Get Capital email templates

Updated by Caroline Pollard

Courtesy of Get Capital

To become accredited with Get Capital, please follow instructions below...

Complete Get Capital form and return to MLB Accreditations

Even in these uncertain times, the best brokers are proactive with their referral partners and clients. Simply informing your database on what you can assist with from time to time will spark conversations, driving future opportunities.  Below are 3 non-branded templates that can be the beginnings of a newsletter, email blast to your network or even content for your social media.

See Attached Marketing Templates for: 

  1. Overdraft
  2. Asset Finance
  3. Business Loans

For those unsure on where to start, see below a few of simple tips: 

  • Create an email list for your self employed clients in Microsoft word for example 
  • Copy and paste 1 of the 3 templates into the body of email, tailor the email content to your audience if necessary
  • Copy and paste that list of email addresses into the Bcc field
  • Send away
  • Follow up with a phone call within 2 business days

For information on how to add email templates to Chief, please refer here


How did we do?