Broker-Managed Email Assets

Six Month Anniversary

Subject Line: It’s been six months since you settled. 

Hi there, 

Six months have already passed since your settlement. Time flies! 

Just a quick reminder that I’m here to help with any other lending needs you might have, besides your mortgage. 

There are some competitive car finance deals around at the moment, for example. So if you’re thinking of upgrading – or even just curious – don’t hesitate to get in touch. 

Email me or reply to this email. 

As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details. I am more than happy to have a chat. 

Thanks, and have a great week. 

One Year Anniversary

Subject line: It’s almost once year since you settled. 

Hi there, 

It’s been nearly a year since your property settled.  

I like to check in with my clients around this time to make sure your loan is still working for you. 

If your circumstances have changed since you settled, or you'd like to chat through any of your loan features, we can set up a chat at a time convenient for you.  

Feel free to reach out if there is anything I can help you with.  

Email me or reply to this email. 

 As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details.  

 I look forward to reconnecting, 

<Contact name> 

Two Year Annual Review

Subject line: It’s almost 2 years since you settled. 

Hi there, 

With almost two years of mortgage repayments under your belt, you might be wondering – is there a better interest rate out there? 

We can compare rates, features and options to check whether the loan you have is still suitable for your current and future needs. I can crunch the numbers so you can be sure you’re getting a competitive. 

If you'd like, we can set up a chat at a convenient time for you. 

Email me or reply to this email. 

Benefits of a loan check: 

• A loan check is a smart option if you’re: 

• coming to the end of a fixed-rate term 

• aiming to pay off your home sooner 

• looking to reduce or lock in your repayments 

• thinking about topping up your home loan 

• planning renovations 

• considering buying an investment property 

• experiencing any changes in your personal circumstances 

• wanting to achieve other personal goals, like going on a holiday. 

As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details and I’d be happy to have a chat. 

I look forward to hearing from you, 

<Contact name> 

Three Year Annual Review

Subject line: It’s almost 3 years since you settled. 

Hi there, 

It's been almost three years since we set up your mortgage. A lot has changed since then! 

It’s time we checked your rate, to make sure it’s still competitive. We can also review your loan features, to make sure they still meet your needs.  

I can run some figures so you can be sure you’re getting the right loan for you. 

If you’d like to set up a quick loan check appointment, simply;  

Email me or reply to this email. 

Why would you need a loan check? 

A loan check is a smart option if you’re: 

• coming to the end of a fixed-rate term 

• aiming to pay off your home sooner 

• looking to reduce or lock in your repayments 

• thinking about topping up your home loan 

• planning renovations 

• considering buying an investment property 

• experiencing any changes in your personal circumstances 

• wanting to achieve other personal goals, like going on a holiday. 

As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details and I’d be happy to have a chat. 

I look forward to hearing from you, 

<Contact name> 

Four Year Annual Review

Subject line: It’s almost 4 years since you settled. 

Hi there, 

It's been almost four years since you began your mortgage and a lot has changed! So have loan offers.  

I usually like to check my clients’ interest rates and loan features around this time. We can set up a convenient time to chat about your options and ensure your current and future needs are being met.  

I can crunch the numbers so you can be sure you’re getting the right loan for you. 

If you’d like to set up a quick loan check appointment, simply;  

Email me or reply to this email. 

Why would you need a loan check? 

A loan check is a smart option if you’re: 

• coming to the end of a fixed-rate term 

• aiming to pay off your home sooner 

• looking to reduce or lock in your repayments 

• thinking about topping up your home loan 

• planning renovations 

• considering buying an investment property 

• experiencing any changes in your personal circumstances 

• wanting to achieve other personal goals, like going on a holiday. 

As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details. I am more than happy to have a chat. 

 I look forward to hearing from you, 

<Contact name> 

Five Year Annual Review

Subject line: It’s almost 5 years since you settled. 

Hi there, 

You're almost five years into your mortgage. Time flies! 

I'm sure plenty has changed since you settled, so now would be a great time to review your rate and loan features against some of the newer offers on the market. We can run through your options and ensure your current and future needs are being met. 

I can crunch the numbers so you can be sure you're getting the right loan for you. 

If you'd like to set up a quick loan check appointment, simply; 

Email me or reply to this email. 

Why would you need a loan check? 

A loan check is a smart option if you’re: 

• coming to the end of a fixed-rate term 

• aiming to pay off your home sooner 

• looking to reduce or lock in your repayments 

• thinking about topping up your home loan 

• planning renovations 

• considering buying an investment property 

• experiencing any changes in your personal circumstances 

• wanting to achieve other personal goals, like going on a holiday. 

As always, if you have family or friends who would like to discuss their own mortgage options, please feel free to pass on my details. I am more than happy to have a chat. 

Speak soon, 

<Contact name> 

Closed Loans

Subject line: It’s been a while – let's catch up

Hi there, 

It's <Broker Name> from Mortgage Choice.  

It’s been a while since we last connected and a lot has changed in the property finance market.  

Whether you are looking to access equity in your current property, refinance your loan for a renovation or considering new investment opportunities, I can help. 

CTA button: Find out how I can help
(Link to your minisite)

If you’d like to discuss your options and how I may be able to assist you, feel free to give me a call or reply to this email so we can book in some time to chat. 

Kind regards,
<Contact name>

Fixed Rate Expiry 

Subject line: Is your fixed rate ending soon? 

Hi there, 

I’m just checking in to remind you that the fixed-rate term on your mortgage will end in about three months. After this date, your loan will revert to the variable rate offered by your lender. Your lender will likely also contact you about this – I'd encourage you to chat with us before you decide what to do, as there are lots of factors to consider. 

While it’s still too early to provide advice on interest rates, given these change regularly, I wanted you to be aware that this change is coming. 

Let’s chat closer to your renewal date to set up time to review your options and find the best possible loan for you. 

Kind regards,
<Contact name>

Updating Customer Contact Details

Subject line: Updating your contact details 

Hi there,  

I hope you’re well! 

We’re currently updating our database and want to ensure we have the correct contact information for you and your partner, who is listed as the second applicant on your home loan. 

To ensure we have all the required information on your loan profile, could you please reply to this email with your best email address (if different to this email) and your partner's email address.  

In providing your partner’s email, please ensure you have obtained your partner’s consent for us to use and disclose their personal information in accordance with our privacy policy. 

If you have any questions or would like to chat about your home loan, please get in touch. 

Kind regards,  

<Contact name>