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Realtor Partnership Email Sequence

Four emails over two weeks that open a referral relationship by being useful first. An example of what an automated sequence looks like.

4 assets8-minute setupRealtorsConventional
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Realtor Partnership Email Sequence graphic

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Quick Start

Start here

Don’t want to use everything? Begin with these three.

Email · ~3 min
Email 1 · Day 0 — The introduction

Opens a referral relationship by being useful rather than by asking.

Email · ~3 min
Email 2 · Day 3 — What actually decides a file

Four questions an agent can ask themselves before calling anyone.

Email · ~3 min
Email 3 · Day 8 — The self-employed buyer

The most common quietly-dead file on an agent's desk.

The rest of the campaign

Email · ~2 min
Email 4 · Day 14 — The standing offer

Closes with one specific, low-friction ask.

Before you publish

For licensed mortgage professional use only. Not for consumer distribution. Marketing content is a starting point; you are responsible for compliance with all applicable federal and state advertising regulations and for adding your NMLS number and required disclosures before publishing.

Suggested disclosure: Equal Housing Lender. This is not a commitment to lend. All loans are subject to credit review and approval; rates, terms, and program availability vary and may change. Add your NMLS number and your required state disclosures before publishing.