Free Mortgage Advisor Quote Template That Wins Clients
In 2020 alone, this mortgage advisor quote template took part in closing $25 million worth of new businesses. The best part is, the logo, text, colors, and images are all 100% editable, allowing you to get amazing results in just a few minutes!
A look at everything in this Mortgage Advisor Quote Template
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.
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.
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.
"With the help of Better Proposals, we’ve upgrade our proposal process from clunky MS Word files to the cloud. It’s greatly increased our conversion rate, as well as send the right message to our ideal client – that we’re a future-embracing cloud accounting firm."
Varun Sehgal Think Accounting
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.
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.
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.
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.
"Every business is struggling in some way or another at the moment but one thing we're finding easy is get proposals signed and deals done thanks to how quick and easy it is for us to create proposals and our clients to sign them"
Tim Coe Marketing Consultant
Simple. Attractive. Effective.
Win more business without wasting hours writing and designing proposals.
Save You TimeThe Automatic Designer makes it easy to create great-looking proposals in minutes.
100+ Beautiful DesignsOver 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Clients Love It“Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Instantly Close the DealYour clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Smarter Follow-UpsWe’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Manage Your PipelineReporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
"Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me."
Jack Manley Freestyle Web Design
EVERY DOCUMENT TYPE YOU CAN THINK OF
150+ other free document templates just like these are also available inside Better Proposals
Get Paid Faster with Instant PaymentsIntegrate your Stripe account to immediately take a payment after your client has signed.
They say 'strike while the iron is hot'. There's no better time to ask for the payment than seconds after they've signed your proposal.
Your questions, answered
Common questions about plans, designs and security
You don’t have a template for my industry!Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Can I edit your templates?Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
Do you need my credit card number?Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan.
Are my proposals secure?Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Will my clients see your logo?That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your proposals, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Can I change my plan after purchase?Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my proposal look presentable?Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?Enterprise users can send unlimited proposals and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.
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