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Mortgage Borrower Doc-Request Email

A polite chase email listing outstanding mortgage documents at a specific milestone. Not financial advice.

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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.

Last updated: 2026-06-28