Mortgage Rate Update email template

A monthly mortgage rate update for a lender or broker: a falling rate chart, a three column rate table, a short market note and a call your advisor block.

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Industry
Real estate, Finance
Type
Marketing
Size
15.5 KB, 600 px wide

About this template

Mortgage lenders, brokers and credit unions can send this update once a month to buyers and homeowners who asked to watch rates.

A navy logo band sits above a teal chart with a small house, so readers know the topic before they read a word. The headline gives the news. Three columns act as a rate table for 30 year fixed, 15 year fixed and 5/1 ARM, each with the change since last month. A short note explains the move. A divider leads to an advisor block with a picture and a call button. The footer carries the lending license line.

Update the rates on the morning of the send and add the date to the table text. Keep the market note under 60 words. Your compliance team may ask for an APR line; add it to the footer text.

Use it in your email tool

  1. Click Copy HTML, or download the .html file.
  2. In Mailchimp, Brevo, HubSpot or Klaviyo, start a new email with the custom HTML or code editor and paste it in.
  3. Change the text, links and images. Map merge tags such as {{first_name}} and {{unsubscribe_url}} to the tags of your tool.
  4. Send a test to yourself on desktop and phone before you send it to your list.

Sections in this email

  1. Logo band
  2. Rate chart
  3. Headline
  4. Three rate columns
  5. Market note
  6. Divider
  7. Advisor block with button
  8. Footer with links

Subject line ideas

  • Rates dipped again in October
  • 30 year fixed now 6.12%
  • Your November rate update from Keel

Preview text idea

Rates fell for the third month in a row. Here is where they stand.

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