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Email signatures for mortgage brokers
Borrowers juggling an application need to recognize the brokerage and find the correct document channel. Put the applicable licensing identifier next to the business identity, with a secure application link separate from the phone number for questions.
Fictional examples. Replace sample credentials and licence numbers with your own verified details.
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What to include
- Brokerage name and required licensing identifier
- Company contact and approved brokerage identity
- NMLS identifier where applicable in the US
- A phone number for application enquiries, separate from secure document upload
- Secure application portal
- Professional name and a business email address
What to leave out
- Loan approval promises
- Images containing your only contact details
- More than one primary call to action
Check applicable local rules and your organization’s policy before using credentials or disclosure text. These examples are not legal advice.
Questions for mortgage brokers
What should mortgage brokers put first?
Lead with your name, then your role. Include brokerage name and required licensing identifier where it helps recipients identify you.
Which link belongs in a mortgage broker signature?
Use a link to your secure application portal. Label the destination clearly and check it before pasting the signature into your mail client.