Shopping Lenders and Preapprovals: HMLs and Refinancing

[Jewel B.]

Happy Tuesday everyone,

It is time for me to reach out to HMLs, as well as potential lenders for the refinancing portion of BRRRR, in order to find the best fit and get preapproved. I'd like to know the best method of doing so - phone call? Online contact form? E-mail?

Should I have some time of e-mail drafted that I can blast out to several different potential lenders to see if they can help me at a glance, without having to fill out a ton of applications right off the bat? If so, what should I say and what kind of information should I include?

Thanks!