Templates

Ship the work, daily.

Scripts, checklists, and templates you can copy in one tap — customize the braces and send.

Scripts

Daily Call Script

Hi {name}, it's {you} at {company}.
I'm reaching out with a quick 60-second market update — is now a bad time?

(If yes) When's a better window today or tomorrow?
(If no) Rates moved {direction} this week, which means a buyer at {price_point} now has a payment about {delta}. I wanted to make sure your active clients know before this weekend's showings.
Scripts

Realtor Follow-Up Script

Hey {agent_name} — following up on {listing_or_client}.

Two things:
1. I have a co-branded buyer guide ready for your next open house.
2. I can run same-day pre-approvals for anyone who walks through.

Want me to send both over today?
Scripts

Client Check-In Script

Hi {name} — just checking in.

Nothing urgent, but I like to make sure my clients hear about market changes from me first. If your plans or timeline have shifted, hit reply with a single word ("faster," "slower," "same") and I'll adjust our plan.
Content

Social Media Caption Generator

Hook: {counterintuitive_statement}
Context: {one_line_market_fact}
Value: {actionable_insight_for_buyer_or_agent}
CTA: DM me "{keyword}" for the full breakdown.

#mortgage #firsttimehomebuyer #{city}realestate
Email

Email Template Library

Subject: Quick update on your file
Hi {name},

Two updates:
1. {status_update}
2. {next_action_you_need_from_them}

Reply here or grab 10 minutes on my calendar: {calendar_link}

— {you}
Checklists

Lead Follow-Up Checklist

Day 0: Call within 5 minutes. Voicemail + text.
Day 1: Personalized video message.
Day 3: Send educational asset relevant to their scenario.
Day 7: Rate + market context email.
Day 14: Handwritten note.
Day 30: "Still thinking about it?" text.
Day 60: Referral partner intro if applicable.
Day 90: Quarterly market update — move to long-term nurture.
Talking Points

Mortgage News Talking Points

This week in mortgage:
• Fed commentary: {summary}
• 30-year fixed: {rate_move}
• Application activity: {mba_data}
• What this means for your client: {plain_english_takeaway}

Talking point: "The story isn't the rate — it's what payment your buyer can lock in this week vs. next."
Rates

Rate Update Template

📈 Rate update — {date}

30-yr fixed: {rate} ({change})
15-yr fixed: {rate} ({change})
FHA: {rate}
VA: {rate}

Buyer impact: A $500K purchase at 20% down is now roughly {payment}/mo.

Ready to lock or want me to run scenarios? Reply "LOCK" or "SCENARIO."
Full Library

Scripts & Templates Drive

Open in Drive
Admin: Add or edit templates in src/data/templates.ts.