These templates will help you build relationships and share information with real estate clients.
Click the arrow to the left of each template name to see the template in the dropdown.
Real estate email template - Welcome to email list
Welcome to our community! We’ll occasionally send you resources to help explore the neighborhood and stay up to date with [property listings, homeowner tips, market trends, etc.].
Ready to get started? Check out our [neighborhood guides, or other resource] and [most recent listings] today.
I’m grateful for the opportunity to be your partner in this journey. Please don’t hesitate to reach out with any questions or if you could use some advice along the way.
Best,
[your name]
[your email]
[your phone number]
Real estate email template - Referral request
Subject line: Congratulations!
Hi [first name],
Congratulations on the purchase! I’m so excited about your house, I’m sure you’re going to love it.
I’m writing to you today because I genuinely enjoyed working with you, and I’d be interested to hear if you know more people like you who might need our services.
We work mostly through referrals, so if you think of any friends or family members that might need real estate advice, we’d be more than happy to help.
Either way, it’s been a pleasure working with you, and hope to hear from you soon!
Best,
[your name and headshot]
[phone number and email address]
[links to the website, social media, etc.]
Real estate email template - Testimonial request
Subject line: A small favor
Hi [first name],
I was driving through the [neighborhood] the other day and thought of you. I feel so good about your purchase, I think you’ve made the right decision.
With that in mind, I have a small favor to ask.
I’m collecting testimonials from my clients to help me grow my business. Would you mind taking a couple of minutes to write a testimonial on [platform with a hyperlink]? A couple of sentences would be great. I truly enjoyed working with you, so any highlights from our time working together would be appreciated.
I’d like to thank you for your help in advance.
Best,
[your name]
Real estate email outline - Follow up
Follow up emails are a great way to stay in touch, offer useful information, and perhaps even help buyers and sellers overcome their hesitation and pull the trigger.
Since they should be very tailored to each client’s circumstances, we’re providing an outline and suggestions rather than a full template.
To follow up with a real estate client:
- Keep your emails short
- Mention or thank them for a recent interaction you had or action they took
- Say that you’re following up, but don’t mention they didn’t respond
- Outline the next steps so they’re clear on what to expect or provide some more information to help them along the process
- Include a call to action (CTA)
- Don’t pressure them by threatening to end the relationship if they don’t respond
Real estate email outline - Newsletter
Email newsletters can help you engage with real estate leads so they keep you top of mind.
Real estate newsletters are a good space to include relevant insights and content that may be interesting to people who are passively watching the real estate market.
Examples might include:
- Recent news or updates from your business
- New listings you’re managing
- Income tax information for local homeowners
- Local real estate reports
- Housing affordability studies
- Home renovation tips
- Tips on navigating the current real estate market