Mortgage May 2026

"Hey [Name, Your Name] here. Just checking in! Rates are currently [mention rate trend] and I wanted to see if you’re still looking to buy or refinance? No pressure, just keeping you in the loop! ✨" 3. During Process (Document Request) Goal: Clear, urgent, and professional.

Text is for quick updates, not long explanations. MORTGAGE

Stick to business hours, typically between 8 a.m. and 9 p.m.. "Hey [Name, Your Name] here

Always say who you are, especially in the first few texts. Use Emojis: Keep it light and friendly 🏡🔑✨. No pressure, just keeping you in the loop

"Hi [Name]! This is [Your Name] with [Company]. Thrilled to help you explore mortgage options. Do you have a few minutes to chat about your home buying goals this week? 🏡" 2. Follow-Up (Inactive/Cold Lead) Goal: Re-engaging without being pushy.

"Congratulations again on your new home, [Name]! It was such a pleasure helping you. If you have friends or family looking to buy, I’d love to help them, too. 🥂" 5. Educational/Value Add Goal: Positioning yourself as an expert.