Loan Think

A Coaching Client's Doctor Email

One of my coaching clients recently shared what he calls his "Doctor Email.” This is what he sends out when he has a referral, has tried to reach them a few times but hasn't heard back. Thanks, Paul for sharing!!

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Ms. Borrower,

I was referred to you by Jennifer Realtor and I am just looking to provide the best of service for you, as I am doing for her right now.

Looking to connect and offer some guidance in your search for a mortgage.

Even if you have a loan officer already, it is still a very good and wise idea to get a second opinion on your situation and rates being offered, to you.

I have no problem with a quick phone call just to check and make sure you are getting the very best that is available in rates and fees and most of all service.

I am available anytime; just call my cell, 609-576-XXX.

A ten minute phone call could save you a great deal of money over a long term decision.

How many steps do you take once you receive a referral? This is a great piece to your prospect marketing plan.

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