Connect to Clients With Quick Response Templates

Instead of typing out the same responses to clients and prospects over and over, save a few canned responses so you can get back to them with lightening speed.

Have you ever noticed that you answer email from clients with the same type of messages over and over? It’s always best to craft a personalized response, but often you’re pressed for time, which makes that difficult. In this age of immediate communication, just letting them know right away that you got their message and providing a little food for thought prior to your follow-up communication can go a long way toward earning your clients’ trust and making them feel connected to you, especially during stressful moments.

Whether you create templates through apps such as iPhone’s Templates or just save them as “quick responses” in your text and email software, these timesaving tools can be lifesavers during moments when you can’t connect personally with your clients.

You should edit these templates so that they read more like they are in your own voice. But we hope these are fruitful starting points that will boost your on-the-go response time.

Your buyer’s offer was accepted; this response will help ensure they don’t mess it up by taking out a car loan:

Good news: Your offer was accepted! I’m so happy for you. We’ll talk soon about next steps, but it’s important during this time that you don’t do anything that might jeopardize the mortgage process. Don’t take out any new credit, even if it’s for the house. Let me know when is a good time to discuss this next step in the journey, and congratulations!

A prospective seller has used an online calculator to figure out what their home is worth and wants your input. You say:

Thank you for contacting me about the sales value of your home. As you’ve been researching, you’ve likely seen what’s known in the industry as “automated valuation models,” which can give you a basic understanding of what your home might be worth. But they’re really more of a starting point than the final word on pricing a home. There are so many other variables, which is why you’ve made a smart move in contacting me for this kind of detailed analysis. If you’re interested in understanding how the market might react to your particular home, please let me know when would be a good time to chat; I’d be more than happy to go over the particulars.

A buyer has a slightly unrealistic understanding of what their budget can fetch them. This smart reply can help them move forward without dousing their excitement.

Thank you for telling me about your search parameters. As I’m sure you know, very few buyers in our competitive market get everything they’re looking for. But I’m excited to help you better understand your options so that you can refine your wish list and budget. If you haven’t already, I would encourage you to contact a lender and ask about prequalification. That will help you understand what kind of loan terms you might be eligible for. I can give you a few names if you don’t already have a lender in mind. Once we have our budget, let’s meet and we can discuss your home search in greater detail.