Knowledgebase: Referral Marketing
Referral Networking Script for Mortgage Professionals
Posted by Sam Harvison on 23 January 2025 02:24 PM

This script helps mortgage professionals connect with real estate agents by offering pre-approved clients ready to buy. It addresses key challenges like decreased inventory and affordability, presenting a solution to help agents close more deals.

Opening:

"Hi [Name], my name is [Your Name], and I work with [Company Name] as a mortgage specialist. I’ve been partnering with real estate agents to provide pre-approved clients, and I wanted to see if you're open to exploring a potential partnership.

Out of curiosity, how has the current market, especially with decreased inventory and affordability, impacted your ability to close deals?"

 

Response Handling:

If No/Not Interested:

"I completely understand! These things need to align at the right time. How about we schedule a time to check back in next quarter, just in case your situation changes?"

If Maybe/Curious:

"That makes sense! With market challenges like low inventory and rising costs, a reliable source of pre-approved clients could really help. What would you say is your biggest hurdle in getting clients to the finish line?"

If Yes/Interested:

"That’s great! Before we dive into details, could you walk me through your current process for managing client leads and how you're handling the financing side? This will help me tailor our partnership."

 

Value Statement (Focused on Pre-Approved Leads):

"I work with clients who are already pre-approved for loans, which saves you time and increases the likelihood of closing deals faster. These clients come to me after searching for terms like [insert relevant search terms], and I want to direct them to a reliable real estate agent partner.

I don’t currently have a specialist in your area, and I’d love to feature your business profile on my site as a trusted referral partner."

Qualifying Questions:

 

  • "What type of clients do you typically work with?"
  • "How often do you find potential buyers struggle to secure financing due to market challenges?"
  • "How would having a steady stream of pre-approved clients change the way you approach your sales process?"

Closing:

"I’m excited about the opportunity to build a mutually beneficial partnership. Let’s get the ball rolling! If you can send me your website, bio, and a few of your listings, I’ll get them featured on my site right away.

I’ll also follow up with a few pre-approved clients shortly. Let’s set a time—how does [specific date and time] work for you to finalize the next steps?"

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