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Introductions email templates
The first email on a new file. One per party, because what the buyer needs to hear is not what the lender needs to hear.
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.
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Subject
[Property Address] is under contract
Good [Time of Day],
I'm the transaction coordinator for [Agent Name] on [Property Address], and I'll be the one chasing dates and paperwork until we close.
Our contract date is [Contract Executed] and we're set to close [Closing Date]. I've attached the full timeline. Please read it and tell me if anything looks wrong, because it is far cheaper to fix a date today than the week of closing.
Everything transaction related should come to me by email so it gets logged against the file.
[Your Name]
Subject
Welcome, and what happens next on [Property Address]
Hi [Buyer First Name],
Congratulations on [Property Address]. I'm [Your Name], the transaction coordinator working with [Agent Name], which means I keep track of the deadlines and make sure nothing in your file goes missing.
Two dates matter to you first. Your earnest money is due [Earnest Money Deadline], and your inspection period ends [Inspection Deadline]. I'll remind you before each one.
You'll get a lot of paperwork over the next few weeks. You don't need to save copies of it. I keep the whole file and send it to you after we close. Do read it though.
[Your Name]
Subject
We're in escrow on [Property Address]
Hi [Seller Name(s)],
We're officially in escrow on [Property Address]. I'm [Your Name], and I work with [Agent Name] on the paperwork and the deadlines.
The first thing I'll need from you is the disclosure package. I'll send it over separately with instructions. The sooner that comes back, the less pressure there is at the end.
We're scheduled to close [Closing Date]. If anything changes on your side, tell me early.
[Your Name]
Intro to lender, title, and the other agent
Subject
TC intro: [Property Address]
Hi everyone,
I'm the transaction coordinator for [Agent Name] on [Property Address]. Copy me on anything that affects a date or a document and I'll keep the file straight.
Contract date is [Contract Executed], closing is [Closing Date]. Here's what I have for the early deadlines:
Earnest money: [Earnest Money Deadline]
Inspection: [Inspection Deadline]
Appraisal: [Appraisal Contingency Deadline]
Loan contingency: [Loan Contingency Deadline]
If any of those don't match your file, tell me now rather than later.
[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.
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