Most borrowers hear from their broker exactly twice: at the start, and never again. The broker who writes once a year — genuinely, personally, in real ink — becomes something rare: the person they think of as their broker, not the person who did their loan once.
Why it works
Every settled client holds years of future business: refinances, investment purchases, upgrades — and referrals to everyone they know who buys a house. None of that goes to a broker they’ve forgotten. A handwritten anniversary check-in keeps the relationship warm, and because it’s a genuine ink original — real pen, real paper, hand-folded, real stamp — it’s opened as often as 98% of the time and often kept.
At volume pricing, a year of staying memorable for your whole client book costs less than a single broker fee’s worth of lunch meetings.
How it works
Send us your client list with settlement dates. Upload or approve your letter, and our machine writes each one with a real pen, folds it by hand and mails it with a real stamp — timed to land near each client’s settlement anniversary, if you like. Merge fields handle the personal details; you never touch a pen.
What it can look like
Dear Aisha,
One year ago this month we settled your loan — happy anniversary, and I hope the house has been everything you hoped.
If your plans have grown since then (a renovation, a second place, or just a better deal), my direct line is below. Always good to hear from you.
Warm regards, Tom
What you send us
- Your client list — names, addresses, settlement dates
- Your letter, or the idea for it — we’ll help you shape it
- Merge fields for anniversaries and personal details
Most orders are written, folded and mailed within a few business days. No minimum — start with your last year of settlements.
← All mortgage letters | Also see refinance outreach