Mortgage Broker Proposal Template

Easily customize this mortgage broker proposal template and send it online to impress your clients and get more proposals signed.

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The original language of this template is English, but you can always use the translated text.

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Prepared For Mr. Duke Vargas

Mortgage Broker Proposal Template


Do you want a mortgage that is right for you and your needs? Do you want to free up some capital? Well, if you do, then we are here to help. 

A Team That Cares
[Company Name] is the mortgage broker you didn’t know you needed. We offer an award-winning service that leaves all our customers feeling like they have a second chance with their mortgage. 

Don’t Wait Any Longer
Instead of going to the bank or another broker, come to us! At [Company Name], we can help all of our customers get the mortgage that they deserve. 

No Stone Is Left Unturned
Every time we give out advice, you can be assured that it has been carefully thought about because we understand that this is your life. Every team member has years of experience with mortgages, so we will always give you the best advice. 
That is why we also go the extra mile to ensure every customer is happy because we’re not linked to banks or building societies. Instead, we are here to ensure that you have all of the options you need regarding your mortgage. 

Grab That Phone
What are you waiting for? Call a team member today to start talking about the mortgage you need and how we can help you!


[Company Name] is here to help you with your dream home. Getting the right mortgage for your home is a massive risk, and it’s a financial commitment that many people are scared about. We get that; that is why we give you no-nonsense advice. 

Leave the Nonsense at the Bank

Many other mortgage brokers will give you the wrong advice or keep talking to you in circles instead of giving you what you need here. However, the team at [Company Name] doesn’t do that. We specialize in a few different mortgage aspects like:

  • Help to Buy
  • First-Time Buyer Mortgages
  • Buy to Let
  • Remortgaging
  • Relocation
  • Solicitors
  • Commercial Mortgages
  • Investment and Insurances

No matter what your mortgage need is – we can help you sort it. Everything you tell us will be discussed in length, and we will give you the best possible option. This is your mortgage, so we want to ensure that this will be right for you. 

About the Company

We Have Families Too

The team at [Company Name] is full of family-orientated people. That is why we understand the stress that comes with a mortgage. We want to help families just like our own, which is why people always get the best service from us. 

Experience to Match

On top of helping families, we have experience. Every member of the team is licensed and registered with governing bodies, so you know that you’re working with people who follow the rules. Also, we have experience. With over [x] years under our belts, we know more than enough things about mortgages. 

We Keep Learning to Better Help You

However, it doesn’t stop there! We believe in continuously learning about the market and how we can better help our customers. Our team is also continuing with professional development courses because we know that will greatly help our service to you. 

What our clients say

Amazing service! [Name] helped us with our mortgage. After giving us all of our options, we were able to make the best decision for us!” – Bethany and Alex Dyer

I had to get a remortgage done, and I was nervous, but [Name] helped me out. They made it so easy for me to do, which is something that I’ve never experienced before!” – John Luke

The team cares about you and your mortgage. That’s something that impressed me. I think because they know what it’s like to go through this experience, they look after you every step of the way!” – Anna Joan

Mortgage Fees

At [Company Name], we believe that everyone deserves to have the home of their dreams. That is why our fees and commissions are competitive compared to other brokers. Also, we like to keep everything transparent because we don’t want you to be surprised by anything at the end. 

To learn more about our fees, you should contact a member of our team. A short snippet of our fees is below:

Standard Consultation[Price]
Mortgage Deal[Price]

How to Get Started

It’s Time to Start!
We want to help you get the home of your dreams or even get that second mortgage. If you’re ready to work with a passionate, reliable, experienced, and knowledgeable team, then fill in the form below. 

A member of the team will get in contact with you about your inquiry as soon as possible, so you can get the ball rolling on your new life! Also, you can call us at [x]. 



Prospero team


Mr. Duke Vargas