Thinking about buying a home next year? Start a paperwork folder now. New episode on what to gather before you apply.
Sample work — illustrative example, not a real client.
Mortgage loan officer / SAMPLE WEEK
Example: Corriwell Home Loans
A weekly email for past clients and future buyers, plus a blog post and social posts, from the podcast episode the loan officer already records.
The source recording
One 25-minute episode of the loan officer's own podcast, "Ep. 41: What to gather before you apply for a mortgage." Nothing else was needed from the loan officer.
The paperwork is easier when it's ready before you need it.
ILLUSTRATIVE QUOTE CARD / Corriwell Home Loans
01 / NEWSLETTER
What to gather before you apply for a mortgage
Subject: What to gather before you apply for a mortgage
Preview text: A simple folder that makes the application feel a lot less stressful.
Hi there,
On this week's episode, Dana talked about the part of buying a home that surprises most people: the paperwork.
Her advice is simple. Start a folder before you apply, not after. When the documents are already in one place, the application goes more smoothly and there's less back and forth.
What usually goes in the folder. Recent pay stubs, the last two years of W-2s or tax returns, recent bank statements, a photo ID, and a list of your current monthly debts. If you're self-employed, add your business records.
From the show. Dana explained why a gift from family or a recent job change is worth mentioning early, and why it helps to hold off on opening new credit while you're shopping for a home.
Every situation is different, so what you need may vary. If you're thinking about buying in the next year, reply to this email and we'll set up a short call to walk through your list.
Talk soon,
Dana and the Corriwell Home Loans team
Corriwell Home Loans (fictional example business). NMLS #000000 (example)
Equal Housing Opportunity
This is an illustrative sample, not a loan offer, a commitment to lend, or financial advice. Document requirements vary by lender and loan type.
02 / BLOG EXCERPT
What to gather before you apply for a mortgage
Most people think the hard part of getting a mortgage is finding the home. For many buyers, the part that slows things down is tracking down documents at the last minute.
On our podcast, Dana's advice was to start a simple folder early. Pay stubs, tax returns or W-2s, bank statements, a photo ID and a list of monthly debts cover the basics for many buyers. Self-employed buyers usually need business records too.
Your loan officer can tell you exactly what applies to you. You'll find the full episode on our site.
03 / SOCIAL POSTS
Four ways to keep the conversation going.
04 / GRAPHICS (GROWTH + GRAPHICS)
The same week, as branded graphics.
On the Growth + Graphics, the same episode also becomes 3-5 graphics a week in your colors: quote cards, a carousel and a blog header.
- An episode card with the loan officer's own logo and the episode title
- A checklist card: "What to gather before you apply"
- A quote card in the loan officer's own colors: "The paperwork is easier when it's ready before you need it."
Illustrative sample for a fictional mortgage loan officer and brokerage. The name and NMLS number are examples; real issues use only the loan officer's own details and required disclosures. No interest rates, APRs, payments, fees, prices, deals, approval promises or savings claims, no real lender or bank names, and every issue is reviewed by the loan officer before it goes out. Not a loan offer or financial advice.
Want one like this from your own business? Call or text (307) 445-5700, or send an episode.