved. If you have any questions or would like to discuss anything in more detail, please do not hesitate to contact me.
Thank you for considering my services, and I look forward to the opportunity to work with you.
Best regards,
[Your Name]"
Follow-Up Text Message: A quick text message after a few days can also help remind the person of your services and availability to help.
"Hi [Name], just wanted to remind you that I'm here to help with any mortgage questions or concerns you might have. Let me know if you'd like to discuss further. - [Your Name]"
I hope these sample messages provide some helpful ideas for following up with someone who was referred to you for help with their mortgage. Remember to be friendly,