Hi <First Name>?

Hi <First Name>, my name is {agent name}, I work with a local realtor at RE/MAX…hey real quick question for you…do you still own the home over on <Street Address>?

(If they ask “why?”):

oh well my broker likes to keep his records as up to date as possible, and since sometimes home sell off market or inter-family transfers, and since public records can take a while to update, we can’t always rely on them as facts.

Ok that’s great, the reason for my call is I was just curious if you had any real estate plans this year or in the next few years?…have you thought about buying or selling any real estate?

Perfect! My broker was planning to preview some homes like yours this week before getting to work and was hoping to see yours as well, will you be home tomorrow afternoon between 4 and 6pm to show me the home if he was able to stop by?

Price Analysis / Home Valuation

Would it be ok if we sent you a Hyper-Local Neighborhood Update? It will show all of the new and active, pending and in contract, and recently sold homes in your immediate neighborhood. Great! what is the best email for you?

"Would it be ok if I send you a Hyper-Local Market Update showing the recent activity in your neighborhood? great, what's the best email for you?” (if they say yes, then create a task like normal, but change the drop down to "email type" and make the title " send email with hyperlocal update”)