"Hi [Name, Your Name] from [Company]. We're reviewing your application and need to grab [missing document] to keep things moving. You can text it to me or email it. Thanks for the help! 📋" 4. Post-Closing (Relationship Builder) Goal: Gratitude and asking for referrals.
Text is for quick updates, not long explanations. MORTGAGE
Here are several options for "good texts" regarding mortgages, tailored for different stages of the client journey, based on industry best practices. 1. Initial Reach Out (New Lead) Goal: Fast, friendly, and establishing rapport. "Hi [Name, Your Name] from [Company]