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 the personal phone call.

Generic Referral – REFERRAL GENERATOR

To Refer Any Core7 Professionals: To Offer a Valuable ResourceTo Refer Mortgage Pro: To Clients (Low Rates Refi-No Cost Email)

To Refer Accountant: Business Owner Specific Referral In October

Customer Outreach Script

Realtor To Mortgage Originator for Pre-Approval

Realtor To Financial Advisor For Budgeting–More Than 3 Months Away

Realtor re-intro to Mort Originator when UAG & Intro To R.E Atty. or Escrow

Real Estate Agent- Equity Assessment Request

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

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

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

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

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

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

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

Financial Advisor Cross-Sell Referral to The Estate Planning Attorney

Financial Advisor-Cross Sell Of Client Who Owns Multiple Investment Props.

Financial Advisor- Net Worth Cross-Sell to Realtor

Financial Advisor Cross-Sell to a Realtor For Those Who Don’t Own A Home

Financial Advisor To Refer a client to Introduce The Lunch & Learn program

Accountant To Realtor: To client who owns Multiple Investment Properties

Accountant To Introduce The Corporate Lunch & Learn Program

Accountant To Refer The Financial Advisor: REFERRAL GENERATOR

Accountant To Refer The Realtor To clients who do not own a property

Estate Planning Atty. To Refer Any Core7 Professional: Proactive Outgoing

Estate Planning Atty.: To Introduce The Lunch & Learn program

Estate Planning Atty. To The Financial Advisor: For Tax & Financial Advice

Estate Planning Atty. to Realtor: Equity Assessment to calculate Net Worth

P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR

Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL

P&C AGENT-The Insurance Renewal Cross-Sell To The Financial Advisor

P&C Insurance Agent- Insurance Review Request

P&C AGENT-The Umbrella Policy Cross-Sell to the Financial Advisor