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.

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

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