Five options, each a different layout. Pick one number and use that option's banner, headline and Featured tile together. Every option sends mortgage brokers to your free monthly Investment Report with the keyword “REPORT”, the same offer you already make in your posts (“send me a DM, and I'll share a copy”). Each banner is shown at real phone size too, so you can see it reads.
I help mortgage brokers turn settled clients into their next deal | Co-host, Australia's #1 property podcast | 17 years in finance, UK + AU | MD, Follio | DM "REPORT"
This is the real size on a phone. Every word is readable.
A free monthly property report you can send your whole client book | MD, Follio | Co-host, Australia's #1 property podcast | Ex-Bluestone Mortgages | DM "REPORT"
This is the real size on a phone. Every word is readable.
12.8% fewer new investor loans in one quarter, and your clients have questions | Monthly data from our Chief Economist | MD, Follio | DM "REPORT"
This is the real size on a phone. Every word is readable.
Co-host of Australia's #1 property podcast, 4M+ views | MD, Follio | Property partner for mortgage brokers | 17 years in finance, UK + AU | DM "REPORT"
This is the real size on a phone. Every word is readable.
Got settled clients sitting on equity you helped them build? | Property partner for mortgage brokers | Ex-Sales & Marketing Director, Bluestone Mortgages | MD, Follio | DM "REPORT"
This is the real size on a phone. Every word is readable.
Send it to anyone who likes or comments on your posts, or who's just connected. Swap the highlighted bits for each person.
Hey [FIRST NAME], I'm about to head out the door with the little man, so I'll be quick.
I saw you [liked / commented on] my post about [TOPIC] (or: thanks for connecting!), so I wanted to say hi properly.
I'm Reece, MD at Follio. We help the clients you've already settled buy their next investment property. We only do property, and we leave the rest to you.
You reminded me of [BROKER NAME], a broker I was on a call with this week.
[He/She] introduced us to [NUMBER] clients from the back book and [RESULT].
It works because your clients already trust you. They just need a reason to hear from you after settlement. Every month our Chief Economist puts out a report on the five capitals, and right now new investor loans are down 12.8% in a quarter. Your book has questions.
I spent 9 years at Bluestone Mortgages working with brokers in the UK, where there's no trail, so nobody can afford to go quiet. It's taken me 17 years across finance and property to get this right.
Right now we've got an offer where [THE OFFER].
As you can imagine, the banks' retention teams aren't a big fan of us haha.
Anyway, I really gotta go or he'll be late for [ACTIVITY].
Keen for a quick chat? I've got [TIME 1] or [TIME 2] free tomorrow.
If not, no biggie. Happy to just send you our latest Investment Report instead.
Nice to meet you!
Cheers,
Reece
Why this workshop: It's built on your own 9 years at Bluestone Mortgages in the UK, where there's no trail, so brokers can't afford to go quiet after settlement. It's the thing you've been showing Aussie brokers how to do with their back book. (When you have a real broker result with a number, put it in the invite line instead.)
Three short messages, then the reply for when they say yes. The first two only ask if they'd like to come. The link only goes out in the last one, or once they say yes. Swap the highlighted bits; anything in {curly brackets} fills in automatically.
If you've chatted with them before, open with: "Hey {First name}, I remember we were chatting about [X] at [WHERE]." Then the rest.
Find the settled clients in your book who are ready for their next investment property, and give them a reason to hear from you.
Format: on Zoom (your brokers are all over Australia), 45 minutes at lunch, a room of [SEATS].
1. How UK brokers, with no trail to fall back on, stay in touch after settlement (from your 9 years at Bluestone).
2. What this month's Investment Report says (new investor loans down 12.8% in a quarter) and the questions it puts in your clients' heads.
3. Spotting the clients sitting on equity you helped them build, and what to say to them.
Hey {First name}, I know this is a bit random. I'm hosting a small workshop for mortgage brokers on Zoom on {Day + date}, walking through how UK brokers, with no trail to fall back on, keep their settled clients coming back, from my 9 years at Bluestone Mortgages. Would you like to come?
Hey {First name}, I know this is a bit random. I'm hosting a small workshop on Zoom on {Day + date} for accountants and planners whose clients are sitting on equity, walking through what this month's investor lending numbers mean for them, with data from our Chief Economist. Would you like to come?
Hey Sarah, I remember we were chatting about clawbacks after your post last week. I'm hosting a small workshop for mortgage brokers on Zoom on Thursday the 15th, walking through how UK brokers, with no trail to fall back on, keep their settled clients coming back, from my 9 years at Bluestone Mortgages. Would you like to come?
{First name} and {Company} fill in automatically.
A past chat: "I remember we were chatting about [X] at [WHERE]", e.g. "about rate cuts at the MFAA night".
Their recent post: "I saw your post about [TOPIC]", e.g. "about your first year out on your own".
Their brokerage: "I know a few brokers at [BROKERAGE]", only if it's true.
Hey {First name}, I was chatting to [NAME], a broker who's stuck on [PROBLEM], and it reminded me to reach back out. Keen to come?
Settled clients who go quiet the day after settlement.
The bank's retention team refinancing a client before you've had a chance to call.
Fewer new investor deals coming in (down 12.8% in a quarter), so the next one has to come from the back book.
Hey {First name}, I swear this is my last message haha.
It'll be a room of [SEATS] brokers on {Day + date} and we'll go deep on spotting the clients in your back book sitting on equity you helped them build.
If you'd like a seat, you can book here: [LINK]
Once I see you've booked, I'll give you a quick call so I can hear what you'd most like to get out of it and run you through who else will be in the room.
And if you're snowed under, just let me know and I'll reach out for the next one.
Awesome, we'd love to have you there! Here's the link: [LINK]
Do you have 5 minutes at [TIME] or [TIME] today? I'd love to run you through who else is coming.
Subject: Your private invite: broker workshop, {Day + date}
Hi {First name},
I know this is a bit random. I'm hosting a small workshop for mortgage brokers on Zoom on {Day + date}, walking through how UK brokers, with no trail to fall back on, keep their settled clients coming back, from my 9 years at Bluestone Mortgages.
Would you like to come?
Cheers,
Reece
Subject: Re: Your private invite
Hi {First name},
I was chatting to [NAME], a broker who's stuck on [PROBLEM], and it reminded me to reach back out.
Keen to come?
Cheers,
Reece
Subject: Last one from me
Hi {First name},
I swear this is my last email about it.
It'll be a room of [SEATS] brokers on {Day + date} and we'll go deep on spotting the clients in your back book sitting on equity you helped them build.
If you'd like a seat, you can book here: [LINK]
Once I see you've booked, I'll give you a quick call so I can hear what you'd most like to get out of it and run you through who else will be in the room.
And if you're snowed under, just let me know and I'll reach out for the next one.
Cheers,
Reece
" data-portal-id="441711975">) shows above it, and the spam check says “for testing purposes only”. Worth asking your web person to fix both before brokers land there.