Introduction As a real estate professional or loan officer, your past clients are your biggest advocates. This script is designed to help you leverage...
Referral Requests for Past Clients to Introduce Out-of-State Relocation Buyers
Introduction
As a real estate professional or loan officer, your past clients are your biggest advocates. This script is designed to help you leverage those relationships by confidently asking for introductions to friends or family members who are relocating out of state. My goal is to equip you with the exact words to make these conversations natural, impactful, and successful.
Opening Lines
"Hey [Client's Name], it's [Your Name]! How are things going? [PAUSE] I was just thinking about you and wanted to quickly check in. How are you enjoying [their home/neighborhood/recent life event]?" [LISTEN]
"That's fantastic to hear! You know, working with you on [their past transaction, e.g., finding your dream home / securing your mortgage] was such a great experience. I truly appreciate your trust in me."
Main Script Body
"The reason I'm calling today, beyond just saying hello, is I'm building a specialized network to help families moving into our area from other states. I've found that relocation buyers often need a little extra guidance, both with the real estate process and settling into a new community."
"You, more than anyone, know the quality of service and the local expertise I bring to the table. [PAUSE] What I'm hoping is that you might know someone ā a friend, family member, or colleague ā who is considering a move to [Your City/State] in the near future."
"Perhaps they've mentioned relocating for a job, to be closer to family, or just for a change of pace. I specialize in making that transition as smooth as possible, not just by finding them the right home, but by connecting them with schools, local amenities, and truly helping them feel at home here."
"I promise to provide them with the same dedication and personalized care you received. Introducing them to me would be an incredible gift to them, ensuring they have an expert in their corner from day one. [PAUSE] Does anyone come to mind immediately?" [LISTEN]
"Even if they're just starting to think about it, or are in the very early stages of planning, I'd be happy to be a resource for them. No pressure, just helpful information."
Handling Objections
1. "I need to think about who I might know."
"Absolutely, I completely understand. Sometimes it takes a moment for names to surface. How about this: I'll send you a quick email after our call, just a brief reminder of what we discussed. That way, if someone comes to mind over the next few days, you'll have my contact information handy. And no worries if nothing comes up right away ā I truly appreciate you even considering it."
2. "They might be hesitant because of current market conditions (rates/prices)."
"That's a very valid concern, and one many people share. However, for out-of-state buyers, understanding the local market is even more crucial. My expertise is in showing them how our local market compares, identifying opportunities, and navigating those conditions effectively. For example, while rates have shifted, we're seeing [mention a positive local trend, e.g., more inventory / specific neighborhoods holding value]. My goal isn't just to sell a home, but to educate them on how to make the smartest financial move for their situation in this market. A conversation costs nothing, but knowledge is priceless."
3. "What if my friends are already talking to another agent or lender?"
"That's fair, and I wouldn't want to step on anyone's toes. However, sometimes people are 'talking' to someone, but haven't fully committed or experienced the level of comprehensive service that makes a relocation truly seamless. If they're truly happy and committed, that's great. But if they're still exploring or feeling a bit overwhelmed by the process, a quick introduction to me could simply provide them with a fresh perspective or confirm they're on the right track. There's no obligation; it's just about offering a trusted resource."
4. "I'm not sure my friends are ready to move/buy yet."
"That's perfectly fine! Relocation is a big decision, and it often involves a lot of planning. My value isn't just for immediate buyers. I can be a fantastic resource even in the planning stages ā answering questions about neighborhoods, schools, cost of living comparisons, and even timelines. The earlier they have accurate information, the better prepared they'll be when they are ready. Even if they're a year or more out, I'm happy to provide initial guidance and just be a friendly face for when the time comes."
Closing Sequence
"So, if you happen to think of anyone who could benefit from a knowledgeable and dedicated professional helping them make a smooth move to [Your City/State], please don't hesitate to connect us. What's the best way for you to make that introduction if someone comes to mind ā a quick text or email?" [LISTEN]
"Great! I'll make sure to follow up with a quick thank you and an overview of how I help relocation clients. Your support means the world to me, [Client's Name]. Thanks again for your time today!"
Follow-up Strategy
Send a personalized email within 24 hours, reiterating your appreciation and briefly outlining your relocation expertise. Include a link to your professional profile or a dedicated relocation guide if you have one. This provides an easy way for them to share your information and reinforces your value proposition without being pushy.
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Prepared by Edi Shek (NMLS# 216981)Lead Editor
Published on November 19, 2025
This script was authored by Edi Shek (NMLS# 216981) in collaboration with the Agent Pipeline Hub Training Team. Portions of this content may have been refined using AI-assisted tools to enhance clarity and flow, but all instructional material was reviewed and approved by our editorial staff before publication.
Disclaimer: The materials provided in this script are for educational purposes only and should not be considered legal or financial advice. While AI-assisted editing may have been used, all content has been independently verified for accuracy by the Agent Pipeline Hub editorial team.

