By the TAG-A-ROOM team. Color-coded moving labels, designed by real movers and made in the USA.
Most lenders think about a gift at closing. It's the big moment, everyone's at the table, and it feels like the natural time to say thanks.
Here's the problem. We run moving crews, and by closing day most borrowers are already boxed up. Some are moving that same day. A roll of moving labels handed over at the closing table is a nice thought, but the boxes are taped shut by then.
So most of our mortgage customers give their gift at loan approval instead. That's when the borrower knows the house is happening, and that's when the packing starts.
Why loan approval is the right moment
Think about where your borrower is when the approval comes through. They just got the news they were waiting for. The closing date is on the calendar. And now there's a whole house to pack.
That's the window where a moving kit does the most good:
- It gets used for the whole move. Labels go on every box from the first one to the last one.
- Your name is in front of them all week. Every time they grab the labels or the tape gun, they see who sent it.
- It shows up when the stress does. Packing is the hard part. A gift that helps with the hard part gets remembered.
As our mortgage page puts it: borrowers remember the people who made their move easier.
Closing vs. loan approval: a quick comparison
| Gift at closing | Gift at loan approval | |
|---|---|---|
| Where the borrower is | Often packed already, sometimes moving that day | Just approved, packing hasn't started |
| How much of the kit gets used | Maybe a few labels for the last boxes | The whole kit, start to finish |
| How long your name stays in front of them | A day or two | The whole move |
| What it says | "Thanks for closing with us" | "We know what's next, and we've got you" |
A closing gift isn't wrong. It just lands after the part of the move where a moving kit helps.
What to send
Here are the mortgage options we see lenders use most. You can find all of them on our mortgage companies shop page.
| Product | What's inside | Branding |
|---|---|---|
| Loan Approval Home Label Packs | 140 permanent color-coded room labels | Choose from 3 sayings on the front |
| Custom Branded Home Label Pack | 140 permanent color-coded room labels | Your logo and custom text |
| Custom Branded Move Organizer Pack | 132 removable labels: Pack, Move, Do Not Move, Donate, Fragile, Blank and Trash | Your logo and custom text |
| White Labeled Moving Kit A | 140 room labels, 50 alert labels, tape dispenser, dual-tip marker, 2 rolls of tape, 5 door ID tags, reusable gift box | Choose from 3 sayings, including "Congratulations on your loan approval!" |
| Moving Kit A | 140 room labels, 50 alert labels, tape gun, marker, 2 rolls of tape, a discount coupon for moving supplies, an inside thank-you card, 5 door ID tags, gift box | Custom flyer and outside thank-you label on orders of 5 or more, with your logo, email, phone number and company name |
If you want something small for every file, the label packs are the easy pick. Loan Approval Home Label Packs are made for this exact moment, and the Custom Branded Home Label Pack puts your own logo and text on the front.
If the borrower is downsizing, the Custom Branded Move Organizer Pack helps them sort before they pack. Pack, move, donate, trash. An organized move is a smoother move.
If you want a real gift box, go with one of the moving kits. White Labeled Moving Kit A comes with a "Congratulations on your loan approval!" option, and Moving Kit A can carry your own flyer and thank-you label when you order 5 or more.
How the labels help your borrower
This is the part that makes it a gift and not just swag with a logo on it.
Each room gets its own color. Master Bed, Kitchen, Living Room, Storage and so on. The borrower puts the matching label on each box as they pack. Then they put a door ID tag on the door frame of the matching room in the new house.
On moving day, whoever is carrying boxes just matches the color on the box to the color on the door. The crew doesn't have to ask where anything goes, and the borrower doesn't end up with kitchen boxes in the garage.
The alert labels in the kits cover the rest: This Side Up, Do Not Stack, Open First, Fragile and Heavy.
White Labeled Moving Kit A also comes with a parts box label. Once the kit is unpacked, the gift box becomes a box for TV remotes, cables and other loose parts. It's a small thing, but it means your gift box is still sitting in their new house after the move.
Drop ship it straight to the borrower
You don't have to store boxes at the office or remember to bring one to a meeting. A lot of our mortgage customers have us drop ship the move kit right to the borrower's door.
That works well with loan approval timing. The approval comes through, you place the order, and the kit shows up at their current home while they're still packing. Ask about drop shipping when you order, or email info@tagaroom.com.
Make it part of your marketing
The lenders who get the most out of this don't treat it as a one-off. They make it a step in every loan. Approval comes through, a kit goes out. That's how TAG-A-ROOM ends up working like an extension of their marketing team.
A few ways teams set it up:
Brand every pack. Custom branded packs carry your logo and text, so every borrower gets the same look.
Co-brand with a realtor. The custom branded label packs are made to co-brand with realtors or another service provider. If you work closely with an agent, you can split the gift and both names go into the house.
Add a coupon. We can put discount coupons for moving services and supplies inside the package.
Order in bulk. If you're closing a lot of loans, you're not ordering one kit at a time. Bulk pricing is available, and you can contact us for custom or bulk orders.
What our mortgage customers say
From Theresa Rome at Fairway Independent Mortgage Corporation: "I am a repeat customer many times over due to their excellent customer service and excellent products!"
From Carlie Kauffman: "Tagaroom has been essential in ensuring our client gifting process runs smoothly every week."
That second one is the real test. A borrower gift program has to work every week, not just once.
How to order
For custom branded products, you add your text and upload your logo (JPEG or PDF) when you order. If you have any trouble, email info@tagaroom.com and we'll get it sorted out.
For Moving Kit A, customization starts at 5 kits. You can pick one of our premade flyers and outside thank-you labels, or upload your own, and we'll add your logo, email, phone number and company name.
Working with realtors too? Our realtor moving gift guide covers that side.
FAQ
When should a lender give a borrower gift?
At loan approval. By closing, most borrowers are moving that day or that week and have already packed. A moving kit sent at approval gets used for the whole move.
What's a good loan approval gift?
Something the borrower uses while they pack. A branded moving kit or label pack goes on every box, so your name stays in front of them through the move.
Can I put my company logo on it?
Yes. The Custom Branded Home Label Pack and Custom Branded Move Organizer Pack carry your logo and custom text. Moving Kit A can include your logo and contact info on the flyer and thank-you label with orders of 5 or more.
Can you ship the gift directly to my borrower?
Yes. We offer drop shipping to your clients. Ask when you order or email info@tagaroom.com.
Is there a "Congratulations on your loan approval" option?
Yes. White Labeled Moving Kit A lets you choose from 3 sayings, and "Congratulations on your loan approval!" is one of them. Loan Approval Home Label Packs also come with a choice of 3 sayings on the front.
Are the labels removable?
The room labels in the home label packs and moving kits are permanent box labels. The Move Organizer Pack uses removable labels.
Do you do bulk orders for mortgage companies?
Yes. Bulk pricing is available, and you can contact us for custom or bulk orders.
Shop loan approval gifts
See the full lineup on our mortgage companies page, or go straight to shop mortgage packs. You can also browse all of our marketing gifts for loan officers, realtors and moving companies.
