Fill-in-the-blanks templates for every stage of the loan journey — from first enquiry to settlement, retention and the hard conversations in between.
Written for the Australian broker channel. Drop them into any CRM, swap the placeholders, send.
About this resource
This is a working library of plain-English email templates covering every stage of the mortgage broking journey. They’re written to sound human, built to be dropped into any CRM with minimal editing, and grounded in the realities of the Australian broker channel.
- On placeholders: every template uses {{ merge_field }} style placeholders. Swap them for whatever your CRM uses ([First Name], %FirstName%, and so on).
- Two placeholder types: {{ blue }} tokens are auto-filled by your CRM. {{ broker_to_complete_… }} tokens in coral are where you write your own detail before sending.
- Automate or personalise: the “When to send” note on each template tells you which ones can fire automatically off a stage move, and which deserve a human touch.
- On voice: the tone is warm and direct without being chummy. Make it yours — but keep it human, and never over-formalise. Best Interest Duty still applies to what you promise in writing.
What’s inside
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Subscribe freeDisclaimer: These templates are general communication tools for professional use, not legal, compliance or financial advice. You are responsible for what you send. Ensure every client communication meets your obligations under the National Consumer Credit Protection Act 2009, ASIC’s responsible lending guidance and Best Interest Duty, and check anything material with your aggregator’s compliance team.