"Hi [Name, Your Name] from [Company]. We're reviewing your application and need to grab [missing document] to keep things moving. You can text it to me or email it. Thanks for the help! 📋" 4. Post-Closing (Relationship Builder) Goal: Gratitude and asking for referrals.
If you can tell me (a new lead, past client, or realtor partner), I can refine these messages to be even more effective for your specific goal. MORTGAGE
"Hey [Name, Your Name] here. Just checking in! Rates are currently [mention rate trend] and I wanted to see if you’re still looking to buy or refinance? No pressure, just keeping you in the loop! ✨" 3. During Process (Document Request) Goal: Clear, urgent, and professional. "Hi [Name, Your Name] from [Company]
"Hey [Name], quick update: Market rates moved slightly today. It might be a good time to look at your pre-approval amount again. Want me to send over updated scenarios? 📈" Tips for Good Mortgage Texts: Use conversational language, not legalese. Thanks for the help
"Congratulations again on your new home, [Name]! It was such a pleasure helping you. If you have friends or family looking to buy, I’d love to help them, too. 🥂" 5. Educational/Value Add Goal: Positioning yourself as an expert.
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Homebuyers want to text their realtors; these emojis can help