Free Mortgage Advisor Quote Template That Wins Clients

Visually Stunning Cover

The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As an advisor, you understand how hard it is to gain the client's attention, so your goal should always be to start the quote with an attention-grabbing image. From the text, logo, and background image, you can change everything to make it a better fit for your needs.

View Template

Pre-Written Intro and Services Section

How to explain to your clients that what you're offering will be a perfect fit for their needs? Our introduction section is the best way to write a meeting summary and explain that you have precisely what they're looking for. This quote template consists of a pre-written introduction section that is already structured to fit every advisors' needs. Just add a few company specifics, and it's ready to be sent out! Like everything else, it's completely customizable, including the colors, text, images, and layout.

View Template

Process and Timescales

Explaining exactly how your company can help clients by providing mortgage advice to someone outside of your circle can be tough. You want to give enough detail, but not so much it seems overwhelming. Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.

View Template

Pricing

Whether you feel more comfortable charging for your services per hour, by a percentage of a sale, or have optional up-sell services, it's all possible with this automatically calculated pricing table. All you have to do is type your numbers in, decide how frequent the payment will be, add a short description, and your customized quote is ready to be sent out.

View Template

Next Steps with Digital Signing

Nothing is more aggravating than losing on a deal you thought was unquestionable. Sadly, this happens when communication drops for any number of reasons. To avoid it, we added the 'Next steps' page, which gives your clients a chance to sign the quote directly! All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.

View Template

Pre-Written Contract

Every advisory business needs to sign a contract with their clients and the mortgage advisors are no exception. To make it easier, we've found the best examples from the industry experts and adapted them for you to use.

View Template

Take Payment from Your Client

Getting paid may be the hardest thing to do in business. We all want to find the way to get the money in our accounts as soon as possible. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.

View Template