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Martha Shanks

Great idea! I will implement.

Ken Boyle

Bliss -- I have never thought to add this to my signature or do you ask as part of the body of the e-mail? Any text samples?


Hi Bliss,
Thanks for the kind words! Catherine and I are both reserved about asking for referrals--we are afraid of getting obnoxious about it. She asks for referrals as part of her email signature. I do not. I decided to be selective and make the request stand out. And the positive response rate has been at least 33%, if not 50%, including one client with whom we had difficulties.
If the "PS" goes after a long email signature with NMLS# and contact info, then people likely won't see it. This is also the only time that I sign/type my name above my normal signature, just so I can get that "PS" in the email more naturally.

So here is the template of what I send when we receive final approval for a refinance:

Subject: [last name] Loan Status Update - Final Approval

Hi ____,

Your loan has been given approval by the underwriter and there are no other conditions. Congratulations! You will be contacted soon by ____ (or her assistant ___) of Alaska USA Title Agency to schedule a closing appointment.

Best regards,

PS: Please don’t keep us a secret – we would love to help your friends and family with their next mortgage.

[Insert full signature with contact info here]

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  • Cathy Schlegel
    I just wanted to tell you how much I enjoy your website and how I get lost in all the fun blogging and interesting articles. When people do a good job, as you do, I think it’s important to tell them. Thanks for encouraging me in these trying times.
  • Charles G. Hauser
    Hauser Financial
    Your marketing blog, titled Great Example, featuring Sandra Scott was great. I found it very educational and inspirational, in fact so inspirational that I printed it out and hung it by my computer so I can read it every morning. Thank You very much for all your hard work and time you put into helping us become better Mortgage Planners.
  • The 3 R's of Blogging and it's all right here -- Readable, Relevant, and Results. Thanks for the great tips, Bliss!

    See what else is being said about Bliss Sawyer.

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