MortgageCoach
MORTGAGE COACH CLIENT FOR LIFE PLAYBOOK – SCRIPTS OPTION 1: One Year AnniversaryHi Lisa!I can’t believe it’s been a year since you moved into your home! Happy one year anniversary in your home. I hope the past year in your home has been full of memory making moments and that you’ll have many more in the coming years.As your lives change and keep moving forward I want to make sure that your home and financial goals continue to align with where they were one year ago when you bought it. To that end a complimentary service I provide to all of my past clients is an annual mortgage review. Just click on my email address below or call or text my phone number. I look forward to hearing from you soon!OPTION 2: That time of yearHi Paul,I hope all is well with you and your family. It’s that time of year! Here at [NAME OF COMPANY] we believe that it’s good practice to perform and annual mortgage review. It’s like an annual health exam – only this checkup is focused on ensuring your current home is optimized for your lifestyle and financial goals.A lot can change in a year and that’s why I offer a complimentary annual mortgage review to all of my past clients. What options might you have next week for us to get together to ensure your mortgage is performing as you need and expect? Feel free to email, call or text me at the contact information below. I look forward to hearing from you!OPTION 3: Coffee TalkHI Michael,I hope all is well with you and Carol. I’m writing to invite you to meet me for your annual mortgage review. I’ll provide the coffee!Rates have been moving slightly and we at [NAME OF COMPANY] want you to be able to take advantage of any opportunities that may be available to you before they disappear. As your mortgage partner, I am committed to helping you build your financial future through equity. Let’s get together soon. Just email, call or text me at the contact information below. ................
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