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Broker Email Template - Follow Up to Boost Engagement

Email to send to clients after they've received their homeownership reports.

Written by Arthur Rees

Boost Open Rates by Guiding Clients to Their Homeownership Report 💫
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By sending a personalized follow-up email from your own email address, you not only increase the chances of engagement but also create an additional touchpoint to provide value to your clients.
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​Here's how to view who's opening and engaging with your reports so far:
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💡 Top Tip: Add a Loom Video to this email for a personal touch!
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Brokers have seen additional engagement when they share a video walking through a sample homeownership report.


​👉 Please Note:
The template below is designed for clients who aren't actively opening the report - which is why we say "it looks like you may not have had a chance to open it yet" - feel free to edit it to your liking. This template is designed for brokers.
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Subject line: Did you see the report I sent you?
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Body:

Hi [Client First Name],
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I recently sent you a personalized homeownership report through a new tool I’m rolling out for my clients called Ownwell - but it looks like you may not have had a chance to open it yet.
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This monthly report includes:

  • An updated estimate of your home’s value and equity

  • Insights into ways you could save on your mortgage

  • Your buying power, in case you're thinking of moving up

I’m sending this to help you stay informed and make smarter real estate and mortgage decisions - whether that’s now or down the road. It’s completely free.
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The report comes from [email protected], so if you missed it, try searching your inbox for that address.
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If you’ve already seen it, I’d love to hear what you think. And of course, I’m always here if you have questions.
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Talk soon,
[Your Name]

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