Tool for advisors
Mortgage documents
Three email variants with a list of documents — each prepared for a different bank. Open the right one, copy it into your Apple Mail signature and send it to the client.
Email signature
General message
With documents for a bank
11 mortgage steps — individually
Step 1We collect your information
Step 2We design the best solution
Step 3We present the proposed solution
Step 4We submit the application
Step 5Credit register check
Step 6Property valuation
Step 7Compile and hand over
Step 8Awaiting bank approval
Step 9Signing the documents
Step 10Drawing the funds
Step 11Real estate tax registration
How to add as a signature in Apple Mail
How to add the email as a signature so you can send it to clients with one click.
1
Open Apple Mail
2
In the top bar click Mail → Settings…
3
Go to the Signatures tab
4
Click + and name the signature (e.g. "ČSOB documents")
5
Uncheck "Always match my default message font" — otherwise formatting will be lost
6
Open the right email variant above in Google Chrome (Safari and Firefox do not preserve the formatting correctly), select all (⌘A), copy (⌘C) and paste into the signature box (⌘V)