CRM Follow-Up Templates

Hi {{first_name}},

Thank you for reaching out to Area Lending! We've received your pre-approval request and one of our licensed mortgage professionals will contact you within the next 1–2 business hours.

Here's what happens next:
1. We review your information
2. We pull a soft credit check (no impact to your score)
3. We discuss the best loan program for your situation

📞 Need to reach us right now?
Call or text: (866) 536-3101 | (215) 647-0012 | (407) 329-9700
📧 Email: sales@localpamortgage.com
📍 111 Buck Rd, Unit 500, Suite 1, Huntingdon Valley, PA 19006

💡 Remember: You have the RIGHT to shop your rate. Never let a realtor choose your lender — it can cost you tens of thousands of dollars. At Area Lending, you always see exactly what we earn on your loan.

— The Area Lending Team
Area Lending | NMLS #2079475
Licensed in PA, FL & NJ
https://nmlsconsumeraccess.org/

Hi {{first_name}},

We wanted to follow up on your pre-approval request from yesterday. Our team has reviewed your inquiry and we're ready to walk you through your best options.

Here's what we can offer:
✅ Conventional loans — as low as 3% down
✅ FHA loans — 3.5% down, flexible credit requirements
✅ Bank Statement loans — perfect for self-employed borrowers
✅ DSCR loans — ideal for real estate investors
✅ Down Payment Assistance (DPA) — up to 100% financing available

🎁 Special Offer: Switch from your current lender and receive a $500 Home Appraisal Credit at closing!

Many of our clients were surprised to find a significantly better rate than what their realtor recommended. Let us show you the difference.

👉 Reply to this email or call us today:
(866) 536-3101 | (215) 647-0012 | (407) 329-9700

— The Area Lending Team
Area Lending | NMLS #2079475
Licensed in PA, FL & NJ
This is not a commitment to lend. All rates subject to credit approval.

Hi {{first_name}},

We understand that choosing a mortgage is a big decision. That's exactly why we want to make sure you have all the information — without pressure.

Here are 3 reasons our clients are glad they called us:

1. TRANSPARENCY — As a licensed mortgage broker, we are legally required to show you exactly how much we earn on your loan. Banks and "direct lenders" are not required to disclose this.

2. ACCESS — We work with 200+ wholesale lenders, which means we shop the rate for you — not just one bank's product.

3. FLEXIBILITY — W2, self-employed, investor, or first-time buyer — we have a loan program for every situation.

🎁 Reminder: $500 Home Appraisal Credit if you switch from your current lender (credited at closing).

📞 Call us anytime:
(866) 536-3101 | (215) 647-0012 | (407) 329-9700
📧 sales@localpamortgage.com

Verify our license: https://nmlsconsumeraccess.org/ (NMLS #2079475)

Area Lending — Licensed in PA, FL & NJ
This is not a commitment to lend. Equal Housing Opportunity.

Hi {{first_name}}! ✅ Area Lending received your request. A licensed mortgage pro will call you within 2 hrs. Questions? Text or call (866) 536-3101. NMLS #2079475

Hi {{first_name}}, it's Area Lending. We have great options for you — FHA, Conventional, Bank Statement & DSCR loans. 🎁 Switch lenders & get $500 appraisal credit at closing! Call: (866) 536-3101. NMLS #2079475

{{first_name}}, don't leave money on the table. Area Lending shops 200+ lenders to find YOUR best rate. Reply YES to schedule a free consultation or call (866) 536-3101. NMLS #2079475