Goal: Build a relationship and set a meeting.
Intro
“Hi [Realtor’s Name], this is [Your Name] with [Your Credit Union]. I know you’re busy, so I’ll keep this quick.”
Value Add
“I’ve been following your success in [insert niche/market], and I admire the service you provide your clients. As a credit union loan officer, I believe every top-producing Realtor should have a strong credit union partner. Here’s why:
We often have internal member leads we can assign to our Realtor partners.
We offer unique product options like [insert niche] with competitive rates.
Our credit union’s reputation carries weight in offers and gives clients confidence.”
Debunk the Myth
“Many people assume credit unions only operate 9–5. That’s not the case with me. I’m available evenings and weekends to support my Realtor partners and their buyers.”
Close
“I’d love to connect further and see if there’s a fit for us to collaborate. Would you be open to a quick coffee or Zoom call next week? I’m available [insert 2 options]. What works best for you?”
📧 Realtor Prospecting Email Template
Subject Options:
Let’s Team Up for Your Next Buyer
A Credit Union Advantage for Your Clients
Helping Your Clients Close with Confidence
Body:
Hi [Realtor’s Name],
I hope this note finds you well. My name is [Your Name], and I’m a mortgage loan officer with [Your Credit Union]. I’ve been following your work in [insert niche/market], and I’m impressed with the exceptional service you provide your clients.
I believe every top-producing real estate agent should have a trusted credit union lending partner — and here’s why:
We often have internal member leads that we assign to Realtor partners.
Our unique product offerings like [insert niche] come with competitive rates.
The reputation of [Your Credit Union] carries weight with buyers and sellers.
I’d love to set up a quick meeting to see how we might align — not only to support your current buyers but also to explore potential member leads. And to debunk a common myth: while some think credit unions only work “banker’s hours,” I make myself available evenings and weekends to support my Realtor partners and their clients.
Would you be open to a brief call or meeting next week? I’m available [insert 2 options]. If you’d prefer to meet at our credit union during lunch, we even have an on-campus restaurant — my treat.
I look forward to the opportunity to collaborate and help more families in our community achieve homeownership.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
[Your Credit Union]