Mortgage Broker Cutting Board Program2023-10-15T19:40:22-04:00

We look forward to hearing from you!

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    *Hotmail users - please use the optional phone field to leave your number as our response messages often land in spam folders.

    Example Personalized Client Thank You Gifts

    Synergy Mortgage Group Closing Gifts Engraved Cutting Boards

    Mortgage Brokerage Cutting Boards

    How it works:

    • Your Logo

      • Artwork setup is included.  You can include any / all of the following:
        • Your logo
        • Your website domain / URL
        • Your name
      • We require logo files to be sent to us as high-resolution, vector-based graphics (Adobe Illustrator or .EPS file)
    • Shipping:

      • $12 / board flat rate – Ontario
      • $17 / board flat rate – Rest of Canada
    • Thank You Letters

      • If you would like to include any standard thank you letters with your order for your clients to receive – we can work together to adopt a system that works best for you so that it’s one less thing on your plate.
    • Here is an example of an order with notes:

      • Personalized Cutting Board #1:
        • Cutting Board Template Name + Your Client Name(s) to engrave on the board
        • Your client’s names & address for shipping
        • Any special notes: i.e. Do not ship until “x’ date, etc.
      • Personalized Cutting Board #2:
        • Cutting Board Template Name + Your Client Name(s) to engrave on the board
        • Your client’s names & address for shipping
        • Any special notes: i.e. Do not ship until “x’ date, etc.
      • And so on…
    • Common Process

      • Similar to realtors, mortgage brokers often prepare custom personalized orders in a batch to be shipped directly to their clients
        • Ahead of an order, a list can be emailed to us (as per the email orders notes example above) with cutting board customization details & client addresses.
        • We will then send a custom link for order confirmation (including all boards + shipping fees).
        • Once the order is confirmed, we prepare a digital proof for approval for the entire order (each individual board) before engraving.
        • Once the digital proofs are approved, we ship the board out separately to each of your clients.
      • Several of our mortgage broker clients also provide us with a standardized thank you card, business card, and fridge magnet that are then packaged up together with their custom cutting board for each of their clients.  There is no additional charge for this service if the thank you cards, magnets and business cards are provided.

    Trusted by:

    Synergy Mortgage Group Closing Gifts Engraved Cutting Boards

    Synergy Mortgage Group

    Personalized-Cutting-Boards-Royal-LePage

    Mortgage Intelligence  – Sharon Loaring