Free outreach template pack

Hi [first name],

I saw [one detail from their profile page]. I'm a mortgage agent in [city] with [your company], and a lot of my clients are first time buyers.

If one of your buyers needs a pre-approval quickly, or a second opinion on what they can afford, I'm easy to reach and I'll keep you posted at each step so nothing surprises you near closing.

Would you be open to a short call next week to see if we'd work well together?

[your name]
[your phone]

Hi [first name],

I'm [your name], a mortgage agent with [your company] in [city].

A good part of my work is helping buyers who were turned down somewhere else: self employed people, people with a short credit history, people with an unusual down payment. If you have a buyer like that, I'll look at their file and tell them honestly whether I can help.

[one detail from their profile page] is why I thought of you.

If it's useful, keep my number for next time, or reply and we can set up a quick call.

[your name]
[your phone]

Hi [first name],

Congratulations on [one detail from their profile page, e.g. the sale on Elm Street].

I'm [your name], a mortgage agent with [your company]. I work mostly in [city], and I'd like to be someone you can hand a buyer to when they need their financing sorted.

I pick up the phone, I explain things in plain language, and I keep you updated without you having to chase me.

If you're open to it, could we have a coffee or a 15 minute call in the next couple of weeks?

[your name]
[your phone]

Hi [first name],

I'm [your name], [your title] at [your brokerage] in [city]. I came across your profile and noticed [one detail from their profile page].

I'm not asking you to move. I'd just like to introduce myself, since agents in [city] tend to cross paths sooner or later. If you ever want a second opinion on splits, fees or the support you get, I'm glad to share how we do things, with no pressure either way.

Would a coffee sometime this month suit you?

[your name]
[your phone]

Hi [first name],

I saw that you're [one detail from their profile page, e.g. newly licensed with your brokerage]. The first year is a lot, and I remember how much of it was working out who to ask and what to do next.

I'm [your name] at [your brokerage]. We run [what you offer newer agents, e.g. weekly training and a mentor for the first ten deals]. Even if you're happy where you are, you're welcome to join [an event or session you host]. It's a good way to meet other agents in [city], and there's nothing to sign.

Can I send you the details? If the timing isn't right, that's fine too.

[your name]
[your phone]

Hi [first name],

Congratulations on [their award or milestone, e.g. making Platinum Club this year]. That takes real work, and it doesn't happen by accident.

I'm [your name], [your title] at [your brokerage]. Each month I talk with a few experienced agents about what's working and what isn't where they are. Sometimes it leads somewhere and often it doesn't, and both are fine.

If you'd ever like to compare notes, I'd be glad to buy you a coffee. No presentation, just a conversation about the business.

[your name]
[your phone]

Hi [first name],

I shoot listing photos in [city] and I noticed [one detail from their profile page, e.g. your listing on Oak Avenue].

I'm [your name] of [your company]. I deliver [what you deliver, e.g. edited photos within a day, plus floor plans if you need them], and I work around the seller's schedule so you don't have to. Here is a recent shoot so you can judge the work for yourself: [link to one example].

If you have a listing coming up, I'd be glad to quote it. And if you already have a photographer you like, that's completely fine, and I won't keep emailing you.

[your name]
[your phone]

Hi [first name],

I'm [your name], a home stager in [city] with [your company]. I saw [one detail from their profile page].

I work with agents on vacant and lived in homes, and I can usually do a walkthrough within [your turnaround]. Here are before and after photos from a recent job: [link].

If one of your listings could use a hand, would a quick call be useful? I'll give you a straight answer on whether staging is worth it for that particular house.

[your name]
[your phone]

Hi [first name],

I'm [your name], a home inspector with [your company], working in [city] and the surrounding area. I noticed [one detail from their profile page].

My reports come back within [your turnaround], written in plain language with photos, so buyers understand what matters and what doesn't. I don't try to scare anyone, and I'm happy to walk your clients through anything they're unsure about.

If you'd like to see how I write a report, reply and I'll send you a sample.

[your name]
[your phone]

Hi [first name],

I'm [your name], a real estate lawyer at [your firm] in [city]. We handle purchases, sales and refinances.

I noticed [one detail from their profile page]. When a deal gets tight near closing, what agents need is a straight answer and a call back the same day, and that is what we try to give.

If you'd like, I can send you our direct contacts so you have them for your next deal. Or if a short call is easier, let me know a time that works.

[your name]
[your phone]

Hi [first name],

I'm [your name] from [your company]. We help real estate agents [what you do, in one line]. [One sentence on what changes for an agent who uses it, with a real number if you have one.]

I noticed [one detail from their profile page], and I thought this might be relevant to the way you work.

If it isn't a fit, no worries at all, just say so. If it might be, would you be open to a 10 minute call next week? I'll keep it short and tell you honestly if we're not right for you.

[your name]
[your company]
[your phone]

Hi [first name],

How are you handling [the problem your service solves, e.g. listing signs and riders] at the moment?

I ask because I'm [your name] at [your company], and that's what we do. Agents in [city] use us for [a concrete result you can stand behind]. Getting started takes [how long].

If it's already sorted, I won't take more of your time. If not, I'm glad to send a short example of what we'd do for a listing like [one detail from their profile page], so you can see it before deciding anything.

[your name]
[your phone]

Hi [first name],

I run [your company], a small [your service] business here in [city]. I saw [one detail from their profile page].

I'd rather work with agents close by, which is why I'm writing to you. [One sentence about what you do, with a typical turnaround or price range.] You can see some of my recent work here: [link].

If you ever need [your service], I'd be glad to help, and I'll give you a straight answer on price before any work starts.

Would it be alright if I checked back with you in a few weeks?

[your name]
[your phone]

Hi [first name],

Following up on my note from last week, in case it got buried under everything else in your inbox.

If [your service] isn't useful to you right now, a one word reply is completely fine, and I won't write again.

If it is useful, I'm around [days or times that suit you] for a short call, or I can send a bit more detail by email, whichever is easier for you.

Thanks for reading,
[your name]
[your phone]

Hi [first name],

One more short note from me, and then I'll leave you be.

I thought this might be useful to you either way, whether or not we ever work together: [one genuinely helpful thing, e.g. a local market number, a short checklist, a link to a guide you wrote].

If you ever want to talk about [your service], my number is below, and I'm usually easy to reach during the week. And if you'd rather I didn't email you again, just say so and I won't.

Thanks,
[your name]
[your phone]

[Your name], [your company]
[Mailing address]
[Phone number, email address or website]
You're receiving this because your business email is published on [where you found it, e.g. your brokerage profile]. To unsubscribe, reply "unsubscribe" and I'll remove you within 10 business days.

• Identify yourself and your business, with a mailing address and a phone number, email address or website that will still work for at least 60 days.
• Only email addresses published for business use, only about their work, and skip anyone whose page says they don't want unsolicited messages.
• An unsubscribe that works for at least 60 days, honoured within 10 business days.
• Keep a note of where you found each address. Under CASL it is your job to show why you were allowed to send.

[Your name], [your company]
[Street address or PO box, city, state, ZIP]
You're getting this because your email is published for your real estate business. If you'd rather not hear from me, reply "no thanks" and I won't email you again.

• Your real name and business in the From line, and a subject line that matches the email.
• A valid postal address in every email: a street address, a PO box, or a registered private mailbox.
• A clear way to opt out, and honour it within 10 business days. Once someone opts out, never email them again.
• It has to be clear the email is a business offer. These templates are written that way; never dress one up as a personal note or a fake reply.