Mortgage Resources Templates
2-Year Anniversary Follow-Up Template
Published on 03 Jan 2023
Dear (Client Name),
I hope you have been keeping well!
It has been a whole year since we last connected, and I wanted to touch base to see how you have been.
If there is anything I can help you with, please do not hesitate to reach out. Know that I’m always here to answer any of your pressing questions or help put you in touch with other professionals that can help you with all your homeownership needs.
I look forward to hearing from you again.
Wishing you all the best this year,
(Signature)
Content Ideas To Accent Your Emails
1. Detailed market update. Your Pineapple brokers receive a weekly market update on real estate stats, mortgage stats, and opportunities. Don’t be afraid to reach out for the latest you can use to provide value to your clients.
2. Mortgage information. Clients are always looking for the latest products that can help them reach their goals. We can provide you with details on any of the following information you may need:
- Porting a mortgage to a new property
- Reverse mortgage to buy a new property
- Purchase plus improvement mortgages
- Equity take out option to help fund a down payment
- Construction loans
- Private second mortgage options
- HELOC options
3. Recommendations and contact details for the following:
- Local plumber, roofer, electrician
- Local driveway repair
- Local painting service, drywall repair
- Local surveyor
4. Local bylaws regarding:
- Fencing
- Installing a pool
- Adding a retaining wall
- Restrictive covenants, Rights of way
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