● Highlight complementary services: Briefly explain how your services benefit clients already served by their businesses. ● Quantify your impact: Share success stories or data illustrating the value you provide. ● Propose a collaborative approach: Show your willingness to tailor solutions and build a strong working relationship. ● Make it easy to take the next step: Suggest specific actions like a follow-up meeting or referral program discussion.
Script Options: FOR LENDERS:
● Opening: "Hi [Lender Name], I'm [Your Name] from [Your Company]. I see you specialize in helping first-time homebuyers. We do the same but also offer a unique community project for local businesses. This program helps employees achieve their financial goals through education, continuous support, and crucial financial services. We call it the employee homeownership assistance program." ● Highlighting synergy: "Imagine a wave of mortgage-ready buyers flooding your doorstep. Our partners manage the legal and title magic, leaving you to focus on happy handshakes. Welcome to smoother transitions with [Your Company]”. ● Success story: "We recently partnered with [similar lender] and saw a 20% increase in client loan approvals. We'd love to explore similar success with you." ● Emphasize reciprocity and mutually beneficial outcomes: “ This is a two-way street. I bring you buyers, and you unlock value for them with your expertise. Plus, your past leads and business connections fuel even more opportunities. This partnership creates a perfect circle.” [Bring up past clients that didn’t purchase and past VOE connections.] ● Collaborative approach: "I'm open to discussing referral incentives, joint education workshops, or even co-branded resources. Let's tailor a win-win solution." ● Next step: "Would you be open to a quick coffee to brainstorm? I'm confident we can create a partnership that benefits both of us." FOR TITLE AND REAL ESTATE ATTORNEYS ● Opening: " Hi [Title/Attorney Name], I'm [Your Name] from [Your Company]. We offer a unique community project for local businesses. This program helps employees achieve their financial goals through education, continuous support, and crucial financial services. We call it the employee homeownership assistance program." ● Highlighting synergy: "We can equip first-time buyers to ask informed questions and feel confident navigating the closing process, easing your workload and improving client satisfaction." ● Quantify impact: "Our pre-closing education program reduces title-related and legal delays significantly." ● Collaborative approach: "We can tailor educational materials to align with your closing procedures and offer joint consultations for complex cases. Let's discuss co-creation." ● Emphasize reciprocity and mutually beneficial outcomes: "This is a two-way street. I bring you buyers, and you unlock value for them with your expertise. Plus, your
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