SIX BEST TEMPLATES TO START USING IMMEDIATELY! FRESH FUNDAMENTALS SERIES

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Cameron Hart
5 years ago
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1 SIX BEST TEMPLATES TO START USING IMMEDIATELY! FRESH FUNDAMENTALS SERIES

2 Introduction The templates contained within this handout are GOLD. They are also deceptively simple + to the point. Do not be turned off by their simplicity, they are prospect tested and broker approved. Our team uses these templates to contact, connect with and follow up with their prospects and sphere. The response rates speak for themselves. Start using these in your business-- TODAY!

3 Template #1 - Confirming Appt + Meeting Prep When to Use Right after setting appointment with a buyer, but before you actually meet Why it Works 1) You are confirming the day, time & location of your appointment (minimizing missed appts) 2) You are sending them useful content beforehand to keep them engaged and provide relevant speaking points at your appointment 3) You are anticipating their needs and concerns before meeting 4) You are setting yourself apart from your competition

4 Template #1 - Confirming Appt + Meeting Prep When to Use Right after setting appointment with a buyer, but before you actually meet Hi Kelsey, I have us confirmed for a <CALL or IN PERSON> Appointment on <INSERT APPT DAY/TIME at INSERT LOCATION or CONFIRM PHONE NUMBER> Per our conversation, here is some more information on <<ONLY INCLUDE LINKS TO ARTICLES YOUR CLIENT WOULD FIND USEFUL, IF THEY HAVE THE COMPLETE GUIDE, THEY HAVE ALL OF THIS ALREADY!>> Mortgage Loans, Who's involved in a Real Estate Transaction (it takes a team!), Researching Potential Neighborhoods, Setting Buying Criteria Many of our clients find this article on our blog help, it s called 7 Steps to HomeOwnership, which outlines the whole process. Here is a download of our Buyer's Checklist, to outline the 7 steps + the Buying Criteria Worksheet, that helps us figure out the home you'll ultimately purchase. I look forward to <meeting/talking> with you & getting to know your goals for homeownership. If you have any questions in the meantime, please do not hesitate to reach out, otherwise I'll talk with you soon.

5 Template #2 - Appt Recap + Intro to Lender When to Use Post Appointment with Buyer Why it Works 1) You are demonstrating you were actively listening to your clients 2) You are offering the opportunity for your client to either clarify a misunderstanding OR re-examine what they told you 3) You are following through on your promise to refer them to a mortgage lender 4) You are setting yourself up for your next contact

6 Template #2 - Appt Recap + Intro to Lender When to Use Post Appointment with Buyer ---- Hi Kelsey, It was great speaking with you, as a recap, here is what I understand about your situation Goals for Homeownership: <INSERT YOUR CLIENTS GOALS, WHAT ARE THEY EXCITED ABOUT, WHY THEY ARE BUYING A HOUSE> Concerns for Homeownership: <INSERT YOUR CLIENTS CONCERNS, ARE THEY WORRIED OR UNSURE ABOUT ANYTHING?> Unique Challenges/Considerations: <INSERT ANYTHING UNIQUE YOUR CLIENT MENTIONED, MUST HAVES/MUST NOT HAVES, ETC> -- I'm excited to work with you on accomplishing your goals and I know many of your concerns will be addressed by <INSERT MORTGAGE LENDERS NAME> We'll touch base after you meet with HIM/HER to address any remaining concerns. As discussed, here is the contact information to my preferred lender <INSERT LENDER INFO>. Not only is <LENDER NAME> experienced and professional, HE/SHE is a great person that's easy to get along with. I'll follow up this with a 2nd, introducing you. If you have any questions in the meantime, let me know. Have a great day,

7 Template #3 - Getting Pre-Approved When to Use Post Appointment - Waiting on Pre-Approval Why it Works 1) You are following up on Pre-Approval Status 2) You are customizing the to the person 3) You are providing further information on why Pre-Approval is so important 4) You are letting the client know you will be reaching out to the mortgage lender

8 Template #3 - Getting Pre-Approved When to Use Post Appointment - Waiting on Pre-Approval ---- Hi Kelsey, Just wanted to follow up on our conversation, sounds like you are ready to move forward with your purchase <OR WRITE SOMETHING THAT MAKES SENSE, (eg. I loved meeting your dog Fifi, I can't wait to find her a yard to run in!)> As we discussed, the next step is getting Pre-Approved. Here's an article on the Importance of Pre-Approval, why we prefer you start here before shopping for houses. I'll make sure to follow up with <INSERT LENDER NAME IF KNOWN> also to help with the process. If you have any questions or need any assistance with the paperwork, please let me know. Have a great day,

9 Template #4-1st Reach Out to Online Lead When to Use When Lead has been semi-active on website Why it Works 1) You are reaching out to a semi-warm lead 2) You are customizing the to the person 3) You are making it easy for them to ask questions 4) You provided value first, then reach out for a call

10 Template #4-1st Reach Out to Online Lead When to Use When Lead has been semi-active on website ---- Hi Kelsey, I hope all is well. My name is BB, and I'm one of Fresh Look's Real Estate Brokers. I noticed you recently visited Fresh Look's website. If you're unfamiliar with Fresh Look, we are a full service Real Estate Consulting Firm that helps people navigate real estate transactions, based on their unique goals and situation. The reason I am reaching out to you is to see if it makes sense for us to speak briefly about your goals, concerns or questions about <<RELEVANT ISSUE THEY HAVE SHOWN INTEREST IN>> Are you free tomorrow or early next week? If it's easier, you can Book Time with Me Here Best,

11 Template #5-2nd Outreach When to Use When a lead didn t respond to your first Why it Works 1) You assume they are super busy (they are) 2) You are asking for only 5 minutes to connect 3) You are appreciating their time 4) You are making it easy for them to ask questions or schedule a call

12 Template #5-2nd Outreach When to Use When a lead didn t respond to your first Hi Kelsey, I m sorry to bug you with another , but I assume my last fell through the cracks (I can imagine your inbox is pretty busy). Even if you re unsure if there is a potential fit between Fresh Look Real Estate and yourself, I think it s worth a brief chat as we help hundreds of people each year consider their real estate options. When would 5 minutes work to connect? Feel free to reply with any questions, and thanks for fielding a second . If it s easier, you can schedule a time to chat by clicking this link --> Sincerely,

13 Template #6 - Confirming Appt + Meeting Prep (Seller) When to Use After scheduling appointment, but before actually meeting with a seller Why it Works 1) You are confirming the day, time & location of your appointment (minimizing missed appts) 2) You are sending them useful content beforehand to keep them engaged and provide relevant speaking points at your appointment 3) You are anticipating their needs and concerns before meeting 4) You are setting yourself apart from your competition

14 Template #6 - Confirming Appt + Meeting Prep (Seller) When to Use After scheduling appointment, but before actually meeting with a seller ---- Hi Kelsey I have us scheduled for << ENTER DATE, TIME & LOCATION>> to review options on selling your property located at <<PROPERTY ADDRESS>> I will prepare a current market report for your property & neighborhood. At our meeting, I'm hoping to view the property, evaluate its condition and how we can position the sale effectively given all the information. My goal is to make this process as simple & straightforward as possible for you. A very common issue when selling your house is coordinating the sale while locating and purchasing your next home; Please read our blog post "Timing the Transition" and we can go over more in detail at our appointment. Finally, here is a copy of our Seller Checklist that outlines tasks to get the property Market Ready. Please review and we will go over any questions you have at our meeting. If you have any questions before our meeting, do not hesitate to reach out. I'll see you on << DAY>> Thank you,

SAY IT RIGHT: Phone Scripts for Success. First contact. Interested in a home but... Questions about Zestimate home value. Foreclosure listings

SAY IT RIGHT: Phone Scripts for Success First contact First contact script First voice message Interested in a home but... It s not for sale Client is not ready to buy Questions about Zestimate home value