Mortgage Borrower Doc-Request Email
A polite chase email listing outstanding mortgage documents at a specific milestone. Not financial advice.
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What you get
A polite mortgage progress chase email listing outstanding documents at a specific milestone in a professional, direct and warm tone, delivered in text format for £1.00.
Who it's for
- Mortgage brokers needing to chase clients for documents
- Estate agents helping clients with mortgage applications
- Financial advisors assisting with mortgage progress
- Homebuyers awaiting mortgage approval
Use cases
- Sending a follow-up email to a client who has submitted their mortgage application
- Chasing a borrower for missing documents at the valuation stage
- Requesting additional information from a client during the mortgage process
- Informing a client about the next steps in their mortgage application
- Politely asking a client for outstanding documents to progress their mortgage
FAQ
how do you write a mortgage progress chase email
You write a mortgage progress chase email by clearly stating the current milestone, listing the outstanding documents needed, and including a polite request for the client to provide them. The email should be professional, direct, and warm, without being pushy.
what is the best way to chase a client for mortgage documents
The best way to chase a client for mortgage documents is to send a personalised email that references the specific documents needed and the current stage of the mortgage application. This email should be concise, clear, and polite.
how many follow up emails should i send to a client
The number of follow-up emails to send to a client depends on the individual situation, but it's generally recommended to send a follow-up email after a reasonable period of time, such as a week or two, if you haven't received a response. The email should be brief and to the point, and should not be repetitive or pushy.
how do i write a polite email to a client
You write a polite email to a client by using a professional tone, being clear and concise, and avoiding pushy or aggressive language. The email should be personalised to the client's situation and should include a clear call to action.
Sample output
Subject: Mortgage Application Update - Awaiting Valuation We have successfully submitted your full mortgage application and are now awaiting the valuation stage. • 3 months payslips • Latest P60 • Proof of deposit To proceed, please provide the above documents by the end of the week so we can move forward with your application. Thank you for your prompt attention to this matter. Not financial advice
Last updated: 2026-06-28