Broker Relay

Mortgage broker resource

Mortgage Broker SMS Follow-Up Templates

Short, practical SMS templates mortgage brokers can adapt for new inquiries, follow-ups, booked appointments, and no-pressure close-outs.

New inquiry SMS

Use this when a new buyer, refinance, renewal, or pre-approval inquiry arrives.

Fast first response

Hi [First Name], thanks for reaching out. I received your mortgage inquiry and will review the details shortly. If you want, you can book a quick call here: [Booking Link]

Pre-approval inquiry

Hi [First Name], thanks for your pre-approval inquiry. Your timeline looks worth reviewing soon. I can walk you through next steps and what details are needed. You can book a quick call here: [Booking Link]

Follow-up needed SMS

Use this when the broker has already replied but the lead has not responded.

Gentle follow-up

Hi [First Name], just checking in on your mortgage inquiry. If you are still looking at options, I can help you review next steps. No pressure - reply here when convenient.

Missing details

Hi [First Name], I can take a closer look at your inquiry. Could you send your target timeline and estimated property price or mortgage amount when you have a moment?

Appointment booked SMS

Appointment confirmation

Hi [First Name], confirming our mortgage call for [Date/Time]. Please bring any questions about your goal, timeline, and next steps. This call is for review and planning, not mortgage approval.

Same-day reminder

Hi [First Name], quick reminder about our mortgage call today at [Time]. Looking forward to speaking with you.

No-pressure close-out SMS

Polite close-out

Hi [First Name], I will close the loop for now. If your mortgage plans move forward later, feel free to reach out and I will be happy to help review next steps.

Future timing

Hi [First Name], sounds like timing may not be right just yet. I am here when you are ready to revisit your mortgage options.

Compliance and review note

These templates are starting points only.

  • Brokers should review and edit every message before sending.
  • Do not imply mortgage approval, pre-approval, qualification, or underwriting decisions by SMS.
  • Use accurate, client-specific wording.
  • Follow applicable consent, privacy, advertising, licensing, and brokerage rules.
  • Do not collect highly sensitive documents or SIN numbers through SMS.

Soft next step

Broker Relay prepares SMS and email drafts from the lead's intake details, but the broker stays in control and reviews everything before sending.

  • Use the homepage to understand the product.
  • Read the mortgage lead follow-up page for the full workflow.
  • Visit pricing when you are ready to try Broker Relay.

FAQ

Can mortgage brokers use SMS for lead follow-up?

Yes, if they have appropriate consent and follow applicable rules. The broker should keep SMS messages clear, professional, and reviewed before sending.

Should SMS messages mention mortgage approval?

No. SMS follow-up should not suggest approval, pre-approval, qualification, or underwriting decisions unless the broker has properly reviewed and can support that statement.

Does Broker Relay send SMS automatically?

No. Broker Relay prepares drafts for broker review. The broker decides what to send.