January Settlement Statement Letter

JAN 15, 2013 4:39pm ET

My assistant is getting all of my settlement statement letters ready to send out and I don't think I ever shared this letter here on the blog. If you have done this in the past—here's your reminder to get it out soon!


Dear (2012 purchase client)

Thank you for the opportunity to help with the mortgage financing on your new home in 2012. For your convenience, enclosed is a copy of your HUD settlement statement. You may want to take this to your tax preparer when you do your taxes, as some of the costs associated with buying a home may be tax deductible. Security Home Mortgage is one of the leading lenders in Utah, and as your personal loan officer, I want to continue to service all your mortgage needs. I appreciate the loyalty and support of friends and customers and will constantly work to serve you better.

For years I have based my business on the fact that the highest compliment I can receive is a referral from a friend. Enclosed is a business card for you to pass on to a friend or family member. Your referrals are greatly appreciated. Please feel free to call me at any time if I can be of further assistance.