{first_name},


Great meeting you today! Loved your story about getting into the business. Definitely relatable.

Team: {first_name} {last_name} is a VIP lender we will be working with. He needs to meet more realtors so keep your ears and eyes open!

Quick summary and deliverables for next steps:

  • What will help you: {ENTER HERE}
  • What will help me: You’ll introduce your next borrower with the below template.


Template to refer (Email to {user_email})

{Buyers name},

Property Insurance is required for your closing.  We recommend obtaining a quote from the team of Insurance specialists at DSB Insurance Agency, LLC  

They represent dozens of companies and will shop the market on your behalf to find the best combination of coverage and value.  They also have the ability to combine your other coverages to maximize discounts.  No agency in Ohio helps more individuals during the home buying process so you will enjoy their experience!  You can reach them at 740-656-5119 or you can just begin the process by replying with your full name, new address, and phone number.  Since they work with us often, we’ll get to closing without a hiccup!

DSB Insurance,

{Buyer’s name} is a VIP client of ours.  As usual, please offer the white glove service we’re accustomed to and send us a copy of the Insurance binder when complete.


{email_signature}