Stage 1 · Open
Lead with the report.
Reference the connection, offer The Smith Report with zero ask, and get their cell. You give before you ask.
Live call
Call setup
Fill what you know as you go.
The opener
Wording updates from the fields above.
“Hey [Agent], it’s Scott Smith — your number was in my phone, so we’ve probably crossed paths on a deal. You got a quick sec?”
“So I’m a lender here in the metro, and I built a tool for realtors — a weekly Denver market report agents are using with their clients to stay in front of their sphere. I wanted to text it over and get your honest thoughts. What’s the best cell for it?”
Listen forWhether they warm up, are guarded, or ask why you’re calling.
DoGet the yes + their cell, then text the report right then. No ask yet.
The report is the reason to call. The partnership is the goal.
Stage 2 · Connect
Get genuinely interested.
Learn their business before you pitch anything. This is where they decide if they like you.
“How long have you been selling? What areas and price points do you mostly work?”
“Are you taking on more buyers right now, or pretty full? What kind of clients are your favorite to work with?”
Listen forBuyer volume, price band, pain points, whether their financing ever gives them trouble.
RecordAreas, price points, buyers vs. listings, current lender if it comes up.
Agent profile
Feeds the summary you send to GHL.
Make them feel important. Listen more than you talk.
Stage 3 · Earn the file
Ask in the same call.
Not a hard pivot, not postponed. Say it easy, like one busy pro to another — then stop and let them answer.
“And honestly — the reason I love handing agents that report is it’s how I meet the ones I actually want to work with. Because what I do best is make your buyers’ loans close on time with zero drama — I answer my phone, and I’ve got DPA and first-time programs that get more of your buyers qualified, which means more of your deals close.”
“So I’m not asking you to leave anybody — just let me earn one file. Who’s the next buyer you’ve got coming up that needs a pre-approval?”
“And that report? If you want, I’ll put your name and photo on it so your sphere sees YOU as the market expert. Costs you nothing.”
Listen forA name, a “maybe,” or a real objection — all are openings.
RecordWhether they named a buyer, co-brand interest, and any concern.
Value and ask live together — don’t save it for a callback.
Stage 4 · Objections
Give-first answers.
Tap a chip in the bar below anytime, or read them here.
I already have a lender
“Totally fair — every good agent does, and I’d never ask you to leave anybody. Keep them. Just let me earn ONE file — send me your next buyer and let me show you how I close. Worst case, you’ve got a strong backup in your corner.”
What’s the catch?
“No catch. The report’s free and yours to use with your clients. I just want to be on your radar as a lender who actually performs when you need one — that’s the whole play.”
Aren’t you my competition? (you’re an agent too)
“Fair question — I’m dual-licensed. But I’m reaching out as your LENDER, not to touch your listings. Anything I ever can’t personally serve, I’d rather hand to a partner like you — and any client I refer is yours, period.”
I’m too busy / I’m full
“Perfect — busy agents are exactly who I want to work with, because you actually close. I’m not asking for your time; I’m asking to make your next buyer’s loan easy. When one needs financing, that’s where I come in.”
Not interested
“No problem at all — can I at least keep you on the market report so you get the Denver numbers each week? No pitch, just value. If it’s ever useful, you know where I am.”
What do you charge / what’s it cost me
“The report and the co-branding cost you nothing. On the loan side, I’ll always give your buyer a straight, competitive deal — and you’ll know exactly where every file stands the whole way.”
Every objection is give-first: keep them on the report no matter what.
Stage 5 · Close
Deal or Zoom.
Go for a real file first. Fall back to 15 minutes. Always leave them with your number and the report.
Go for a deal (best)
“Tell you what — send me the next buyer you need pre-approved. No strings, let me just show you how I work. What’s their name and number?”
Zoom fallback
“Or if it’s easier, let’s grab 15 minutes — coffee or a quick Zoom. I’ve got [day] at ______ or ______ — what works better?”
Always
“Either way, save my number — Scott Smith, a lender in your corner — ______. I’m texting you that report right now. Really good to connect, [Agent].”
Book it before you hang up.
Stage 6 · Log & send
Drop it in GHL.
Tags them “Agent Partner” and adds these notes to their contact (creates it if new).
Enter their cell and hit Send to GHL. Everything above flows into the note.
Internal working tool. Partnership terms, programs, rates and qualification outcomes are subject to eligibility, documentation, underwriting and applicable disclosures.