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Successful Lender Email Templates
Successful Lender Email Templates
Updated over a year ago

Email Best Practices

  • Keep emails short and sweet, just a few sentences

  • Ask simple open-ended questions

  • Stick with a customer service approach, not sales

  • Provide value-added service

  • Include a call to action

  • Use an enticing subject line


Sample Email Templates for Initial Contact

Email #1

Hi {VisitorFirstName},

Thanks for visiting our site, {CompanyWebsite}. I noticed that you were viewing homes in the ___________ area with a price of ______________. We can set you up with an e-Alert that will send you updates on homes just hitting the market or price reductions in your target areas.

Please drop us an email and let us know if you are finding everything on the site you're looking for.

Email (if no phone number)

Hi {VisitorFirstName},

This is {LenderFirstName} with {CompanyWebsite}. I wanted to introduce myself and to make sure that your experience on our site is exceeding your expectation.

Please give me a call, email or text and let me know how we can help you find your next home.
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Sample Emails for Offering a Value-Added Service

Personalized for city and price range

We noticed that you were viewing homes in the (X) area in the (Y) price range and wanted to alert you to special financing programs for those cities.

Please give me a call, email or text to learn more about mortgage options at historically low rates.

Getting their attention with credit

Hi {VisitorFirstName},

Did you know that may home buyers don't know their current credit scores and are not sure to do with issues on their credit? Contact us for free information on how your scores can impact your buying power.

Who we are

Hi {VisitorFirstName},

I wanted to drop you a line to let you know you have a full-service team at your disposal for your home purchase: (Real Estate Partner's Agency Name's) - highest producing office in the USA (your company name) HUD Certified, Direct Lender- FHA, VA, USDA and Fannie Mae.

We're here to help. Please give us a call, email or text with any questions or homes you're interested in seeing.

No contact, many visits

Hi {VisitorFirstName},

We're glad you are getting the most out of the {CompanyWebsite} website. I noticed that you are viewing homes in the ( X ) area and can provide you information current mortgage rates and programs.

I'm here to help, so please give me a call, email or text if we can be of assistance in any way.

USDA

Hi {VisitorFirstName},

We noticed that you were viewing homes in the ______________ area in the __________ price range and wanted to alert you to special USDA 100% financing programs for those cities.

Please let me know if you are a first-time home buyer, move-up buyer or investor, so I can send you rates and program information to suit your needs. USDA financing allows no money down with NO monthly mortgage insurance (PMI). It's the best deal going!

Should you wish to pre-qualify for a mortgage, I can help you and make this process fast and easy. Please give me a call, email or text to learn more about these programs at historically low rates.

General mortgage information

Hi {VisitorFirstName},

My name is {LenderFirstName} and I am the (position title) with (your mortgage company) in (your area). Thank you for visiting our site!

At (your mortgage company name) we are mortgage professionals and direct lenders for the following programs:

FHA- Low down payment, easy qualify

  • Fannie Mae- No mortgage insurance options

  • HomePath- Fannie Mae REO no mortgage insurance to 95%

  • VA- 100% Financing, no mortgage insurance

  • USDA- 103.5% of the home value on rural properties

Down payment assistance options are available. Please do not hesitate to ask questions!
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Email Template Training Video

To watch the email & text templates training video, click here.

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