PREVIEW — sample realtor outreach kit for review · not yet public · noindex
CMS Mortgage · Kimberly Davalos-Perez · Phoenix

Realtor Outreach Sequences

Land 3 great agent partners — value-first, never pushy.

I connect with Phoenix agents who help first-time buyers, buyers preparing for a review, and self-employed buyers. I use a warm 4-touch cadence — IG DM, email, a useful resource, then a coffee ask — with clear answers in English or Spanish.

4-touch cadence 5 objection answers Copy & send Value-led
Your operating rhythm

Monday is your Agent Partnerships Day.

Send these touches during Power 2 Hours — 8–10 AM Monday. Five real reach-outs, every Monday, builds a referral base in 90 days.

How it feeds your Daily 23
10database
5agent
5lead follow‑up
3referral ask

Each touch below is one of your 5 daily agent contacts. Five a day, four days a week — that's a real partner pipeline.

Approach first

Don't start cold. Start warm.

Work this list top to bottom — the warmest, highest-fit agents first.

01
Agents you've already closed with (or who've sent you a deal). Reconnect first — these are your fastest yeses.
02
Agents helping first-time and self-employed buyers in Phoenix. I lead with FHA education, get-ready coaching, and answers in English or Spanish.
03
Newer, hungry agents building their book. They're the most open to a real partner who'll teach and show up.
01

Who to target

Right-fit agents — not just any agent with a license.

Green light — approach these

  • I look for agents helping first-time buyers across Phoenix and the Valley
  • I connect with agents whose buyers want FHA answers in English or Spanish
  • I look for agents helping self-employed buyers prepare before shopping
  • Posts buyer education / community content (values-aligned)
  • Newer or mid-level, building their pipeline

Buying signals to watch for

  • Just listed a starter home or a property in a first-time-buyer area
  • I notice posts about preparing to buy a first home in Phoenix
  • Posted a "just helped this family" win you could've financed
  • Complained about a lender dropping the ball
  • Serves a community you can reach in Spanish
02

The 4-touch cadence

Fill in the bracket, copy, send. Space them out — never blast.
1Instagram DMWarm hello, zero askDay 1
DM

Hey [Agent Name]! I’m Kimberly, a loan officer here in Phoenix. I help first-time buyers understand FHA and prepare for a lender review, including questions about self-employed income. I can explain the steps in English or Spanish. I’d love to connect — ¡un gusto!

Fill: [Agent Name] + one specific, true detail you actually noticed. Generic = ignored.

2EmailWho I am + a real reasonDay 4
Email

Subject: FHA questions and first-home preparation in Phoenix Hi [Agent Name], Kimberly Davalos-Perez here — loan officer at CMS Mortgage in Phoenix. I wanted to introduce how I can help your buyers prepare. I help first-time buyers in Phoenix understand FHA and get ready to shop. I also help self-employed buyers organize questions about business records and changing income. I explain the next step in plain language, in English or Spanish. I’d like to be a resource when your buyers have questions about FHA or getting ready for a review. Can I send you my one-pager? — Kimberly · (623) 241-0427

Fill: [Agent Name]. Keep it short — agents skim.

3Value-dropGive before you askDay 8–10
DM or email

Hey [Agent Name] — no ask here, just thought this might be useful. I can help your buyers work through FHA questions, first-home preparation, and self-employed paperwork in English or Spanish. We can start with whichever question is on their mind. Link: /kimberly-davalos-perez/guides/ — happy to walk any of your buyers through it personally.

Why it works: you gave them something useful before asking for anything. That's the whole game.

4The coffee askLow-commitment, on their turfDay 14
DM or text

[Agent Name], I'd love to grab a quick coffee — 15 minutes, your spot or mine — to talk about how I can help your Phoenix buyers prepare and understand FHA. No pitch, just two people who help families buy homes. What's a good week for you?

If no reply after touch 4: stop, give it 30–60 days, then restart with a fresh value-drop. Never spam.

03

When they push back

5 honest answers — warm, never defensive.
I already have a lender.
I understand. I’m happy to be a resource when a first-time buyer has FHA questions or a self-employed buyer needs help organizing records. I can explain the review steps without predicting a lending decision.
Co-marketing makes me nervous (RESPA).RESPA §8
Smart to be careful — so am I. Everything I do is RESPA-clean: education and service, any shared costs split at fair market value, never paying for referrals. I'll send you exactly how it works so you can see for yourself.
I'm too busy to meet.
That's exactly why I keep it to 15 minutes, on your turf or over the phone. Or I'll just send my one-pager and you keep my info for the next deal that gets complicated. No pressure at all.
Why would I switch from who I use?
I’d like to earn your trust through clear answers. I can help a Phoenix buyer understand FHA, gather records, and prepare questions before shopping.
My buyers mostly speak English.
I’m happy to explain FHA and first-home preparation in English. I also offer Spanish when that makes the conversation easier for a buyer.
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