16 Best Email Templates For Mortgage Brokers [2024]

Pat Walls

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Updated: January 19th, 2023

16 Best Email Templates For Mortgage Brokers [2024]

Are you looking for new ways to market your mortgage business and communicate with customers?

Or, maybe you're just tired of rewriting the same emails over and over again?

In this article, we provide you with 16 free email templates to use in 2022.

The Introductory Email

title=Dedicated Broker Serving Your Financing Needs Hi [ name ],

My name is [ your name ], and I am a mortgage broker. [ Insert a sentence or two about your mortgage experience ].

If you are looking for an industry expert and have a loan scenario I can help with, I would love to shop around for you and get you a competitive quote.

Contact me anytime via phone [ number ] or via email [ email add ].

I am looking forward to working with you and helping you achieve your investment goals.

Sincerely,

[ name signature ]

Source

Thank You Letter After Your Clients Close on Their Home

title=A huge "thank you" for choosing me Dear [ name ],

I wanted to say how appreciative I am that you chose me for your loan financing needs. It was a pleasure to lead you through the process. I’m so excited for you and this new chapter of your life. It’s clear there’s a lot of love in your family, and now you have a place to plant it. I’m so glad your brother-in-law connected us. I wish you nothing but good memories of your new home.

Gratefully yours,

[ signature name ]

P.S. If you know of any friends or family looking to purchase or refinance, I’d love the opportunity to speak with them. Please feel free to pass on my information!

Source

Refinancing

title=Your recent refinance is superb! Hi [ name ],

Your recent refinance was a pleasure to work on. You probably entertained several refinancing offers due to the intense competition.

It is a great honor to be chosen by you, and I am very grateful. My favorite part of my job is saving clients money on their mortgages.

I appreciate you staying with me through this. You’re gonna love the lower payment!

With thanks,

[ signature name ]

P.S. I just wanted to let you know that rates are at their lowest ever. If you know anyone who could benefit, I’ll be happy to talk with them. Here are my business cards. Feel free to get in touch!

Source

Refinance Your Home Letter

title=Refinancing your home? You're in the right place! Dear [ name ],

There are probably a lot of reasons that you invested in a home: security, stability, the benefits of accruing equity—and, of course, the pride of ownership.

But how much are you spending each month on your mortgage? If you’ve been paying your mortgage on time each month, there’s a good chance that you’re eligible to profitably refinance your home—and receive the benefits of lower mortgage payments.

Allow me to introduce myself! My name is [ name ], and I am a full-service mortgage broker in your area. I’d like to get together with you to discuss your options for refinancing; together, I know that we can achieve a fantastic new loan that will save you money—now, and in the future!

As your broker, I will ensure that you are fully informed as to your best possible options, and I will advise you accordingly. You can trust that I will make every effort to make the refinancing process a success.

Give me a call today at [ number ], or visit my Web site at [ website link ] for more information about refinancing.

Sincerely,

[ signature name ]

Source

Thank You For Your Inquiry Letter

title=Thank you for the inquiry! Dear [ name ],

Many thanks for expressing an interest in my services. I realize there are numerous mortgage brokers you might have chosen so I greatly appreciate the opportunity to fulfill your mortgage needs. I would consider working with you to achieve your goals both an honor and a privilege.

Feel free to contact me anytime at [ number ], or visit my Web site at [ website link ] for more information.

I truly look forward to fulfilling all of your mortgage needs!

Sincerely,

[ signature name ]

Source

Referrals From Business Colleagues

title=Thank you so much, [ name ] Dear [ first name ],

It gives me great pleasure to thank you for introducing me to [ referred client’s name ]. They have been fantastic to work with.

You’re the kind of great people I love working with. Do not hesitate to let me know how I can return the favor.

Thanks,

[ signature name ]

Source

Mortgage Broker Cover Letter

title=RE: Mortgage Broker, [ date ] Dear [ name ],

As a highly skilled Mortgage Broker, I read your posting for a new Mortgage Broker with interest. My experience aligns well with the qualifications you are seeking, in particular my role as a Mortgage Broker at [ company name ], and I am certain I would make a valuable addition to your organization.

With more than 12 years of experience as a Mortgage Broker, I am adept in financial reporting and data analysis. Moreover, while my on-the-job experience has afforded me a well-rounded skill set, including first-rate communication and organizational skills, I excel at:

Sales and marketing
Strategic planning
Economics and accounting principals
Mortgage products and service

In addition to my experience and personal qualities, I have a solid educational foundation and a passion for helping people plan their future and finances so they can afford the home of their dreams. Please review my attached resume for additional details regarding my expertise and abilities. I will follow up to request an appointment to discuss how my experience and background meet your needs.

Thank you for your time and consideration.

Sincerely,

[ signature name ]

Source

Welcome Email Template

title=Welcome to [ company name ]! Dear [ name ],

Welcome to [ company name ]! As a mortgage broker with 15 years of experience, I’m confident that I can assist you with all of your property buying and selling needs. It’s my goal to save you money and time in your search for the best terms.

Please feel free to contact me directly at [ number ] or by replying to this email. I look forward to connecting with you and guiding you through every step of this process.

Thank you for your time and consideration.

Sincerely,

[ name signature ]

Source

The Check-In Email

title=It's been a while, let's talk financing! I wanted to check in with you and share some information about my new offerings.

Hi [ name ],

It's been a while since we talked, and I wanted to get in touch and see how you are doing. Since the last time we spoke, I have added some new features:

[ Insert 3-5 bullet points on your offerings ]

Want to get pricing? Contact me anytime via phone [ number ] or via email [ email add ].

Looking forward to working with you and helping you achieve your investment goals.

Sincerely,

[ name signature ]

Source

Event Invite Template

title=You are invited! Hi [ name ],

I’d like to invite you to an event I’m hosting on [ date ] at [ address ]. At this event, I’ll be speaking about the local housing market and how you, I, and all our neighbors can find homes and mortgage rates that work for us. The RSVP link is below, and you can also contact me at [ number ] or via email with any questions. The event is free, and light tropical refreshments will be served.

Thanks, and hope to see you soon,

[ signature name ]

Source

First Email in a Drip Campaign Template

title=Want to improve your credit score? Hi [ name ],

A good credit score is a vital part of a successful home loan application, but how can you improve your credit score to set you up for your dream home with lower interest rates? In the coming weeks, I’ll send you tips on everything you can do to achieve a healthy credit score. Get started with this blog about how to improve your credit score sooner than later:

As a broker with 15 years of experience, it’s my mission to share industry knowledge to help you stay on top of your financial future.

For questions or more personalized consultation, feel free to contact me directly at [ number ] or reply to this email.

Sincerely,

[ signature name ]

Source

The Follow Up from Phone Call Email

title=Great Visiting with You! I enjoyed visiting with you about your financing needs. Here is more information.

Hi [ name ],

I enjoyed visiting with you and learning more about your financing needs. I wanted to follow up with more information on the financing I can help you with:

[ Insert 3-5 bullet points on your offerings ]

Want to get pricing? Contact me anytime via phone [ number ] or via email [ email add ].

Looking forward to working with you and helping you achieve your investment goals.

Sincerely,

[ signature name ]

Source

Asking Realtor for Recommendations

title=Recommendation Request Hi [ client's name ]

Please accept my sincere thanks for your business and for the opportunity to work with you.

The entire process of acquiring your loan ran so smoothly due to your outstanding organizational skills.

It would be greatly appreciated if you could recommend my services to others. [ link to the review site you’d like a review on ]

Once again, thanks for being such a good client. Best wishes with your new home!

Sincerely,

[ signature name ]

Source

Lead-Generating Mortgage Marketing Letter to Veterans

title=You did serve your country. Now it's time to make sure you're not left behind! Dear [ name ],

As a veteran, eligible spouse, or active service member, your duty has been to support and defend our country. One of the most valuable benefits you've earned with your service is your right to a VA- Guaranteed home loan with our VA Loan Program. We are proud to salute your commitment and, as such, you are pre-approved for up to $300,000! Take control of your finances by eliminating the $20,000 of credit card and installment debt that you are carrying. There is a better way - start saving BIG today!

Borrow up to 100% of your house's value
Less than perfect credit? NO PROBLEM!
Need CASH now? NO PROBLEM!
LOW FIXED INTEREST RATES!

Home values are increasing. Even if you didn't think you had equity before, there is a great chance you have equity now! Stop juggling multiple high-interest rate credit cards. Take advantage of your VA benefits and set yourself on the path to financial freedom. Respond online at [ website link ] or call me at [ number ].

Please have your pre-qualification number ready!

[ signature name ]

Source

Mortgage Marketing Letter

title=Exciting Mortgage Offers! Hi [ name ],

We, the [ company name ], bring the solution to your loan-related problem. We offer the best services that definitely steal your heart as we understand your priorities. We also offer attractive discounts on our different range of mortgages, which are as follows:

5% for loans <$30,000
8% for loans $30,000 – $50,000
10% for loans $50,001 – $75,000
12% for loans $75,001 – 100,000

If our services seem interesting to you, you can call us for further information. Feel free to consult with us; we assure you that you get your desired services here.

A postage-paid mailer is attached along with the letter for your convenience. The special offers are valid till the end of the month and you are requested to give your response within 2 working days.

Thank you.

[ signature name ]

Source

Industry News Template

title=All you need to know about mortgage rates Hi [ name ],

Low-interest rates can make your mortgage much more affordable – and right now, interest rates are at their lowest in several years. That’s why now is an especially good time to think about buying that dream home or refinancing your current mortgage. And given my 15 years of experience helping people find great mortgage rates, I’m confident I can help you make the best of this opportunity.

I’m available whenever to talk through your options and teach you everything you need to know. Please feel free to get in touch – you can call me at [ number ] or reply to this email.

Thanks, and looking forward to hearing from you,

[ signature name ]

Source

25 Mortgage Brokers Email Subject Lines You Can Use

Here's a list of 25 popular email subject lines you can use in your mortgage brokerage business

Refinancing with 40% lower interest
How to afford an apartment in [city name]?
Wanna' know who you can trust?
Can I help you find the best home loan?
We can help you find a mortgage you love...
Got a minute? I've got some questions about your mortgage!
Let us help you find the right mortgage broker.
The secret to living mortgage free!
How To Get the Best Mortgage Rate
Here's the best mortgage for you
How to save thousands on your next home loan
Do you need help with your mortgage?
How Much Could You Save?
Hi friend, do you need to consider a mortgage service for your new home
Tips to Help You Refinance
We found a lender you can trust
You've probably seen these before, but if not...
Where's the Mortgage Magic?
How to get a great deal on your next mortgage
It's a sizzling hot market
Just checking in on your refinance
Did you know? Yes, you could save $100s/month
The difference between 2.99% and 4.99% is a lot
Here's how I can help you get the best mortgage rate
Do Millennials Care About Money?

Tips For Writing A Successful Email

A well-written email can be a powerful communication tool. If you want to get your point across and have it read, write an email that is clear, concise and compelling.

Here are 6 tips to help you write better emails:

1. Keep it short.

People are busy, and they aren't going to read anything more than a few paragraphs long in their inboxes. If you have something important to say, be concise.

2. Be friendly and personable. The best emails show that their sender cares about the recipient: address them by name, make jokes and be friendly, compliment them on something they've done recently—demonstrate that you know them well enough to give them a personal touch.

3. Use bullet points or numbered lists where appropriate.

If you're making a list of suggestions or talking about multiple things, it's much easier on the reader if you use bullet points or numbers rather than listing every point out separately in paragraphs.

(Obviously this doesn't apply if you're using an email for something else entirely—such as a newsletter or informational message.)

4. Proofread your message carefully before sending it out.

Even though you may think you're a pro at typing emails, there are still some mistakes that you could be making. It's important to avoid these errors so that your message is clear and correct.

If you skimmed over the email, there is a good chance that you missed an error in the very sentence that you just changed.

Pro tip: Read your entire message out loud before hitting send. You are more likely to catch mistakes this way!

5. Be sure to include the recipient's name in the email.

This seems like an obvious tip, but it's easy to forget that we're not sending mass emails to a group of people but individual messages to each person on the list.

Your best bet is to craft your message carefully, and make it personal by using the recipient's name. It shows that you're paying attention and it also makes the email feel more personable.

6. Be clear about what you want

Be specific and don't beat around the bush. Think about what you're asking for clearly before you write anything down.

In the first line of your email, state clearly what you want and how the recipient can help.

FAQ

Below we detail the most common questions as it relates to mortgage brokerage for email.

How do mortgage brokers get clients?

Nurture current and past clients
Connect with new real estate agents
Use social media platforms

How do mortgage brokers find leads?

Network
Utilize social media
Ask for referrals

How To Get Mortgage Referrals and Build a Referral Network

Partner with Homebuilders
Partner with Real Estate Agents
Stay in Front of Current and Past Clients

Conclusion

That's our list of the best mortgage broker email templates. Whether you're a mortgage broker or an investor, we hope that these examples will help you craft your effective messages. We're sure you'll find something that works for you—and don't forget to check out the rest of our writing samples if you're looking for quality content.

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meet the author

Pat Walls