Three Done-4-U Scripts – Client & Realtor® Follow Up!

Written By: Victoria Del Frate, Business Coach for the Mortgage Industry. (

I wanted to share with you three of the most successful (and favorite) scripts that my clients are using on a regular basis to stay in touch with their past clients and real estate agents.

  1. Checking in with a prospect that is planning to purchase a home.
  2. Asking a real estate agent who attended an education class for a one-on-one coffee date.
  3. Asking for a referral when receiving a compliment.

Feel free to modify to suit your personality, but I suggest that eventually you commit the scripts to memory to keep that business coming in the door for years to come.

Oh, and in regard to scripting, at the end of this article you’ll find several articles on the topic, including the one entitled, What Would You Say? Why We Need MORE Documents, where subscribers can download a Word document that explains the reasons why clients need to bring in documentation to get their loan approved quickly.

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