Your Script
SMS - Send immediately
Hey {{contact.first_name}},
This is {{location.name}} following up on the mortgage options you were looking into. We understand that you are probably getting inundated with calls, and sometimes testing is much easier. So that I can better understand your goals, what were you mainly looking to accomplish?
{{user.name}}
Email - Send after 8 minutes
Subject: Mortgage Quote You Requested.
Hi {{contact.first_name}},
I just sent you a text and wanted to make sure that you got it.
I am preparing your refinance quote that you requested.
I just need a little more information because we monitor hundreds of different loan programs each day to find the best interest rate, the lowest down payments and the lowest total cost loans including special government loan programs that you may be entitled to.
Give me a quick call at {{user.phone}} so that I can get your quote right over to you.
Some programs are specific to different counties so I need to know what county you are in to see which one you may be entitled to.
Talk soon,
{{user.email_signature}}
SMS - Send after 2 hours
Hey {{contact.first_name}},
This is {{location.name}} following up on the mortgage options you were looking into. We understand that you are probably getting inundated with calls, and sometimes testing is much easier. So that I can better understand your goals, what were you mainly looking to accomplish?
{{user.name}}
Email - Send after 1 day
Subject: {{contact.first_name}}
A little while back you requested some information that you need about getting the right financing for your home. I have the information that you need.
Just reply back and let me know is later today or tomorrow morning the best time to chat?
Looking forward to helping you out.
Talk soon,
{{user.email_signature}}
SMS - Send after 10 hours
I’m putting together your refinance quote. Is now a good time to chat?
{{user.name}}
Email - Send after 4 hours
Subject: Your Rate Quote.
I am putting together your rate quote. I just need some quick and easy information because I have put you to the front of the line.
Just reply back and let me know is later today or tomorrow morning the best time to chat so we can get you what you need.
You can also call me at {{user.phone}} to get immediate help.
Talk soon,
{{user.email_signature}}
Email - Send after 3 days
Subject: {{contact.first_name}}
At this point, you may have gotten another refinance quote. You are going to want to see what I can offer before you move forward as I can make this quick and easy and perhaps could save you thousands. (I’ve done it before.)
When is a good time to chat?
Just reply back and let me know if later today or tomorrow morning is better.
Looking forward to helping you.
Talk soon,
{{user.email_signature}}
SMS - Send after 2 hours
Are you still refinancing and if so would you like a quote?
Email - Send after 4 days
Subject: Are you around today?
You requested a refinance quote. I had moved you to the front of the line and want to get your quote right over to you.
One more important note. We monitor hundreds of different loan programs to find the best interest rate, the lowest down payments, the lowest total cost loans and we put all of our findings together in a custom home loan report.
Just reply back and let me know is later today or tomorrow morning the best time to chat so we can get over the information that you need.
For things to happen even faster call me at {{user.phone}} and I will get you what you need.
Talk soon,
{{user.email_signature}}