8 Essential Call Scripts for Realtors® to Connect with Their Sphere of Influence
Make deeper connections, earn more referrals, and stay top-of-mind with your SOI using these proven real estate phone call scripts. Master your conversations and watch your business grow.
Regular phone check-ins with your SOI build trust, open conversations, and keep you top-of-mind when clients are ready to make a move.
As a Realtor®, consistent outreach is a cornerstone of relationship-based marketing. Regular phone calls with past clients, leads, and members of your Sphere of Influence (SOI) can spark conversations, reinforce trust, and lead to more referrals and listings. The goal isn’t to sound like a telemarketer—it’s to show up as a knowledgeable, caring professional who offers value.
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Why Real Estate Call Scripts Work
Consistency Builds Trust and Recognition
The power of a quick check-in call lies in its simplicity. These calls help you:
Stay top-of-mind with past clients and future prospects
Offer helpful insights and resources
Strengthen personal connections in a professional way
Generate listing appointments and referrals without being pushy
When paired with other SOI marketing methods like direct mail, social media, and client events, weekly phone calls become a pillar of a strong relationship-based business model.
Real Estate Scripts That Strengthen Relationships and Drive Referrals
1. The Friendly Check-In Call
Purpose: A casual, non-salesy touchpoint to stay connected.
Script:
"Hey [Name], this is [Your Name] with [Your Real Estate Company]. I was just thinking about you and wanted to check in! How have you been?"
(Allow them to respond and engage in conversation.)
"I also wanted to see if there’s anything I can help you with real estate-wise—whether it’s market updates, home values, or even recommendations for home improvement pros. Let me know if I can be a resource for you in any way!"
"By the way, if you ever hear of anyone thinking about buying or selling, I’d love to help them out—just send them my way! Always great catching up, and let’s stay in touch!"
2. The Market Update Call
Purpose: Share real estate insights and position yourself as an expert.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. I hope you’re doing well! I wanted to share a quick real estate update—did you know that homes in [Neighborhood/City] are selling [X% faster/higher] than this time last year?"
"It’s definitely an interesting time in the market, and I wanted to see if you had any questions about your home’s value or anything else real estate-related. No pressure—just here to help!"
"And if you know anyone who might be curious about their home’s value or thinking about making a move, I’d love to chat with them. Always happy to help!"
3. The Home Equity & Wealth Check-In Call
Purpose: Educate homeowners about their home equity and financial opportunities.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. Hope you’re doing well! I was just reviewing some market data and noticed that home values in your area have gone up by [X%] over the last year!"
"That means you may have more equity in your home than you realize—whether it's refinancing, investing, or even making a move. Would you like me to send over a quick home value report so you can see where you stand?"
"Of course, if you or anyone you know has any real estate questions, I’m always here to help!"
4. The Past Client Follow-Up Call
Purpose: Stay in touch and encourage referrals.
Script:
"Hey [Name], it’s [Your Name] from [Your Real Estate Company]! I just wanted to check in and see how you’re settling into your new home. How’s everything going?"
"I love staying connected with my clients and want you to know I’m always here—whether you need a contractor, a painter, or advice on home values."
"And if you hear of anyone looking to buy or sell, I’d be so grateful for an introduction—I’d love to help them the way I helped you."
5. The 'Who Do You Know?' Call
Purpose: Ask for referrals in a natural way.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. Hope you’re doing well! I wanted to reach out and see how things are going with you."
"Also—do you know anyone thinking about buying or selling a home this year? The market is always shifting, and I’m helping a lot of people navigate their options right now."
"If someone comes to mind, I’d love to help them out! Just send them my way, and I’ll make sure they’re well taken care of."
6. The Renter-to-Homebuyer Call
Purpose: Educate renters on homeownership and build first-time buyer leads.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. I hope you’re doing well! I know you’re currently renting, and I wanted to check in to see if you’ve ever considered owning your own home."
"With rental prices continuing to rise, a lot of people are finding that owning a home can actually be more affordable—and it builds long-term wealth. If you’re curious about what that could look like for you, I’d love to help you explore options."
"Would you be open to a quick consultation to see what buying a home might look like? No pressure—just here to provide info when you’re ready."
7. The Post–Open House Follow-Up Call
Purpose: Reconnect with open house visitors and offer next steps.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. Thanks again for stopping by the open house this weekend! I really enjoyed meeting you and wanted to follow up to see what you thought about the property."
"If that home wasn’t quite the right fit, I’d be happy to send you a few others that match what you’re looking for. What are your top priorities in your next home?"
"Would you be open to a quick call or meeting to explore your options? I’d love to help you find the right fit."
8. The Post–Client Event Follow-Up Call
Purpose: Strengthen relationships after appreciation events and ask for referrals.
Script:
"Hey [Name], it’s [Your Name] with [Your Real Estate Company]. I just wanted to say how great it was to see you at the event the other day. I hope you had a great time!"
"I really appreciate you being part of the community I get to serve. If there’s anything you need—real estate-related or not—please don’t hesitate to reach out."
"Also, if you ever hear of a friend, neighbor, or coworker thinking about buying or selling, I’d be honored to help them. Referrals mean a lot, and I’ll make sure they’re well taken care of."
What Successful Realtors® Are Reading
Frequently Asked Questions About Real Estate Phone Scripts
Q: How often should I call people in my sphere of influence?
A: Aim to call your core SOI contacts 3–4 times per year. For active buyers or sellers, follow up more frequently based on their timeline.
Q: What’s the best time of day to make real estate check-in calls?
A: Late mornings and early evenings during weekdays tend to perform best. However, weekends can work well for casual follow-ups too.
Q: Should I leave a voicemail if they don’t answer?
A: Yes, leave a friendly and brief voicemail. Keep it light and inviting so they’re more likely to return your call or text.
Q: What’s the biggest mistake Realtors® make when calling their SOI?
A: Being too transactional. Your goal is to connect and build trust—not pitch. Be genuine, listen actively, and offer value.
Q: Can these scripts be adapted for texting or video messages?
A: Absolutely. Many Realtors® repurpose these for SMS or video messages to add a personal touch. Keep the tone conversational.
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