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Email Marketing For Loan Officers & Mortgage

With Email Marketing Loan Officers Can Regularly Send Tips On Loan And Bank Interest Rates And Update Their Borrowers Time To Time

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Know How Email Marketing Can Help Loan Officers, Investment Firms & Financing Companies Get More Loans

It’s now being a very tuff task for loan underwriters to explain people about the importance of saving and investing. People are often in search of a good advice at times when seeking for education loans, personal loans, home equity loans etc. Borrowers should have complete knowledge about the loans to be obtained so that any future uncertainties may be tackled.

The utmost duty of loan officers is to advise borrowers on financial status and methods of payments. Now, the question here is how do you reach your targeted audiences to give them the best advice?

Is it through a telephonic conversation or through any other means. But after every possibility do you fail to convert your lead?


Then you must for sure try this amazing lead converter application called Emal Marketing. With this communication tool, loan officers can easily sell their loans. You can more educate people about the different types of loans and their interest by sending them just an emails. Emails are easy to draft & are quickly delivered to any time from anywhere. Plus it is the cheapest, smartest and affordable marketing media adopted by thousands.


So, what are you waiting for after almost tried hundred options, why not try email marketing and see the difference and your conversion rates. Know more what all can be done with email marketing.


Educate Your Borrowers About The Loans And Benefits Through Email Templates

Email templates are easy to design with drag and drop email builder. These templates are fully responsive and look great on any mobile devices. Make sure the email template you send involves both the personal touch and interesting to the recipient. Giving the suggestion at the time borrowers need is very crucial so loan underwriters have to be very consistent.

Loan officers can send template informing their clients about the bank new interest rate on home loans or education loans, waivers and consents – Lending – Banking & Finance etc. Giving the suggestion at the time borrowers need is very crucial so loan underwriters have to be very consistent. Consistently timed emails with addictive content brands you as your field expert and helps keep your name in borrowers inboxes.

Some Example of email templates:

  • Five rights of loan defaulters
  • When a borrower fails to repay the loan
  • Scholarships & Education Loan

Set Autoresponders & Take Follow-Ups To Maintain A Long Lasting Relationship With Your Clients

Remember people are always in need of a free advice and they start to follow the sender if they like or get benefited from their advice. As a loan officer, you should not forget to grab every such opportunity that can give you business in future. Set autoresponders for your subscribers weekly or monthly that will be triggered according to the set schedule. Mortgage companies or private loan organizations can send a series of emails informing your clients about documents required for Personal Loan or Personal Loan Eligibility, long-term loans or short-term loans.

Similarly, with drip emailing loan officers can make follow-ups to their requested loans offered. Follow up can be best used when the borrower has forgotten to submit any essential documents without which you cannot grant him the loan.


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Template Features

  • Free Email Builder
  • List Management
  • Subscriber Segmentation
  • Autoresponder Email
  • Drip Email
  • Schedule Your Emails
  • Email Inbox Preview
  • Personalized Tags
  • SMTP Integration
  • Subscription Form
  • Email Tracking
  • Google Analytics Integration
  • Unsubscribe Handle
  • Send Bulk Emails to Gmail, Hotmail, Yahoo and all others
  • Attach Images In Emails
Updated: April 15, 2019
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