Scripts 📞

Scripts That Connect

Save time and keep in touch with your clients with our collection of ready-to-use email and SMS templates. We've crafted messages for every situation, helping you stay in touch without spending hours at the keyboard.

Remember: These aren't just templates - they're conversation starters. Make them your own and watch your client relationships grow.

Transaction Updates

Initial Consultation Follow-up

Hi [client name]! Thank you for such a wonderful meeting today! I'm truly excited to help you [buy/sell] your home. I've noted all your must-haves: [specific requirements/goals], and I'm already researching perfect matches for you. I'll be sending some properties your way that align with your vision. Remember, I'm here to answer any questions that come up!

Warmly, [Your name]

Hey [client name]! Thanks for hanging out today! Super excited to start this home [buying/selling] journey with you! Already spotted some great options that match what you're looking for.I'll shoot over some listings for you to check out. Feel free to text me anytime with questions - that's what I'm here for! Catch you soon,[Your name]

After Property Viewings

Hi [client name]! Thank you for touring homes with me today! I loved seeing your reaction to [specific feature] at [address]. I've noted your feedback about [specific comments] and will keep these in mind for our next round of viewings. I think the [address] could be a great fit, but I understand you want to explore more options. I'll keep searching for homes that better match your vision, especially ones with [feature they liked].Looking forward to our next home tour! Warmly, [Your name]

Hey [client name]!

What a fun day of house hunting! That kitchen in [address] was pretty amazing, right? I noticed you weren't too sure about [specific feature] though - totally get it! I've got a few more places in mind that might be even better matches. When are you free to check them out?

Talk soon! [Your name]

Offer Submission

Hi [client name]! I've just submitted your offer on [property address]! I know waiting is the hardest part, but I'll be right here with you through it all. The seller has until [time/date] to respond, and I'll update you the moment I hear anything. Try to relax - you've made a strong, well-thought-out offer!

Keeping my fingers crossed for you! [Your name]

Hey [client name]! Offer's in! 🎯 Now comes the nail-biting part, but don't worry - I'm on it! We should hear back by [time/date]. I think we nailed it with our offer, so stay positive! I'll ping you the second I hear anything! [Your name]

Offer Acceptance

Hi [client name]! WONDERFUL NEWS! 🎉 Your offer on [property address] has been accepted! I'm so excited for you to start this next chapter. I know you'll make this house an amazing home. I've already prepared a timeline of next steps, and I'll be with you through each one. For now, just take a moment to celebrate - you're going to be a homeowner! Can't wait to guide you through the rest of this journey! [Your name]

Hey [client name]!

GUESS WHAT?! They said YES! 🎊 You're officially under contract for your dream home! How amazing is that?

Quick heads up - we've got some fun stuff coming up (inspections, paperwork, you know the drill), but let's celebrate this win first!

So excited for you!

[Your name]

Under Contract Updates

Hi [client name]! Just checking in with a quick update on your home purchase! Everything is moving along beautifully. The inspection is scheduled for [date/time], and I'll be there to look after your interests. The title work has been ordered, and we're right on track for our closing date. Remember, I'm always here if you have questions or concerns! [Your name]

Hey [client name]! Quick progress report on your future home! We're crushing it! Everything's moving right along - inspection's set for [date/time] (I'll be there!), and all the behind-the-scenes stuff is happening right on schedule.Just wanted to keep you in the loop! Let me know if you need anything! Regards, [Your name]

Pre-Closing Preparation

Hi [client name]!

We're in the home stretch - closing is just [X] days away! I know you must be excited to get those keys. Here's what you need to know:

Your final walk-through is scheduled for [date/time]. We'll check that everything is exactly as it should be. Remember to:

• Bring your photo ID

• Schedule your utilities transfer

• Have your cashier's check/wire ready for closing

• Start planning your move!

I'll be there every step of the way!

[Your name]

Hey [client name]! The big day is almost here! 🎉 Just a few more sleeps until you get those keys! Quick checklist for you:

Final walk-through: [date/time]

Closing time: [time]

Bring: ID and closing funds

Don't forget: Schedule those utilities!

Getting excited? I know I am!

[Your name]

Closing Day

Hi [client name]! Today's the day - you're becoming a homeowner! 🏠 Our closing is at [time] at [location]. I'll be there early to greet you and walk you through everything. Try to relax and enjoy this moment - you've worked hard for this! See you soon! [Your name]

Hey [client name]! IT'S CLOSING DAY! 🎉 Just a quick reminder:

Where: [location]

When: [time]

Bring: ID + closing funds

What's next: Getting those keys!

 I will meet you at the location 15 minutes prior to review all documents before signing. Can't wait to celebrate with you!

[Your name]

Post-Closing Follow-up

Hi [client name]! Congratulations on your new home! It was such a joy helping you find the perfect place. I hope you're settling in and making it your own! When you have a moment, would you mind sharing your experience working with me? Your feedback helps other home buyers find their way to their dream homes too. Here's a quick link to leave a review: [link] Remember, I'm always here if you need recommendations for contractors, decorators, or just want to share updates about your new home! Enjoy making memories in your new space! [Your name]

Hey [client name]! YOU DID IT! 🎉 How's the new home feeling? Hope you're getting settled in and loving every minute! Quick favor to ask - could you share a quick review about working together? It would mean the world to me and only takes a minute: [link] Don't be a stranger - I'd love to hear how everything's going once you're all moved in! And hey, if you need anything at all, I'm just a text away! Happy moving! [Your name]

Past Clients / Client Care

Home Purchase Anniversary (One Year Post-Closing)

Hi [client name]! Can you believe it's been a year since you got the keys to [address]? I hope this first year has been filled with wonderful memories in your home. I still remember how excited you were about [specific feature they loved]! How are you enjoying it?I'd love to hear how you've made the space your own. Feel free to share some photos of any updates or projects you've completed! Always here if you need anything! [Your name]

Hey [client name]! Happy House-iversary! One whole year in your home - how awesome is that? Time flies, right? Have you finally painted that [room they mentioned] or is it still on the to-do list? Would love to hear how the first year has been! Drop me a text or photo anytime! Cheers to many more years of home sweet home! [Your name]

Life Events

Birthday Wishes

Hey [client name]! HAPPY BIRTHDAY! Hope you're celebrating in style in that awesome home of yours! Have an amazing day - you deserve it! Cheers![Your name]

Hi [client name]! Happy Birthday! Hoping this special day brings you as much joy as you brought to our home-buying journey. May this year ahead be filled with wonderful moments in your home and everything else you wish for! Always grateful to have clients like you, [Your name]

Holidays

NEW YEAR 

Hi [client name]!As we welcome [year], I wanted to wish you a wonderful New Year! May it bring new adventures, cherished memories, and countless happy moments in your home. Here's to a fantastic year ahead! [Your name]

Hello [client name]! Cheers to a new year of goals, change, and new beginnings. I am so grateful for the relationship we built in [year]. I wish you a year of success and joy!  [Your name]

Hey [client name]! Happy New Year! I hope that [year] was full of joy and prosperity! I wish you luck as you are now starting [year]. If it's in the cards for you this year, I would love to assist you in continuing to build your wealth through real estate. Let me know how I can help! Warm regards, [Your name]

​VALENTINE'S DAY​

Hello [client name]! Happy Valentine's Day! I'm so grateful that I was able to help you get a home you LOVE! Thank you for your continued support![Your name]

Hello [client name]! Happy Valentine's Day! I hope you are surrounded by your closest family and friends!​ Are you in LOVE with your house? If not, let me know and I'd be happy to help! [Your name]

Seasonal Greetings

SPRING​

Hello [NAME]! ​Is it time for you to spring into a new home? The end of winter is often a great time to purchase a home :) Call me and lets see if this is right for you!​[YOUR NAME]

Hi [Client Name],​ With the warm weather finally here, I'm reminded of all the wonderful memories that can be made in a new home. If you're considering buying or selling, I'd be happy to help make that a reality. Let's catch up soon! [Your Name]

Hi [client name]! Spring has sprung! As everything starts blooming, it's the perfect time to enjoy your outdoor space. If you're thinking about any garden upgrades or spring maintenance, I have some great local recommendations. Happy Spring! [Your name]

SUMMER​​

Hi [client name]! Summer is officially here! Hope you're enjoying your outdoor living space and making the most of these long, sunny days. If you need any recommendations for local pool services, landscapers, or deck maintenance, just let me know!Stay cool! [Your name]

Dear [Client Name],​ Summer is here, and I wanted to check in and see how you're doing. It's been [time since last interaction], and I wanted to touch base and see if there's anything I can help you with. Whether you're looking to make a move or just have some real estate-related questions, I'm here for you.​ Best regards, [Your Name]

Dear [Client Name],​ With summer in full swing, I wanted to reach out and see how you're doing. If you're thinking about buying or selling a property, I'd love to help make your dreams a reality. I'm here to answer any questions and guide you through the process.​ Warm regards,​ [Your Name]

Hello [Client Name], ​I hope this email finds you well. Summer is the perfect time for new beginnings, and if you're in the market for a new home, I'm here to help. From searching for the perfect property to negotiating a deal, I'm committed to making your real estate journey a success.​ Best regards, [Your Name]

FALL/ THANKSGIVING

Hi [client name]! Fall is in the air! 🍂 As we head into the cozy season, it's a perfect time to enjoy your home's comfort. If you need any recommendations for HVAC checks or fall maintenance services, I'm happy to share my trusted contacts. Happy Fall! [Your name]

Hello [Client Name],​I hope this email finds you well. As the leaves start to fall, I wanted to take a moment to express my gratitude for your past business. It's clients like you that make my job so rewarding.​ Thank you, [Your Name]

Dear [Client Name],​ As we embrace the fall season, I wanted to reach out and express my gratitude for your past business. Your trust in me to assist with your real estate needs is truly appreciated.​ Best regards,​ [Your Name]

Hi [client name]! As Thanksgiving approaches, I wanted to express my gratitude for clients like you who make my job so rewarding. I hope your home is filled with the warmth of family, friends, and delicious food this holiday season.Wishing you a wonderful celebration, [Your name]

DAYLIGHT SAVINGS

Spring Forward:

Hi [client name]! Just a friendly reminder to spring forward this Sunday! While you're changing those clocks, it's a great time to check smoke detector batteries too. Here's to longer, brighter evenings ahead! [Your name]

Fall Back

Hi [client name]! Don't forget to fall back this Sunday! While you're changing those clocks, it's the perfect time to do some basic home maintenance checks. Enjoy that extra hour! [Your name]

WINTER

Hi [client name]! As winter arrives, I hope your home is keeping you warm and cozy! ❄️ If you need any recommendations for winterizing services or emergency contractors to have on hand, just let me know. Stay warm! [Your name]

CHRISTMAS HOLIDAYS 

Hi [Client Name], ​I hope this email finds you well and that you're feeling the holiday spirit. I wanted to take a moment to express my gratitude for your past business and to wish you joy and happiness during this special time of year. Warm wishes, [Your Name]

Hi [client name]! Wishing you and your loved ones a joyful holiday season! May your home be filled with warmth, laughter, and precious moments with those who matter most. Happy Holidays! [Your name]

Life Events

NEW BABY

Hi [client name]! Congratulations on your new addition! What wonderful news! Your home is about to be filled with even more love and joy. If you need recommendations for any baby-proofing services or nursery designers, I'm happy to share my trusted contacts.Wishing your growing family all the best, [Your name]

WEDDING

Hi [client name]!Congratulations on your marriage! What an exciting new chapter! When you're ready to discuss finding a home that fits your new life together, I'm here to help make that transition smooth and joyful. Wishing you both a lifetime of happiness, [Your name]

JOB PROMOTION/CAREER CHANGE

Hi [client name]! Congratulations on your new position! What an exciting achievement! If your career move involves any thoughts about relocating or upgrading your home, I'm here to help whenever you're ready. Celebrating your success! [Your name]

EMPTY NEST

Hi [client name]! Congratulations as [child's name] heads off to college! While this transition might feel bittersweet, it's also the start of an exciting new chapter. Whether you're thinking of downsizing or reimagining your space, I'm here when you need me. Thinking of you during this transition, [Your name]

RETIREMENT

Hi [client name]!Congratulations on your retirement! What an incredible milestone! Whether you're dreaming of downsizing, relocating to your dream destination, or just making some updates to your current home, I'm here to help you make the most of this new chapter. Here's to your next adventure! [Your name]

NEW PET

Hi [client name]! Congratulations on your new furry family member! Nothing makes a house feel more like home than a pet. If you need any recommendations for pet-friendly services or local vets, I'm happy to share my list of trusted providers. Enjoy all the cuddles and fun times ahead! [Your name]