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Reminder to file Mortgage Homestead Exemption Email Example

Copy and paste this template into your message body and personalize to fit your style. If using in Shaker, be sure confirm all of the suggested merge fields have been created in your account.
Subject: Important Reminder to File Tax Exemptions

Hi {{ contact.firstName }},

I hope you have been enjoying your new home! It is time to remind you to be sure and file for your Homestead Exemption if you haven’t already. To claim the exemption, and to receive a discount on your property taxes, you must make a one-time filing with the county assessor where the property is located.

You received these instructions in your closing packet from the attorney. Should you have any questions, please contact the closing attorney’s office or the <ENTER COUNTY> Tax Assessor’s Office @ <ENTER PHONE NUMBER> or visit them in person at <ENTER ADDRESS>.

Please don’t hesitate to contact me if you have any questions regarding this.

Sincerely