Email has become an essential tool for communication in the modern working world, and email etiquette is a must-know for any Mortgage Loan Originator (MLO). Good email practices can help build trust between you and your clients while also helping to ensure that emails are sent, received, and responded to quickly. In this article, we will discuss 10 rules of email etiquette that every MLO should follow in order to maximize efficiency and professionalism when communicating via email. From crafting clear subject lines to avoiding common email faux pas, these tips will help you make sure each email correspondence is done correctly. Let's jump right in!
1. Always use a clear and descriptive email subject line. This is the first thing your client will see when they receive your email, so make sure it accurately describes what you are emailing about. Avoid using generic titles like "Hello" or "Check this out."
2. Check your email address before sending an email. Make sure it is professional and includes only your name, not something silly or weird that could potentially damage your reputation.
3. Keep emails concise and to the point - avoid writing long blocks of text or rambling on about irrelevant details. If a conversation gets too lengthy, suggest talking over the phone instead to save time for both parties involved.
4. Proofread all emails for spelling and grammar mistakes before sending. This ensures that the email is professional and error-free, which can help build trust with your clients.
5. Avoid sending emails when you are angry or emotional - this can easily be misinterpreted by the receiver and cause unnecessary conflict. If you need to discuss an issue while feeling upset, it's best to wait until you have calmed down before sending an email.
6. Be polite and respectful in all email communications, even if responding to a difficult email or client request. Use phrases like "please" and "thank you" when appropriate to set a professional tone.
7. Always reply promptly - letting emails sit unanswered for too long can damage relationships and make clients feel unimportant or ignored. If you are unable to respond immediately, make sure to at least send an email acknowledging receipt of their message.
8. Avoid using all caps or excessive punctuation when emailing - this can come across as aggressive or unprofessional.
9. Use email signatures to easily add contact information and a personal touch to the end of each email.
10. If sending attachments, always double-check file sizes before hitting "Send" to avoid overloading someone's inbox with large files they might not be able to open or download quickly.
By following these 10 rules of email etiquette, MLOs can ensure that email correspondence is handled politely and professionally while also helping build strong relationships with clients and colleagues alike! Keep these tips in mind next time you are emailing and you'll be sure to have email success.