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Most agents ignore tax season. Smart ones use it to spark conversation.
When those new assessment letters hit mailboxes, homeowners do one of two things: shrug it off—or wonder if they’re getting overcharged. This campaign is built for the second group.
It positions you as the local expert who can translate inflated tax values into real-world numbers—and potentially real savings.
Use it to:
- Start value-based conversations without pushing a sale.
- Offer a helpful, relevant service that builds trust fast.
- Reconnect with past clients and neighbors in a way that feels timely and valuable.
Most agents wait for sellers to raise their hand. Top agents create the moment.
Right now, one of the most overlooked seller opportunities is hiding in plain sight: mortgage renewals. Thousands of homeowners are approaching renewal dates—and they’re quietly questioning whether staying put still makes financial sense.
This campaign meets them right there, in that moment of uncertainty.
Here’s how to use it to spark listing conversations:
- Lead with service—offer personalized insight, not a generic sales pitch.
- Frame the home equity report as a decision-making tool, not a valuation.
- Open the door to bigger conversations about upgrading, downsizing, or refinancing.
Most agents default to “now is a great time to buy”—but savvy buyers aren’t buying it.
They’ve seen the headlines. They know affordability is out of whack. What they don’t know is how to make sense of it all—or how to apply it to their own timeline. That’s the gap this campaign is built to fill.
This isn’t about hype. It’s about helping your clients zoom out, think long-term, and make a smart move based on their goals—not market noise.
Use this message to reset the conversation:
- Shift the narrative from timing to timeline.
- Show them how national data actually supports their local decision.
- Position yourself as the clear-thinking, truth-telling guide they’ve been looking for.
This postcard is designed to hit at just the right time—when competition is fierce and sellers are starting to pay closer attention.
In many markets right now, demand is surging. Homes are selling over asking, often with multiple backup offers and no contingencies. But most homeowners don’t fully realize just how competitive things have gotten in their neighborhood.
That’s the power of this piece—it delivers hyper-local proof that now might be their moment.
Customize it with your latest market data. Plug in a recent win and testimonial. And make sure your call-to-action is easy to act on—because when sellers see what’s happening nearby, they’re more likely to raise their hand.
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Direct questions make people hesitate. Strategic statements make them lean in.
‍This campaign is built around the Elicitation Tactic—a psychology-backed approach where, instead of asking, you suggest. It’s subtle, but powerful. Because when people aren’t being pushed, they’re more likely to engage.
You’re not asking, “Would you sell?” You’re planting a thought:
“Wondering if there’s a number that would make the conversation worth having—even if selling wasn’t your plan for this year.”
It’s non-threatening. Emotionally intelligent. And perfect for sellers who aren’t raising their hand—but might be open, given the right offer.
This week’s email is grounded in insights from RBC’s latest housing report and recent coverage from The Globe and Mail. Together, they capture a clear mood in the market: caution.
National resales fell nearly 10% in February—the sharpest monthly drop in years. But that stat alone doesn’t tell the whole story.
Because in a cautious market, people don’t stop moving. They just move differently.
This email helps you communicate that nuance—to show up as a calm, informed resource in a time when many are feeling uncertain.
This week’s email pulls from two of the most respected sources in housing data—Altos Research and ATTOM. Together, they paint a picture that’s more complex than the headlines suggest.
It’s a national view—but one that helps you frame local conversations with more clarity and confidence.
Because even when your market behaves differently, buyers and sellers are still hearing national narratives. Your job is to bring perspective.
Here’s what the latest numbers show—and how to use them to educate, inform, and stay relevant.
This template also includes a direct-response P.S. designed to surface potential sellers—so you can spark the right conversations at the right time.
Most agents wait until someone says, “I’m ready to move” before they start the conversation.
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But the truth? Serious sellers show up months earlier—with questions, hesitations, and quiet curiosity.
That’s where this poll comes in.
It’s not just engagement—it’s early detection.
- You’ll surface potential movers before they hit the market.
- You’ll position yourself as the go-to guide, not the last-minute call.
- And you’ll gather real-time feedback from your actual audience—not a generic market report.
Use it to spark low-pressure conversations—then follow up with a simple DM to open the door.
This YouTube script was inspired by a recent video from Ken Pozek that racked up 20,000+ views—proof that “10 Things to Know” content still hits when done right. But the real magic? It’s not just about views. It’s about trust.
When someone’s thinking about relocating, they don’t want a sales pitch—they want perspective.
This script gives them exactly that:
- Personal storytelling that builds connection
- Local insights that position you as the expert
- And a clear call to action that invites the right people to reach out
Use this to build authority, grow your channel, and turn curiosity into clients.
Smart agents know that one Open House can lead to the next. Every buyer who walks through the door—whether they loved that home or not—is a lead who’s actively searching. So why not use that connection to keep them engaged?
This email works because it feels personal. It’s not a generic “Come to my Open House” blast—it’s an intentional, direct invitation. And by using the Deal of the Week strategy, you create curiosity without giving everything away. No full address. No full listing. Just enough intrigue to make them reply.
Use this as a simple but effective way to turn past Open House visitors into future clients. If they’re serious about buying, they’ll want the details.
The biggest mistake agents make with Open House follow-ups? Waiting too long to reach out.
Buyers move fast, and so should you. Following up the next day keeps the conversation fresh—while they still remember the home, their impressions, and most importantly, you.
This script is designed to feel natural, not scripted. It starts with permission (“Is now a bad time?”) and leans into curiosity (“What stood out to you?”). No pressure, no hard sell—just a real conversation that helps you understand where they are in the process.
If they loved the home, great. If not? Use this call to uncover what is a better fit and position yourself as the agent who listens.
Follow up early, ask the right questions, and turn Open House visitors into real clients.
Most follow-up texts fail because they feel like a sales pitch. This one works because it does the opposite—it gives the lead control.
“Should I contact you if…” is a powerful phrase. It shifts the conversation from pushing a sale to seeking permission. And that matters because people are more likely to engage when they feel like they’re choosing to.
But here’s the key: make it feel local. If they toured a home in [Neighborhood], reference it. If there are similar listings coming soon, hint at them. The goal isn’t just to follow up—it’s to keep the conversation open and position yourself as the agent they want to hear from.
Use this text to re-engage buyers without sounding pushy.
Marketing an Open House isn’t just about posting a flyer and hoping people show up. It’s about creating a moment—something people feel like they need to be part of. And social media is where that moment starts.
Use the Canva template below as a starting point for marketing your Open House on your Instagram Stories.
Pro-Tip:Â After you share the template that includes the Open House information, take a couple behind-the-scenes shots of the home or neighborhood to post on your Instagram Stories in addition to the template.
Rising costs, job loss, unexpected financial struggles—homeowners are feeling the pressure. When mortgage payments start slipping, panic sets in. But here’s the truth: foreclosure isn’t inevitable. There are options, and as a real estate professional, your role isn’t just about transactions—it’s about helping people navigate tough situations.
This script is designed to do exactly that. It delivers real, actionable guidance for homeowners who may be facing pre-foreclosure or Power of Sale—before it’s too late. By sharing this message, you position yourself as a trusted resource, not just another agent chasing a deal.
Foreclosures are rising—here’s a video script to help you guide your clients.
The latest data from ATTOM reveals a 5% increase in foreclosure filings from the previous month, with 32,383 U.S. properties affected in February 2025. This uptick signals a shift in the market, and as a real estate professional, it's crucial to stay ahead.
Many homeowners don’t realize they have options before foreclosure happens. That’s where you come in. By recording and sharing this video, you can proactively educate your audience, position yourself as a trusted resource, and provide real solutions when they need them most.
This script is designed for you to easily record and post. It walks homeowners through:
✔ Loan modification – Adjusting mortgage terms to make payments more manageable.
✔ Forbearance – Temporarily pausing payments to regain financial stability.
✔ Selling before foreclosure – Preserving equity and avoiding the foreclosure process.
✔ Short sale – Selling the property for less than owed, with lender approval.
🎥 How to use this: Simply record yourself reading the script, personalize it with your insights, and upload it to your social platforms. To make it even easier, use the Canva template below as your video thumbnail to grab attention.
By sharing this message, you’re not just staying visible—you’re providing real value. And in a shifting market, that’s what sets top agents apart. Here’s the script to get started.
A new report just dropped, and it’s the perfect opportunity to reach out to your database with valuable, timely information.
BNN Bloomberg just covered National Bank’s latest Housing Affordability Monitor, which shows that affordability in Canada improved for the fourth consecutive quarter. Rising incomes and lower mortgage rates are helping offset higher home prices, bringing mortgage payments to their lowest level as a percentage of income in nearly three years.
That’s a shift your audience needs to know about.
This email gives buyers a reason to re-evaluate their options and helps sellers understand what this means for demand. It positions you as the go-to resource for market insights while staying relevant and data-driven.
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