Agent to LO Invite to ListReports Script

Need help inviting a loan officer to ListReports, but don't know where to start? Here is a quick example script you can use to help explain the value of ListReports to a loan officer. 


Agent: Hi {LO Name}! This is {Your Name} with {Your Company}. How are you? Just a quick call to let you know I've sent you an invitation to pair with me on the ListReports® platform so look out for an email about it!


Loan officer: What’s that?


Agent: It’s a platform for real estate agents and loan officers to connect, create co-branded marketing kits, and access daily social media content. In addition, LOs have a production database and alerts that will help you monitor your competitors and prospect new agents. You can invite an unlimited number of agents to pair with you, meaning you’ll be co-branded on all of their listing materials.


Loan officer: That sounds interesting…what’s the sign up process/how much is it?


Agent: To get started, you can sign up by accepting my invite or have someone from their Sales team reach out and walk you through the platform, pricing and what the core benefits are for loan officers, since they vary slightly from the agent benefits. You can email anytime and they’ll respond with next steps.


Loan officer: Thanks! I’ll let you know when I’ve checked it out and what I decide to do.

Agent: Sounds good, have a great day!

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