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Messaging Scripts for Referral Partnership Building
Posted by Sam Harvison on 23 January 2025 02:26 PM
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These referral outreach messages are designed to help mortgage brokers, insurance agents, and real estate professionals increase referrals by building stronger relationships with past clients and new prospects. They use a professional yet conversational tone to encourage direct referrals, whether through positive past experiences or by offering valuable insights. These adaptable templates make it easy to drive new business through client and professional referrals. ************************************************************************************* Past Client Hi [Name], I’m thrilled to hear that you’re happy with how things turned out working with [Company Name]. Helping you [secure your dream home/achieve your goals/find the right policy] was a pleasure! Since things went so well for you, I was wondering if you might know someone else who could benefit from our [service/product]. I’d love the chance to help them in the same way I helped you. Feel free to pass my contact info along or let me know if I can reach out to them directly. Looking forward to hearing from you! [Your name] ************************************************************************************* New Client Prospect Hi [Name], I’m [Your Name], and I work with [Your Company] as a [Your Title]. I was recently speaking with some other [real estate/mortgage/insurance] professionals about how they’re boosting referrals, and your firm came up during the conversation. It’s interesting to note that over 60% of clients refer their [agent/lender/broker] to someone they know. I have some ideas on how you could tap into that potential even more effectively. Would you be open to a quick 15-minute chat this week or next to brainstorm ways to increase your referral rate by 75% or more? If you’re not the right person to discuss this with, I’d appreciate it if you could point me in the right direction. Thanks in advance, and I look forward to hearing from you! | |
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