Sample Outreach Script
Use this as a starting point — personalize it, but keep the reminder to sign up through your link so the referral is credited to you.
"Hey [Name], quick question: who are you using today for your annual employee compliance training?"
[Pause]
"And when was the last time you updated your QC Plan and Compliance Management System?"
[Pause]
"That's why I'm calling. Simply Compliant handles the annual training, tracks everything for you, keeps your records audit-ready, and gives you AI tools to update your QC and CMS documents yourself."
"It's built specifically for mortgage companies and priced like a simple monthly software subscription, so you're not paying consultant-level fees to keep all of this current."
"I thought you should take a look, so I'm going to send you an introduction."
Subject: Compliance resource worth a look
Hi [Name],
Who are you using today for your annual employee compliance training, and when was the last time you updated your QC Plan and Compliance Management System?
I ask because several of the mortgage companies I work with have recently started using Simply Compliant, and it's been a really practical way for them to handle all of this in one place.
They provide annual employee compliance training, automatic completion tracking, audit-ready records, and AI tools to help you update your QC and CMS documents.
It's priced like a simple monthly software subscription rather than a traditional compliance consulting engagement, which makes it a much more practical option for independent mortgage companies.
I'll send you over the referral link in a few minutes so you can take a look.
Best,
[Partner Name]
