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Templates for Introducing Yourself to Agents and Consumers

We recommend saving these templates so you can quickly and easily reach out to Opcity leads right away.  

Sample Text to Consumer

"Hello {consumer first name}! I understand you just spoke with {agent first and last name} at {brokerage} to start your home search. I am partnered with {agent first name} to handle the home close for you. I will reach out again when you start house hunting, but there are a few things you should know up front to make closing better. Is now a good time to connect for a few minutes to run through what the closing process entails so you can be fully prepared?"

"Hello {client first name}! Congratulations on starting your home search! I am the title services provider partnered with {first and last name} at {brokerage}. There are a few things to be aware of before you close on a home. I know that might still be a ways away, but it's always best to be prepared and understand the process. Do you have 10-15 minutes to speak?"

Sample Email to Consumer

"Hello {client first name} Congratulations on starting your home search! I'm partnering with {agent first and last name} with {brokerage} and {first and last name} with {bank name} to help you in your home search. I'm with {company name}. When you find that perfect home you are looking for, we are ready to assist you with the closing process.  I'll call you when you start house hunting with {agent first name} to ensure that your close is smooth and cost efficient for you. Just so you know, you can and should price shop for title/settlement services and it's my goal to be the one to earn your business!  Please let me know if you have any questions; I am here as a resource for you. Best of luck in your search and I look forward to speaking soon.

Sample Text for the Agent

Hi {Agent first name}! This is your Opcity title partner, {name}. We’ll be working together with {client first name last name}. I've already introduced myself to {home buyer} and will connect with you both when you start house hunting. Would you like to speak before then? I look forward to working together!

"Hi {agent first name}, we have been paired together through Opcity to provide {client full name} with the best home search experience possible. Are you free now to discuss the best way to get them to close or are evenings better for you?"