Opening
“Hi [Client Name], congratulations again on your new home! I know closing day is a big milestone, but I want you to know this isn’t the end of our relationship—it’s really just the beginning.”
Build Trust
“My role as your loan officer goes far beyond the paperwork. I want to be your go-to resource for all things homeownership—whether that’s questions about your loan, understanding market shifts, or simply exploring ways to maximize the value of your home over time.”
Differentiate
“Unfortunately, many people only hear from their lender when they’re selling or refinancing. That’s not how I operate. I’ll be proactively reaching out whenever I see opportunities to save you money or help you leverage your equity wisely.”
Introduce Homebot
“To make this even more valuable, I’ve set you up with Homebot. Each month, you’ll receive a personalized update on your home’s value, your equity position, and ideas to help you build wealth through homeownership. Think of it as your financial dashboard for your home.”
Close & Reassure
“My goal is to make sure you feel supported every step of the way—not just at closing. If you ever have a question, big or small, I want you to think of me as your first call. Sound good?”
📧 Post-Closing Email Template
Subject Line Ideas:
“Your Journey as a Homeowner Starts Now 🏡”
“Closing Day Is Just the Beginning”
“Your Personalized Home Updates Are on the Way”
Body:
Hi [Client Name],
Congratulations again on your new home! 🎉 It’s been an honor helping you reach this milestone. But I want you to know—our relationship doesn’t end here. In fact, this is where my real work begins.
As your loan officer at [Credit Union Name], my job isn’t just to facilitate a loan. It’s to be your long-term advisor and partner in homeownership. That means keeping an eye on the market, alerting you to opportunities to save money, and helping you make the most of your home’s equity over time.
To support you in this journey, I’ve enrolled you in Homebot. Each month, you’ll receive a personalized digest that shows:
Your home’s current value and equity
Market trends in your neighborhood
Opportunities to refinance, invest, or leverage your equity
Tips to grow wealth through smart homeownership decisions
It’s all designed to keep you informed and empowered long after closing day.
If you have questions—or even just want to check in—know that I’m only a phone call or email away. My goal is to make sure you always feel supported and confident in your homeownership journey.
Talk soon,
[Your Name]
[Your Contact Information]
[Your Credit Union Name]