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Realtor Partnership Email Sequence

Four emails over two weeks that open a referral relationship by being useful first. An example of what an automated sequence looks like.

4 assets8-minute setupRealtorsConventional

Quick Start

Start here

Donโ€™t want to use everything? Begin with these three.

โœ‰๏ธ
Email ยท ~3 min
Email 1 ยท Day 0 โ€” The introduction

Opens a referral relationship by being useful rather than by asking.

โœ‰๏ธ
Email ยท ~3 min
Email 2 ยท Day 3 โ€” What actually decides a file

Four questions an agent can ask themselves before calling anyone.

โœ‰๏ธ
Email ยท ~3 min
Email 3 ยท Day 8 โ€” The self-employed buyer

The most common quietly-dead file on an agent's desk.

The rest of the campaign

โœ‰๏ธ
Email ยท ~2 min
Email 4 ยท Day 14 โ€” The standing offer

Closes with one specific, low-friction ask.

Before you publish

For licensed mortgage professional use only. Not for consumer distribution. Marketing content is a starting point; you are responsible for compliance with all applicable federal and state advertising regulations and for adding your NMLS number and required disclosures before publishing.

Suggested disclosure: Equal Housing Lender. This is not a commitment to lend. All loans are subject to credit review and approval; rates, terms, and program availability vary and may change. Add your NMLS number and required state disclosures before publishing.