Jesse Stein

I hope you enjoy reading this blog post. If you want our handwritten notes to drive more sales for you, click here.

Mortgage brokers often use handwritten notes to build a relationship of trust with their clients. A handwritten note shows that the broker took the time to personally write a message to the client, and this gesture can help to strengthen the relationship. A well-designed handwritten note template can help make this process more efficient. 

A well-crafted handwritten note will help to reinforce your professionalism and commitment to excellent customer service. It can also be a powerful marketing tool that helps you stand out from your competition.

Why Use Handwritten Notes?

why use handwritten notes

There are a few reasons why handwritten notes might be a good idea for clients. For one, it shows that you’re taking the time to personalize your message and connect with them on a more individual level. It also helps to build trust and deepen the relationship, according to the Harvard Business Review. Handwritten cards have a warmer, more personal feel than an email or typed letter.

From a business perspective, handwritten notes encourage a connection between the client and mortgage broker. As a matter of fact, according to InfoTrends, “62% of consumers who responded to direct mail made a purchase.”

Tips for Making the Best Impression With Notes

tips for making the best impression with notes

When writing a personal note, it’s important to make sure that the content is meaningful and heartfelt. The reader needs to believe only one note was written. If you have content marketing questions, sources like Hubspot, Moz, and SEMRush offer excellent tools, tips, and tricks.

In addition, here are a few tips for making the note look its best:

  • Use a quality pen with bleed-proof ink.
  • Write in a comfortable and legible font.
  • Avoid tight spacing between words.
  • Use proper grammar and punctuation.
  • Avoid smudging.

You know, you can avoid all the rules and worry by sending handwritten notes at scale.

What is a Handwriting Robot?

what is a handwriting robot

A handwriting robot is a computer software program that can create handwritten text. There are many different programs available, and most of them are designed to create realistic-looking handwriting by holding real pens. Some programs even allow you to customize the style of your handwriting.

Handwriting robots are often used for creating signatures or for personalizing text messages. Some people also use them for creating calligraphy or other artistic lettering styles. Programs like these can be fun to play around with, but they can also be helpful tools for businesses or individuals who need to produce handwritten documents at scale.

Without further adieu, let’s take a look at some handwritten note marketing templates for the mortgage broker or loan officer.

Handwritten Note Templates: Mortgage Broker

First Meeting

first meeting

  • Dear [first name(s)],

Thank you for reaching out and submitting an inquiry about working with me on the purchase or refinance of your next home. Please feel free to get in touch with any questions or concerns you may have about the application process.

Also, I know you have a lot of choices when it comes to loan officers, so I’d love to be the one you work with. 

I’ve included my contact information. Feel free to get in touch with me anytime.

Thank you, and I look forward to hearing from you soon.

 [signature & contact information]

Just Closed

  • Congratulations, [first name(s)],

Thank you so much for allowing me to be part of your new home purchase. Just wanted to say thanks for working with me as you’re getting settled in. I am so grateful that we crossed paths because clients like you are invaluable to me.

Make lots of memories in your home and enjoy it.


 [signature & contact information]

P.S. Please pass along my name to loved ones or friends who are considering purchasing or refinancing a home!

Requesting Recommendation or Referral

  • Hello [first name(s)],

It was a pleasure to work with you, and I wanted to express my gratitude.

[add a personalized compliment]

Would you consider writing a review of my work on [review site with link]? That would be greatly appreciated.

I’m glad you like your new home! Congrats again!

[signature & contact information]

One-Year Anniversary of Home Close

one year anniversary of close

  • Hi, [first name(s)],

A year has passed since you moved into your “new” home. I wanted to send you congratulations and tell you I hope things are going well and you’re making memories that last forever.

As your home-buying agent, it has been a pleasure to work with you, and I look forward to staying in touch in the future. Let me know if you or someone you know is thinking about buying, selling, or refinancing a home.

My goal is to help, 

[signature & contact information]

  • Dear [first name(s)],

Has it really been a year since you moved into your new home? It seems like it was just yesterday. Hopefully, it has been everything you hoped it would be.

Finally, I would like to thank you, and ask you if you know any people who need a loan officer. Please let me know what I can do for them.

I appreciate the opportunity once again. Without your support, my business would not exist.

Thank you very much,

[signature & contact information]

  • Dear [first name(s)],

Congratulations on your Anniversary! Have you settled into your new home yet? I hope you’ve made some wonderful memories in your new surroundings.

You were such a pleasure to work with during the home-buying process. Wishing you continued success. Please let me know if you or anyone you know need help buying, selling, or refinancing a home. If you’re interested, I’d love to hear from you.

Again, thank you, and have a fabulous second year!!

[signature & contact information]

Referrals From Business Colleagues

  • Dear [first name(s)],

It gives me great pleasure to thank you for introducing me to [referred client’s name]. They have been fantastic to work with.

You’re the kind of great people I love working with. Do not hesitate to let me know how I can return the favor.


[signature & contact information]



  • Dear [first name(s)],

Your recent refinance was a pleasure to work on. You probably entertained several refinancing offers due to the intense competition. 

It is a great honor to be chosen by you, and I am very grateful. My favorite part of my job is saving clients money on their mortgages. 

I appreciate you staying with me through this. You’re gonna love the lower payment!

With thanks,

[signature & contact information]

P.S. I just wanted to let you know that rates are at their lowest ever. If you know anyone who could benefit, I’ll be happy to talk with them. Here are my business cards. Feel free to get in touch!

Review Request

  • Dear [first name(s)],

Thank you for all your efforts with your new home purchase. I am happy to hear everything went well for you. Thank you for giving me the chance to help make this happen. It was a pleasure doing business with both of you, and I greatly appreciate you.

Can you write a review on [review site] if you feel the same? On the bottom of this card, I’ll give you a link to my business profile. Any feedback you’d like to say would be great. My business depends on positive reviews.

Once again, thanks for the opportunity,

[signature & contact information]

Partnership With Realtor

  • Dear [first name(s)],

Hi! I’m [full name], and I was in charge of financing [client first name]’s recent purchase. I wanted to thank you for the work you did. Your efforts are appreciated, as selling a house requires a village.

In the future, I would love to discuss what I can do for your clients with you. Here are my contact details. Thank you again!


[signature & contact information]

Response to Interest

  • Dear [first name(s)],

I’m glad you’re interested in my services for a new home purchase or a possible refinance. If you have any questions about the loan process, please don’t hesitate to get in touch.

With extensive experience working with this type of loan, I would love to help you find the one that best suits your needs.

Please let me know what you think,

[signature & contact information]

Pass Along My Number

  • Dear [first name(s)],

Congratulations on your new home! I am writing to wish you the best. Please let me take this opportunity to say how grateful I am that you asked me to help you. My business would not be what it is without clients like you.

Have fun making your new house yours, and cherish the memories you create.

Let me know if you know of anyone looking to buy or refinance a home. So I can help more people achieve their dreams.

Congratulations again!

[signature & contact information]

Asking Realtor for Recommendations

asking a realtor for recommendations

  • Dear [first name(s)],

Please accept my sincere thanks for your business and for the opportunity to work with you.

The entire process of acquiring your loan ran so smoothly due to your outstanding organizational skills.

It would be greatly appreciated if you could recommend my services to others. [link to the review site you’d like a review on]

Once again, thanks for being such a good client. Best wishes with your new home!


[signature & contact information]

Thank You For the Referral

  • Dear [name of colleague],

Thank you so much for referring [client’s name] to me. I’ve had a great time helping them with their needs.

It’s been a pleasure doing business with you and I appreciate your friendship. If I can return the favor in any way, please don’t hesitate to get in touch. Let’s grab lunch someday soon, on me!

Thank you again,

[signature & contact information]

  • Dear [first name(s)],

I appreciate your choosing me to finance your loan. This has been a real privilege for me. Dealing with your financing needs has been fun for me. Good luck with the next chapter of your life! 

Now that you have a home for your family to grow, you can enjoy it even more. I am so grateful for [your family member’s] introduction. Here’s to lots of wonderful memories in your new house.

Yours sincerely,

[signature & contact information]

P.S. I would be delighted to speak with any friends or family members who are interested in refinancing or buying a home. Please pass my information along to them!

Handwritten notes are a powerful way to set your services apart from all other loan officers. They show that you took the time to sit down and write a personal message, letting people know how much you enjoyed the process. This builds lasting relationships with your clients, who will be more likely to come back to you for their next mortgage.

Have you tried handwritten notes as part of your mortgage broker marketing strategy? If not, what’s stopping you?

You may also find the following articles helpful:

Mortgage Broker Marketing Q&A

Where do mortgage brokers advertise?

Mortgage brokers can use Facebook Ads to reach potential customers in creative and engaging ways. These ads can capture leads, build brand awareness, or increase views of their video content, among many other options. There are various objectives available when using ads, allowing mortgage brokers to focus on different aspects of their business as needed.

With careful marking and targeting, mortgage brokers can reach many customers while maintaining cost efficiency. Mortgage brokers can also advertise in physical locations such as newspapers, magazines, and billboards.

Additionally, they may use more traditional methods like distributing flyers or advertising directly to customers through email campaigns or cold calls. Brokers could also take advantage of SEO tactics to help increase organic traffic to their websites. Social media platforms other than Facebook can also be utilized; for example, mortgage brokers may find success on Instagram, LinkedIn, and Twitter.

How do new mortgage brokers get leads?

Gaining referrals is one of the simplest ways for mortgage brokers to grow their businesses. Asking family, friends, and past coworkers for referrals is a great start.

Existing customers can also provide valuable referrals; those with whom you have strong relationships are likely to share your business with others. Incentives like discounts or free services can motivate people to make an introduction.

How do you generate loan leads?

Content is critical to building a successful mortgage business. By creating and maintaining quality, relevant content, mortgage brokers can establish themselves as authorities in the industry. Niche-specific content is significant; by focusing on solving specific customer problems or needs, mortgage brokers can stand out from the competition.

Social media can be a powerful tool for sharing and receiving feedback about your business. Engaging with potential clients on platforms like Instagram, Twitter, and LinkedIn can yield valuable returns. Optimizing local listings such as Google My Business can also help drive organic traffic to your website.

Reviews and testimonials are also essential for gaining the trust of potential customers. Taking reviews seriously by responding to customer feedback shows you care about providing excellent service.

Traditional advertising methods like newspaper ads, flyers, email campaigns, and cold calls should still form part of a mortgage broker’s marketing strategy. Other strategies include getting published in publications and sending mailers to prospective leads.

How do I find clients for home loan?

Finding and engaging mortgage leads is best done through networking.

Joining local organizations like Parent Teacher Associations, attending real-estate-related events, and partnering with realtors are all great ways to build relationships with prospective buyers.

In addition to these traditional channels, mortgage brokers should also employ digital mediums such as social media platforms, Pay-per-Click (PPC) advertising campaigns, and online forums to maximize their lead generation.