10 Best Mortgage Email Templates For Customers
No matter your role in the home buying business, email marketing is fundamental to building relationships with current and potential clients. The home buying process can be overwhelming, so as a broker, a smooth and personable experience can sow the seeds of a successful relationship.
After all, clients are trusting you to help them find their “forever home,” and it takes a bit of legwork to earn that trust. And with the right mortgage email templates at hand, you can reach more leads in a fraction of the time without sacrificing personalization.
What Are Mortgage Emails?
Mortgage emails are messages you send to your contact list, current clients, or prospective leads to share news, updates, and other important information about the mortgage process.
They establish a rapport, making it clear that you’re involved in every step of the home loan process. This form of communication reinforces existing dynamics and increases the likelihood of referrals, new clients, and repeat business.
Why Do You Need To Send Mortgage Emails?
Sending the right email takes careful thought and planning. That’s because marketing emails related to the mortgage process influence your connections in four major ways.
Relationship Building.
Every relationship requires helpful, honest, and informative communication. Sending emails helps drive that dialogue, signaling to clients that you support them beyond just making a commission.
Repeat Business.
Nurturing a relationship with your clients leads to customer loyalty, resulting in repeat business and referrals. Thanks to your communication efforts, clients are more likely to keep you top of mind when it comes to their mortgage needs.
Save mortgage templates and insert them anywhere using keyboard shortcuts.
To Stay In Contact With Your Existing Customers.
There’s a lot of truth to the saying, Out of sight, out of mind. Don’t fall prey to this cliché. Emails are a simple way to update your pipeline and remind them that you’re here. You can get the word out fast and directly address a client individually for that personal touch.
To Expand Your Reach Within Your Database.
In the real estate business, it’s important to reach as many potential buyers and sellers as possible. Sending out emails accomplishes this goal of casting a wide net.
8 Mortgage Email Templates To Try Today
The 10 mortgage templates we’ve written for you cover common messages that many mortgage brokers regularly send out. Just keep your subject line concise and to the point, and don’t forget to tweak the templates as needed, so your clients know this email was meant just for them.
Welcome Email Template
Welcome to Lost Island Inc! 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 888-3521 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,
Benjamin Linus
Check-In Email Template
Hi {formtext: name=Jack; cols =5} ,
It’s been a while since we last connected, so I wanted to reach out and see if there’s anything I can do for your mortgage financing needs. Plus, I figured you’d be interested to learn about the new offerings I’ve added to my services.
It’s my mission to strive for excellence through improvement in managing the home buying and selling process. With a lot of options in the market, sifting through them to get you a competitive quote is what I do best.
As always, don’t forget to contact me directly at 882-3521 or reply to this email.
I look forward to hearing from you.
Talk soon,
Benjamin
First Email in a Drip Campaign Template
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 888-3521 or reply to this email.
Sincerely,
Benjamin Linus
News on a Client’s Loan Application Template
Good news! Your loan application was accepted. For now, there’s nothing that I need from you, but I’ll reach out in 2 business days with an update on the next steps.
If you have any questions, feel free to contact me directly at 888-3521 or reply to this email.
As we work toward getting you your dream home, it’s my number one priority to make the process as smooth as possible.
Speak soon
Benjamin Linus
Update to a Referral Partner Template
Dear {formtext: name=Hugo; cols =5} ,
Thanks for participating in our referral program. Your continued support allows us to help more people finance their homes.
Below, I’ve included the status of your referral. As always, if you have any questions or concerns, please feel free to contact me directly at 888-3521 or reply to this email.
Kind regards,
Benjamin Linus
Save mortgage templates and insert them anywhere using keyboard shortcuts.
Industry News Template
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 888-3521 or reply to this email.
Thanks, and looking forward to hearing from you,
Benjamin Linus
Community News Template
Hi {formtext: name=Shannon; cols =8} ,
I recently interviewed a new homeowner in the area about the community resources they found helpful as they were house-hunting. I helped this homeowner, Kim Locke, find a place that worked for their wants, needs, and budget. My interview with Kim is about all that and more is in the blog linked below. Their experience may inspire you on your own house-hunting journey!
If you have any questions, you can contact me on 888-3521 or reply to this email – I’m here to help. My contact information is in my signature. I look forward to hearing from you.
Best,
Benjamin Linus
Event Invite Template
I’d like to invite you to an event I’m hosting on Jule 1 at Lost Island, Hawaii. 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 888-3521 or via email with any questions. The event is free, and light tropical refreshments will be served.
Thanks, and hope to see you soon,
Benjamin Linus
5 Tips For Mortgage Emails
These mortgage email templates are a surefire way to save time and help boost your engagement, but sometimes, you’ll have to write something from scratch. So here are some tips to make the most of your email marketing to potential clients.
Don't Overdo It. While communication is important, you don’t want to overwhelm your customers with emails. Schedule messages effectively, so individuals on your contact list never have a reason to tell you to stop.
Keep It Brief but Informative. The above templates are on the shorter side. That’s because emails should be easily digestible – nobody’s going to read a 500-word email.
Link To Relevant Content. Only share relevant content. Now isn’t the time to brag about your Wordle scores or pass along a personality type test.
Ditch the Industry Jargon. When breaking down complicated processes like mortgage loans, save the slang and acronyms common for the industry for your next loan officer convention. Part of building relationships and trust is accessible communication that allows your clients to feel understood. And if they don’t know DOM from MLS, you risk leaving them in the dark.
Customize Your Templates for Your Audience. Though these templates are an effective starting point, make sure to customize them according to your audience. Personalized emails can greatly improve the chances that someone will click, read, and follow-through.
Text Blaze Saves You Time
As a professional in the home buying and selling business, email marketing is powerful. It shows support for current clients while also honing in on leads for prospective buyers and sellers. With mortgage email templates that feature a consistent closing call to action to contact you directly, you’re reinforcing the sentiment that you care about the client's journey.
And tools like Text Blaze understand the importance of customization options for email templates. You can create, save, and personalize the above customer mortgage email templates for optimal engagement. With email templates at your fingertips, you’ll save precious time, so you can get back to assisting your clients with the personalized service you’re known to provide.
Hi there! You made it all the way down to the bottom of this article. Take a few seconds to share it.
Want to turbo charge your work with templates and snippets? Text Blaze is the fastest way to do that.