This article provides instructions and example scripts for sending video emails to your Key Client Lists.
You can send video emails to clients in any Key Client List—except those marked with Email Issues.
Keep reading for instructions and example scripts tailored to the following client lists:
How to send a video email to Key Client Lists
To send a video email to your Key Client Lists, start by navigating to the Clients tab and follow these steps:
Step 1: Select the Key Client List you’d like to message
Step 2: Click Send Video
Step 3: Choose your recipients and confirm your selection
Step 4: Select your video platform and paste your video link
Step 5: Customize the headline, review your message, and hit send
Find more details about video email HERE.
Tips for Delivery:
Keep it conversational: Avoid jargon and keep it simple.
Provide value: Offer actionable insights to build trust and credibility.
Likely to Sell Video Email Script
"Hi [borrower's first name],
[Your name] from [company name]. Hope you’re doing well! I wanted to check in with you and see if you’ve been considering any changes with your current home, such as selling or exploring new options? I’ve been working with a lot of homeowners who are exploring their next move, and I wanted to share some insights that might be helpful for you, too.
Whether you’re just starting to think about selling or you’re curious about what your home might be worth, there are a few things to consider in today’s market. I’d be happy to walk you through your options. No pressure, just helpful info.
If you’d like to chat through your options, just reply to this email or give me a quick call at [phone number].
I’m looking forward to catching up!”
High Equity Video Email Script
Hi [Client’s First Name],
It’s [Your Name] with [Your Company], and I wanted to quickly check in.
I noticed you’ve built up a good amount of equity in your home, which is awesome!
That kind of financial position opens up a lot of options. Whether you're thinking about moving, refinancing, or just curious what your equity could do for you, I’d love to help you explore what’s possible.
Let me know if you’d like to chat or run some numbers together. No pressure. Just here to help when you're ready.
Talk soon!"
Refi Candidates Video Email Script
"Hi [Client’s First Name],
It’s [Your Name] from [Your Company], and I just wanted to quickly check in.
Where rates are today and the equity you’ve built in your home, you may be in a great position to refinance. Whether that means lowering your monthly payment, shortening your loan term, or even tapping into cash for other goals.
If you’re curious about what that could look like, I’d love to help run the numbers and walk you through your options.
Let me know if you’d like to connect!"