6 Essential Call Scripts for Realtors® to Connect with Their Sphere

Over time, these calls will not only strengthen your relationships but also lead to more referrals and business opportunities.

 
 

As a Realtor®, maintaining strong relationships with your past clients, leads, and sphere of influence is crucial for staying top-of-mind.

One of the best ways to nurture these relationships is by making regular check-in calls. The key is to be genuine, provide value, and remind them that you’re available whenever they or someone they know needs real estate expertise. Below are six highly effective call scripts you can use to stay connected and grow your business through referrals.

1. The Friendly Check-In Call

Purpose: A casual, non-salesy touchpoint to stay connected.

Script:
"Hey [Name], this is [Your Name] with [Your Real Estate Company]. I was just thinking about you and wanted to check in! How have you been?"

(Allow them to respond and engage in conversation.)

"I also wanted to see if there’s anything I can help you with real estate-wise—whether it’s market updates, home values, or even recommendations for home improvement pros. Let me know if I can be a resource for you in any way!"

(End on a friendly note.) "By the way, if you ever hear of anyone thinking about buying or selling, I’d love to help them out—just send them my way! Always great catching up, and let’s stay in touch!"

2. The Market Update Call

Purpose: Position yourself as a knowledgeable expert by sharing valuable market insights.

Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. I hope you’re doing well! I wanted to reach out and share a quick real estate update—did you know that homes in [Neighborhood/City] are selling [X% faster/higher] than this time last year?"

(Allow them to react.)

"It’s definitely an interesting time in the market, and I wanted to see if you had any questions about your home’s value or anything else real estate-related. No pressure, just here to help!"

"Oh, and if you know anyone who might be curious about their home’s value or thinking about making a move, I’d love to chat with them. Always happy to help!"

3. The Home Equity & Wealth Check-In Call

Purpose: Educate homeowners about their home equity and potential real estate opportunities.

Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. Hope you’re doing well! I was just reviewing some recent market data, and I noticed that home values in your area have gone up by [X%] over the last year!"

"That means you may have more equity in your home than you realize, which could open up some interesting options—whether it's refinancing, investing, or even making a move if the time is right."

"Would you like me to send over a quick home value report so you can see where you stand?"

(If they say yes: "Great! I’ll put that together and send it over soon.")

"Of course, if you or anyone you know has any real estate questions, I’m always here to help!"

4. The Past Client Follow-Up Call

Purpose: Stay in touch with past clients and encourage referrals.

Script:
"Hey [Name], it’s [Your Name] from [Your Real Estate Company]! I just wanted to check in and see how you’re settling into your new home. How’s everything going?"

(Let them respond and engage in conversation.)

"I love staying connected with my clients, and I want to make sure you know I’m always here if you ever need anything—whether it's a contractor, painter, or just some advice on home value trends."

"And if you ever hear of anyone looking to buy or sell, I’d be so grateful for an introduction—I’d love to help them the way I helped you!"

5. The 'Who Do You Know?' Call

Purpose: A direct yet natural approach to ask for referrals.

Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. Hope you’re doing well! I wanted to reach out and see how things are going with you."

(After they respond.)

"I also wanted to ask—do you know anyone thinking about buying or selling a home this year? The market is always shifting, and I’m helping a lot of people navigate their options right now."

"If someone comes to mind, I’d love to help them out! Just send them my way, and I’ll make sure they’re taken care of."

6. The Renter-to-Homebuyer Call

Purpose: Educate renters on homeownership opportunities and provide guidance on buying their first home.

Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. I hope you’re doing well! I know you’re currently renting, and I wanted to check in to see if you’ve ever considered owning your own home."

(Allow them to respond.)

"With rental prices continuing to rise, a lot of people are finding that owning a home can actually be more affordable than renting. Plus, it helps build long-term wealth! If you’re curious about what that could look like for you, I’d love to help you explore your options."

"Would you be interested in a quick consultation to see what buying a home might look like for you? No pressure—just here to provide information whenever you're ready!"

Final Thoughts

The key to effective check-in calls is authenticity. Keep the conversation natural, focus on building relationships, and position yourself as a valuable resource. Over time, these calls will not only strengthen your relationships but also lead to more referrals and business opportunities.

Make it a goal to call a few people each week using these scripts, and watch your real estate business grow through meaningful connections!

Discover our comprehensive Multi-Channel Marketing Program tailored for Realtor® success! In this video, we’ll walk you through our strategic approach that blends social media, listing marketing, IDX interactive websites, digital advertising, direct mail, and more.

 
 
Shad Rockstad

Shad Rockstad brings over 25 years of leadership in business development, marketing, recruiting, and customer service to his clients. Beyond his years of coaching real estate professionals and business owners, he has held executive roles in printing and manufacturing firms, and founded, built, and sold retail and transportation services companies.

Shad and his team enjoy helping clients distinguish themselves from their competition by establishing success-driven routines and habits, and by applying proven business and marketing fundamentals. It is most fulfilling when clients achieve their personal and business growth objectives, from small day-to-day wins to major lifetime dreams.

https://www.americasbestcoaching.com/
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Sample Texts Realtors® Can Send to Their Contacts and Sphere of Influence