Client Relationship Building Email Templates for Brokers

Email MarketingIn email marketing, engagement and action rule the court. As email is both about content and creating action with that content. It’s about motivating folks to do something, whether that be a click, share, respond.

Here are a couple of email templates you can personalize to help kick start your next email campaign.

Introductory Email 

Hi (Client’s Name),

My name is (your name), and I am a (job title) from (company name). (Insert one or two introductory sentences about your experience in the industry and your company).

If you are looking for an industry expert and have a loan scenario I can help with, I would love to shop around for you and get you a competitive quote. I’d also be happy to discuss the different lending resources I work with, and if any fit your lending needs.

Contact me anytime via phone (phone number) or email (email address) with any questions or scenarios you may have.

Looking forward to working with you and helping you achieve your investment goals.

Sincerely,

(Signature)

Request for More Information Email 

Hi (Client’s Name),

Thank you for taking the time to speak with me earlier, and letting me know your real estate investing goals and the type of projects you usually work on.

As promised, I have attached additional resources and materials to help you better understand how I can help you reach your goals. (Describe a bit more about the materials attached)

Please let me know if you have any questions.

Best,

(Signature)

Phone Call Follow-up Email 

Hello (Client’s name),

I enjoyed speaking with you and learning more about your financing needs. I wanted to follow up with more information on the program I believe can be the best suited to your investing needs:

(Insert a couple of bullet points about your products based on your phone conversation)

Looking to get a quote? Contact me anytime, phone (phone number) or email (email address).

Looking forward to working with you and helping you achieve your investment goals.

Sincerely,

(Signature)

TouchPoint on Cold Clients 

Hi (Client’s Name),

It’s been a while since we last spoke. I hope all is going well on your end.

First of all, I’d like to catch up to hear how you and your business are doing and see if there’s a chance to help you further.

I remembered, last time we spoke, you were interested in (product X). We have made significant progress on this product which has been impressively received by many of our clients.

I would love to share these key updates with you when you have a moment. Please let me know if (date and time) fit into your calendar, if not, feel free to suggest a time that works best for you.

Please let me know if you have any questions prior so that I can have those answers lined up.

Best,

(Signature)