Co-op Call at the Time of Closing/Settlement

YOU CAN SAY

Hi, this is [your name] with [dba of the franchisee]. I am the Broker/Owner/Manager of the office.

Well, we did it! (Wait for the agent’s response)

My affiliated agent [affiliated agent’s name] told me the transaction you were both working on at [listing address] just closed! (Wait for the agent’s response)

By the way, [name of franchisee’s affiliated agent] told me you were very professional to work with.

They also said you handled your side of the transaction extremely well, especially during these challenging times and I cannot tell you how much that means to me. So, thank you for your hard work and cooperation.

If the agent is receptive to your call, try the following:

If you don’t mind, I would just like to put this out there. I am sure you are very happy where you are, but because of [name of franchisee’s affiliated agent] terrific experience with you, if you ever thought about making a change in real estate companies, I would appreciate the opportunity to speak with you, to discuss affiliation with my company and how we can support you and your business. Is that something that might interest you?

If the agent says yes, simply set the appointment.

If the agent says no, say:

Well, you can’t blame me for trying! In the meantime, I hope we work together many more times this year and I wish you only the best.

Hello [agent name], this is [your name] with [your company]. How are you today?

I just wanted to reach out to you and congratulate you on the sale of [listing street address] with [affiliated agent name] in our office. How did that go for you?

Great! That’s fantastic, [agent name]. My agent [franchisee’s affiliated agent name] obviously spoke highly of you and thought you would be a great asset to our team, and I was wondering if you had 10 or 15 mins that we could sit down?

If they say: That was nice of them— I’m not interested in making a move.

You’re not moving, I can appreciate that. If you were, you probably would’ve called me first, right? (laugh/humor)

[Agent name], let me ask you [ask a prequalification question].

Build rapport with co-op agents and let them know how well you support agents affiliated with your office. You want to earn their trust and be the first person they call WHEN they are ready to jump to their next opportunity.

You are free to use the recommended best practices in these materials for your consideration. These scripts are not intended to be used verbatim, and they should always be modified for accuracy.
If you choose to make contact by phone or text (i) check phone numbers against the federal DNC registry, any applicable state DNC list and your company DNC list (ii) do NOT use autodialers and (iii) do NOT use artificial voice or pre-recorded messages, this includes those you haven't spoken to in a while. Emails must follow the rules. Emails must be clear it is a solicitation and provide the consumer with an opt-out. Also, before calling or texting referrals, those numbers need to be checked against all applicable DNC lists. Get prior, express, written consent before texting or using artificial or prerecorded messages.