Mortgage brokers: share pre-approval and conditions-call times as text
Borrowers and listing agents often ask for a quick call inside a thread that already holds pre-approval letters and deadlines. When a rate lock is in play, a generic booking page feels slow and impersonal.
Generate free times from the calendar that holds other closings and underwriting calls, paste into the realtor or borrower thread, and send the invite after they pick. Disclosures and the LOS stay where compliance requires them.
Example email before an offer deadline
Example only — sample times, not live calendar data.
Before you write on Maple St, I can walk payment scenarios. Windows still open today/tomorrow (MST): Mon (9/28): 7:30-9:00am, 12:00-1:00pm Tue (9/29): 7:30-8:30am, 4:00-5:00pm 20 minutes by phone. If you are with your realtor, early morning usually works best. Sent with shareavailability.com/s
Practical tips
- 1
Protect lock-desk chaos on the calendar
When rates are moving and you cannot consult, mark those hours busy before generating.
- 2
Offer early windows when coordinating with agents
Many realtors can only talk before the first showing — widen morning hours for those threads.
- 3
Label pre-approval vs conditions vs closing
Borrowers pick better when they know whether they need 15 minutes or a full document review.
Frequently asked questions
Does this start a loan application?
No. It only lists free call times. Applications and TRID disclosures stay in your LOS.
Can realtors grab time on my calendar directly?
No. They reply in the thread so you can pull the right file before the call.
What if my assistant schedules for me?
They can generate from the Google account that holds your pipeline calendar and paste times into borrower or agent email.
Ready for your real calendar?
Sign in with Google — read-only access — and copy your free times in about ten seconds.
Sign in with Google