of 4— Build Your Monthly Newsletter Prompt Template

What you'll accomplish

By the end of this guide, you'll have a repeatable monthly process that produces a professional mortgage market newsletter in under 15 minutes — so you actually send it consistently instead of skipping it when you're busy.

What you'll need

ChatGPT free, Claude free, or Gemini free
An email tool: your CRM's email feature, Mailchimp (free up to 500 contacts), or Gmail
A saved prompt template (you'll create this today)
Cost: Free

How-To Guide: Set Up an AI-Powered Monthly Newsletter Workflow

Step 1: Build Your Monthly Newsletter Prompt Template

The key to consistency is having a pre-built prompt you just update with current data each month. Create this template in Google Docs and save it:

Copy and paste this

Write a monthly mortgage market newsletter for my past clients and prospects.

TODAY'S DATA (I fill in):
- Current 30-year fixed rate: [X]%
- Current 15-year fixed rate: [X]%
- Fed note: [any recent Fed meeting news — 1 sentence]
- Local market note: [1 thing happening in your area — spring season, inventory, etc.]

FORMAT:
- Subject line: 3 options (one curiosity, one direct, one seasonal)
- Opening: 2 sentences — make it personal/seasonal, not "Dear valued client"
- Section 1: Rate update — what rates are doing and why (2–3 sentences)
- Section 2: One actionable tip for homeowners OR buyers (3–4 sentences)
- Section 3: Soft call to action — free rate check, reach out with questions
- Closing: Personal sign-off
- Length: Under 350 words total

TONE: Like a trusted advisor, not a company newsletter. Conversational.

Save this prompt in your notes app or Google Docs labeled "Monthly Newsletter Prompt."