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Email Template for builders or developers connecting to agents Digital Rolodex
Email Template for builders or developers connecting to agents Digital Rolodex

This email template helps agents remind builders or developers to complete their profiles and connect to their Digital Rolodex.

Shane Bean avatar
Written by Shane Bean
Updated over 4 months ago

Note: The links provided are specific to sending a builder or developer account invites. If you’re sending a business or a loan officer 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!

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