Add an E-mail Tagline

Many loan originators include a tagline/phrase at the end of their e-mails, as part of their overall positioning. Some use it to seek referrals, others to emphasize a specialty area. For example, David Kuiper, First Place Bank, Holland, Mich., wanted to remind customers that he values their referrals and includes the following below his photo/contact information: “My practice is 100% dependent on referrals. If you know of anyone who may benefit from my services, please pass my name and number along. Thanks in advance for thinking of me!” Kuiper believes these notices are valuable as ongoing reminders. “I don’t think our clients realize that we depend on referrals as the lifeblood our business,” he said. “They think we just sit at our desks and wait for the phone to ring or for people to walk in off the street. It is our job to help them understand that we both need and appreciate referrals. If we don’t ask for the referral, we aren’t likely to get them.”

Other originators have used these notices:

Our Mission Statement: We are a team of trusted advisors who are committed, qualified, equipped, and driven to provide outstanding customer service, thereby creating the ultimate experience that exceeds customers’ expectations.

Connecting You With Your Dreams

Referrals are the cornerstone of our business. We are never too busy to help those that are important to you.

I design mortgage solutions to help you achieve your financial objectives.

Your Lender for Life

Referrals Wanted…If you know anyone who is thinking about buying, selling or refinancing, please refer them to me while fixed-rate mortgages are still in the high 4’s and low 5’s!!

…We understand you have a choice of lenders. Therefore, we provide excellent customer service through accessibility, proactive communication, timely responses, and a positive attitude. We are knowledgeable and by extension we educate our clients while focusing on long-term relationships…

If you haven’t added an e-mail tagline yet, now is the time to consider what message(s) you want to share with customers and prospects.


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