{"id":8752,"date":"2024-06-06T10:48:29","date_gmt":"2024-06-06T10:48:29","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=8752"},"modified":"2024-06-11T02:55:56","modified_gmt":"2024-06-11T02:55:56","slug":"follow-up-sequence-for-mortgage-brokers","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/follow-up-sequence-for-mortgage-brokers\/","title":{"rendered":"Follow-up sequence for mortgage brokers &amp; financial service providers"},"content":{"rendered":"\n<p class=\"has-background\" style=\"background-color:#ecfcfe\">Use our follow-up sequence for mortgage brokers and financial service providers to move leads along your sales funnel. We&#8217;ve provided templates for you, so all you have to do is download, edit, and send them via WhatsApp, SMS, iMessage, or your favourite messaging app.<\/p>\n\n\n\n<p>Experienced mortgage brokers and financial service providers know that once they\u2019ve sent that initial outreach to a lead, their work to convert that lead into a client has only just begun.<\/p>\n\n\n\n<p>Why? You may already know this, but sales usually don\u2019t happen right after your first outreach! But don\u2019t worry \u2013 this is very normal.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p>Sales don\u2019t usually happen after your first outreach.<\/p><\/blockquote><\/figure>\n\n\n\n<p>However, this also means that <strong>you need a good follow-up strategy<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Your plan should go beyond just asking if your client is ready to speak further or buy from you. The follow-up sequence of a seasoned pro helps them stay fresh in their lead\u2019s mind and build a long-term relationship.<\/p>\n\n\n\n<p>What\u2019s more, the information you send to a lead in your follow-ups should also help build their knowledge and confidence in your products and services. This way, <strong>they\u2019re not only more likely to want to buy but also see that they should buy from you<\/strong>.<\/p>\n\n\n\n<p>Following up is extremely crucial to landing sales. The good news is that <strong>we have a follow-up sequence for mortgage brokers and financial services ready for you<\/strong>!<\/p>\n\n\n\n<p>In fact, all you need to do is copy, personalise that template for you and your business, and send it via WhatsApp, SMS, iMessage, or the popular messaging app of your choice. \u2705<\/p>\n\n\n\n<h3>Overview<\/h3>\n\n\n\n<ul>\n<li><a href=\"#intro-follow-up-sequence\">How to Save Our Intro &amp; Follow-Up Sequence<\/a><\/li>\n\n\n\n<li><a href=\"#intro-message\">Introduction Message<\/a><\/li>\n\n\n\n<li><a href=\"#follow-up-1\">Follow-Up #1: Check In &amp; Ask for a Meeting<\/a><\/li>\n\n\n\n<li><a href=\"#follow-up-2\">Follow-Up #2: Check In &amp; Offer Information<\/a><\/li>\n\n\n\n<li><a href=\"#follow-up-3\">Follow-Up #3: Send Helpful Content<\/a><\/li>\n\n\n\n<li><a href=\"#follow-up-4\">Follow-Up #4: Thank a Lead for a Call or In-Person Meeting<\/a><\/li>\n\n\n\n<li><a href=\"#follow-up-5\">Follow-Up #5: Send Relevant Information to the Lead<\/a><\/li>\n<\/ul>\n\n\n\n<a name=\"intro-follow-up-sequence\"><\/a>\n\n\n\n<h2>How to Save Our Intro &amp; Follow-Up Sequence for Mortgage Brokers &amp; Financial Service Providers<\/h2>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ffedfc\"><strong>\ud83d\udca1 Pro-Tip<\/strong>: Click \u201cPersonalise This Template\u201d to save each step of the sequence directly into your Privyr account.<br><br>From there, you can directly send the follow-up to your clients via WhatsApp, SMS, iMessage, and more. Privyr will even auto-personalise each message with your client\u2019s name. It\u2019s so easy! \ud83e\udd73<br><br>With Privyr, you can even track which messages you have sent to a lead, so you can easily decide which template to send next!<\/p>\n\n\n\n<p>Don\u2019t have a Privyr account yet? No worries, we\u2019ve got you! <a href=\"https:\/\/www.privyr.com\/signup?ref=universal&amp;utm_source=message-templates-blog&amp;utm_medium=Blog&amp;utm_campaign=message-templates\" target=\"_blank\" rel=\"noreferrer noopener\">Get started here for free<\/a>.<\/p>\n\n\n\n<a name=\"intro-message\"><\/a>\n\n\n\n<h2>Introduction Message for Mortgage Brokers &amp; Financial Advisors<\/h2>\n\n\n\n<p>Ideally, you should start with a strong initial outreach message! You can use this one below. We\u2019ve written it to encourage new leads to send you a response, which will help them be more open to your subsequent follow-ups.<\/p>\n\n\n\n<p>Try to send this message <strong>within 10 to 15 minutes of receiving your new lead<\/strong>. With Privyr, you can automatically sync new leads from your lead sources straight to your phone, so that you can contact them immediately after they submit their details.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-i8xBsLC0', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza, thanks for contacting ACME Mortgage Brokers! I\u2019m Ron, and I\u2019m excited to help you on your mortgage financing journey. You can ask me any questions at any time \u2013 I\u2019m here for you!<\/p>\n<p>To start, can you let me know which of these choices sounds most like the mortgage type you\u2019re looking for?<\/p>\n<p>1\ufe0f\u20e3 Residential<\/p>\n<p>2\ufe0f\u20e3 Buy to Rent<\/p>\n<p>Just send me a number \u2013 I\u2019ll send you a brochure based on what you\u2019d like!\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-i8xBsLC0\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<p>That said, don\u2019t worry if you don\u2019t get a response to this. It usually takes many more messages to engage a lead!<\/p>\n\n\n\n<a name=\"follow-up-1\"><\/a>\n\n\n\n<h2>Follow-up #1: Check In &amp; Ask for a Meeting<\/h2>\n\n\n\n<p>You can use this message to try and schedule a quick call to get to know your lead better. By suggesting a time, you encourage your lead to reach out with a time that suits their schedule. That can help you get in touch with them faster.<\/p>\n\n\n\n<p>Ideally, you can send this follow up <strong>two to three days after you sent your initial outreach<\/strong>.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-4AQFKQfR', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza,<\/p>\n<p>Hope everything's going great for you. Mortgage financing can be super confusing, but I\u2019m here to help!<\/p>\n<p>To better understand your needs, how does a call on <b>Thursday at 2PM<\/b> sound? If that doesn\u2019t work, just let me know a time that works for you!<\/p>\n<p>If you have questions before then, just message them here. \ud83e\udd17<\/p>\n<p>Ron<\/p>\n<p>ACME Mortgage Brokers\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-4AQFKQfR\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<a name=\"follow-up-2\"><\/a>\n\n\n\n<h2>Follow-up #2: Check In &amp; Offer Information<\/h2>\n\n\n\n<p>Sometimes your leads may need a little bit more time to consider their options before speaking with you. So, send this message<strong> two to three days after your previous follow-up text<\/strong> to offer a general overview of your services.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-riQcsmUj', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza, just wanted to check in on you \u2013 how are you feeling about your mortgage financing plans? I\u2019m here to provide you with any information you need.<\/p>\n<p>If it\u2019s alright, I\u2019d love to share a brochure with three of the most common issues our clients face \u2013 and how we help solve them.<\/p>\n<p>Just let me know by replying with a <b>Yes<\/b> or any emoji like \ud83d\udc4d.\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-riQcsmUj\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<a name=\"follow-up-3\"><\/a>\n\n\n\n<h2>Follow-up #3: Send Helpful Content<\/h2>\n\n\n\n<p>Sending information such as brochures along with your follow-up message is a great idea because it accomplishes two tasks with one message.<\/p>\n\n\n\n<p>First, these follow-ups remind them that you\u2019re still there and ready to help if they\u2019re interested.<\/p>\n\n\n\n<p>Second, it\u2019s an easy way to show the value that you add. When your lead sees that you are knowledgeable, they will feel more comfortable engaging with you.<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ffedfc\"><strong>\ud83d\udca1 Pro-Tip<\/strong>: If your lead has never messaged you before, they may not be able to open your links and files. WhatsApp and many other popular messaging apps do not allow your lead to open links and files from numbers they have never messaged before.<br><br><strong>For best results, send these messages only to clients who have replied to your messages at least once. \ud83c\udf1f<\/strong><\/p>\n\n\n\n<p>Below, you can find four options. You can use one or all of them within your sequence. It\u2019s up to you!<\/p>\n\n\n\n<h3>Option 1: Send Information about Your Industry<\/h3>\n\n\n\n<p>Use this option to send links from external sources, such as a hot or informative news story about the housing market or lending scene.<\/p>\n\n\n\n<p>With Privyr, it\u2019s easy to save, edit, and send this template message with your preferred link to your leads.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-ztB3xoWs', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza, in case you haven\u2019t seen ACME News Outlet\u2019s latest story, housing prices in Sydney have climbed 160% in the past 15 years. \ud83e\udd2f You can have a look:<\/p>\n<p>http:\/\/www.example.com\/hotnewsstory<\/p>\n<p>I know that can seem intimidating, but our clients have been dealing with this for the past 15 years, and so have we. We\u2019ve got this! \ud83d\ude4c<\/p>\n<p>If you\u2019re looking to move forward with your current mortgage financing journey, or have any questions, please reach out! I\u2019m only a text or call away.&nbsp;<\/p>\n<p>Ron<\/p>\n<p>ACME Mortgage Brokers\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-ztB3xoWs\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<h3>Option 2: Send a Case Study or Customer Story<\/h3>\n\n\n\n<p>Let your leads hear from other clients who have found success with you! If you have PDF files with your customer stories or case studies to share, your leads can get more of an understanding of how you\u2019ve helped others.<\/p>\n\n\n\n<p>Then, they\u2019ll see how you can help them too. \ud83e\udd29<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ffedfc\"><strong>\ud83d\udca1 Pro-Tip<\/strong>: You\u2019re probably already sending your lead information and resources, which is great!<br><br>Here\u2019s a way to make it even better. <strong>Sending content such as PDF files sent through Privyr makes it trackable, which means that you\u2019ll receive an instant alert when your client views it<\/strong>!<br><br>This way, even if they\u2019re not responding to you right away \u2013 or haven\u2019t messaged you in a long time, you know that they\u2019re still interested in your services. You can use this information to plan your next follow-up.<br><br>For example, messaging them <strong>within the next day of them viewing your file<\/strong> (not right when they\u2019re looking at it) is a great idea!<\/p>\n\n\n\n<p>Send this template message along with your PDF file in a single, neat message. It\u2019ll look way better than multiple messages, or worse \u2013 a file sent without any context!<\/p>\n\n\n\n<p>Just download this template and <strong>replace the PDF file with one of your own<\/strong>.<\/p>\n\n\n\n<p>When you send it to clients, they\u2019ll receive an auto-personalised message along with the file. You can copy our message below or create your own! \ud83e\udd73<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ecfcfe\">Hi Eliza,<br><br>I hope you\u2019re doing well! We\u2019ve had a number of customer successes lately, and I wanted to share one of their stories with you.<br><br>I recently worked with Paul who was a buyer seeking to finance his first home while in between jobs. By working with him over several months, we were able to find a solution that fit. Now, he happily lives in Edenbrook with his wife and puppy Cookie!<br><br>Hope you find it insightful!<br><br>Ron<br>ACME Mortgage Brokers<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/app.privyr.com\/content\/share\/f-QmpE4oXH\" style=\"background-color:#c863ff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>USE THIS TEMPLATE<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<h3>Option 3: Send a Personalised Event Invitation<\/h3>\n\n\n\n<p>Events are a great way to educate interested prospects while also getting them excited about your services! Set your event apart from your competitors\u2019 with a personalised invitation \u2013 just save the one we share below.<\/p>\n\n\n\n<p>You can edit it with details of your event. Plus, you\u2019ll be able to track who clicks on it, which will give you an idea of who is interested, even if they can\u2019t attend.<br><\/p>\n\n\n\n<p>Send this template <strong>during the lead-up to your event<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"815\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/06\/Personalised-Event-Invitation-Page-1024x815.jpg\" alt=\"Follow-up sequence for mortgage brokers and financial advisors: Use this Page template to easily edit and send a personalised event invitation.\" class=\"wp-image-8765\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/06\/Personalised-Event-Invitation-Page-1024x815.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/06\/Personalised-Event-Invitation-Page-300x239.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/06\/Personalised-Event-Invitation-Page.jpg 1198w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/06\/Personalised-Event-Invitation-Page-300x239@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/app.privyr.com\/content\/share\/p-y3FDiQsR\" style=\"background-color:#c863ff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>USE THIS TEMPLATE<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>For best results, send the link to the invitation with an attached message via WhatsApp, SMS, iMessage, or your favourite messaging app. Here&#8217;s one for inspiration:<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ecfcfe\">Hi Eliza, hope everything\u2019s going okay! I want to personally invite you to our Property Financing 101 Workshop. Join aspiring home buyers just like you in a day of learning and community.<br><br>You\u2019ll be able to speak with our expert staff and hear from people who have found success with our firm. Hopefully, you\u2019ll walk away feeling more confident about financing options for your home!<br><br>Check out our invitation here \u2013 just let me know to RSVP.<br><br>Ron<br>ACME Mortgage Brokers<\/p>\n\n\n\n<h3>Option 4: Send Information about Your Industry<\/h3>\n\n\n\n<p>Send a PDF File to talk about big changes or trends. This way, you&#8217;ll let your prospect know that you know your stuff and are available for discussion if they have any concerns.<\/p>\n\n\n\n<p>Here&#8217;s a suggestion for the message you can send with your PDF File. In the Privyr app, you can customise an auto-personalised default message to accompany your files when you send them via WhatsApp, SMS, iMessage, and other messaging apps.<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#ecfcfe\">Hey Eliza, have you seen the news that property financing laws are changing in the city of Edenbrook?<br><br>I know this is an area of interest for you! Just want to let you know that I and everyone else at ACME Mortgage Brokers have been aware of this change coming for months.<br><br>All the options we\u2019ve sent to you still work under these new regulations, and we\u2019ve drawn up exactly how that works in the attached file.<br><br>If you have any concerns, please text or call me. I\u2019m available to address any questions you may have at this stage in your financing journey.<br><br>Ron<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/app.privyr.com\/content\/share\/f-xz0PWYiF\" style=\"background-color:#c863ff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>USE THIS TEMPLATE<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<a name=\"follow-up-4\"><\/a>\n\n\n\n<h2>Follow-up #4: Thank Your Lead after a Meeting<\/h2>\n\n\n\n<p>Even if your lead seemed engaged during a phone call or in-person meeting, it\u2019s a great idea to thank them after.<\/p>\n\n\n\n<p>This way, they have a record in their messages that the meeting took place, and they\u2019ll be able to recall how the meeting went while it is still fresh in their mind. To help, you can add some details about what you talked about.<\/p>\n\n\n\n<p>As time passes, your lead will be less likely to think about buying. So, try to send this thank you message <strong>at the end of the day you had the meeting<\/strong> or <strong>the next day<\/strong> for best results.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-BCU5fmXP', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza,<\/p>\n<p>Thanks so much for meeting with me today! It was a pleasure getting to know more about your home financing journey as well as the adventures you\u2019ve had running your own restaurant. I\u2019ll have to try some of your food sometime. \ud83d\ude0b<\/p>\n<p>I think it\u2019s great that you\u2019re interested in bridge loans. Take some time to think about the options I showed you, and let\u2019s discuss soon \u2013 I can call you at <b>2PM on Friday<\/b>. If that time doesn\u2019t work, just let me know when it\u2019s convenient!<\/p>\n<p>Ron\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-BCU5fmXP\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<a name=\"follow-up-5\"><\/a>\n\n\n\n<h2>Follow-up #5: Send Relevant Information to Your Lead<\/h2>\n\n\n\n<p>If a lead remains silent after multiple follow-ups, even if you\u2019ve spoken with them or met them in person, it\u2019s not time to give up yet! This doesn\u2019t mean you\u2019ve lost the sale.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p>If a lead remains silent after multiple follow-ups, this doesn\u2019t mean you\u2019ve lost the sale!<\/p><\/blockquote><\/figure>\n\n\n\n<p>Your lead could be busy with work or their personal life. Perhaps they\u2019re considering their options or having second thoughts. Don\u2019t worry too much about this.<\/p>\n\n\n\n<p>Instead, concentrate on making sure that <strong>when they\u2019re finally ready to take the next step on their financing journey, they remember you \u2013 and know where to find you<\/strong>.<\/p>\n\n\n\n<p>To help that happen, you should follow up regularly \u2013 even if your lead stays silent for months. While your lead is thinking over their decision, you\u2019ll remain fresh in their minds and high in their recent message history.<\/p>\n\n\n\n<p>In the meantime, you can continue sending content such as industry updates or messages like the one below, which reminds your lead that you\u2019re thinking about them and are available to help.<\/p>\n\n\n<div class=\"text-template-preview-wrapper\"  onclick=\"window.open('https:\/\/app.privyr.com\/content\/share\/m-C3KuorO8', '_blank');\">\r\n  <p style=\"margin-top: 0;     font-family: \"Roboto\", sans-serif;\" class=\"text-template-preview-text\">\r\n    \"Hi Eliza, it\u2019s been a while since I\u2019ve heard from you! Last time we spoke, you mentioned that you were looking into bridge loans while you put your current flat on the market.<\/p>\n<p>I wanted to check in and ask if you managed to find a good fit provider?<\/p>\n<p>If not, I\u2019d love to show you our current findings for bridge loans and other financing opinions \u2013 just let me know if you\u2019d like me to send the updated info.<\/p>\n<p>Ron<\/p>\n<p>ACME Mortgage Brokers\"\r\n  <\/p>\r\n  <img src=\"https:\/\/s3.ap-southeast-1.amazonaws.com\/s3.privyr.com\/assets\/icons\/message+templates+background+icon.png\" style=\"    position: relative; float: right; filter: grayscale(100%);\r\n    width: 6em;\r\n    right: 0em;\r\n    bottom: 4em;\r\n    opacity: 0.3;\" class=\"text-template-icon\">\r\n  <a href=\"https:\/\/app.privyr.com\/content\/share\/m-C3KuorO8\" target=\"_blank\" style=\"width: 100%\" rel=\"noopener\">\r\n    <button class=\"text-template-preview-btn banner-cta\" onclick=\"\">\r\n      Personalise This Template\r\n    <\/button><\/a>\r\n<\/div>\r\n\n\n\n\n<p>\ud83c\udf1f <strong>Bonus templates: <\/strong>We also have festive greetings available for you to send your prospects well wishes on dates such as <a href=\"https:\/\/www.privyr.com\/blog\/whatsapp-christmas-messages-for-customers\/\" target=\"_blank\" rel=\"noreferrer noopener\">Christmas<\/a>, <a href=\"https:\/\/www.privyr.com\/blog\/eid-ul-fitr-eid-mubarak-wishes-for-clients\/\" target=\"_blank\" rel=\"noreferrer noopener\">Eid<\/a>, and their <a href=\"https:\/\/www.privyr.com\/blog\/happy-birthday-wishes-for-clients\/\" target=\"_blank\" rel=\"noreferrer noopener\">birthdays<\/a>, to keep leads warm and engaged.<\/p>\n\n\n\n<h2>Before you leave, just remember\u2026<\/h2>\n\n\n\n<p>Going several weeks or months with no replies from a lead can feel disheartening, but always remember that your lead took the time to fill out your lead form and\/or meet with you!<\/p>\n\n\n\n<p>While you may not be able to control what\u2019s going on in their head, you can control how memorable you are and how helpful you appear. \ud83e\udd17 With our follow-up sequence for mortgage brokers, you can communicate in many different ways that show your value to your prospect.<\/p>\n\n\n\n<p>With Privyr, it\u2019s easy to download, save, personalise, and send follow-up messages and other content just like we\u2019ve shown you above!<\/p>\n\n\n\n<p>What\u2019s more, you can schedule automatic reminders and quickly send relevant sales scripts for every touchpoint. Privyr will auto-personalise these messages for your clients on WhatsApp, SMS, text message, and more in just one tap.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.privyr.com\/signup?ref=universal&amp;utm_source=message-templates-blog&amp;utm_medium=Blog&amp;utm_campaign=message-templates\" target=\"_blank\" rel=\"noreferrer noopener\">Get started with a Privyr account today \u2013 it\u2019s free<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Download &#038; send this follow-up sequence for mortgage brokers &#038; finance pros to convert leads into clients (WhatsApp templates included!).<\/p>\n","protected":false},"author":8,"featured_media":8760,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1003],"tags":[469],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Follow-up sequence for mortgage brokers &amp; financial service pros<\/title>\n<meta name=\"description\" content=\"Download &amp; 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