A relationship building email is exactly what it sounds like: an email that is meant to build relationships with your email list. For brokers, these are extremely important because your clients look to you as a trusted guide. Not to mention, there are ample benefits of email marketing for brokers, including a possible 6x higher transaction rate for personalized emails (Source: Constant Contact). We put together these templates for you to get started.
The Introductory Email
Use to: reach out to new clients
Subject Line: Dedicated Broker Serving Your Financing Needs
Preview Text (pre-header text): Interested in the best loan programs and competitive financing for your investment needs?
Hi XXX,
My name is XXX, 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 vis phone XXX-XXX-XXXX or via email [insert your email address]. Looking forward to working with you and helping you achieve your investment goals.
Sincerely,
[Insert Your Name and Email Signature]
The Follow Up from Phone Call Email
Use to: send a summary of your conversation and make sure the client has your contact information
Subject Line: Great Visiting with You!
Preview Text (pre-header text): I enjoyed visiting with you about your financing needs. Here is more information.
Hi XXX,
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 XXX-XXX-XXXX or via email [insert your email address]. Looking forward to working with you and helping you achieve your investment goals.
Sincerely,
[Insert Your Name and Email Signature]
The Check-In Email
Use to: touch base with a client you haven't heard from in awhile
Subject Line: It's been awhile, let's talk financing!
Preview Text (pre-header text): I wanted to check in with you and share some information about my new offerings.
Hi XXX,
It's been awhile since we talked, and I wanted to touch base and see how you are doing. Since the last time we spoke, I have added in some new features:
[Insert 3-5 bullet points on your offerings]
Want to get pricing? Contact me anytime via phone XXX-XXX-XXXX or via email [insert your email address]. Looking forward to working with you and helping you achieve your investment goals.
Sincerely,
[Insert Your Name and Email Signature]
If you use these templates consistently, you are sure to see email marketing success. For optimal success, use an email marketing platform, so you can save your templates and better monitor your results. We recommend Zoho or Constant Contact and have ample tutorials to help you thrive on these platforms.
Want more Broker tools? See our blog. Want to become an Approved Visio Broker? Check out our Broker Program.
Related: Guide to Email Marketing for Rental Loan Brokers, 20 Subject Line Ideas for Brokers
