BEST CORE7 REAL ESTATE ATTORNEY/ESCROW OFFICER SCRIPTS

BEST PRIMARY REFERRAL SCRIPTS FOR THE R.E ATTORNEY/ESCROW OFFICER

(R.E ATTY./ESCROW OFFICER SPECIFIC) Lunch & Learn Company Cross Sell

Hi (Client),
Congratulations again on your recent closing! Great to see you and the unit a few weeks ago! We really appreciated the opportunity to work with you and hope you are happy in your new home {hopefully the tile floor is ok) 
Would you do me a favor? We have recently started doing "Real Estate Lunch & Learns," at companies. 
We bring lunch, and educate people about various topics in the real estate market. Typically we go through HR who facilitates us getting in and letting people know about the event. What we found is it's a great way, in a casual setting (+ lunch}, for people to get information on the market and what's happening. We have a short presentation and then typically open it up for Q&A. Usually about 10-15 people attend. I have also taught some of these subjects for Brookline Adult Education. Recent topics included: 
Current State of Real Estate Market 
Start up for First time real estate investor 
How credit score can affect mortgages 
What's happening in the mortgage market 
Selling and Buying is today's Real Estate market 
How to buy your first home 
Integrating Real Estate into your overall financial plan 
Do you think that might be something that your company would be interested in? If so, can you connect us with the appropriate person who could set that up? 
Thanks again-

R.E Atty./Escrow Officer Financial Advisor Referral-REFERRAL GENERATOR

Hi (Client's name), 
It was a pleasure speaking with you. I wanted to follow up because I thought it would be advantageous 
to consider (__________) 
How is your relationship with your Financial Advisor who specializes in ( ______)? 
This is very important and definitely something we should address as soon as possible.

R.E Atty./Escrow Cross Sell To F.A Rate & Term Refi (May not have advisor)

Hi (Client's name). 
We've come to the close of your loan. Thanks again for working with us! 
Your lender may have already mentioned this to you but you've saved some significant money on this refinance, and I want to make sure you do the right thing with the savings. It may be time well spent to speak with  a Financial Advisor, so you can discuss how to maximize those savings. I want to make sure you are capitalizing on every opportunity.  
How is your relationship with your Financial advisor? 

R.E ATTORNEY/ESCROW OFFICER TO P&C AGENT-The P&C Intro At P&S Signing

Dear (borrower}, 
Your Realtor or Lender may have already introduced you to a Property & Casualty Insurance Agent. If not, that is something to address as soon as possible, and I'd like to recommend that you discuss an Umbrella Policy also. 
Would it be ok if I made the introduction to someone I trust?

R.E ATTY./ ESCROW Mortgage Protection Cross Sell Of Financial Advisor

Hi (Client's name), 
Congratulations! There is one more thing we should discuss that I think is extremely important. Now that you've closed, your loan information becomes public record, so you are probably going to get bombarded with Mortgage Protection Insurance solicitations. 
We feel that it is very important that you speak with a reliable, reputable advisor on this. I'd like to have someone that we know and trust give you a call. They will be a valuable resource to you, and it will be time well spent.  
Would that be okay?

RE Atty./Escrow Closing Cross Sell To Financial Advisor On Purchase

Hi {Client's name), 
Congratulations on the closing of your home. It is probably your largest investment to date. Your Lender or Realtor may have mentioned this to you already, but the purchase of a home can trigger many other financial ramifications. I would like to make the introduction to the Advisor on my team, he will be a valuable resource for you on this. 
Would that be okay? I feel it would be time well spent.