Industries / MORTGAGE

SMS and email for mortgage brokers

Borrowers want to know where their file is, and past clients want to know when something changes that affects them. Both are short messages. Neither needs another platform to send.

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KEEP THE FILE MOVING.

Application milestone updates

Silence is what makes borrowers call. A short update at each stage, with a link to whatever you need from them next, removes most of the inbound.

Rate and product news to your own past clients

People who closed with you already know you. When something moves that genuinely affects them, one clear message to that list outperforms advertising to strangers.

Annual review invitations

A yearly check-in is a reason to reopen a conversation that has a natural end date attached to it.

Mortgage message examples

Starting points to adapt, not messages to send as written. Swap in your own details and add the opt-out line your sender setup requires.

[Company] [licence ID]: Your application moved to [stage]. See what we need next: [link]. [Opt-out instructions]
[Company] [licence ID]: Your annual mortgage review is available. Book a time: [link]. [Opt-out instructions]
[Company] [licence ID]: One document is outstanding on your file. Upload it here: [link]. [Opt-out instructions]

WHY BROKERS USE THIS.

Two jobs, both of them short messages. Keeping borrowers informed while a file is in progress, which stops them calling you for updates, and staying in front of past clients so that when something moves they hear it from you first.

Neither needs a platform, a subscription or a dashboard. Send the list and the message and the campaign goes out.

One price, one campaign

$399 covers up to 100,000 messages, charged once. No monthly fee and nothing to cancel when the campaign ends.

Fewer inbound calls

Most status calls happen because nobody said anything. A short update at each stage removes the reason for the call.

Your past clients are the asset

They already closed with you. Reaching that list when rates move costs less than any other channel available to you.

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Before you order

COMMON QUESTIONS.

See package pricing ↗
How much does a mortgage SMS campaign cost?

$399 for up to 100,000 messages, $599 for up to 500,000 and $899 for up to 2,000,000, charged once per campaign. Email starts at $499. The pricing page shows cost per 1,000.

Can I send to past clients and current applicants separately?

Yes, and you should. They are different messages. Each send is priced as its own campaign, so pick the package that fits each list.

How fast can a campaign go out?

Usually within a day of payment clearing and the copy being agreed. Say so up front if you are timing it to a rate movement.

What do you need from me?

The list, the message and the destination countries. A private upload link is arranged after payment; please do not email the list.

Do you write the message?

No, you supply the copy. We prepare and send the campaign and report on delivery.