Client Email Examples

On this page:

  • What do my clients receive?
  • Introduction Email
  • Quarterly Mortgage Report
  • Base rate alert
  • Happy Birthday
  • Savings alert
  • LTV alert
  • Remortgage reminders

What do my clients receive?

Want to know what types of communications are going to your customers? You've come to the right place. Below feel free to take a look at some example emails your clients will receive throughout their journey!

All emails are white labelled to showcase your branding, colours and information. This helps you stay top of mind in the consumers head.

Please note these emails are demo copies and subject to slight change as we optimise for comprehension, compliance and conversion. Chat to your Eligible admin or to find out which emails you have enabled!

Introduction Email

This is the first email your client will get when the system sees them for the first time. The client will only ever receive this once.

Quarterly Mortgage Report

These start to send to your customers around every 90 days after their introduction to the system. They will send gradually over a few weeks rather than in bulk.

Your client will receive this every 90 days even if there's no alerts or updates to their mortgage.

Base rate alert:

BOE base rate alert emails send when a change occurs. These only go to customers on tracker or variable rate mortgages, as well as clients who are 4 months from expiry and 2 months post expiry with an open mortgage.

Happy Birthday:

These emails go to customers on their Birthday, this information comes directly from your data. *opted in clients only.

Savings alert:

Savings alerts trigger when there is a 10% saving (incl switch costs) identified for a mortgage.

LTV alert:

Property value alerts trigger when there is a 5% decrease in LTV.

Remortgage reminders:

These start sending 6.5 months from the expiry date of a clients mortgage. If they have multiple mortgages due in the same window they will be consolidated into one communication. They send monthly from 6 months and continue up until 60 days post expiry, unless a state change occurs.

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