Eleven ready-to-use letter templates covering the most common situations where you need a professional, lender-ready document fast. These are the letters brokers spend way too long writing from scratch – now you don't have to.
This includes:
Accountants Letter – Not Trading Entity – for clients whose accountant needs to confirm a company or trust is not actively trading.
Employment Letter – Standard – a clean template for clients who need their employer to confirm their employment details for a lender.
Employment Letter – Maternity Leave – for clients currently on maternity leave who need confirmation of their return-to-work arrangements.
Employment Letter – Working Remotely – for clients whose employment arrangements include working from home or remotely.
Financial Planner Letter – Evidence of Equity Release – for clients who need their financial planner to confirm the purpose of an equity release.
Gift Letter Statutory Declaration – for clients receiving a gifted deposit, confirming the funds are a genuine gift with no repayment required.
Inheritance Letter – for clients using inherited funds as part of their deposit or purchase funds.
Living at Home Letter – for clients living with family rent-free who need to confirm their living arrangements to a lender.
Loan Letter – a general-purpose letter template for clients who need to explain or confirm loan details to a lender.
Pre-Approval Letter – a professional letter to provide clients with confirmation of their pre-approval status.
Withdraw Branch Application Letter – for clients or brokers who need to formally withdraw a branch-lodged application.
All files are provided as editable Word documents, ready to brand and make your own.
Eleven ready-to-use letter templates covering the most common situations where you need a professional, lender-ready document fast. These are the letters brokers spend way too long writing from scratch – now you don't have to.
This includes:
Accountants Letter – Not Trading Entity – for clients whose accountant needs to confirm a company or trust is not actively trading.
Employment Letter – Standard – a clean template for clients who need their employer to confirm their employment details for a lender.
Employment Letter – Maternity Leave – for clients currently on maternity leave who need confirmation of their return-to-work arrangements.
Employment Letter – Working Remotely – for clients whose employment arrangements include working from home or remotely.
Financial Planner Letter – Evidence of Equity Release – for clients who need their financial planner to confirm the purpose of an equity release.
Gift Letter Statutory Declaration – for clients receiving a gifted deposit, confirming the funds are a genuine gift with no repayment required.
Inheritance Letter – for clients using inherited funds as part of their deposit or purchase funds.
Living at Home Letter – for clients living with family rent-free who need to confirm their living arrangements to a lender.
Loan Letter – a general-purpose letter template for clients who need to explain or confirm loan details to a lender.
Pre-Approval Letter – a professional letter to provide clients with confirmation of their pre-approval status.
Withdraw Branch Application Letter – for clients or brokers who need to formally withdraw a branch-lodged application.
All files are provided as editable Word documents, ready to brand and make your own.
