First Contact Playbook - Veteran's United

t s r i F t c a t n o C k oook

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1 p e t S Lead gets accepted via AgentDash

2 p e t S Contact Buyer

Text immediately Suggested text script: Hi NAME, my name is AGENT, I got your number from LOAN OFFICER with Veteran's United, I'm a preferred Realtor who works with them! When would be a good time for a phone call? It could be a bit lengthy, I'll go over the homebuying process and find out what kind of home fits your needs. Talk Soon - AGENT

If no response, follow up with call & email at 24 hour mark Even if there is no response and you have not had the buyer consult, you may want to set them up on Zenlist with the information you have. This may motivate them to reach out to you

3 p e t S

Contact Loan Officer Phone call preferred Introduce yourself "I've made initial contact with BUYER and..." a) "had a good convo" or b) "waiting to hear back" "Your last communication?"

"Pre-approved yet?"

Have they completed their application?

"What can I do to help expedite getting you their documents?"

"Preferred method and/or frequency of communication?" *"As you know, a lot of these deals can happen outside of normal business hours and it could be important that the LA or I can contact you to ensure we retain the mortgage with VU. Would you be open to sharing your cell phone number with me?"

Follow up recap email Immediately after the call to introduce an additional communication line

4 p e t S

Buyer Consultation

Probably the first time on the phone Important notes to address Closing costs knowledge (EMD, condo/HOA fees, etc) Minimum amount needed. This gives you both clarity if/when buyer is ready Set them up on an auto-search (Zenlist) Visibility into how active the buyer is Customizable frequencies depending on readiness Buyers can mark favorites but be sure to set up expectations as to when to take them out viewing

5 p e t S Update AgentDash