Broker Letter Template

Hi Bill and Barbara,

Thanks for taking the time to discuss your borrowing proposal today.

I welcome the opportunity to be of assistance in helping you to find the best mortgage, at the best rate and terms. Most people like to “shop around” to be assured they have found the best deal and for the peace of mind that their own bank is competitive. I can help you do this quickly, saving you time and hassle.

Your mortgage application may be completed over the phone saving you the trouble of a personal visit with your banker. I can search over __________ of Canada’s lenders and a host of private lenders on your behalf assuring you make the best financial decision possible for you and your family.

By appointing ______________       _______________ (your name first and last) as your Mortgage Advisor you will receive:

·          Access to the best deals currently available

·          Unbiased advice

·          Rates lower than banks posted rates

·          Absolutely no fee for my services

·          Expertise from an approved Broker and member of _____________________(industry affiliation)

·          Assistance to help you choose from any of Canada’s major Home Loan providers

·          The ability to put together loans banks will not even consider for credit challenged borrowers

I look forward to assisting you with your finance arrangements. Should you have a question or concern, please do not hesitate to contact me ____- _______ - ______ or  mobile ______________.

What is peace of mind worth to you?

Regards,

Back to Solutions