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IG Story: My âmagicâ mortgage rate is:
Introduction
Fannie Mae is projecting rates to slide under 6% by the end of 2026. That gets people thinking: At what point would I finally jump in?
Thatâs the question this Story is built around. By asking followers for their âmagicâ mortgage rate, youâre not only sparking engagementâyouâre qualifying your audience. Anyone who responds is signaling intent, curiosity, or at least awareness of where rates are headed.
And thatâs the win here: a simple poll that creates interaction, reveals buying signals, and keeps you top of mind when the timing feels right. Weâve even included a recommended follow-up script to make those conversations easy.
Before you get started
For best results with direct mail, youâll want to have these core lists ready.
Before you send a text, make sure you have these three things in place:
Before you send an email, make sure these three things are in place:
Farm List
This is your core mailing audienceâused for general awareness and market education. Build your list using the following filters:
- Homeowners whoâve owned for 10+ years
- 50%+ equity
- Areas with strong total commission opportunity (transaction volume Ă average price)
Start with 1,000 homes. Expand if itâs working. Need help pulling the list? Ask your title rep or use tools like PropStream or Breakthrough Broker.
Radius Lists
Used for campaigns like Just Listed, Just Sold, Magic Buyer, or Pre-Appointment letters.Youâll need the ability to quickly pull 100â200 nearby homes around a specific property.
Specialty Lists
Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.
An Email Tool
You need a platform that lets you send mass emails to your database. Use what you haveâFUB, Follow Up Boss, Mailchimp, KVCore, Constant Contact, etc. If youâre not set up yet, get that handled first. You canât send if you canât hit send.
Three Simple Lists
You need three lists:
Prospects
People you haven't done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
A Plain Text Format
These emails are written to feel personal, not promotionalâso keep them clean. Paste them as-is, with a short signature (your name, number, maybe your site). Thatâs it.
A CRM That Can Send Texts
Most modern CRMs can do thisâFollow Up Boss, Lofty, Brivity, Real Geeks, etc. Use your CRM before buying anything new. Youâll want tracking, history, and batch-sending capabilities.
If you do need a mass texting tool, hereâs what we recommend. But start with manual sends if you have to.
Three Simple Lists
Texting is for follow-up. And smart follow-up starts with the right filters.
Prospects
People you havenât done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
Engaged Recently
Opened an email or visited your site in the last 7 days.
Not Contacted Recently
No outreach in 30 days (for prospects) or 90 days (for clients).
A Plain Text Format
These arenât spam blasts. Theyâre timely, value-based follow-ups. Use their first name. Skip the signatures.
How to Execute
Customize Canva Templates to Match Your Brand
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Post to Instagram
Send
1. Open the Canva Template
Keep as is, or edit to match your brand.
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2. Download Your Slide
Share â Download â PNG/JPG â Save to your phone.
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3. Start a New Story on Instagram
Instagram â â+â â Story â Upload your slide.
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4. Add the Question Sticker
Tap the Sticker icon (square smiley face at the top)
Select the Question sticker
No need to edit the textâthe Canva slide already includes:
đ âMy âmagicâ mortgage rate to buy a home isâŚâ
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5. Post Your Story
Tap Your Story to publish.
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6. Follow Up with Responders
Check who replied in your viewer list.
These are high-intent leads.Weâve included a recommended follow-up script to make the outreach simple.
Record the Video
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Post Your Video
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Video Walkthrough
Examples
