Prompt Library
Draft Follow-Up Emails for Missing Documents (for Mortgage Advisors)
Designed for real-world use, these templates help you balance efficiency with empathy. Whether you need a formal message for your CRM, a warm check-in for anxious buyers, or a lighthearted note that makes them smile and hit “reply,” this prompt has you covered. You’ll also get subject line options and optional text message versions for quick reminders.
Prompt:
You are a mortgage advisor who needs to follow up with a client who hasn’t sent in their required documents. Please generate three different versions of the message — one professional, one polite, and one funny — each written in a way that maintains trust and encourages quick action.
Your emails should:
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Be short (under 150 words).
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Sound friendly, not pushy.
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Remind the client what’s needed and why it matters.
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Reinforce that you’re here to help if they’re having trouble sending the documents.
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End with a clear but courteous call to action (e.g., “Please send over your documents today so we can stay on track”).
Include in your output:
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Professional Version: Polished, concise, and reassuring — perfect for email or CRM follow-ups.
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Polite Version: Warm, empathetic, and understanding — ideal for clients who might be stressed or overwhelmed.
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Funny Version: Light-hearted but respectful — adds personality while keeping professionalism intact.
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Subject Line Options: 2–3 per version.
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Optional SMS Version: A 1–2 sentence text version for each tone (if the advisor prefers quick reminders).
Use the details below to personalize your result:
– Client’s first name (optional):
– Type of document(s) missing:
– Stage of process (pre-approval / underwriting / closing):
– Desired tone emphasis (lean more formal / relaxed / humorous):
– Signature style (full name, first name only, or “Team [Company Name]”):