Mortgage Planner Journey

The Mortgage Planner Journey site is a powerful tool to guide clients through every step of their homebuying or refinancing journey. Combine this with your personalized emails and text messages to offer a seamless, stress-free experience. The emails introduce key stages and invite clients to explore the journey, while the text messages provide a direct, personal touch to encourage them to take action. Use the links and resources on the site to complement these communications and ensure clients feel supported from start to finish.

Sample emails:

Personalized Client Emails: Strengthening Connections and Offering Support

These email templates are designed to help you maintain a strong connection with your clients while offering valuable assistance at different stages of their real estate journey. Each email focuses on making the mortgage process simple, stress-free, and tailored to individual needs, whether your client is a first-time buyer, planning a refinance, or looking for investment opportunities.

By addressing both the client and the people they care about, these emails also serve as a way to encourage referrals. You’ll be able to position yourself as a trusted advisor who can help them navigate the complex world of home loans with confidence and ease.

Feel free to personalize these emails for your audience and use them as a way to stay top of mind, offer support, and expand your network.

EMAIL ONE

Subject: Is This You or Someone You Know?

Dear [Client's First Name],

Is this you or someone you know? In a new stage of in your home buying journey and unsure where to start? Our goal at Element Home Loans is to simplify the journey so that you feel confident at every step.

Whether it's understanding your financial options for the next stage in life or finding the best loan for a vacation or investment home, you don’t have to go through this alone. We will guide you and take the stress out of the process and the people you care about.

Here is a guide you can review where we may be able to assist {LINK HERE}

Best regards, Brad Roche The Mortgage Planner Team Element Home Loans

EMAIL TWO

Subject: Anyone changing things up?

Dear [Client's First Name],

Planning the next ‘stage’ can be a lot! We want to help with making sure we have real estate lending options for you to make the process easier.

Whether you or someone you know is a first-time buyer, looking to refinance, or simply exploring options on investments in real estate or even looking to downsize for retirement, we’ll make sure the loan is the perfect fit for your financial goals and long-term plans.

If you or someone you know is ready to explore their loan options, let’s talk! I’m just a call or message away. Here is a link to some places we may be able to help {LINK HERE}

Warm regards, Brad Roche The Mortgage Planner Team Element Home Loans

EMAIL THREE

Subject: Could You or Someone You Know Use a Stress-Free Mortgage Experience?

Dear [Client's First Name],

Is this you or someone you know? Thinking about the next stages but dreading the mortgage process and not clear on a plan? You’re not alone! At Element Home Loans, we specialize in making the mortgage experience smooth and stress-free in every stage for you and the people you care about.

My team and I are here to guide you from start to finish, ensuring you get the best loan terms with ease. Click here to check out our Journey Guide!

If this sounds like you—or someone you know—don’t hesitate to reach out. I’m committed to helping you navigate the mortgage process with confidence, every step of the way.

Let’s get started today!

Sincerely, Brad Roche The Mortgage Planner Team Element Home Loans

Text Message:

"Hi [Client's First Name], I just sent over some helpful info about simplifying your homebuying or refinancing journey! Whether it’s for you or someone you know, take a look and feel free to reach out if you have any questions. – Brad Roche, The Mortgage Planner Team"