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Swipe file

Wording to explain your finances

How to use this swipe file

Give this to new clients with your onboarding emails or put it on your client portal. Applicants who know what to write give lenders a clear answer the first time.

What is inside

A gap in workA break between jobs makes a lender look closer.
Income that changes month to monthIf you are self employed or paid commission, explain how your income works and what the records show.
Money from familyA lender will want to be sure a deposit gift is not a loan.
A late payment on your recordBe honest.
A large payment into or out of your account

Three title ideas for your own version

Wording to explain your finances
What to write when a lender asks a question
Copy and paste notes for mortgage applicants

Where to promote it

Your onboarding emailsyour client portalestate agent partnersfirst time buyer groupsa link in your application checklist

Why give clients wording to copy?

Clients often write too little or too much when a lender asks a question. Wording they can adapt saves time on both sides and makes you the broker who made it easy.

Make this swipe file your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

Use this template

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