Suggested Timeline
PREPARATION - Download and print What's My Home Worth Tracker. Print list of names & phone numbers of your Top 150 (the people who will receive your email)
DOWNLOAD TRACKER HERE3/23 - Send Email through myClients
3/25 - Social Media Post #1
3/28 - Send text message to schedule call
3/29- Start making phone calls
3/29- Follow-up Text Message (right after phone call)
4/1 - Social Media Post #2
4/2 - early May: Continue to follow-up with calls & text messages
4/8 - Social Media Post #3
THE STRATEGY
This campaign will make it easy for the home owners you already know to ask the one question that is on everyone’s mind these days: “How much MORE is my home really worth now?”
Strategy: Get prospects/clients curious about finding out what their home value is RIGHT NOW in this changing market.
Action: Invite homeowners to schedule a meeting so you can discuss the current value of their home. The best part is… you can do this via ZOOM, phone or in person.
Goal: To be the trusted consultant who will guide, lead and protect them when they choose to buy or sell.
STEP 1: SEND THE EMAIL
Emails are fast and easy but you can get lost in the seas of someone’s inbox, so it’s important to follow-up with text messages and phone calls.
Email (Agent):
Subject: Are you curious about how much MORE your home is worth today?
Hello (firstname),
The most frequent question I am being asked right now: “How much MORE is my home worth these days?”
Even if you are not going to move anytime soon, this is an important question.
For most people, the biggest contributing factor toward their net worth is the equity in their home. Home value can determine credit worthiness, as well as serve as a saving account.
Recently, we’ve seen home values increase by thousands of dollars a month. In my experience, this gives homeowners a feeling of financial confidence.
The factors which currently influence the value of your home are:
● Where you live
● What homes, nearest you, are for sale or have recently sold
● How long those homes took to sell
If you or someone you care about is curious what your home is worth right now – ask me for a Free Custom Home Value & Market Analysis. I want to make sure that you and the people you feel comfortable introducing to me feel secure knowing that you have the most current and accurate information.
To request your Free Home Analysis, reply to this email or you can call/text me and I will make sure you know right away how your home is valued in today’s market.
[Your Name]
[Your Phone]
[Your website]
Email (Lender):
Subject: Are you curious how much MORE your home is worth…..
…and what could you do with it?
Hello (firstname),
The real estate market continues to favor sellers and that is driving up home prices. You may have more equity than you realize right now and that could be a great source of low interest funds. Now is a great time to leverage your home’s value!
As your mortgage consultant for life, I am committed to keep you informed about your investment with a Free Equity Analysis. My goal is not only to assist you with your immediate financial needs, but also to look at what’s best for you in the long run.
You could use your equity to:
• Eliminate credit card debt
• Make home improvements
• Pay down/off student loans
• Plan a much needed family vacation
• Explore new investments
There are a couple of different ways to access your equity, so let’s schedule some time together so we can determine your equity and what options are available to you right now. Just give me a call, send me a text or reply to this email!
[Your Name]
[Your Phone]
[Your website]
Email Template in myClients
AGENT EMAIL – There are Solo/Team versions
LENDER EMAIL – There are Solo/Team versions
STEP 2: POST TO SOCIAL MEDIA
The next step is to make your message sharable. Social media is a great way to inform friends, family and clients who can then share your offer with all of the people they know.
POST 1 – Agent
Click here to download image.
The [area] market is up [number]%! Great news for sellers! But how much more is your home really worth these days? Find out in about 15 minutes…
Contact me so I can ask you a few questions and then I will get a custom home and market analysis and see what the potential really is during this new world of home sales.
The online free calculators don’t take your personal home information into account…I will do the work and get you a custom analysis based on your home specifics.
The news is better than you think – I’d love to show you!
POST 1 – Lender
Click here to download image.
Now is a GREAT time to leverage your home’s value!
Home prices continue to increase and that means you could have more equity than you realize.
You could use the equity you’ve built up to…
- Eliminate credit card debt
- Make home improvements
- Pay down/off student loans
- Plan a much needed family vacation
- Explore new investments
There are different ways to access your equity, so if you’re interested in learning more, I’d love to prepare a Free Equity Analysis and review the options available to you.
POST 2 – Agent
Click here to download image.
If you have been wondering what your home may be worth, right now during the current red hot real estate market, here’s an easy way to find out…
Get a FREE Home & Market Analysis with up-to-the-minute statistics based on the homes for sale and sold in your neighborhood specifically over the last 2 months. NOTE: the online calculators don’t give you accurate “right now” numbers, they go back 6 months or more. I’ll dig deeper to get you a more accurate current home analysis.
Contact me to get your Free Custom Home & Market Analysis. It’ll only take about 15 minutes and you just may be surprised by what you’ll learn about your home value and potential.
POST 2 – Lender
Click here to download image.
The [area] market is up [number]%! This is great news for home owners! How much MORE is your home really worth these days… and what could you do with it?
You may have more equity than you realize right now and that could be a great source of low interest funds. Now is a great time to leverage your home’s value!
Have you been thinking about:
- Eliminating your credit card debt?
- Making home improvements?
- How to pay for college tuition?
- Taking a much needed family vacation?
- Exploring new investment opportunities?
I just need to ask you a few questions and then I can generate a custom home and market analysis and see what the potential really is right now.
The news is better than you think – I’d love to show you!
POST 3 – Infographic
Click here to download
Contact me to get your Free Custom Home & Market Analysis – you’ll just need to answer a few questions and then we’ll choose a good time to review this information.
It’ll only take about 15 minutes and you just may be surprised by what you’ll learn about your home value and potential. (Worried about finding a replacement home? Don’t be…! I have a plan for that, too!)
STEP 3: FOLLOW UP WITH A CALL & TEXT
These are talking points to get you started in a conversation. They are not meant to be word-for-word scripst to read verbatim. Make these dialogues your own and use in whatever way you feel most comfortable.
SCRIPT 1
You: “Hi [Their name], it’s [your name]. How are you?
Them: (response)
You: (let the friendly conversation just flow as it feels natural)
You: “The activity in our current real estate market is unprecedented and I wanted to hear your thoughts. Homes continue to sell in hours and days rather than weeks and months. Current home sale prices are being compared to the types of returns investors get during stock market surges and cryptocurrency spikes.
Have you been hearing about these record sale prices?”
LISTEN & ENGAGE
You: “Even if you have not been thinking about selling your home, let’s imagine the current scenario continues, what is the best-case scenario for you?”
SCRIPT 2
You: “Hi [Their name], it’s [your name]. How are you?
Them: (response)
You: (let the friendly conversation just flow as it feels natural)
You: You know, when you consider that 83% of personal wealth comes from home equity at retirement, it makes sense that so many people want to know what their home is REALLY worth today.
Whether you are planning to sell a home and move or stay put for a while, knowing what your home is worth is like checking your bank statement. I have a few questions that allow me to prepare a complete market estimate, so you don’t have to guess what your home value is.
I’ll do all the calculations ahead of time and we can even meet virtually or in person – whichever you’re comfortable with. It only takes about 15 minutes and you’ll probably be surprised by the thoroughness and results. Sound good?”
Them: “Sure, I’d be interested to know that information. What do we need to do?”
You: “It’s super easy. Let’s set a time and we can meet.”
TEXT MESSAGES
Text if you sent the postcard: Name, in the next few days you’ll go to your mailbox and see a bright yellow postcard from me, when you see it please read the quick story and then share it with a friend, family member or colleague who needs to hear this. Thanks – talk soon. (Your Name)
Text if you DID NOT SEND the postcard: Name, you may have noticed an email from me with a note about your home’s equity. Please read it and let’s chat. if you didn’t get it, go ahead and call me and I will explain everything to you.
Text After Home Value Conversation: Name, thanks for taking the time to talk today, now that we’ve talked, chances are you are going to notice someone who needs my help. Continue to feel comfortable introducing the people who want to know their home’s accurate value to me. I’ll be happy to help them as well. (Your Name)
ADDITIONAL RESOURCES
How Much MORE Is My Home Worth Today? – Coaching from Joe
REPLACEMENT HOME PROGRAM LETTER
One thing we are hearing now more than ever is… “But I’m scared I won’t be able to find a new home if I sell right now.”
It’s a valid concern, but we both know you can protect them through this situation. So, we created a letter that you can use to directly address this exact concern. It’s a great take on removing the doubt, providing the window of comfort the client needs to list their home, and you coming in to look like the hero in this whole situation. A real WIN-WIN!
I KNOW you’ll love the response you’ll get as well.
Free Room By Room Review
Referral Reminder Postcard – March
AGENT VERSION
LENDER VERSION
