Testimonial Request Sequence for Mortgage Brokers Email Guide
Why Testimonial Request Sequence Emails Fail for Mortgage Brokers (And How to Fix Them)
You just closed a deal, celebrated with your client, and then moved on to the next. What did you leave behind?
Many mortgage brokers find themselves in a cycle of completing transactions without capturing the powerful social proof that fuels future growth. The joy of helping someone secure their dream home often fades without a structured way to share that success.
That's not just a missed opportunity; it's leaving money on the table. Testimonials aren't just feel-good messages; they are trust signals, conversion drivers, and the bedrock of a strong referral business.
They validate your expertise and make future clients feel secure in choosing you. Below are battle-tested email templates designed to gently, yet effectively, solicit high-value testimonials from your happy clients, turning their positive experience into your future success.
The Complete 3-Email Testimonial Request Sequence for Mortgage Brokers
As a mortgage broker, your clients trust your recommendations. This 3-email sequence helps you introduce valuable tools without sounding like a salesperson.
The Check-in
Ask how things are going and gauge satisfaction
Hi [First Name],
It's been a little while since we closed on your home, and I've been thinking about your experience. My goal is always to make the mortgage process as smooth and stress-free as possible.
Now that you've settled in, I'm curious: how are things going? Is there anything that could have made the journey even better?
Your feedback is incredibly valuable to me, not just for improving my services, but also to ensure I'm truly meeting the needs of clients just like you. No pressure at all, just a genuine check-in.
Hope you're enjoying your new place!
Best, [YOUR NAME]
This email uses the principle of reciprocity and a low-stakes 'check-in' to re-engage the client. By asking for feedback *before* a direct testimonial request, you demonstrate genuine care for their experience, making them more inclined to help when the actual request comes. It primes them by bringing their positive experience back to mind without asking for anything yet.
The Request
Ask for a testimonial with specific, easy prompts
Hi [First Name],
I'm so glad we could help you achieve your homeownership goals. Seeing clients like you settle into their new homes is truly the most rewarding part of what I do.
I often hear from prospective clients who are feeling overwhelmed or uncertain about the mortgage process. Your personal experience, shared in your own words, could be exactly what they need to feel confident taking the next step.
Would you be willing to share a brief testimonial about your experience working with me? It doesn't need to be long, just a few sentences about what stood out, or how I helped you handle the process.
Here are a few prompts to make it easy: 1. What challenge were you facing before we worked together? 2.
What specific part of our service did you find most helpful? 3. What's the biggest benefit you've experienced since closing?
You can simply reply to this email with your thoughts. It would mean a great deal.
Best, [YOUR NAME]
This email uses social proof and altruism. It frames the request not as a favor to you, but as an opportunity for the client to help others. The specific prompts reduce cognitive load, making it much easier for the client to formulate a response, thus increasing the likelihood of a reply. It also subtly reinforces the value you provided.
The Gentle Nudge
Follow up with those who have not responded
Hi [First Name],
I know how busy life gets, especially after moving into a new home, so I wanted to gently follow up on my previous email. I understand if now isn't the right time, but I truly believe your perspective offers immense value to others handling the path to homeownership.
Your journey, from initial questions to closing day, is unique and powerful. If you have just a few moments, I'd still love to hear about your experience.
Even a quick sentence or two about what working with me was like would be incredibly helpful. No worries if you're swamped, but if you find a moment, I'd be grateful to hear from you.
You can simply reply to this email.
Best, [YOUR NAME]
This 'gentle nudge' uses the principle of consistency and reinforces the low barrier to entry. It acknowledges their potential busyness, reducing guilt, while subtly reminding them of the value of their contribution. The repeated emphasis on 'just a few moments' and 'quick sentence' makes the task seem small and manageable, increasing the chance of a response from those who might have initially procrastinated.
4 Testimonial Request Sequence Mistakes Mortgage Brokers Make
| Don't Do This | Do This Instead |
|---|---|
✕ Waiting too long after closing to ask for a testimonial, letting the positive emotions fade. | Initiate the 'check-in' email within 1-2 weeks of closing, while the experience is still fresh and positive. |
✕ Asking for a generic 'can you write a testimonial?' without providing any guidance. | Offer specific, easy-to-answer prompts that guide clients on what to share, making the task less daunting. |
✕ Only asking for testimonials from the easiest clients, missing out on diverse perspectives. | Systematically ask every happy client, even those with complex cases, as their stories can be even more compelling. |
✕ Not explaining *why* their testimonial is important or how it will be used. | Frame the request around helping others and building trust for future clients, giving their contribution purpose. |
Testimonial Request Sequence Timing Guide for Mortgage Brokers
When you send matters as much as what you send.
The Check-in
Ask how things are going and gauge satisfaction
The Request
Ask for a testimonial with specific, easy prompts
The Gentle Nudge
Follow up with those who have not responded
Send after a win, project completion, or positive feedback.
Customize Testimonial Request Sequence for Your Mortgage Broker Specialty
Adapt these templates for your specific industry.
First-Time Buyer Specialists
- Focus testimonial prompts on easing anxieties, explaining complex steps, and making the process clear and understandable.
- Suggest clients highlight how you broke down jargon or provided patient guidance through their first home purchase.
- Emphasize the feeling of accomplishment and security they now have, thanks to your support.
Refinance Specialists
- Ask clients to share specific financial benefits they've experienced, like lower monthly payments or faster debt payoff.
- Prompt them to describe how you made the often-perceived 'complicated' refinance process simple and efficient.
- Encourage them to speak to the peace of mind or new financial freedom they gained.
Investment Property Specialists
- Guide clients to discuss how your insights helped them identify profitable opportunities or structured their financing strategically.
- Ask them to highlight the impact on their portfolio growth or the ease of acquiring multiple properties with your help.
- Suggest they mention how you navigated market complexities or specific investment loan products.
VA Loan Specialists
- Encourage service members to share how you honored their service and expertly navigated the unique aspects of VA loans.
- Prompt them to describe how you simplified the often-perceived bureaucratic process or maximized their military benefits.
- Focus on the feeling of being understood and supported through a home purchase tailored to their specific needs.
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