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Mortgage - Postcards

Click HERE to view Expert Content Strategy Guide - Mortgage Postcards in a new tab (preview below).


Click HERE to download a PowerPoint version of this file.


Summary

Mortgage Postcards

A postcard toolkit for borrower education, engagement, and conversion.


The Mortgage Postcard Library includes 41 postcard assets spanning nine core mortgage topics: FHA loans, Jumbo financing, rate movement, refinancing, prequalification, pre-approval, loan officer introductions, referral requests, and mortgage check-ups. Each asset is produced in the relevant combinations of ordering methods (Direct Mail, Non-Direct Mail, and EDDM) and branding formats (single and cobranded), ensuring broad and consistent applicability across use cases.


Every postcard is built on its corresponding Expert Content postcard template, with full admin configuration options for branding, imagery, QR codes, and disclaimers. Each page of this guide outlines the postcard topic, supported ordering and branding types, and the exact template used—making it easy for teams to understand where each piece fits and how to deploy it.


*All communications should be reviewed prior to publishing the assets to end users.


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