Note: The links provided are specific to sending a loan officer account invites. If you’re sending a business or builder invite make sure to use the appropriate links.
Email title: Action Required: Connect Your Business to My Digital Rolodex
Hi [Loan Officer's Name],
I hope you're doing well! I wanted to send you a quick reminder to complete your profile and connect with me, as well as other [Your brokerage name] agents. We are going digital with a Digital Rolodex for their clients, and by completing your profile, you’ll be linking to them as a preferred business.
This will provide you with valuable exposure and opportunities, including vendor recommendations and business connections, all while expanding your professional network.
To get started, simply follow this link:
Complete Your Profile
If you need any assistance or would like to schedule a Zoom call to complete your onboarding process, feel free to book a time here:
Looking forward to seeing you fully onboarded and connected!