Marketing Your Mortgage Business: A Guide for Busy Loan Officers

Written By staff

Mortgage loan officers have a lot on their plate. They have loan applications to reviews, closings to attend, and relationships to build. With so many tasks to do, it’s easy to overlook the need for mortgage marketing – something no loan officer should do. If you want to be a successful broker, you have to continually expand your business. And one way to do this is via mortgage marketing.

So what’s the key to expanding your home mortgage loan business in Meridian? It starts with creating a manageable mortgage marketing plan designed to help you get more clients by cultivating more meaningful relationships.

The idea of marketing, however, can seem overwhelming and too broad, especially if you’re new to the scene. Are there scalable ways to market your business?

Fortunately, there are! The ideas listed below will differentiate you from your peers, as well as help you succeed in your field – all the while enabling you to establish better relationships with your current clients while you guide them through the mortgage process.

Find a Niche

Finding a niche is a common marketing tactic that everyone needs to know – including loan officers. Almost everyone needs a house but that “everyone” also includes people with different household structures, jobs, and interests. And since each home buyer comes with a unique set of needs, they’ll require an expert’s help. This is where you come in.

You don’t need to limit yourself to a specific niche, but it’s important to the people you can help.

Consider these questions: “Which home buyers do I help more often?” and “Who are the buyers I enjoy working with?” Once you answer these questions, you can better leverage your expertise via mortgage marketing.

Focus on Referrals

When you’re focusing on mortgage lead generation, start prioritizing referrals, aka warmer leads. Asking for referrals is an easy form of marketing IF you have an established relationship with your previous clients.

Here are some ways you can solicit referrals from past clients:

Market to Real Estate Agents

According to the National Association of Realtors (NAR), 88 percent of homebuyers work with a real estate agent. To build relationships with more home buyers, you have to do the same and network with real estate agents, too.

Consider the following ways you can market to real estate agents:

Host Virtual Events

Currently, people are working from home due to the social distancing restrictions to prevent the spread of COVID-19. Instead of hosting face-to-face events, host virtual events with referral partners and potential clients to keep everyone safe and not take too much of anyone’s valuable time.

These events need not be overwhelming or large. Keep your audience small to create more meaningful connections within your sphere of influence.

Consider hosting the following events:

Another way to market your business is to invest in organic SEO. What’s organic SEO? It’s using non-paid methods, such as keyword research and link building, to help your real estate company gain online visibility on search engines. It’s differentiated from paid methods, like online advertising.

Now that you have some ideas on how to create a winning mortgage marketing plan, it’s time to set things in motion. Implement these plans to build your client base.

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