I almost didn't send the message.
It was a Tuesday afternoon. I'd been following someone in the mortgage content space for about six months. Watching their content. Taking notes. Thinking, "this person gets it."
And then I almost talked myself out of reaching out.
The Message I Almost Didn't Send
Here's what I sent:
*"I've been following your content for a while and I think what you're building is genuinely different. I'm working on something called Referral Boss and I think there's a real overlap in what we're both trying to do. Would you be open to a 20-minute Zoom call?"*
Simple. Direct. No pitch. No ask for anything big.
They said yes.
What Happened on the Call
We were supposed to talk for 20 minutes. We talked for two hours.
We discovered we'd been solving the same problem from different angles, one side had the social media reach and content system, the other had the referral framework and community infrastructure.
Neither of us had what the other had.
More Closings. Fewer Financing Surprises.
Tired of deals dying because your buyer's lender dropped the ball? Keith is the mortgage partner listing agents call when they need deals protected, difficult files approved, and buyers who show up pre-qualified.
By the end of the call, we'd sketched out the bones of what would become the Referral Boss partnership.
What This Taught Me
1. The message you almost don't send is usually the one worth sending.
The hesitation you feel before reaching out to someone you admire is normal. It's also the exact thing that keeps most people from building the relationships that change their business.
2. Lead with value, not a pitch.
I didn't ask for anything in that first message. I acknowledged what they were building. I shared what I was building. I asked for a conversation.
That's it.
3. Partnerships are built on complementary strengths, not identical ones.
The best partnerships aren't between two people who do the same thing. They're between people who each have something the other needs.
Your Takeaway
Who is the person in your industry that you've been meaning to reach out to?
Write the message. Send it today.
The worst they can say is no. The best case is a two-hour Zoom call that changes everything. , Keith
Keith has helped 2,980+ families close on homes across 12+ markets over 24+ years, with $310M+ in closed loans. He specializes in difficult files, listing-agent partnerships, and the kind of complex deals most lenders turn away.
He writes the Realtor Money Alerts to give agents the plays, programs, and systems that protect deals and generate more closings.
Want plays like this every week?
Drop your email and I'll send you the next one first.
Let's Talk About Your Business
If you want to see if we can get more buyers and sellers for you, a 15-minute call is all it takes. No pitch. No pressure. Just a real conversation about your business.
Keith works with a small number of agents in each market. If there is a fit, you will know by the end of the call.
"Keith helped us get an offer on a $2.8 million dollar listing in Arrington, TN with a custom funnel. Incredible results."
"Keith has been instrumental in the growth of our listing leads coming in. He is a true partner."
We help you grow your business and get you more clients · Keith Goeringer NMLS #488023 · No obligation