Prompt Library
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 mortgage advisor who wants to ask happy clients for referrals — without sounding pushy or salesy.
Please write a short, friendly referral request message that feels natural and authentic. The goal is to express gratitude, remind clients of the positive experience you shared, and invite them to refer friends or family in a way that feels genuine and effortless.
Your message should:
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Be warm, conversational, and personal — not scripted.
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Show gratitude for the client’s trust and partnership.
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Gently invite them to share your name if someone they know is buying, refinancing, or exploring options.
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Offer an easy next step (e.g., sharing your contact info or introducing you directly).
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Stay under 120 words for email or message use.
Include in your output:
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Three Tone Variations:
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Sincere & Grateful: Heartfelt and personal, ideal after closing.
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Professional & Polished: Subtle and refined, perfect for email or CRM.
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Friendly & Conversational: Relaxed and chatty, great for text or social DMs.
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Optional Subject Line: For the professional version.
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Optional Follow-Up Reminder: A softer re-engagement line if they don’t respond (e.g., a few weeks later).
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One-Sentence Caption Version: For use on social media (“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):