Stand Out with Personalized, On-Brand Client Communication
Elevate the way you connect with clients using these professionally crafted Mortgage Client Communication Text Message Templates — perfect for today’s mortgage brokers, loan officers, and lending professionals who want to keep things polished, personal, and organized.
Designed in Canva, these easy-to-use templates help you communicate with clarity and care at every step of your client’s home loan journey — from initial inquiry to years after closing.
Why Mortgage Professionals Love These Templates:
✓ Make a Lasting Impression
Send branded messages that reflect your professionalism and show your clients they’re in good hands.
✓ No Design Skills Needed
Edit with ease in Canva — even with a free account. Download your template as a JPEG and send via text in seconds.
✓ Fully Customizable
Match your brand in minutes. Update colors, fonts, photos, logos, and contact info to make each message feel like you.
What’s Inside – 17 Text Message Templates for Every Milestone:
Mortgage Inquiry
Pre-Approval: Document Request
Pre-Approval: Submission Confirmation
Pre-Approval: Approval Amount
Realtor Referrals
Purchase Document Request
Loan Application Submitted
Conditional Approval Notice
Lender Conditions Update
Final Financing Approval
Welcome Home Message
30-Day Check-In
1-Year Client Anniversary
2-Year Client Anniversary
3-Year Client Anniversary
4-Year Client Anniversary
4.5-Year Mortgage Renewal Reminder
Stay top of mind and build long-term client loyalty through thoughtful follow-up messages at just the right time.
♥ Purchase once and then use it over and over!
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
Stand Out with Personalized, On-Brand Client Communication
Elevate the way you connect with clients using these professionally crafted Mortgage Client Communication Text Message Templates — perfect for today’s mortgage brokers, loan officers, and lending professionals who want to keep things polished, personal, and organized.
Designed in Canva, these easy-to-use templates help you communicate with clarity and care at every step of your client’s home loan journey — from initial inquiry to years after closing.
Why Mortgage Professionals Love These Templates:
✓ Make a Lasting Impression
Send branded messages that reflect your professionalism and show your clients they’re in good hands.
✓ No Design Skills Needed
Edit with ease in Canva — even with a free account. Download your template as a JPEG and send via text in seconds.
✓ Fully Customizable
Match your brand in minutes. Update colors, fonts, photos, logos, and contact info to make each message feel like you.
What’s Inside – 17 Text Message Templates for Every Milestone:
Mortgage Inquiry
Pre-Approval: Document Request
Pre-Approval: Submission Confirmation
Pre-Approval: Approval Amount
Realtor Referrals
Purchase Document Request
Loan Application Submitted
Conditional Approval Notice
Lender Conditions Update
Final Financing Approval
Welcome Home Message
30-Day Check-In
1-Year Client Anniversary
2-Year Client Anniversary
3-Year Client Anniversary
4-Year Client Anniversary
4.5-Year Mortgage Renewal Reminder
Stay top of mind and build long-term client loyalty through thoughtful follow-up messages at just the right time.
♥ Purchase once and then use it over and over!
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
