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Commercial Mortgage Past Clients - Email Templates
Posted by Sam Harvison on 24 January 2025 06:14 AM
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These emails are designed to keep past clients engaged, offering value through market updates, refinancing opportunities, and new loan products. The goal is to build long-term relationships and encourage repeat business or referrals. ************************************************************************************* Email 1: Time for a Loan Check-Up? Let’s Review Your Financing Options Subject: Time for a Loan Check-Up? Let’s Review Your Financing Options Hi [Client Name], It’s been a while since we worked together on your commercial loan, and I wanted to check in and see if your current financing is still working for you. With recent changes in the market, now could be a great time to review your options and ensure you’re getting the most out of your loan. Let’s set up a time for a quick loan check-up! ************************************************************************************* Email 2: Is It Time to Refinance Your Commercial Loan? Subject: Is It Time to Refinance Your Commercial Loan? Hi [Client Name], With interest rates fluctuating and market conditions changing, refinancing your commercial loan could help you secure better terms, lower your monthly payments, or access additional capital for your business. Interested in seeing if refinancing is right for you? Let’s set up a call to review your current loan and explore your options. ************************************************************************************* Email 3: New Loan Products Designed to Help You Grow Subject: New Loan Products Designed to Help You Grow Hi [Client Name], As a valued client, I wanted to let you know about some exciting new loan products we’ve recently introduced. These products are designed to offer greater flexibility, competitive rates, and faster funding for businesses looking to grow or expand their commercial real estate portfolio. Let’s chat about how these options could benefit you and your business. ************************************************************************************* Email 4: Thank You for Choosing Us: Can We Assist You Again? Subject: Thank You for Choosing Us: Can We Assist You Again? Hi [Client Name], I wanted to take a moment to thank you again for choosing me as your commercial mortgage broker. It was a pleasure working with you! If there’s anything I can assist you with—whether it’s refinancing, exploring new financing options, or answering any questions, please don’t hesitate to reach out. I’d love to help you with your next opportunity!
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