Tuesday Call Strategy: Pipeline Updates & Business Growth
Tuesday is Pipeline Update Day, and it’s one of the most important days of the week for maintaining relationships, ensuring smooth transactions, and generating new business.
Who to Call on Tuesdays?
📌 1. Buyers in Process
📌 2. Buyer’s Agent (Selling Agent)
📌 3. Listing Agent
📌 4. Title Company
1. Call Your Buyers
🏡 Why? Keep them updated and reinforce trust. Small, consistent updates show professionalism and reliability.
📌 Example Script:
“Hey [Client’s Name], just checking in as promised. Everything is moving smoothly, and we’re on track. Do you have any questions for me?”
🔹 Key Ask: “By the way, have you come across anyone in the last week that’s looking to buy, sell, or refinance?”
✅ Even if you spoke to them yesterday, call again today. These check-ins build confidence and increase referrals.
2. Call the Buyer’s Agent (Selling Agent)
📌 Example Script:
“Hey [Agent’s Name], just touching base on the Smith file. Everything is on track. Any changes on your end—amendments, repairs, contract updates?”
🔹 Quick Questions to Ask:
✔️ Any transaction updates I should know about?
✔️ Any concerns from the buyers?
✔️ Anything I can do to make the process smoother?
✅ Always end with an ask:
“Who do you know that might be looking to buy, sell, or refinance in the next 12 months?”
3. Call the Listing Agent
📌 First Time Call Script:
“Hey [Listing Agent’s Name], I’m Mortgage Mark with the Mortgage Mark Team. Just wanted to introduce myself. I’ll be handling the loan for the Smiths on 123 Main Street, and I wanted to make sure we’re aligned for a smooth, on-time closing.”
🔹 Key Questions to Ask:
✔️ How do you know the sellers?
✔️ Any concerns about the appraisal or inspection?
✔️ Are there any planned commission credits or amendments?
✔️ Will the sellers be in town for closing?
📌 Set up the next step:
“I’ll be keeping you updated weekly. If everything goes as planned and we close smoothly, would you be open to a quick 15-minute meeting to get to know each other better?”
4. Call the Title Company
🏡 Why? Most loan officers don’t call title companies. This gives you a competitive edge and can lead to unexpected referral opportunities.
📌 Example Script:
“Hey [Title Rep’s Name], I’m handling the mortgage for 123 Main Street. Just wanted to check in and make sure everything is moving smoothly on your end. Do you need anything from us?”
✅ Ask for Business:
“By the way, do you know any Realtors or builders struggling with their lender right now? I’d love the opportunity to help if they need a second opinion.”
📌 True Story:
A loan officer consistently called their title company every Tuesday. One day, the title rep referred them to a builder looking for a new preferred lender—and they landed a meeting within three days. 🔥
If You Finish Your Pipeline Calls…
📌 Go back to Monday’s prospecting calls.
✔️ More Realtor outreach = More business.
✔️ If you don’t have enough to do, you need a bigger call list.
Tuesday updates build trust, create opportunities, and lead to referrals. Make the calls, and you’ll get more business. 🚀