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.
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.
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.
Three ready-to-use files to keep your application preparation process consistent, professional, and easy to hand off to your team. This Includes:
Application Preparation Checklist – a structured Excel checklist to make sure nothing gets missed before you submit an application. MTM’s offshore staff use this checklist for every single file, before the application is finalised and sent to the client for e-signature. This is saved to the clients file.
Broker Notes – a clean, consistent format for capturing everything you need to add into the application notes, including everything you’ll need to remain compliant.
Post Client Meeting Notes (Broker to Client Partner) – a handover template for the broker to use immediately after the client meeting. This outlines everything the broker and client spoke about, and gives next steps from broker to client partner or broker assistant after a meeting. Keeps your team on the same page without the back-and-forth.
All files are provided as editable Word and Excel documents, ready to brand and make your own.
Seven ready-to-use documents to send to your clients at the right moment in the loan process. These are the documents that answer the questions clients always ask – before they even have to ask them.
This includes:
Guide to Structuring Your Accounts – helps clients understand how to set up their banking to work in their favour before and after settlement.
The Loan Process – a plain English overview of what happens from application through to settlement, so clients know what to expect and when.
Timeline – Borrowing to Build – a step-by-step timeline for clients going through a construction loan, from land purchase to final draw-down.
Timeline – Borrowing to Buy – a step-by-step timeline for clients purchasing an established property, from application to settlement.
Timeline – Borrowing to Buy (ACT) – the same purchase timeline adapted for ACT-specific conveyancing requirements.
Timeline – Borrowing to Refinance – a step-by-step timeline for clients refinancing an existing loan, from application to settlement.
Tips for Signing Loan Documents – a practical guide to help clients get their loan documents right the first time, avoiding delays at settlement.
All files are provided as editable Word documents, ready to brand and make your own.
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