Post-Closing Call Script: Winning Clients for Life
**“Hi [Client Name], it’s [Your Name] with [Credit Union Name]. First, congratulations again on your new home! I wanted to let you know something important: my commitment to you doesn’t end at closing. In fact, this is where my real job begins.
My role is to help you manage one of your biggest assets—your home. I’ll be keeping an eye on the market for opportunities to improve your loan terms, refinance if it makes sense, or leverage your equity for future goals.
To help with this, I’m setting you up with a tool called Homebot. It gives you monthly updates on your home’s value, market trends, and personalized insights to maximize your equity. You’ll be able to track your home like an investment, and if anything looks like an opportunity, I’ll be in touch.
So, expect to hear from me from time to time—not just when rates change, but anytime there’s a way I can help you protect or grow your homeownership investment.
How does that sound?”**
📧 Post-Closing Email Script: Winning Clients for Life
Subject: Your Journey Doesn’t End at Closing
Hi [Client Name],
Congratulations again on your new home! 🎉 I wanted to share something important: my commitment to you doesn’t end when the loan closes—it’s just the beginning.
Owning a home is one of the biggest financial decisions you’ll make, and my role is to continue supporting you as you manage this investment. I’ll keep an eye on the market and reach out if opportunities arise to lower your payment, refinance, or leverage your home equity.
To make this even easier, I’ve enrolled you in Homebot, a powerful tool that gives you monthly updates about your home’s value, local market trends, and personalized financial insights. It’s designed to help you make smart, informed decisions about your homeownership journey.
I look forward to being your trusted resource—not just today, but for years to come. If you ever have questions, big or small, I’m only a call or email away.