Buyer Mortgage Lender & Vendor Pack Template

**All products include tax. Upon purchase you will receive an email instantly to download, open and use the template. All templates come with a short how-to video.**

Our Buyer Mortgage Lender & Vendor Pack Template helps realtors simplify real estate transactions that can often be complex, especially when multiple lender and vendor parties are involved such as mortgage lenders, cleaners, movers, handymen, roofing, flooring, and other vendors for your buyer client.

Start focusing on lender and vendor offerings for increased client service. This template could help:

✅ enhance customer service quality – presenting this mortgage lender & vendor pack to buyer clients will guide them in the buying process
✅ assist in providing a streamlined product offering – one document that includes all mortgage lender and vendor information in a single pack
✅ provide a centralized documentation process – an important resource for buyers that saves them time and energy during the buying process
✅ create another clear step in your realtor client journey, supporting effective communication and direction
✅ save valuable time with pre-written sections – simply adjust or change the written and image sections to your brand, saving you hours

What’s inside the template:

18 professionally designed pages, including:

• Trusted Lenders – Ranking, Contact Information, & Justification of Ranking
• Trusted Attorneys – Ranking, Contact Information, & Justification of Ranking
• Trusted Vendors – Ranking, Contact Information, & Justification of Ranking Across 12 Different Vendor Types
• A Statement for Each Category Above
• Notes
• A call to action + contact info + social media info – and more!

Eighteen fully editable Canva pages that can be updated quickly to reflect your realtor brand, then printed, shared, or sent.

Your purchase includes an instructional video showing you how to customize this template for your business.

Why realtors love this template:

✅ Provides realtors with a vital tool to show buyers a list of recommended lenders and vendors essential to the buying process
✅ Helps realtors give clients verified and trusted recommendations
✅ Detailed, straightforward, and easy-to-understand format
✅ Improves customer service by providing another effective tool to stand out from the competition
✅ Allows realtors to tailor service offerings in a clear, well-documented lender and vendor pack
✅ Helps narrow down the best lenders and vendors, reducing confusion and guiding buyers on how to proceed
✅ Offers another way to deliver exceptional value to your client base
✅ Can be used digitally or printed

Additional ways to use this template:

✅ Leave behind a printed version at the end of your meeting so clients can review it later
✅ Use it virtually (on an iPad) or with a paper copy in hand
✅ Attach it to a follow-up email to share a digital version
✅ Use it to encourage continued communication with the client

Good to know items:

⭐ Works with the free version of Canva
⭐ One-time purchase – reuse again and again with different clients
⭐ No ongoing subscriptions or recurring fees
⭐ Fully editable Canva template – edit fonts, colors, layouts, images, sizing, and even language with drag and drop
⭐ Saves you hours compared to creating a lender & vendor pack from scratch
⭐ Includes a free step-by-step setup instruction video
⭐ Delivered instantly to your email with the template link and instructional video
⭐ Can be emailed, printed, or presented from your iPad – you choose what works best
⭐ Realtors also purchase this template alongside the Seller Vendor Pack

Change prices to your local currency using the dropdown menu in the footer.

This product may qualify as a tax-deductible business expense, but please check with your accountant if you are unsure.

This is a digital product. All sales are final.