Text messages are a great way to connect with mortgage clients. A text is quick, simple, and convenient. SMS messages aren’t as intrusive as phone calls, and they are more engaging than emails. 

However, you can’t just compose messages on the fly when communicating with clients. You need a reusable texting template to ensure your communications are compliant and impactful. Here are a few tips for crafting the perfect text template:

Decide What You Want to Achieve

Templates are meant to give you a general idea of what to include in a text. They should not be too generic. You should still have a clear purpose when creating each template. 

For example, you might craft one texting template to educate your audience about the latest mortgage rates. Another template may be designed to nurture prospective clients by showing off your services. Decide what you want to achieve with your message and go from there. 

Keep It Short and Sweet

Make sure your text message template is concise. Long-winded messages can overwhelm readers and may even go unread. Aim for one to three short sentences.

Text messages should open the door for in-depth conversations later. For example, suppose that you want to tell your audience about a new lending product. Don’t give them a full breakdown of the offer. Share just enough information to get them interested. 

Use Clear and Simple Language

Avoid mortgage industry jargon. Stick to language that’s easy to understand. Keep your message professional and friendly. You want the message to be well-received, regardless of how much or how little the person knows about mortgages.

You don’t want to talk down to your audience, but you should make sure that anyone can understand the information you are presenting. 

Personalize the Message When You Can

A touch of personalization can go a long way in building relationships. Leave a placeholder in your template to remind yourself to add the person’s name. Your placeholder might look something like this: [First name]. Addressing the recipient by their first name makes the text feel personal and can help break down barriers. 

Add a Clear Call to Action

End every text with a call to action. Tell the person what you’d like them to do next. You don’t want to leave them wondering “What now?” after they’ve read your message. 

Remember that the CTA will be different depending on the purpose of your template. If you are talking to an active client, your CTA can be more direct. If you are nurturing a lead, be gentle with your call to action. 

Ensure Compliance 

Review your template and make sure it complies with all mortgage industry laws. Consider whether you are required to add your NMLS number. If you are, list the NMLS number in your template so you don’t forget to add it later. 

Put Your Template to Use With BNTouch

You’ve got a great texting template. Now, you need an efficient way to deliver your messaging to a wide audience. BNTouch can help. 

Our mortgage crm platform for mortgage professionals has everything you need to deliver impactful messages at scale. Schedule a demo to learn more. 

Contact us to book a free demo today!

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