If I had to win 3 deals this month… here’s exactly what I’d do

If someone told me I had to generate 3 deals before Thanksgiving…

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Without new leads, without spending a dime…

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Here’s the exact playbook I’d run.

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No fluff. 

No hacks. 

Just simple execution. 

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1. Call your “almosts.”

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Go into your CRM. 

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Find every lead from the last 90 days who ghosted, paused, or just faded out.

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Send this email or text message (inspired by Josh Braun): 

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Hi [Name],

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It seems like you decided to hit pause on the [home search/refinance]. My sincerest apologies if I dropped the ball somewhere in supporting you.

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Would you be open to sharing some feedback so I can better address your needs in the future? Was it timing, budget, or maybe you just don’t trust people with [a receding hairline]?

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Regardless, thanks for considering me. I know you have a lot of options for mortgage lenders.

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It reopens the door without pressure with a twist of humor. 

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2. Audit your past clients.

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Pull a list of anyone you funded from 2022 onward. 

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Many of them are rate-sensitive, equity-rich, and sitting on untapped potential.

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Leave a quick “gratitude reset” voicemail (if they don’t pick up): 

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Hi [Name]!

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It’s [Your Name, your Mortgage guy/gal]!

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Hey, this time of year I’m always reflecting back on the past year

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and thinking about who and what I’m grateful for.

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It’s really important to me that you know that you’re someone who is on that list.

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Thank you for your support! I never take great relationships lightly.

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Lastly, I am receiving a lot of calls about mortgage rates and happy to help you think through any options.

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Thank you [Name], have a great Thanksgiving!

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This is LOVE generation. 

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3. Reignite one Agent relationship.

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Find a Real Estate Agent who’s gone quiet but used to be solid. 

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Reach out with this:

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Hi [Name]! 

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It’s [Your Name from XYZ Mortgage]!

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I hope this message finds you well! ‍

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‍Hey, I sat down this week to write down a few people that I’ve enjoyed connecting with this year, and in spirit of the Thanksgiving season, I just want to say thank you for always keeping me in mind.

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I look forward to hopefully seeing you soon, but in the interim: have a great Thanksgiving!

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Thank you [Name], talk soon.”

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Sometimes one well-timed nudge brings the partnership back to life.

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You don’t need a whole new strategy. 

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You need to activate what’s already around you.

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The deals are there.

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GO! exercise that gratitude muscle!