Knowledgebase: Referral Marketing
Script for Approaching New Real Estate Agent Referral Partners
Posted by Sam Harvison on 23 January 2025 02:29 PM

This script helps loan officers quickly establish co-marketing partnerships with real estate agents by offering pre-approved clients in exchange for referrals. It addresses agents' pain points like lead generation and exposure.

The short version is for quick conversations, while the longer version allows for a more detailed discussion. Both aim to create mutually beneficial relationships that drive more business for both parties, with no cost to the agent.

 

Short Version (Direct Approach)

Hi [Agent's Name], this is [Your Name] from [Company Name]. I’ll be brief—I know your time is valuable.

I work with a lot of clients who need real estate services, and right now, I don’t have a trusted agent in the [Farm Area] to refer them to. I’m doing significant marketing in this area and would love to see if we can explore a co-marketing opportunity to benefit both of our businesses.

Would you be open to a quick conversation to see if this could be a good fit for you?

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Longer Version (Consultative Approach)

Hi [Agent's Name], my name is [Your Name], and I’m a Loan Officer with [Company Name]. I wanted to reach out because I do a lot of business and marketing in the [Farm Area], and many of my clients are looking for real estate services when they relocate or buy locally.

Right now, I don’t have a trusted real estate agent to co-market with, and I’d love to change that. My goal is to create a mutually beneficial relationship where I can refer pre-approved clients to you, which helps both of our businesses grow. I’ve noticed that agents are often looking for more exposure and high-quality leads, and I think we can address that together.

Do you have a few minutes to discuss how we could collaborate? It won’t take long, and there’s no cost involved.

Optional Open-Ended Questions:

  • How are you currently handling your lead generation and marketing efforts?
  • What challenges are you seeing with exposure or closing deals in this market?
  • How do you feel a steady stream of pre-approved clients would help your business?
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