Co-marketing · Email
Copy-and-send email templates
Six proven emails for every stage — from a fresh lead to a past client. Copy, personalize the brackets, and send.
How to use: tap Copy, paste into your email or CRM, and replace [BRACKETS]. The subject line is in the card's subtitle.
New lead — intro
Subject: Great to connect, [FIRST NAME]!
Hi [FIRST NAME], Thanks for reaching out — I'd love to help you find the right home in [CITY]. The best first step is a quick pre-approval so we know your true budget before we start touring. It's free, no obligation, and my lender partner Crush Mortgage usually turns it around the same day. Want me to connect you? Just reply here and I'll set it up. Talk soon, [YOUR NAME] [BROKERAGE] · [PHONE]
Pre-approval nudge
Subject: One quick step before we tour homes
Hi [FIRST NAME], Excited to start looking at homes with you! Before we do, let's get you pre-approved so your offer stands out and we shop in the right price range. My lender partner at Crush Mortgage makes it painless — no credit surprises, and they'll lay out the monthly payment clearly. Can I introduce you today? Reply "yes" and I'll make the connection. Best, [YOUR NAME] [BROKERAGE] · [PHONE]
Open house follow-up
Subject: Thanks for stopping by [ADDRESS]
Hi [FIRST NAME], Great meeting you at the open house on [ADDRESS]! What did you think? If it's a contender, I can pull together financing scenarios (with Crush Mortgage) so you know exactly what the payment would look like. And if it wasn't the one, I've got a few others that might fit better. Want me to send options? Just reply here. Cheers, [YOUR NAME] [BROKERAGE] · [PHONE]
Past client check-in
Subject: Happy home-iversary, [FIRST NAME]! 🏡
Hi [FIRST NAME], Can you believe it's been [X] year(s) since you got the keys to [ADDRESS]? Time flies! Just checking in — if you ever want to know what your home is worth now, or you're thinking about a move (or a refinance with Crush Mortgage), I'm always here. And if you know anyone looking to buy or sell, I'd be grateful for the intro. Warmly, [YOUR NAME] [BROKERAGE] · [PHONE]
Thinking of selling?
Subject: Curious what [ADDRESS] could sell for?
Hi [FIRST NAME], Homes in [NEIGHBORHOOD] have been moving, and I've had buyers asking about your area specifically. If you've ever wondered what your home could sell for — or what buying your next place would look like — I'm happy to put together a no-pressure estimate. I'll even include financing numbers from Crush Mortgage so you can plan the whole move. Want me to run it? Just reply here. Best, [YOUR NAME] [BROKERAGE] · [PHONE]
Rate-drop / refi alert
Subject: Rates moved — worth a quick look?
Hi [FIRST NAME], Rates have shifted, and it might be a good time to revisit your options — whether that's buying sooner than planned or refinancing your current loan. My lender partner Crush Mortgage can run the numbers in a few minutes with no obligation. Want me to have them take a look for you? Reply here and I'll connect you. Best, [YOUR NAME] [BROKERAGE] · [PHONE]
Turn a reply into a pre-approval
When a client says yes, send them straight to a fast, no-obligation pre-approval.
