All template categories
FREE — NO SIGNUP TO READ
Financing and clear to close email templates
Lender chasing, written so it reads as a status request rather than nagging.
The bracketed words are placeholders. Swap them for the real names and dates, or paste these into ClosingDay and they fill themselves in per deal.
Want all 28 on one page?
I'll send you a link to every category on a single page, ready to print or keep. No account needed.
Loan status before the contingency
Subject
Loan status on [Property Address]
Hi [Lender Name],
The loan contingency on [Property Address] expires [Loan Contingency Deadline]. Where are we?
Specifically: is the file in underwriting, are there outstanding conditions, and do you expect to clear by that date? If an extension is going to be needed, I'd rather ask for it a week early than the day before.
[Your Name]
Outstanding conditions to the buyer
Subject
The lender needs these for [Property Address]
Hi [Buyer First Name],
The lender is waiting on a few items before they can clear your loan on [Property Address]. The list is below.
These tend to look small and hold everything up, so send what you can today and tell me what you can't get hold of. Our loan contingency date is [Loan Contingency Deadline].
One thing worth repeating: don't open new credit, change jobs, or move large sums between accounts until after we close.
[Your Name]
Subject
Clear to close on [Property Address]
Hi everyone,
We have clear to close on [Property Address].
[Title Company] can prepare final figures, and I'll ask for the signing appointment next. Closing is still [Closing Date].
[Your Name]
These are already in ClosingDay
All 28 templates come with a new account. Upload the contract once and ClosingDay reads the address, names, price and dates off it, so the bracketed words come out filled in on every email about that file. Move the closing date and the deadlines in your templates move with it.
Would you send these?
These were written for coordinators, not by one. If a line here would embarrass you in front of a client, we would genuinely rather hear it.
Other categories