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Every template in the More Than Mentoring library, in one bundle. Thirty-two files, sixty-plus pages of email templates, and everything in between – covering the full client journey from first meeting to annual review.
This is the complete set:
Loan Application Documents – Application Preparation Checklist, Broker Notes, and Post Client Meeting Notes to keep your application process tight and consistent.
Client Documents – seven plain English documents to send clients at the right moment, covering timelines, the loan process, account structuring, and settlement tips.
Letter Library – eleven lender-ready letter templates for the situations that always seem to need a letter. Employment, gift funds, inheritance, living at home, pre-approval, and more.
Email Library – sixty pages of email templates covering every stage of the client journey. Welcome emails, application updates, approvals, client education, annual reviews, and everything in between.
If you were to buy each bundle separately, at full price, you'd pay $288.
All files are provided as editable Word and Excel documents, ready to brand and make your own.
Every template in the More Than Mentoring library, in one bundle. Thirty-two files, sixty-plus pages of email templates, and everything in between – covering the full client journey from first meeting to annual review.
This is the complete set:
Loan Application Documents – Application Preparation Checklist, Broker Notes, and Post Client Meeting Notes to keep your application process tight and consistent.
Client Documents – seven plain English documents to send clients at the right moment, covering timelines, the loan process, account structuring, and settlement tips.
Letter Library – eleven lender-ready letter templates for the situations that always seem to need a letter. Employment, gift funds, inheritance, living at home, pre-approval, and more.
Email Library – sixty pages of email templates covering every stage of the client journey. Welcome emails, application updates, approvals, client education, annual reviews, and everything in between.
If you were to buy each bundle separately, at full price, you'd pay $288.
All files are provided as editable Word and Excel documents, ready to brand and make your own.
