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Top Tips to Improve Your Emails

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As a loan officer, your average day probably involves a significant amount of emails. And with so many of us working remotely these days, it may feel that you’re sending even more of them. Emails have become such an ingrained part of our workday that we rarely stop to consider how efficient or effective we are in our emails. Is there room to improve? If you ask yourself this question and are interested in strategies give your emails a boost, here are several tips that can help:

Utilize the Subject Line

While most people put something in the subject line, many don’t maximize this space. There’s a good chance that whoever you’re contacting, whether it’s a coworker or a client, has a pretty full inbox. Your subject line is a chance to grab their attention and break out from the noise. This doesn’t mean you should use all caps. Instead, take a few extra seconds to ensure that your subject line tells the recipient what to expect in the message and if there’s something you’d like them to do. This can help prevent your messages from blurring in with the rest.

Identify Your Focus

Especially if you’re hoping for a specific and prompt response, it’s essential to keep your email as clear and to the point as possible. Sticking to one subject per message can help make the incoming messages easier for your recipients to manage and respond to. So, when you start writing, quickly ask yourself what the focus of your message is. This can help you catch yourself if you start to go off track.

Format for Easy Reading

If you open up an email and see a wall of text, it’s understandable that you might decide to come back to it later. This, of course, isn’t what we want from our messages. This is why formatting is so important. Spacing out your thoughts and using bullets, bold, italics, and underlining are ways to make your message scannable. They make it so that when your recipient opens your message, they quickly see the important information.

Include a Call to Action

Included in that important information is often a call to action. What are you hoping to receive in response to your email? An email back? A phone call? Certain documents? A scheduled meeting? Whatever the case, it’s important to make this clear and simple for your recipient. If you’re asking for an email back, be specific with exactly what information you’re looking for. If it’s a meeting, offer some times that you’re available. The clearer this part of your email is, the more likely you are to get the response you want.

Ensure Email is the Right Medium

Finally, sometimes email isn’t the right medium for the message we’re sending. We get so used to relying on it for a significant portion of our work exchanges, but it’s important to consider if your message would be better delivered over the phone or via zoom. Maybe you need to tell a client about a delay in the process or perhaps you need to talk to a coworker about a specific challenge. If the subject matter might leave room for misinterpretation or misunderstanding, a more direct connection may be in order.

Do you have any other strategies to help your emails stand out? What makes you more likely to skip over an email in your inbox? I’d love to hear your thoughts!

Don Riggs

VP – Retail Market Leader

NMLS 132702



This is not an advertisement pursuant to 12 C.F.R. 1026.2(a)(2). This is informational, recruiting material intended for mortgage professionals only and is not for distribution to consumers or prospective applicants for residential mortgage loans. Cardinal Financial Company, Limited Partnership, NMLS ID 66247, is an Equal Housing Opportunity Lender. Corporate Address: 3701 Arco Corporate Drive, Suite 200, Charlotte, North Carolina 28273. Licensing information can be found at: