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!

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EVERYTHING YOU NEED IS INCLUDED

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.

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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.

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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.

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Web Design
"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.

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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.

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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.

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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.

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In just the last 24 hours alone...

$574,940 of business
won using Better Proposals

Tim Coe
"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 Time Writing Proposals Save You Time The Automatic Designer makes it easy to create great-looking proposals in minutes.
Beautifully Designed Online Proposals 100+ Beautiful Designs Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Impress your clients Clients Love It “Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Close Deals Faster Instantly Close the Deal Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Follow Up at the right time Smarter Follow-Ups We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Organised Pipeline Manage Your Pipeline Reporting 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

Win more business and get paid faster

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.
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No credit card required. No spam. Cancel anytime.

Integrates with your favourite tools



CRM

Live search your contacts and sync your proposals with your opportunities.
ZAPIER

Connect Better Proposals with over 1200 other world class apps and services.
LIVE CHAT

Answer questions and handle objections while your prospect is reading your proposal.
PROJECTS

After signing, instantly create a new project in your project management tool.

Here are just some of our 50+ integration partners

zapier
stripe
paypal
basecamp
trello
hubspot
pipedrive
zoho
capsule
insightly
salesforce
infusionsoft
integrations crm

See the rest of the tools we integrate with

See all integrations
Use our API
Get Paid Faster with Instant Payments Integrate 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.


payments

payment logos

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.