Hi {{TC Name}}, {{LO Name}} & {{LP Name}} from {{Company}} here — LO/LP on the {{buyer.last}} file at {{property.address}}, closing May 2. Sending a contact form shortly. Great to be working with you!

Hi {{TC Name}},

My name is {{LO Name}} and I’m the loan officer on the {{buyer.last}} purchase at {{property.address}} — closing {{closing.date}}. {{LP Name}} is our LP. We’re with {{Company}} and our lender is {{lender.name}} ({{underwriter.name}}).

Deal basics:
Buyers: {{buyer.names}}
Property: {{property.address}}
Loan #: {{loan.number}} · Loan amount: {{loan.amount}}
Closing: {{closing.date}}

Current transaction contacts:
• LO: {{LO Name}} — {{lo.email}} · {{lo.phone}}
• LP: {{LP Name}} — {{lp.email}} · {{lp.phone}}
• Buyer agent: {{Buyer Agent}}, {{ba.company}} — {{ba.email}} · {{ba.phone}}
• Seller agent: {{Seller Agent}}, {{sa.company}} — {{sa.email}} · {{sa.phone}}
• Title: {{Title Officer}}, {{Title Company}} — {{title.email}} · {{title.phone}}
• HOA: {{HOA Name}} — N/A
• UW: {{Underwriter}}, {{lender.name}} — {{uw.email}} · {{uw.phone}}

We’d love to make sure we have everything right on our end. Please click the link below to verify your contact info and fill in anything we’re missing (home inspector, seller forwarding address for deed, HOA portal, etc.):

→ Open transaction contact form

Takes about 3 minutes and goes directly into our deal file. We’ll be in touch as we move through underwriting. Please don’t hesitate to reach out any time.

Thank you,
{{LO Name}} · {{Company}}
{{lo.email}} · {{lo.phone}}
NMLS# [add your NMLS]

Hi HOA Team,

I am the loan officer for the purchase of {{property.address}}, closing {{closing.date}}.

Parcel / Tax ID: {{tax.id}}
Legal description: {{legal.description}}
Buyer(s): {{buyer.names}}

We need: estoppel letter (to {{lender.name}}, Loan #{{loan.number}}), confirmation of monthly dues ({{hoa.monthly}}/mo), outstanding balance, any pending special assessments, transfer & move-in fees, and approval requirements.

Please also reply with your online document request portal link if available.

Needed within 5 business days of this request. Let us know if there is an estoppel fee.

Thank you,
{{LO Name}} · {{Company}} · {{lo.phone}}
{{lo.email}}

Hi {{Title Officer}},

Please prepare the preliminary Closing Disclosure for the following transaction:

Property: {{property.address}}
Buyers: {{buyer.names}}
Loan #: {{loan.number}} · Closing: {{closing.date}}
Purchase price: {{purchase.price}} · Loan amount: {{loan.amount}}

Tax ID: {{tax.id}}
Legal: {{legal.description}}

LP processing fee: Please confirm with {{LP Name}} (LP) before finalizing — {{lp.email}} · {{lp.phone}}

Please send completed prelim CD to {{lp.email}} and {{lo.email}}.

Thank you,
{{LO Name}} · {{Company}} · {{lo.phone}}
{{lo.email}}