Email Marketing for Mortgage

Leads that don't convert immediately are valuable — if you know how to work them. With strategic email marketing and sales outreach, engage leads over time to increase your pool of potential borrowers. Kaleidico's expertise in email marketing for mortgage offers proven tactics to transform how you communicate with and convert leads.

Why Email Marketing Matters for Mortgage Lead Generation

Leads that don’t convert quickly aren’t useless. They’re actually the norm.

As consumers browse for solutions online, they may connect with a handful of lenders to gauge their options, all while learning whether they’re ready to move forward to solve their initial inquiry. Making a final decision takes time, especially related to a major investment like a home.

Lenders that don’t recognize this as a common scenario miss the chance to meet leads where they are and guide them confidently to a decision.

Although email marketing and ongoing lead outreach can seem like a daunting endeavor, with the right expertise, it becomes a simple and valuable way to refresh your lead supply.

Kaleidico offers proven tactics both for sales outreach and email marketing to help you engage leads on an ongoing basis. Stay top of mind and show up for your leads as the trusted lending solution they’ve been waiting for.

Guide, remind, and educate leads about your business, converting them into qualified leads, and ultimately satisfied customers.

Simplify email marketing with proven strategies. Connect with us to see how.

Your Email Marketing Toolkit: Sales Cadences, Email Marketing, and Growing Subscribers List

Leads often start with research, searching for answers to their questions before they’re ready to engage with a business directly or make a final decision.

This is where email marketing and sales cadences further your engagement with leads before they’re ready to get on the phone or after they’ve gone unresponsive.

Between sales cadences for initial outreach and ongoing lead nurturing, to email marketing tactics like a welcome series and weekly newsletter, Kaleidico helps you engage clients to guide them through the homebuying and refinance processes.

Leverage your content and reach more people, even if they become cold or unresponsive during the initial sales process.

Lead Management Sales Cadences and Email Sequences

We provide custom content for your initial outreach and ongoing lead nurturing needs using a proven library of email message, text message, and even voicemail drop scripts designed to work alongside individual loan officers’ assigned to leads.

Get these campaigns copy-and-paste-ready so you can simply add them to your lead management system.

Our sales cadences:

  • Are written as if they’re personal messages from the loan officer
  • Match your custom CRM statuses or workflows
  • Are designed to generate fresh leads from aged or unresponsive leads
  • Are intended to be sent from sales and marketing automation software

Outreach Mapping

We create outreach campaigns that you can use to work new leads.

Based on your lead management statuses and outreach sequences, Kaleidico maps and writes text messages, email messages and voicemail drop scripts for each status.

Lead Nurture Mapping

It’s common that leads don’t convert within the first 30-60 days. But if you stay top-of-mind, these “dead” leads can become your largest and most profitable source of fresh leads.

Leveraging our library of proven text message, email message and voicemail scripts, Kaleidico crafts custom lead nurturing campaigns to engage aged leads that were unresponsive or turn-downs and convert them into win-backs.

Custom templates for email marketing and lead nurturing

We also build custom, professional templates within popular CRMs so that you can easily email leads for outreach, as well as promotions and newsletters.

Leverage dynamic content and custom templates to deliver emails that are on-brand. Build trust in your ever-growing list of leads and email subscribers.

Grow your subscriber list and generate leads with lead magnets

Lead magnets are powerful tools for increasing engagement and conversions.

With a highly-valuable downloadable resource for your web visitors, you warm them up before leads are ready to connect with sales directly.

Kaleidico writes, designs, publishes and tracks pdf downloads that attract new email subscribers and even generate new leads.

How Lead Magnets Work

We design a custom landing page and CTAs for your lead magnet, matching your brand standards and seamlessly integrating it as a component of your existing website.

On the landing page, Kaleidico uses email and lead captures to build an email list for lead nurturing. Our proven lead and email subscription funnels capture lead information. These funnels can also be used with social media, SEO, blog posts, Google Ads, and display ad campaigns.

Smoothly onboard your new subscribers with an email welcome series that we build for each lead magnet. From there, an email newsletter sends subscribers your latest content on a regular basis to keep you top of mind.

An ongoing newsletter supports and guides your clients through the buying process and gives you content to leverage during the sales process.

Additional Marketing Tactics

Beyond our core services that generate leads and our email services for ongoing engagement, we also offer marketing add-on services.

These include the creation of custom well-designed direct mail pieces to target responders and social media engagement to build a presence where your audience is already active.

Connect with us to learn more about what marketing tactics are best for your business.

What Makes Working with Kaleidico Unique

By generating leads online for nearly two decades, we’ve become experts at building systems that support the customer journey. Of those many systems, email marketing is essential to reaching many of our clients’ lead generation goals.

Kaleidico’s proven email frameworks start with understanding your audience’s mindset, as well as your position in the market. From there we creatively craft and design sales and marketing tactics that engage leads.

Our marketing and sales outreach process is built from a holistic, human-centered philosophy — consumers find what they’re looking for and you gain business from engaged and qualified leads.

When you work with us, email marketing for mortgage strengthens engagement with a larger consumer base, bringing you more leads who naturally align with your lending services.

Our Process

Get Started with Discovery

It all starts with a simple conversation, which we call Discovery. We’ll get to know each other through discussions where curiosity is encouraged.

Together we’ll learn what makes you unique, your objectives and how to reach them, as well as the ins and outs of your business and your audience. 

Consistent Collaboration

When we work with you, it’s a true collaboration. Rely on our expertise as an email marketing and mortgage marketing agency, and we’ll support you in generating leads that work best for you. As we test new tactics, we’ll check in regularly to evolve the plan and ensure you’re getting results.

Ready to engage more leads? Tell us about yourself.

Get started with our Proven Content Marketing Plan

We’ve broken down our strategic content marketing framework. Optimize your marketing efforts to generate leads and reach more customers with efficient, effective, and sustainable content marketing.

Further Reading

Why Is A Content Marketing Framework So Important?

Creating a Content Marketing Strategy Guide

25 of the Best Mortgage Content Marketing Ideas