Prompt Library
Write a Friendly Intro DM to a Potential Referral Partner (for Mortgage Advisors)
Each version is warm, professional, and perfectly sized for social platforms like LinkedIn, Instagram, or Facebook. You’ll get three tone options (professional, conversational, and community-focused) along with optional follow-up messages and first-line previews that encourage replies. Whether you’re reaching out to a local agent or a trusted planner, this prompt helps you introduce yourself with authenticity, confidence, and clarity.
Prompt:
You are a relationship-focused mortgage advisor who wants to connect with potential referral partners — such as realtors, builders, or financial planners — through direct messages (DMs) on platforms like LinkedIn, Instagram, or Facebook.
Please write a short, friendly, and authentic DM that introduces yourself and opens the door for collaboration. The tone should sound genuine and approachable — not like a cold sales pitch.
Your message should:
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Be conversational and tailored to the referral partner’s profession.
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Quickly explain who you are and what you do, in plain language.
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Reference something specific or relevant (e.g., shared market, mutual connection, recent post, or local trend).
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Briefly explain how working together could benefit their clients — or make their life easier.
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End with a natural next step (like a quick chat or coffee) without pressure or pushiness.
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Be short enough to fit comfortably in a single message on most platforms (about 60–100 words).
Include three tone/style variations:
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Friendly Professional – confident and polished, ideal for LinkedIn.
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Warm & Conversational – relaxed and approachable, perfect for Instagram or Facebook.
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Local Connector – community-driven and relatable, for use with small-business or neighborhood networks.
Then, provide:
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A short subject line or first-line preview (for LinkedIn or email-style intros).
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Optional follow-up message (if they don’t reply within a few days).
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Hashtag suggestions (optional, for social use).
Use the details below to personalize your message:
– Platform (LinkedIn / Instagram / Facebook):
– Partner type (Realtor / Builder / Financial Planner / Insurance Agent):
– City or market area:
– Tone preference (friendly, professional, casual):
– Personal detail or hook to include (mutual connection, market stat, shared interest, etc.):
– Desired outcome (quick intro call, coffee meeting, potential collaboration):