Door Knocking script for homes on the street of a recent sale

When To Use This

Use this script when you have just closed a sale on a street and want to introduce yourself to neighboring homeowners. It works best for brief, friendly introductions that lead to a conversation about their mortgage needs, especially when you notice For Sale signs or recent move‑in activity. Avoid using it if the prospect is clearly in a hurry, has posted a "No Soliciting" sign, or if the neighborhood has known solicitation restrictions.

The Opener

"Hi there, I’m [Name] with Edi Shek Mortgage. I just helped a family close on the home at [Address] and wanted to say hello to the neighbors. I hope you’re doing well and enjoying the block."

The Qualifying Questions

1. "Are you thinking about buying or selling a home in the near future?" – This tells you their timeline.

2. "Have you recently reviewed your mortgage or considered refinancing?" – This reveals any current interest in a loan review.

3. "What’s most important to you when choosing a lender—rate, service, or speed?" – This helps you understand their priorities.

4. "Would you be open to a quick, no‑obligation chat about how a mortgage review could save you time or money?" – This gauges willingness to engage further.

5. "Do you know if your current loan includes private mortgage insurance that you might be able to eliminate?" – This uncovers a potential savings opportunity.

6. "If you could improve one thing about your mortgage experience, what would it be?" – This opens the door to discuss service improvements.

Handling The Three Objections

Objection: "I'm not interested in refinancing."

"I completely understand. Many homeowners feel that way until they see how a quick review can uncover better terms or remove PMI. May I share a brief example of what we found for a neighbor on this street?"

• This works because it acknowledges their stance, offers a low‑pressure benefit, and asks permission to continue.
• It also positions you as a helpful resource rather than a pushy salesperson.

Objection: "I already have a lender I trust."

"That’s great to hear. I’m not here to replace your lender; I just want to make sure you’reaware of all options that could benefit you. Can I ask what you value most in your current relationship?"

• This works because it validates their loyalty, shifts focus to their needs, and opens a dialogue without pressure.
• It shows respect for their existing relationship while gently exploring potential gaps.

Objection: "I’m just curious, not ready to act."

"Thanks for being honest. Even a quick conversation can give you useful information for when the time is right. Would you be comfortable if I left a simple market update for you to review at your convenience?"

• This works because it respects their timing, provides value without commitment, and leaves a tangible touchpoint.
• It also keeps the door open for future engagement when their circumstances change.

The Close

"Based on what you’ve shared, may I schedule a brief 15‑minute call next week to go over a personalized mortgage review?" If they say not yet: "No problem at all. May I send you a free, no‑obligation mortgage checklist via email or text for when you’re ready to revisit this?"

Delivery Notes

• Speak slowly and smile; aim for a conversational tone, not a sales pitch.
• Pause after each question to let the prospect answer fully.
• Keep body language open; avoid crossing arms or looking at your watch.
• Do not mention specific rates, guarantee approvals, or promise closing dates.
• Refrain from comparing yourself to other lenders or speaking negatively about competitors.
• If the prospect seems distracted, thank them for their time and offer to follow up at a better moment.

Compliance Reminders

• Never state or imply a specific interest rate or loan term.
• Avoid any language that could be construed as a guarantee of loan approval.
• Ensure all statements are factual, nonmisleading, and comply with Equal Housing Opportunity and TILA advertising rules.