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Niche

Lead magnet templates for mortgage and insurance brokers

Brokers earn trust by explaining things before anyone signs. These examples cover getting ready to apply, the words buyers hear, protecting a home and family, client emails and a home buying planner. Each one is general information, clearly marked as not financial advice.

10 templates

Client email templates

Email scripts for mortgage and insurance brokers

For mortgage and insurance brokers who want other brokers and newer advisers on their list.

Home buying planner templates for brokers

Template pack for mortgage and insurance brokers

For mortgage and insurance brokers who want people saving for their first home on their list.

Buyer's guide to comparing mortgage deals

Buyer's guide for mortgage and insurance brokers

For mortgage and insurance brokers who want to be chosen for clear explanations rather than for the lowest rate on a comparison page.

Fixed rate or tracker decision guide

Decision guide for mortgage and insurance brokers

For mortgage and insurance brokers who want to talk to borrowers before they have picked a type of rate.

Mortgage mistakes list

Mistakes list for mortgage and insurance brokers

For mortgage and insurance brokers who want clients to avoid the changes that stall an application.

Fixed rate ending roadmap

Roadmap for mortgage and insurance brokers

For mortgage and insurance brokers who want homeowners to get in touch months before a fixed rate runs out.

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