Hi(Accountant Name),

My name is (Name & Company Name). I’m working on (Client’s Name)’s mortgage loan. I’d like to review some of our suggestions with you and get your feedback.

I work in a very unique way by incorporating a financial adviser into my mortgage process. I always want to make sure the mortgage is integrated into the client’s overall financial plan. I’d like to set up a conference call or a zoom meeting so the 3 of us can discuss the best plan for our client. Would that be OK? Please let me know a convenient time for you? 

Sincerely,