Loan Officer Follow-Up Kit: Scripts, Client Tracker, Social Captions (Digital Download)

Loan Officer Follow-Up Kit: Scripts, Client Tracker & 30 Social Post Captions.

36 call, text and email scripts for every stage of a home loan, 30 social post captions you can paste, a printable PDF guide, and a simple tracker that tells you who to follow up with today.

SEE ONE SCRIPT
Script L02 (new lead, a text after a missed call), word for word from the pack:
"Hi [First Name], this is [Your Name], a loan officer with [Company Name]. I tried to call about your home loan question. When is a good time to talk? Reply STOP to opt out." (the standard opt-out line for business texts)

Three words, in plain words:
- Pipeline: your list of clients, sorted by the step each one is on (new lead, getting pre-approved, under contract, after closing).
- Pre-approval: the lender's early OK on how much a buyer may be able to borrow. It is not a final loan approval.
- NMLS number: the license ID number every US loan officer has. You add yours to your emails and posts.

WHAT YOU GET (1 ZIP, 5 files)
- 36 follow-up scripts in 5 lists: New lead (8), Getting pre-approved (7), Under contract (8), After closing (7) and Realtor partners (6). 10 call scripts, 14 text scripts and 12 email scripts, as an editable Word file that also opens in Google Docs
- 30 social post captions in plain text, ready to copy and paste, as an editable Word file. 5 parts of 6 posts: buying basics, money and credit habits, myths cleared up, realtors and local, and your story
- A printable PDF guide with every script and caption (26 pages)
- A client pipeline tracker for Excel and Google Sheets with 5 tabs: START HERE, CLIENTS (dropdown menus and automatic next follow-up dates), TODAY (who to follow up with now, most overdue first), PIPELINE (clients and loan amount estimates counted by stage) and SCRIPT LIST
- A 2-page READ-ME-FIRST quick start

HOW IT WORKS
1. Download and unzip. Open the tracker and read START HERE.
2. Add a client on the CLIENTS tab and pick the Stage they are on.
3. Open TODAY each morning. It tells you which script to send (like L04 or C05).
4. Find that script in the PDF or the Word file, swap the [brackets] for real details, send it, then update the row.

WHO IT'S FOR
- New loan officers and mortgage brokers who want to follow up without staring at a blank page
- Busy loan officers who want one simple place to see who is due today
- Teams that want everyone to send the same clear, kind messages

GOOD TO KNOW
- Works with what you already use: copy a script into your phone, email or CRM. No app to learn and no subscription. (These are files, not software. Nothing sends by itself.)
- You edit the Word files and the spreadsheet directly.
- No rate promises, no approval promises, no guarantees. Check with your compliance team before sending or posting anything, and add your NMLS number and any lines your company requires.
- Every text script ends with "Reply STOP to opt out" (the standard opt-out line for business texts) and every email has an address line to fill in and an unsubscribe line.
- Example clients in the tracker are fake. Delete them before you start.

FAQ
Do I need Excel? No. The tracker works in Google Sheets (free) or Excel.
Can I change the words? Yes. Every script and caption is editable.
Do the scripts promise results? No. No fake numbers and no promised approvals.
Can I resell it? No. Use is for your own business only.
Is there a refund? Digital items are generally non-refundable. If a file has a problem, message me and I will fix it.

ABOUT THESE FILES
- Written and edited by SkynetLabs with AI help. Every script and caption has [brackets] for your name, company and details, so each message goes out in your own words.
- Templates you adapt to your state and business. Not legal advice: check local rules (texting, email, Do Not Call) before you contact anyone.

INSTANT DIGITAL DOWNLOAD. No physical item will be shipped. After purchase, your files are available on Etsy right away under Purchases and Reviews > Download Files.