5 Thank You Note Templates for Loan Officers

When was the last time you took a moment to send a thank you note to a lead, customer, or someone who referred business to you? Of course, you’re appreciative of their business or kind recommendations, but you’re also extremely busy and the last thing on your mind is sending thank you notes.

Plus, what would you even say in your message to them? You’re well-spoken, but you don’t necessarily consider yourself a writer. 

Here’s the conundrum: not writing thank you notes makes you feel ungrateful, but the idea of writing them causes anxiety.

There’s no need to worry. Here are five thank you note templates for loan officers who want to share their gratitude. Simply copy and paste them in an email, and you’ll be ready to go. Oh, and while you’re writing, try to add in some personal details to make the letters feel truly customized. 

1. For potential clients you’ve just met or spoken with

Dear [First Name],

Thank you for taking a moment to reach out and inquire about potentially working with me as you purchase a new home or refinance the home you love. I know this process can be confusing, so don’t hesitate to reach out with any questions you may have.

I also know that you have many options of loan officers you can work with, and I’d like to be the person you choose. 

Here are a few testimonials some of my recent clients have shared. I hope their words help to convince you that working with me is a smart decision.

[Insert testimonials]

I hope to hear from you soon,

 [Your name]

2. For potential clients who just closed on a home

Congratulations, [Client’s first name],

I’m so pleased to have played a role in the purchase of your new home. As you’re beginning to settle in, I’d like to take a moment to thank you for working with me. Clients like you are invaluable, and I’m so grateful our paths crossed.

Enjoy your home and all the memories you’ll make there.

Best, [Your name]

P.S. I hope you’ll pass my name along to any friends or family looking to purchase or refinance their home!

3. For clients you’d like a recommendation or referral from

Hello [Client’s first name],

I just wanted to take a moment to let you know how much I appreciated working with you. 

[Insert some sort of compliment here, such as “Your organizational skills made this process run so smoothly” or “You were so easy to communicate with every step of the way.” Try to personalize this to the client for maximum effect.]

If you have a moment, would you be willing to recommend me on [insert site and make sure to hyperlink to the site to make it easier for your client]? I would appreciate that so much.

Congrats again on being in your new home!

[Your name]

4. For clients a year after their house closed

Hi, [Client’s first name],

You’ve been in your “new” home for an entire year now. I’m writing to wish you a happy anniversary, and let you know that I hope you’re settling in well and making memories there to last a lifetime.

I’m so fortunate to have worked with you during your home-buying experience, and I’d love to stay in contact in the future. If you or one of your friends or family members are ever looking to buy, sell, or refinance your home, I sincerely hope you’ll reach out to me.

Here to help, [Your name]

5. For colleagues who referred business your way

Good afternoon, [Colleague’s first name],

I wanted to take this opportunity to thank you for sending [client’s full name] my way. It’s been great working with them.

 I’m so lucky to work alongside such great people — like you. If I can return the favor in any way, don’t hesitate to ask.

Thanks, [Your name]

Copying these thank you note templates will only take a moment of your time, but sending them to your clients, prospects, and peers will leave a lasting impression.