Real Estate & LocalBeginner3-step sequence

The Pitch That Wins Realtor Referrals

Real estate agents get pitched by loan officers every single day. To win their business, you cannot just offer "great rates." You must solve their biggest nightmare: a deal falling through at the closing table.

The Template

Template Variables

{{recentListing}}A home the agent recently listed

Example: "your new listing on Elm Street"

{{closingSpeed}}How fast you can close a loan

Example: "clear-to-close in 14 days or less"

Tactical Note: Email 1: The Speed Pitch. Realtors care about speed, not rates. A fast closing means they get paid faster. Positioning yourself as a "backup option" lowers their defensive shield.

Subject Line

the financing for {{recentListing}}

Email Body

Hi {{firstName}}, Congrats on {{recentListing}}. It looks like it will move fast. I know you likely already have an in-house lender, but in this market, deals fall through all the time because big banks move too slowly. I run a local mortgage brokerage and we routinely get buyers {{closingSpeed}} to ensure the deal actually funds on time. Are you opposed to me sending over a quick 1-pager on our non-QM products just so you have a backup option in your back pocket?
#mortgage#real-estate#b2b#sales