Pre-approval reminder a gentle nudge, not a lecture.

Your buyers in Barrie have toured six homes but still haven't finished their mortgage pre-approval. A friendly pre-approval reminder helps them get it done before the right house comes up and they aren't ready to act.

The goalHelp the buyer finish their pre-approval this week, so you both know their real budget.

Today

Hi [First name], how's the pre-approval coming along? If you're stuck on a document or waiting on the bank, tell me and I'll see how I can help. [Your name], [Brokerage]

When to send what

  1. Email

    Why it matters, plus two lender names.

  2. Text

    A friendly check-in on progress.

  3. Call

    Talk through whatever is holding it up.

  4. Text

    Tie the reminder to a real home.

01The scripts

Pick the moment. Copy the words.

From
You, from your own inbox
Subject
Getting your pre-approval sorted
Hi [First name], One step will make the next few weeks easier: your mortgage pre-approval. It tells us your real budget, holds a rate for a while, and shows sellers you're ready if we find the one. If you don't have a lender yet, here are two people my clients have liked working with: • [Lender name], [Company], [Phone] • [Lender name], [Company], [Phone] Most lenders ask for recent pay stubs, a job letter and statements for the down payment. Let me know once you've booked a time with someone. [Your name] [Brokerage]

02Variations

When the moment is a little different.

  • Pre-approval about to run out

    Hi [First name], your pre-approval from [Lender name] runs out around [Expiry]. It's worth asking them to refresh it, so your rate holds while we keep looking. [Your name], [Brokerage]

  • Self-employed buyer

    Hi [First name], lenders usually ask self-employed buyers for two years of tax returns, so it can take a little longer. Want me to connect you with [Lender name], who works with a lot of business owners? [Your name], [Brokerage]

Do

  • Explain the benefit in one sentence.
  • Offer two lender names rather than pushing one.
  • Tie later reminders to a real listing.
  • Ask what's holding them up, and help with that part.

Avoid

  • Refuse to show homes until they're pre-approved.
  • Make them feel judged for being slow.
  • Ask for income or credit details by text.
  • Send this reminder more than once a week.

With Tanero

Or say it once. ORBIT sends it.

Ask ORBIT to nudge a buyer and it texts the check-in from your Tanero number, emails the lender list from your own inbox, or calls in any of 100+ languages to hear what's holding things up. It can set a task to check again in five days, and a weekly scheduled job can list every buyer still waiting on financing. In Approval mode, the default, reminders it sends on its own are held until you approve them.

Text the Morrisons in Barrie to ask how their pre-approval is going, and remind me Friday to call them if they haven't answered.

ORBIT is working on it

Questions

Before you send it.

When should I send a pre-approval reminder?

Right after the first meeting, again a few days later, and whenever a strong listing comes up. A pre-approval reminder tied to a real home feels helpful rather than nagging.

What documents do buyers usually need?

Lenders typically ask for recent pay stubs, an employment letter and statements showing the down payment. Self-employed buyers usually need tax returns too. The lender has the final list.

Should I show homes to buyers who aren't pre-approved?

Many realtors show a few homes to keep momentum, while making clear that a pre-approval lets the buyer act when the right one comes. Use your judgement.

Can ORBIT track which buyers still need a pre-approval?

Yes. Keep it as a note or task on each buyer's record, then ask ORBIT for the list of buyers still waiting, or set a weekly job that sends it to you.

Related

Words are the easy part. Sending them on time is the job.

ORBIT sends the right message at the right moment, from your number and your inbox.

Watch the demo [email protected]