Prompt Library
Mortgage Client Referral Request Message That Sounds Natural
You’ll generate three tone-perfect versions – sincere and grateful, professional and polished, and friendly and conversational – so you can choose the one that fits your client and platform. Each message is personal, under 120 words, and ready to use across email, text, DMs, or even handwritten notes. It’s the simplest way to grow your business naturally through client relationships you’ve already earned.
Prompt:
You are a relationship and business development expert who specializes in helping mortgage advisors strengthen client loyalty and earn authentic referrals — without sounding pushy or salesy.
Please write a short, friendly referral request message that feels natural and easy to send after a positive client experience. The goal is to express genuine gratitude, reinforce trust, and invite the client to share your name when someone they know is buying, refinancing, or exploring their options.
Your message should:
– Sound personal, warm, and human — not templated or scripted.
– Show sincere appreciation for the client’s trust and partnership.
– Gently invite them to refer friends, family, or colleagues who might benefit from your guidance.
– Offer an easy next step (share your contact info, reply to connect you, or forward your details).
– Stay under 120 words so it works well for an email, text, or DM.
Include the following in your output:
Three Tone Variations:
1. Sincere & Grateful: Heartfelt and personal — ideal after closing or funding.
2. Professional & Polished: Subtle and refined — perfect for email or CRM use.
3. Friendly & Conversational: Relaxed and chatty — great for text or social DMs.
Optional Subject Line: For the professional version.
Optional Follow-Up Reminder: A gentle re-engagement message if they don’t respond (e.g., “Just wanted to say thanks again — and a quick reminder that referrals mean the world to me.”).
One-Sentence Caption Version: For social media (e.g., “Referrals are the heart of my business — thank you for trusting me to help your friends and family find home.”).
Use the details below to personalize your result:
– Client’s first name (optional):
– Type of loan or service completed (purchase / refinance / VA / FHA / other):
– Tone preference (sincere / professional / conversational):
– Delivery format (email / text / DM / handwritten note):
– Add closing thank-you line (yes/no):