7 Templates Every Mortgage Team Should Have Built in BNTouch

Seven templates cover most of the recurring email moments inside a mortgage team’s pipeline: the new lead welcome, the pre-approval letter wrapper, the in-processing status update, the rate-watch alert, the post-close thank-you, the partner referral check-in, and the win-back email for dormant leads. Each is built once inside the BNTouch marketing templates library as a design template (style and stationery format) or a letter template (full text content). Once built, the templates apply to every campaign step that pulls them in, so the branding stays consistent and the copy stays on-message without anyone rewriting it from scratch. This post walks through the click path for each template type, the difference between design and letter templates, and how to import templates from the Content Exchange when you do not want to start from zero.

By Yuri Polukeev, Founder of BNTouch.

The mortgage team that has its templates organized runs campaigns at the speed the calendar requires. The team without them is rewriting the same five emails twelve times a quarter.

Template 1: The new lead welcome

From the marketing tab, click templates, click add new template. The first decision is the type. “BNTouch divides these into two types, letter and design” [IU3K40VHYhQ m1]. The welcome should be a design template (the branding and styling get reused across many campaigns). Enter the name and subject. Pick design. Pick public for the office or private for the LO. “In the text editor below, you can design your template just like a marketing step editor” [IU3K40VHYhQ m4]. Include LO photo, signature block, contact details, and a brief intro paragraph with meta tags for borrower first name. Save with the add template button. The template is now available across every welcome campaign step.

Template 2: The pre-approval letter wrapper

The pre-approval letter has a regulatory wrapper that should not change between borrowers (compliance language, LO disclosure, lender info). This is letter template territory. “A design template functions like a type of stationery. It is a style” [sgMNkF31NaA m1] format. A letter template carries the actual copy. Build the wrapper once with the compliance copy fixed and meta tags for the variable elements (borrower name, loan amount, rate, term). Future pre-approval letters call the template and only the variable fields change. Less risk of compliance drift, faster send time.

Template 3: The in-processing status update

The status update template is the wrapper for every weekly in-processing email. Header with LO branding, body section with the current status fields pulled in via meta tags, footer with portal link. Build once as a design template. The status update campaign calls this template at each step. Borrowers get consistent emails through processing instead of plain-text status messages that look like they came from a different LO. “Once you have added templates to your account they will be available whenever you are creating or editing marketing campaign steps” [IU3K40VHYhQ m6].

Template 4: The rate-watch alert

The rate-watch template is the email that goes out when the Refinance Monitor flags a past borrower as worth a refi conversation. Body should hit three notes: current rate vs. their rate, savings estimate per month, link to schedule a 15-minute call. Build it once. The closed-loan follow-up campaign calls the template each time the alert fires. You can also import a starting version from the Content Exchange. “Just click search to find campaigns that match your criteria, which will display below” [mbdnzKQmBjU m3]. The Exchange has rate-watch campaign starting points that ship with templates already wired up.

Template 5: The post-close thank-you

Build a design template for the post-close thank-you with a personal-feeling header, a single body paragraph (meta tags for borrower name and property), and a soft CTA toward the survey or referral ask. A templated thank-you sent the day after funding is the highest-converting referral-ask setup in the LO’s library; the borrower is at peak satisfaction. The template makes the same-day send possible without rewriting.

Template 6: The partner referral check-in

The partner check-in template is the periodic touchpoint email sent to referral partners. Build it as a design template with the LO’s co-marketing branding visible (logos for both sides, partner photo if available). The body changes per send (a real update on a shared deal, a market note, an invite to grab coffee). The Content Exchange has weekly market update content the LO can grab from “marketing content exchange. Probably just search weekly. Should see the weekly market update here. Then you just hit add to my” [kecDsvXhxPo m1] account. Repurpose the market update content inside the partner check-in template for low-effort, consistent partner touchpoints.

Template 7: The win-back email for dormant leads

The win-back template targets borrowers who went quiet in the pre-approval or in-processing stage. Body acknowledges the gap directly (“haven’t heard from you in a while”), names what is on the table (“rates moved, refi math changed”), and asks for one short reply. Build as a design template. The pre-built content training video covers what is available out of the box. “There’s fresh content for every marketing piece” [VBkXI3hZcNk m8] in the BNTouch library, and the win-back is one of the situations the platform covers. Pair the template with a Pik-a-Search filter for “in pre-approval status, no tracker event in last 30 days” so the win-back campaign runs against the right list automatically.

What having seven templates does not solve

Two honest limits. One, templates carry the design and the structural copy. They do not solve for whether the copy matches the LO’s actual voice. The first week of using a new template should be a critique pass where the LO reads each email landing in borrowers’ inboxes and edits the wording. Two, design templates that work in the email editor sometimes break on certain email clients (older Outlook, some Gmail mobile views). Send a test to your own inbox before campaigns roll out at scale. The training video flag is clear: even an inserted MAIA-generated draft “you’d want to change these tags because by default it doesn’t really know” [VBkXI3hZcNk m15] which meta tags apply. Edit before sending at scale.

See the seven templates in the BNTouch templates library

If you want to see the templates list, the design vs. letter template distinction, the Content Exchange template imports, and template usage inside campaign step editors, the fastest path is to request a demo and ask the BNTouch team to walk through the marketing tab templates section. The mortgage CRM overview covers the broader marketing infrastructure.