For mortgage brokers who want to communicate better, not just more.
Consistent client communication is one of the most powerful things you can do for your business. It builds trust, reduces drop-off and keeps you front of mind when it matters most.
But when you’re busy, it’s often the first thing to slip.
Our AI prompts give you ready-to-use starting points so you can stay in touch with every client, at every stage, without it becoming another thing on your list.
Every prompt is built for mortgage brokers. They’re clear, professional and designed to be used safely in a regulated environment.
What You Can Do with These Prompts
Follow-Up Emails That Don’t Feel Awkward
“My client has gone quiet.”
These prompts help you strike the right tone every time.
- “Write a friendly but professional follow-up email to a client who hasn’t responded to my last message in a week”
- “Draft a short follow-up email to a client who expressed interest in remortgaging but hasn’t booked an appointment yet”
- “Write a polite chase email to a client who is yet to return documents needed to progress their application”
A well-worded nudge, sent at the right moment, is often all it takes.
Re-Engagement Emails That Win Back Lapsed Clients
“It’s been a while since I contacted…”
- “Create a re-engagement email for a client whose fixed-rate mortgage deal expires in six months”
- “Write an email to a client I helped two years ago, reminding them I’m available for their next remortgage”
- “Draft a short email to send to clients who purchased a home three years ago, prompting them to review their mortgage”
- “Write a friendly check-in email to a buy-to-let client I haven’t spoken to in 12 months”
Timing is everything here. A well-placed email six months before a deal ends can be the difference between retaining a client and losing them.
Application Update Emails That Reduce Anxiety
“My clients like to be kept in the loop”
- “Draft a simple email explaining next steps to a client after receiving a Decision in Principle”
- “Write a clear, reassuring email to a client explaining what happens between mortgage offer and completion”
- “Create a short update email to send after submitting a mortgage application, letting the client know what to expect next”
- “Write a brief email explaining a delay in the application process in a calm and professional tone”
Market Update Emails That Keep You Front of Mind
“I want to be seen as a reassuring, trusted expert by my clients”
- “Draft a short monthly email updating clients on the current mortgage market in the UK, in a friendly and informative tone”
- “Write a brief client newsletter for spring 2026 [for example] focused on what’s happening with mortgage rates”
- “Create a short market update email for buy-to-let clients covering recent changes to lending criteria”
- “Write a concise email to existing clients explaining how recent base rate changes might affect their mortgage”
Short and readable always wins. A clear 200-word email outperforms a lengthy one nobody finishes.
Explainer Emails That Make the Complex Simple
“My clients want information that’s clear, not complicated”
- “Write a client-friendly explanation of how mortgage affordability is calculated”
- “Draft a short email explaining the difference between a fixed and variable rate mortgage for a client who is undecided”
- “Write a brief email helping a client understand why a lender has requested additional documentation”
If you find yourself explaining the same things repeatedly, turn the output into a template. Write it once, refine it, and reuse it every time.
Using AI Safely in a Regulated Industry
Client communications are sensitive and we’ve built this prompt library with that in mind. Before you start:
- Never include real client data in a prompt – no names, addresses or financial details. Always add personal details yourself once you have the draft.
- Review all outputs before sending – check for accuracy, tone and FCA compliance.
- Switch off data-sharing or training settings in your AI tool when using it for work purposes.
- Use AI to get the structure right, then make it personal – the relationship you have with your clients is something AI can’t replicate. That’s your edge.
FAQ – Client Communications
Frequently Asked Questions
Do I need any technical knowledge to use these prompts? No. Each prompt is a plain-English instruction you copy, paste into an AI tool and adapt from there. There’s no software to install or configure.
Is it safe to use AI for client-facing emails? Yes, when used correctly. The key rules are straightforward: never input real client data into a prompt, always review the output before sending, and make sure the final message reflects your own judgement and your firm’s standards. Our prompt library is designed with these principles built in.
What if the email doesn’t sound like me? That’s completely normal at first. AI produces a strong structural draft – the tone and personal touches are yours to add. Most brokers find that after a few uses, they develop a quick editing style that makes the output feel natural very quickly.
Can I turn these prompts into reusable templates? Absolutely. Once you’ve refined an output you’re happy with, save it as a template for that type of communication. Over time, you’ll build a library of ready-to-go messages that can be personalised in minutes.
Will using AI affect the personal feel of my client relationships? It shouldn’t, with the right approach. AI handles the structure and the wording; the relationship, the context and the care are still entirely yours. Many brokers find they actually communicate more consistently and warmly when they’re not starting every email from scratch.
What AI tools work with these prompts? The prompts are compatible with most mainstream AI tools including ChatGPT, Microsoft Copilot and Google Gemini. Always check your privacy and data-sharing settings before using any AI tool for work purposes.