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

Mortgage Review Request Email

Generic Referral – REFERRAL GENERATOR

To Refer Any Core7 Professionals: To Offer a Valuable Resource

To Refer Mortgage Pro: To Clients (Low Rates Refi-No Cost Email)

To Refer Accountant: Business Owner Specific Referral In October

Customer Outreach Script