Send a mortgage brochure after the advice meeting — before the competition calls
Clients compare three advisers at once. A printed brochure with your proposal, an explanation of the interest rate and your personal approach stays on the kitchen table while emails disappear.
Order now and it lands on the doormat within 2 working days.
After the first meeting, the client wants to go through the proposal at home with their partner. A mortgage brochure sent after the meeting, covering the interest rate, monthly payments and terms, stays on the table; a PDF among the bank emails does not. Slim Folderen prints the advice brochure one copy at a time. Financial advisers and insurers have their own pages; this page is about mortgages after the intake meeting.
Why mortgage advisers need physical follow-up
Email gets lost among bank emails
Your mortgage proposal competes with dozens of bank and insurance emails a day. Physical post does get opened, and stays in sight while the decision is being made at home.
Decisions are made together
The advice meeting is with one person, but the mortgage is discussed by two. A brochure on the kitchen table makes that conversation concrete and easy to compare.
Follow-up after the meeting gets put off
Advisers are busy with new applications. The brochure after the intake meeting is postponed or forgotten. With Slim Folderen, you send it within a minute of the appointment.
How Slim Folderen works for mortgage advisers
Upload your advice material, connect your calendar and send straight after every meeting.
Upload your mortgage leaflets and brochures
Put your standard mortgage explanation, interest rate overviews and services brochure in the library. Choose the right version for each type of client.
Send after the advice meeting
Open the dashboard or the Calendar Assistant, then select the brochure and the client's address. One click, and it is on the doormat within 2 working days.
Automate through your CRM
Connect your advice software, such as Adviesbox or Hypact, or your own system via webhook. When the status changes to "intake completed", the welcome brochure is sent automatically.
Manage per adviser
Set budget limits per employee or office. That way you keep control of print spending without losing flexibility.
Use cases for mortgage advisers
Brochure after the first advice meeting
Send an overview of your services, the mortgage process and your contact details straight after the intake; it arrives at the client's home within 2 working days. Trust that starts with the first impression.
Mortgage proposal follow-up
Once you have drawn up the proposal, you send a printed version with interest rate scenarios and monthly payments. The client can discuss it in concrete terms with their partner.
Refinancing campaign
Approach existing clients whose fixed-rate period is coming to an end with a personal letter and an up-to-date interest rate overview. Proactive advice that shows your value.
Guidance for buying from a distance
For clients who are considering a home but have not viewed it yet: send a brochure about the buying process and financing options.
Related
Financial advisers
Send financial advice by post: an investment brochure or annual review after the meeting. From 1 copy. Not for mortgage leaflets or annual accounts.
Insurance advisers
Insurance advice by post: policy explanations and renewal letters. From 1 copy, on the doormat within 2 working days. Not for mortgage or wealth advice.
Estate agents
Property brochure printing for estate agents: an A4 sales brochure per property, sent after the viewing. From 1 copy, always the latest PDF, by PostNL.
A4 brochure printing
A 2- or 4-page A4 leaflet or brochure, addressed to your client, from a single copy.
Frequently asked questions
How quickly is a brochure delivered?
Orders that come in on a working day before 3 pm are printed the same day. Within the Netherlands, PostNL delivers them to the doormat within 2 working days.
What is the minimum quantity I can order?
A single copy. There is no minimum order. You only pay for what you send.
Can I keep several brochures in my library?
Yes. Upload as many PDFs as you like per product, service or campaign. When something changes, you only replace that file.
Can I offer different brochures for each type of mortgage?
Yes. Upload separate PDFs for, say, first-time buyers, remortgagers and business mortgages. For each shipment, you choose the right version.
Your mortgage proposal on the doormat within 2 working days
Create a business account and send your first advice brochure within 10 minutes.