Below are your primary referral Target Scripts and copy and paste emails. Select the referral script under your profession and contact your clients who can benefit. (Edit to customize for each client if necessary) OR make a personal phone call.
These are the scripts used in a Core7 Networking Group.
Mortgage Originator to Fin. Adv. (FOR CLIENTS WHO CLOSED 1-3 MONTHS AGO)
Mortgage Originator-The Cash Flow Cross-Sell to the Financial Advisor
Mortgage Originator Closing Cross-Sell To Financial Advisor On A Purchase
Mortgage Originator Cross-Sell To P&C Agent on a REFINANCE loan
Mortgage Originator Cross-Sell To P&C Agent on a PURCHASE loan
Mortgage Originator-Outgoing Email Blast for Refinancing
Mortgage Protection Cross-Sell Of Financial Advisor At Closing