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I’ve been in and around the mortgage business for over twenty years. 

Along the way, I’ve collected a bunch of go-to mortgage marketing ideas. These are little tips and tricks that I often pass along or use to jumpstart my mortgage marketing plans for my clients – mortgage lenders and loan officers that I talk to daily.

In this monster list of mortgage marketing ideas, you’ll find out how to generate a consistent and steady flow of high-quality mortgage leads without having to spend a fortune.

Jumpstart Your Mortgage Marketing Strategy

Kaleidico has over 15 years of mortgage marketing lead generation experience. Schedule a discovery session to learn how we are moving our clients into the consumer direct market.

Here’s the basic formula before we even dig into any specific mortgage marketing ideas.

  1. Build awareness for your brand – corporate or personal – engage in local and digital activities that raise your profile
  2. Borrowers want to engage online first – remember this and make it easy for them to find you and start their mortgage process online.
  3. Make it personal – enable each borrower on a personal level
  4. Scale yourself and your brand with technology
  5. Follow-up, using content, forever!

Now, let’s dig into our ten pillars of mortgage marketing and 50+ individual mortgage marketing ideas.

(If you’re looking for more of a mortgage marketing plan – Check out my 90-day Mortgage Marketing Plan.)

Build a Personal Network

Their referrals sustain all successful loan officers. Leads are essential and necessary to build your database, but a solid base of referrals should be your foundation.

If you’re a lender, make sure you’re advocating this ethos in your branches and call centers. 

Here’s how to build that foundation.

1. Email friends and family

Friends and family are always your first and best source of mortgage leads. Send email and Facebook messages around to all your friends and family to let them know you’re in the mortgage and real estate business.

Put this on your calendar to touch base at least a couple of times a year. 

Don’t forget to ask for referrals too.

2. Teach financial advisers about mortgages

Financial advisers are one of the best referral sources you can cultivate. They are working with affluent clients, and they rarely think about those clients’ mortgages. Yet, those mortgages could be a huge source of additional wealth they could be managing in the future if they all it to their financial planning process.

Financial advisers typically only meet with their clients a few times a year to review their financial plans. These meetings are my favorite starting point. 

Create a simple email template that goes something like this:

Subject Line: Things to review on your next client call…

Hi {first_name}!

As you prepare for your next client financial review meeting, you might want to ask these questions:

  • The market has been on a crazy ride as a result of COVID-19. 10-year treasuries dumped below 1% at one point. This sent mortgage rates to the lowest levels ever. Did they refinance during the period? If not, they might want to check rates against their current mortgage rate.
  • Rates are moving up. If they are thinking about any significant home improvements or paying down some higher-interest debt, they might want to do that cash-out refinance now. So they don’t have to draw down other assets.
  • Finally, if they are over 62 and haven’t thought about long-term care, they might want to start educating themselves on reverse mortgages. This is a common strategy for paying for assisted living or memory care.

Let me know if you have any questions.

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Beyond this little trick, offering regular mortgage webinars for their book of business could be another interesting angle.

3. Introduce yourself to real estate agents

This is a no-brainer, and most of you have been told this over and over. If you start generating a fair number of leads, you can make this networking more fruitful.

Also, notice above that I always start my networking conversations with, “I’m in the real estate and mortgage business.” Keep in mind that everyone wants a home, not a mortgage. By introducing yourself in this way, people will come to you when they are selling their homes as well as buying. 

Handing a real estate agent a new listing is better than hundreds of boxes of donuts.

4. Teach personal finance classes

Teaching is one of the easiest ways to sell anything. As a mortgage broker or lender, think of all of the things you know about personal finance? These are topics that the average person struggles with – credit scores, managing debt, budgeting, saving, investing.

My favorite way to get in front of lots of potential borrowers is by teaching Financial Peace University. Financial Peace University is a well-respected personal finance curriculum and often sought out by name. 

Become a certified FPU coordinator, and Dave Ramsey’s brand and organization will fill your classes. If you do a good job, you will invariably generate new leads and referrals from your students.

5. Teach people how to improve their credit score

Credit scores often crush homeownership dreams. Yet, a little education, coaching, and effort can raise almost any credit score. Customers that you are running through your credit improvement content become a great sales pipeline builder.

Create a step-by-step guide to resolve common credit issues. Add to this guide some cheatsheets to some skills that often improve credit scores:

  • Paying off debt faster, using the snowball method 
  • Budgeting basics 
  • Savings tips and tricks 

6. Coach your clients and partners on how to give your referrals

Everyone always talks about referrals, but no one tells you how to get them. 

The most important part of referral building is coaching your friends, family, and past clients to give you great referrals.

Here are a couple of my simple tricks.

  • After a successful loan approval or cleared to close, simply ask: “Do you know anyone else like you that is thinking about buying a house or refinancing right now?” So often, circles of friends are talking and doing similar life events at the same time.
  • When you introduce yourself to someone new, tell them you’re in the real estate and mortgage business. Then say, “Hey, what’s your number? I’ll send you a quick text message in case anyone asks you for your real estate and mortgage person.”  When you text them, send them this message: “{your first and last name} your real estate and mortgage guy|gal.” Guess what when they search on their phone for real estate or mortgage? Guess who is going to pop to the top of the search results? Yep, you! 

Create a Mortgage Website

Everyone needs a home base. Whether you are a loan officer or a lender, your customers will start with your website. Make sure that it is professional and full of good guidance. 

Questions left unanswered force your prospective borrower to go back to Google and likely land them on a competitor’s website. 

7. Start simple, but get a website up and running

Whether you are a single loan officer or a multi-branch, national mortgage lender, get your website up and running. More importantly, get your website designed and serving your prospective customers. 

Here are the top things that mortgage customers expect from your website:

Your loan officer page – a simple but helpful loan officer profile page containing your NMLS number, contact information, and an online loan application.

Mortgage lead form and phone number – a progressive web form that quickly collects some initial qualifying information and contact information. You can use Typeform or something custom, like Gravity Forms on WordPress.

Mortgage rates – don’t freak out these don’t need to be loan rate quotes, just general rate trends – national trending 30-year and 15-year mortgage rates and 10-year treasury rates—something like this mortgage rates page.

Mortgage calculators – these should be simple mortgage payments, loan comparison, and refinance calculators. 

8. Have a loan officer profile page

I already touched on this as an essential element of your website presence. But, I want you to leverage and focus some attention on this landing page. Here are some critical features you want to get perfect.

Take a high-quality, professional, and friendly photo of yourself. Ideally, take it outside (early morning or late afternoon will give you the best natural lighting) with a relatively solid background. Using portrait mode on your smartphone against a backdrop of green trees can create an excellent photo.

Write up a bio that is informative, customer-focused, and reflects your personality. Here is a template that I often use with clients:

I’ve been a mortgage loan officer for [XX] years. During this time, I’ve prided myself on delivering exceptional service to each of my clients. I enjoy advising and guiding folks through an often confusing mix of numbers, rates, and terms to help them select the best loan options for their situation.

My knowledge and experience in helping hundreds of home buyers and homeowners through home purchases and mortgage refinancing is your advantage. Whether your a first-time homebuyer or a seasoned homeowner, I look forward to delivering your best mortgage loan option and experience.

Here are just a few of mortgage situations and loans that I specialize in:

  • Conventional purchase and refinance
  • FHA Streamline and purchase loans
  • VA IRRRL refinance and purchase loans
  • Special physicians’ mortgage loans
  • Jumbo loans
  • Second-home and investment properties
  • Self-employed borrowers

When I’m not helping my clients finance their homes, you can find me …

If you have any questions, please feel free to contact me at any time.

Make sure that you have complete contact information. I recommend adding your direct cell phone number. Don’t be afraid. I have had my cell phone published on the internet since 2005 with no issues but lots of business.

Finally, make sure that you have a link to your online loan application link. Folks are so conditioned to filling out web forms; they’ll happily complete the 1003 application for you.

9. Have a local branch page

Don’t forget to leverage your location. Customers have liked to work with their local businesses and professionals. Google gets this too and rewards the local companies with preference in search results. So, make sure that you have a branch landing page for each of your locations or where there is a nexus of loan officers.

Something like this:

10. Create a reviews page

One of the top searches for any mortgage lender is “[mortgage lender name] reviews.” Make sure you have a page by that name, and you’re sure to rank on page one for that search instead of some random Yelp, BBB.org, or other random reviews website.

Curate your best reviews and post them on your website or loan officer profile page.

11. Set up Google My Business

Google My Business is the centerpiece of how Google returns the “best option” in searches for local service providers.

Set up your Google My Business listing and fill out your complete listing. Then regularly add new pictures and posts to keep it fresh and accurate. Google loves this.

Use Facebook

Everybody uses Facebook. You likely have an extensive list of extended friends and family networks already captured and tuned into your posts. In a lot of ways, Facebook can be a social CRM.

Here’s how to get Facebook working for you.

12. Create a Facebook Page

The quickest way to let everyone in your community know that you are the go-to real estate and mortgage professional in your community is Facebook. You already have all of your extended friends and family network following you. A simple post about the real estate market or mortgage rates will tune everyone into you and yield a few referrals each month.

Now, let’s take it to the next level.

Set up a Facebook Page. A Facebook Page differs significantly from a personal Facebook profile. Whether you are a mortgage lender or an individual mortgage loan officer, you want to have a page to advertise and boost posts for your business.

13. Go live on Facebook

The secret to success on Facebook is lots of content. One of the easiest ways to pack your Facebook Page with content is to turn on your camera, go live, and start talking about personal finance, real estate, and mortgages.

A few consistent winning Facebook Live topics include:

  • Open house walk-throughs followed by briefing the audience on some typical mortgage loan scenarios and payments for a “home like this.”
  • Tips to improve your credit score
  • Real estate and mortgage rates market updates

14. Run Awareness Facebook Ads

Keep letting everyone know that you’re THE best mortgage lender. 

People are impressionable. Our minds record all of these little impressions and stack them up inside our brains. Then when we need something, like a mortgage, up pops an image. We want this image to be your brand. 

Set up Facebook awareness campaigns.

15. Run Lead Generation Ads

Using Facebook Ads again, run some lead generation ads. Unlike the awareness campaigns, these ads should have more vigorous calls to action.

16. Post Your Content on Facebook

People browse and scroll through Facebook every free moment they get. They’re always looking for what’s new and something clever to share. As a result, Facebook craves content.

So, constantly be thinking of ways to fill your Facebook Page with content. 

Take pictures as you’re working with your team; when you close a loan, visit an open house. Take screenshots when you read something interesting or inspirational. Write up small, quick tips about credit scores, qualifying for a mortgage, and clever home maintenance and improvement projects. Post your latest blog posts and helpful guides. Ask silly questions, run polls, and share other exciting posts you find on Facebook.

The more you post, the more significant your audience will grow and the more active they will become.

17. Have a little fun on Facebook

Don’t be all business on Facebook.

Facebook is a great place to show your personality and have a little fun. Create and share memes, post silly pictures and commentary, ask stupid questions. 

For the most part, keep Facebook lighthearted. 

Use YouTube

I’m sure you’ve heard this before – YouTube is the second largest search engine. You probably also find yourself going to YouTube to figure stuff out all the time, especially home DIY projects. Guess what? So are your mortgage customers.

Get a channel started and start teaching what you know about mortgage, real estate, credit, and personal finance.

18. Create a YouTube Channel

Set up your YouTube Channel. Then get out your smartphone, stand in front of a window with some natural light, and hit record. 

When you’re getting started, don’t overthink or over-produce things.

Just start answering common mortgage questions and teaching borrowers to be better customers – preparing their credit, savings, debt, and documents for a smooth transaction.

19. Go live on YouTube

One of the easiest ways to get started is to Go Live on YouTube. 

Hit the red record button and act like you’re counseling a typical borrower on a new home purchase or thinking through a cash-out refinance.

If you’re lucky, you might even draw in a few live viewers. Encourage them to ask questions, and their engagement and comments will help grow your channel.

20. Set up Playlists

Good organization on your YouTube channel can help your audience binge-watch you. Playlists help viewers to dig into a topic and go deep – video after video. This kind of watch behavior increases watch times on your channel and will soar your rankings in YouTube searches.

Playlists are also a great way to organize your content calendar. By creating series, you can make coming up with new video ideas easier.

21. Teach personal finance

Schools don’t teach personal finance. Most parents don’t either. 

Meanwhile, it’s the number one source of deals gone bad.

People come into the mortgage process unprepared – too much debt, not enough down payment, or dinged-up credit scores. Or, they do something silly during the process to send the deal sideways – buy a car, run up their credit cards, do something screwy in getting that gift.

Take to YouTube and create tutorials to guide your borrowers through a smooth and successful mortgage process.

22. Teach credit improvement

Credit still seems to be the most common challenge in qualifying for a mortgage. Yet, many of the circumstances that generate a poor credit score are very preventable and recoverable.

Credit scores are mysterious to most borrowers. Even the most basic credit management best practices are unknown to many. Savvy credit tips like maintaining low utilization rates and keeping old credit cards open and active go unheeded. Even paying debts on time can be lost on some.

Managing and improving your credit is an excellent opportunity for a YouTube series – a series that will help your borrowers and stock your sales funnel. 

I would recommend you record an “Intro to Credit” video that you can put in your email signature file or send in one of your early outreach emails. 

 23. Explain the mortgage process and popular loan programs

People are getting busier and busier. Trying to get them on the phone can be tricky. 

Video can be a great way to cut through the noise and allow them to meet you whenever they get a free moment.

Use a YouTube video to introduce yourself in a nearly personal way. They will get to hear and see you. This unique marketing approach will begin to build an emotional connection and, believe it or not, gain trust and rapport. 

These videos explain the mortgage process and any mortgage loan programs you might think would fit their situation. 

These videos can be a great way to break down borrowers’ anxiety about engaging with a stereotypical slick-willy salesperson.

Advertise Using Google and Facebook Ads

Now that we’ve exhausted our network, it’s time to venture into the larger marketplace. Using Google Ads and Facebook Ads, you can grab the attention of people who are starting to think about buying a home or refinancing. People that don’t necessarily have a friend in the mortgage business.

24. Create one or more landing pages

Before you even begin wading into paid advertising, you need to make sure that you have a way to turn that paid traffic (clicks) into leads.

Your first step is to have a compelling landing page. The most straightforward possible conversion rate optimization pattern I can give you is this:

  1. Loan program name
  2. Who this loan type is for
  3. The top 3 benefits of the loan type
  4. A web (lead) form and phone number <– Don’t forget this!

You need to create a unique landing page for every loan type or program you’re going to advertise. Page relevance is critical to profitably running paid ads and getting conversions to leads.

25. Use progressive lead forms

Web (lead) forms have come a long way from the basic contact form.

Instead, use progressive to multi-step forms to quickly ask detailed questions about their mortgage needs. These forms are more like a game or answering a fun quiz on Facebook. Your borrower will rocket through the form, and you’ll get a very detailed mortgage lead.

Here is an example of one of these progressive forms.

26. Google Ads is not that expensive and highly effective

One of the biggest misnomers of Google Ads is that you need tens of thousands of dollars to get started and effectively generate leads. Many smaller lenders spend our minimum of $2,500/month and get anywhere from 50 to 100 high-intended mortgage leads a month.

Try to beat those economics on any exclusive mortgage lead – even a shared lead.

27. Use Facebook Ads to build your brand

Facebook Ads can generate mortgage leads, but I like to use them primarily as a brand-building tool. 

Facebook, by definition, is an interruption marketing tool. We’re dropping advertising units into targeted consumers’ Facebook streams. Sometimes that’ll get us a click, but almost as importantly, it will bring us an impression. So make your ads stand out.

I also like to use Facebook remarketing to keep popping up in front of consumers that have visited your website – more impressions.

28. Remarket, Remarket, Remarket

Once you get a visitor to your website, you never want them to forget you, especially visits you pay for with Google or Facebook Ads. 

Remarketing is the best way to do this. You don’t even really need to understand the technology; you just need to set it up in your Google and Facebook Ads accounts and get the pixels set up in your Google Tag Manager.

Here is a great introductory guide to remarketing.

Blog About Mortgage and Related Stuff

We’re about halfway through our list. Now, we’re going to dive into some of the advanced (don’t assume that means complicated) mortgage marketing techniques.

Blogging and SEO are essential for building long-term, ROI-crushing mortgage lead generation.

29. Write. The web is still all about words.

Every time a borrower asks you a question or gets confused during the mortgage process – write about it and post it to your blog. These frequently asked questions and common misunderstandings during the mortgage process are precisely the types of things that borrowers turn to search engines to figure out. 

When you write up the best and most complete answers to these common questions, you start popping up in all of these weird searches. Ultimately, these writeups – blog posts – will start bringing you mortgage leads that are already trusting and grateful for the information you’ve already provided them.

30. Blog and vlog together

Do you know what’s better than a blog post? A blog post with a video in it. 

Let’s add a minor enhancement to idea number 29. Every time you get asked the same question over and over or notice borrowers getting confused during the mortgage process – pull out your smartphone, hit record, and start teaching.

Start publishing these on YouTube. Then write a blog post on the video you just did, and when you post it, embed the video.

Not only will that give your web visitors more options on how they enjoy your content – written or video – Google will love you for it and probably rank your article higher.

31. Document your process

I’ve kind of hinted at this in a previous couple of ideas, but simply documenting your process can be a great way to blog and draw more visitors to your website.

The added benefit of documenting your process on your website is that when borrowers invariably ask the same questions or make the same mistakes, you can send a link to your recommendations. 

Stop writing out essentially the same response over and over. Just send customers the link, or better yet, use an email template and send them a friendly (personal-looking) email with the link already in there.

32. Answer common questions

There is a reason FAQs (Frequently Asked Questions) are so popular on the web. The same questions do invariably get asked over and over again.

By answering common questions and blogging about them, you always have detailed answers at your fingertips – a simple link away.

This tactic is only getting more powerful as Google is starting to feature simple lists and FAQ right in the search engine results, and smart speakers are using them to answer voice questions.

33. Send out links instead of typing out long emails

Long emails are often overwhelming to customers. When they open a long email, they automatically assume terrible news or just lots of work ahead. 

By linking to a blog post, you can keep your emails brief and link to more detailed instructions if the borrower needs more help.

Do Email Marketing

34. Start with email templates

Email marketing will eventually require technical skills and knowledge, but the best place to start is simply sending better emails.

Start by focusing more closely on the emails you send to clients and optimizing them for better results. When you send follow-ups, start taking more time to craft exciting and engaging emails. Work harder on the subject line and the body of your emails.

Then take these better emails and turn them into templates. You can pull out and use emails over and over with standard outreach, follow-ups, and questions. 

These templates can then turn into campaigns when you get your marketing and sales automation technology setup.

35. Add sequences to your CRM

Take those email templates and start building them into your CRM as sequences. 

Use lead status changes to trigger these email sequences and assist your outreach and follow-up processes.

36. Use Mailchimp or another email service provider

Play the long game!

Get all of your leads flowing into a master in-house email list. You can start with something as simple as MailChimp.

The idea is to stay top of mind. Don’t just hammer new leads and then toss them away. There are various reasons that consumers go unresponsive – changing priority, anxiety, and even losing a competitor. But that doesn’t mean they won’t need you later.

Use the content and helpful emails around personal finance, credit, insurance, and other financial topics to build brand awareness and loyalty. Doing this will yield a consistent flow of new or re-engaged leads from email.

37. Build a long-term lead nurturing campaign

Leads are never dead. We just stop engaging them.

Borrowers come into our sales funnels under a variety of different perspectives and circumstances. As a result, their level of interest, intent, and time to close could be all over the place. 

This variety can be challenging for your sales team. However, if you introduce marketing automation to keep in contact – in a good/valuable way – you will get the call when they are ready for that mortgage.

Long-term lead nurturing requires a little different approach considering you’re looking to build an infinite campaign. Use a much broader spectrum of content to keep things fresh.

Leverage content from your blog and explore a variety of personal finance topics. These are some popular content categories: credit scores, debt management, savings, investing, credit cards, home improvement projects, interior design and decorating, and anything else that might touch adjacent to qualifying for a mortgage or owning a home.

38. Use lead magnets and guides to grow your list

People are impatient and distracted. Trying to get them to focus on reading a web page for more than a minute or two is tough. But, most are willing to grab an ebook, guide, or checklist (we call these lead magnets) in exchange for an email address.

Of course, they have the best intentions of reading this material. They probably won’t, but that’s okay. We want to take that same content, break it down into several emails, and then drip the content out to them over the next several weeks.

With this tactic, we grow our list and start to nurture that email subscriber into a future mortgage lead.

Create PDF Sales Collateral

People love getting things. They will give almost anything to get a gift – even if that is as simple as a downloadable PDF.

Create a library of PDFs (a great universal format that opens on any computer or device). Then find new and creative ways to distribute them to prospective clients.

Here are just a few ideas for helpful PDFs you can create and use in your sales process.

39. People love simple flyers and checklists

Boil your loan programs down to a single one-page flyer. Summarize your loan application, qualification, and document collection process into easy-to-follow checklists. Turn them into PDFs that you can email, and your customers can pull up on any device or even print them out.

These simple sales collateral pieces will make your customers more confident and get you what you need with less confusion.

40. Create an “everything I sell” one-pager

One of the number one brush-offs in sales is the “Send me something” request. Don’t be offended, be ready. Have the one-page PDF designed to show all the options you can provide and the benefits of working with you.

Now, even customers trying to brush you off are getting one more positive brand impression from you.

41. Create simple cheat sheets for each of your loan programs

Make sure that you have a simple one-pager on each of your loan programs.

Not only is this a great way to fine-tune your sales presentation for each of these programs, but it’s also a handy document to give to your clients.

These cheat sheets are also great to hand out to your referral partners – financial advisors, CPAs, real estate agents – to advise their clients and remind them to send them to you.

42. Create a list for borrowers to navigate the mortgage process

People love checklists, especially when they are navigating through unfamiliar territory.

The mortgage process can be long, tedious, and confusing. Then to make things worse, there at times during loan processing where everything seems to come to a standstill from the customer’s perspective. Give your clients a roadmap that they can refer to, and you can reference when they grow impatient or anxious.  

43. Create a list to help borrowers collect and submit documents

Collecting documents is the bane of a loan officer’s existence. We waste so much time telling and retelling borrowers what you need and how you need them delivered. 

Make this more straightforward for you (and easier on the borrower) by giving them a simple how-to on gathering and preparing their documents for underwriting.

Believe it or not, this is an excellent marketing tool too. Many prospective borrowers are trying to get ready/prepared for getting a mortgage. This little checklist makes for a great download and email capture on your website.

Develop Templates, Lots of Templates

Mortgage sales and marketing is a lot of doing the same things over and over again. Templates will free your soul.

Create a template for anything that you do more than twice and expect to do again. Templates not only make you more efficient, but they also make your sales and marketing process more repeatable and scalable.

44. Templates will free you. Start with an outline.

I’ve already mentioned templates a few times in this list of mortgage marketing ideas. Templates are the key to making all of your sales and marketing processes more efficient and consistent in their effectiveness. They will genuinely free you to focus on clients, not worrying whether you have all the details right – templates will ensure perfection.

As you begin to build your template library, I suggest starting with an outline. Chart out all of your internal and external processes. Map your marketing workflow, document your sales process and customer touchpoints, and work with your processing team to outline their procedures too.

As you look at those workflows, identify critical points of communication and collaboration. These touchpoints are the best places to implement templates.

Let’s take a few examples of templates you can implement at these mortgage process touchpoints.

45. Create email templates

An email is an excellent place for templates. Stop crafting new emails for things that you do over and over again. 

For example, here are a few emails that you should immediately turn into a template:

  • New lead initial outreach – Whenever you get a new lead, your primary goal is to immediately respond and schedule an appointment to get on the phone and discuss their needs. Your template should acknowledge that you received the inquiry, understand their request (i.e., loan type or situation), and provide a scheduling link to grab a time that works best for them.
  • Follow-up – Much of the mortgage sales process’s inefficiency (and frustration) is following up and trying to get prospective borrowers on the phone. Create a half-dozen or so follow-up email templates.
  • Getting documents – Collecting the proper documentation and delivering them in acceptable formats can be challenging for you and your customers. Create an email template that gives clear instructions on what is needed and when. Then include your documents checklist PDF that you created.

46. Create process and borrower templates

Consider your routine processes and borrower communications and turn each of those activities into templates and checklists to help you quickly accomplish those tasks. These templates will help you to avoid procrastination and ensure that all of the details are covered.

Another benefit to templates in this area is that they are carefully considered and can be reviewed for compliance – no problematic statements or characterizations as you try to speed the process for your clients.

47. Create FAQ templates

Customers ask the same questions about mortgages, qualifying, and the process of getting to the closing – document each of these into a master FAQ template. As you get these common questions, just copy and paste the answer into your email reply, or better yet, have the email ready to fire off. 

48. Create marketing templates

Templates aren’t just for email. You should also create templates to document your marketing plans, create social media posts and campaigns, and outline your email marketing tactics and workflows.

By creating templates around your marketing processes and activities, you can eventually teach, coach, and handoff these templates and strategies to an assistant, new marketing hire, or your agency – freeing you up and still getting it done right.

49. Create sales templates

Sales are probably one of the best places to implement templates. Good sales processes have a lot of repeatable and frequent process points. Turning things like email outreach and follow-up, answering common questions, and walking prospective customers through loan options into templates makes your sales smoother for you and your customers.

Buy Mortgage Leads

By design, I left the mortgage marketing shortcut for last. Buying mortgage leads is a great way to grow your mortgage business, but I’m a big believer in understanding how the sausage is made – how these leads are generated. I also think that your lead buying will be more effective if you have considered and implemented many of the previous 49 mortgage marketing ideas.

50. PPC Agency

A great place to start buying leads is by generating your exclusive mortgage leads with PPC, specifically Google, and Facebook Ads. 

Many mortgage lenders avoid PPC because it can be complex and expensive if you aren’t an expert. But, staying out of these paid marketing channels can be an ample missed opportunity. Instead, hire a PPC agency that specializes in mortgage lead generation.

An expert mortgage lead generation PPC agency can generate leads at a comparable cost to lead generators and lead aggregators.

51. Content marketing agency 

One of the best ways to build your long-term lead flow is with SEO and content marketing. By producing high-quality content that serves your prospective borrowers, you can grow your audience and your brand.

The challenge is finding time (and the expertise) to write and produce content that is of sufficient quality and promoted to get it on the first page of popular searches.

Positioning yourself on page one of relevant Google searches is where a content marketing agency specializing in mortgage lead generation can give you an edge and generate exclusive leads every day.

52. Rate tables

I love rate tables for mortgage lead generation. Rates are the number one thing that prospective borrowers are looking for – whether they should be or not 🙂

There are a lot of ways to buy impressions on rate tables. In my mind, impression share is the key to rate tables. Leads off these mortgage rate tables are great, but prospective borrowers do a lot of scanning and what-if without ever filling out a lead form. 

Therefore, your primary objective should be to show up in each of those rate tables – regardless of the borrower’s scenario.

In addition to buying positioning on rate tables, I also encourage you to create mortgage rate landing pages on your website. Many of you will recoil at that notion. Still, there are lots of ways to satisfy your prospective borrower’s curiosity about current mortgage rates and trends without having to give specific loan program rates. 

Here is an example of how we do this on some client websites.

53. Lead generators and aggregators

Most mortgage lenders are sales-driven organizations. They’re exceptional sales organizations, but at the same time, can struggle to build out a marketing organization. 

In a lot of ways, these are two very different cultures. Sales teams are emotional, reactive, and impatient – they are driving to a revenue goal every month. 

Meanwhile, marketing must be analytical, proactive, and patient to generate sustained, consistent lead production month-over-month. 

This culture clash is why buying leads makes a lot of sense as your sales team grows beyond what individual loan officer referrals can sustain.

Even if you are a small mortgage operation, it’s worth dipping your toe into lead buying marketing. It’s wise to learn how to effectively buy and work leads before you need them for scale. 

54. Aged leads

Aged leads is my final mortgage marketing idea, for now – buy aged leads!

Every advertising market – billboards, display ads, even print advertisements – has a remnant marketplace. A remnant market is advertising space or legs of a lead that have not sold. As a result, it becomes excess inventory, and therefore considered less valuable. Remnant ad inventory creates an affordability opportunity – leads at bargain prices. 

Aged leads are the same real-time internet leads generated by lead providers and aggregators. However, often there are more leads generated than can be sold within their network of lead buyers. As a result, these real-time leads begin to age – 30-90 days – and must be sell in the secondary market.

Aged leads, which often sell for around $1 per lead, are a great lead source for call center operations and stocking your loan officers’ CRMs with unlimited opportunities.

Next Steps

If you need help, learn more about Kaleidico, my mortgage marketing agency, and schedule a discovery session. Our team does strategy and marketing execution for some of the biggest names in the mortgage market.

Bill Rice
About Bill Rice
Bill Rice is the Founder & CEO of Kaleidico. Bill is an expert in designing online lead generation strategies and programs. Kaleidico blends web design, development, SEO, PPC, content marketing, and email marketing to generate leads for mortgage lenders, law firms, fintech, and other businesses looking to grow a consumer-direct online strategy.

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