Sixty pages of ready-to-use email templates covering every stage of the client journey, from first contact through to settlement and beyond. Stop writing the same emails from scratch and start spending that time where it actually counts.
This includes:
Welcome Email Templates (4 pages) – templates for welcoming new clients to your business, available in both a team version and a solo broker version.
AIP and Pre-Approval Emails (7 pages) – everything you need to communicate AIP and pre-approval outcomes to your clients clearly and professionally.
Application and Process Emails (11 pages) – templates covering the full application journey, from lodgement through to keeping clients updated along the way.
Approval and Settlement Emails (9 pages) – templates for communicating unconditional approval, settlement preparation, and post-settlement follow-up.
Client Education Emails (14 pages) – a comprehensive set of templates for educating clients on key topics throughout the process, in plain English they'll actually understand.
Formal Offer Templates for Clients (3 pages) – ready-to-use templates to give to your clients to use when making an offer on a property.
Feedback and Review Emails (3 pages) – templates for requesting feedback and Google reviews at the right moment, without sounding pushy.
Annual Review Templates (9 pages) – eight templates you can use yourself or give to a junior on your team, so they can conduct annual reviews for your clients, each provided with a worked example and a blank version ready to customise.
All files are provided as editable Word documents, ready to brand and make your own.
Sixty pages of ready-to-use email templates covering every stage of the client journey, from first contact through to settlement and beyond. Stop writing the same emails from scratch and start spending that time where it actually counts.
This includes:
Welcome Email Templates (4 pages) – templates for welcoming new clients to your business, available in both a team version and a solo broker version.
AIP and Pre-Approval Emails (7 pages) – everything you need to communicate AIP and pre-approval outcomes to your clients clearly and professionally.
Application and Process Emails (11 pages) – templates covering the full application journey, from lodgement through to keeping clients updated along the way.
Approval and Settlement Emails (9 pages) – templates for communicating unconditional approval, settlement preparation, and post-settlement follow-up.
Client Education Emails (14 pages) – a comprehensive set of templates for educating clients on key topics throughout the process, in plain English they'll actually understand.
Formal Offer Templates for Clients (3 pages) – ready-to-use templates to give to your clients to use when making an offer on a property.
Feedback and Review Emails (3 pages) – templates for requesting feedback and Google reviews at the right moment, without sounding pushy.
Annual Review Templates (9 pages) – eight templates you can use yourself or give to a junior on your team, so they can conduct annual reviews for your clients, each provided with a worked example and a blank version ready to customise.
All files are provided as editable Word documents, ready to brand and make your own.
