Mortgage Services Sales Proposal Template

Created by:

First Name Surname

Company Name


Prepared for:

Template
Cover Letter


Dear [Client names],


Greetings! Following our discussion, I am sending your mortgage strategy plan.


Please take the time to read and understand this fundamental proposal to ensure that it is consistent with your perspectives and demonstrates our previous discussion.


We specifically crafted this recommendation based on your circumstances, goals, and objectives and incorporated an overall medium to a long-term plan.


At [your company], we provide quality mortgage brokerage services to various residential and business clients. Our goal is to provide our customers with compliant, consistent, and efficient plans and keep them updated throughout the process. Our company is a great place to work, we encourage a rewarding, creative, and professional environment that benefits both employees and customers. Ultimately, we provide our customers with excellent value for money.


We look forward to discussing your mortgage strategy plan and implementing the attached recommendations. Should you have any questions, please feel free to reach out to us.


 

Best Regards,


[Sender name]

[Designation]

[Company]

[Email number]

[Mobile number]
Goals and Objectives


From our initial discussion, the goals and objectives of [client name/s] are:


  1. [Client name/s] will be needing assistance in purchasing a property located in [location].
  2. the main objective is to purchase more assets while they are still young. This is their 3rd property, the previous 2 have been fully paid already.
  3. Seeking cheaper interest rates and full approval ASAP.
  4. Would like a shorshorter-term intends to pay as quickly as possible.
  5. Investment goals – To rent out the property.
Solutions offered


Clients credit score:

Purchase price:

Down payment:

Loan Amount:


Annual Percent Rate Monthly Cost Points Mortgage Term



5 years



7 years



10 years



15 years


Next Steps

Getting a pre-approval for your mortgage is a must. It confirms that we have checked your credit standing and verified the documentation to approve a specific loan amount.


This gives you the negotiating control since you have the mortgage financing already lined up and can make an offer to the seller of the property you intend to buy right away.
Acceptance


I/We, [client name/s] by signing below, acknowledge and undertake the following:


I/We confirm that the information we have provided is true and correct and understand that [your company] will depend upon such information in arranging the loan on our behalf.


I/We agree to mutually non-disclose any information we provide each other and shall take the necessary, agreed-upon steps to not disclose the information.
Signed By:
About Us


[Your company] is one of the largest private mortgage lenders in [location]. [Your company] is dedicated to helping families and individuals improve their quality of life through homeownership. Our mission and commitment are to allow customers of all backgrounds to own their homes by providing a diverse product suite, competitive pricing, and timely and efficient closure.