Editable Mortgage Refinance Document Checklist | Mortgage Broker Marketing | Mortgage Templates | Editable CANVA | Instant Download | REFI
Ready-to-use pre-designed, customizable Refi checklist for mortgage brokers and real estate loan officers. Are you ready to make your lead magnets work for you!? This beautiful, modern-style handout is designed to help you increase engagement and convert leads to customers who leave fabulous testimonials of your service!
Edit your template in a way you feel best supports your marketing message and your personal brand: change the colors, edit the text, font, font size, backgrounds to your liking! Add your own pictures and logos and/or replace existing images as you please. Once your edits are complete, save your template and download it as a PDF file. Congratulations! You’re done! And of course, if you ever need to make any edits - easy peasy! Your file remains editable... forever.
Written and designed specifically for mortgage brokers and lending professionals, as well as those looking to refinance their homes, this checklist is sure to impress with simplicity, utility and beauty. Just a perfect tool for a resourceful and savvy mortgage broker in need of quick tools that can help educate and capture interest.
Save money and time and offer your clients ready-made solutions that are sure to make your marketing efforts shine!
What’s included?
❖ REFI document checklist, editable and customizable in Canva
❖ How-to guide to help you customize your posts to your exact needs.
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How Does This Work?
❖ Will You Be Shipping My Template?
As noted in the listing, this is a DIGITAL DOWNLOAD and therefore no physical item will be shipped to you.
❖ Downloading Your Template:
After you complete the order and your payment is processed, Etsy will take you to the download page where you will be able to download a PDF file.
The file contains the link to the template you have just purchased. You can also always access your template(s) by clicking “You” at the top-right of your Etsy screen. Select “Purchases & Reviews,” and find your downloadable file(s) there.
In addition, Etsy will send you a download link via email (the email you are using to access your Etsy account). If you need any additional help downloading your purchased digital file(s), please visit Etsy’s help center: https://www.etsy.com/help/article/3949
❖ Editing Your Template:
Click on the “CLICK HERE” link in the PDF you have downloaded from Etsy. The link will lead you to Canva, where you will be able to edit your template. Edit your template in a way that you feel best supports your marketing message and your personal brand: change the colors, edit the text, font, font size, backgrounds to your liking! Add your own pictures and logos or replace existing images as you please. Once your masterpiece is ready, save your template and download it (or post directly if your Canva is linked to your Instagram account). Congratulations! You’re done!
As mentioned in the listing, we have designed this template for you in CANVA. COMMON KNOWLEDGE OF CANVA REQUIRED
❖ I Need Help
If you have any questions or experience any problems whatsoever with your template, please feel free to contact us at any time! We completely stand by our product and are always happy to help.
❖ Can You Customize My Template?
We typically do not accept custom orders, but we may be able to create a listing for just your unique needs, at an additional cost. Feel free to reach out to us and let’s have a chat about your needs!
❖ Are You Affiliated with CANVA?
The sale of this template is not affiliated with Canva in any official or partnership way.
❖ Can I Return My Template for a Refund?
Given that digital items are delivered to you electronically within minutes of your order and payment, we are unable to offer refunds, returns or exchanges. No exceptions.
❖ Does Your Template Meet My State’s Standards?
All products are for personal use only. You are responsible for ensuring that your template is in accordance with your brokerage’s marketing policies and rules, as well as any and all of your specific area or state’s legal requirements and standards.
❖ What You May Do With TemplatePad.Shop Templates
Permitted standard uses of our templates include changing the template in any way for use in creating products for your PERSONAL business. You may use the template you have purchased from us for one (1) social media account (whether personal OR business), one (1) website or blog. Our templates are copyrighted and MAY NOT be shared or resold.
❖ What You May Not Do With TemplatePad.Shop Templates
You may not distribute these templates in any manner, including: selling, sub-licensing, giving away for free, or as a package of products or services not approved by and otherwise competitive with the Licensed Asset. In addition, you may not allow more than one user access to any items downloaded/purchased from TemplatePad.Shop to create projects for personal or commercial use.
❖ Printing Responsibility Limitation
TemplatePad.Shop will not be held responsible for any errors that may occur during the printing of any of the templates you have purchased from TemplatePad.Shop.
❖ Check Out Our Shop
Our award-winning team of designers, copywriters and social media gurus is ready to put their skills and talents at your service. With TemplatePad.Shop, your marketing efforts are in excellent hands! We specialize in capturing brands and telling stories that sell. We write and create content that helps our clients transform leads into business. Our expertise primarily focuses on helping real estate professionals stand out from the crowd! We promise that our hours of endless work will help your brand shine. If in our shop you don’t see something you may need, send us a quick note and we will be happy to put it together for you.