Loan Officer Marketing: 5 Innovative Ideas to Reach and Attract New Clients

Jason August 4, 2023 0 Comments

Many loan officers use some form of digital marketing. But the future belongs to those who innovate. Here are some innovative loan officer marketing ideas that you can use to connect with new clients.

1. Set Up a Google Business Profile Page

Chances are that you already have an optimized website. However, you should know that Google lets you set up a Google Business Profile page (recently rebranded from Google My Business) that can improve your search engine ranking.

It costs nothing to set up your page. You’ll just need to provide your contact details and a brief description of your business. You can also link to your webpage, and your past clients can leave reviews.

2. Use Video Marketing Content

Some of the best loan officer marketing and mortgage sales strategies involve custom video content. Video can be an ideal way to convey information about the lending process. But it can also be a great way to nurture strong customer relationships. Lenders can use videos to introduce themselves to new leads, or they can even send birthday or anniversary videos to their valid clients.

A mortgage customer relationship management (CRM) platform can make it even easier. The best mortgage CRM systems provide customizable video content that can be sent via email, shared over social media, or embedded on your website.

3. Offer Interactive Chat Support

Clients often come to your website with questions about the mortgage process — and they want the answers fast. An interactive chat tool allows them to get immediate answers. This responsive technology likewise improves the odds that they’ll use your services for their loan.

Once again, a mortgage CRM can help. Some providers offer AI-powered chatbots that respond to customer queries automatically. Others offer app-based tools that let you and your team respond to clients in real-time so you’re never out of touch.

4. Market to Other Industry Professionals

Other industry professionals can be a valuable source of mortgage leads. One of the best loan marketing ideas is to connect with these individuals and not just your potential clients.

For example, real estate agents, lawyers, and tax professionals might know of individuals who need a loan officer. A mortgage CRM can connect them to your practice through a partner portal, which allows them to drop new leads into your borrower pipeline.

Office meeting

5. Don’t Neglect In-Person Events

Also, not all marketing ideas for lenders will revolve around the digital world. Attending or hosting an in-person event can help you better connect with your target market.

Consider partnering with a local realtor to host a “first-time buyer” seminar. This way, you and the realtor can connect with new leads, and your content will help you nurture relationships with interested buyers.

Loan Officer Marketing Made Easy

The right mortgage CRM platform can help you put these advertising ideas into practice. The BNTouch platform offers tools and resources to generate marketing content and manage client relationships. Contact BNTouch today and schedule a demo to see these features in action.

To learn more or schedule a demo, contact BNTouch today.

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AboutJason Richardson

Jason specializes in digital marketing strategies and founded a digital marketing agency Richardson Digital Media™. Richardson Digital Media™ has quickly become a preferred marketing provider for real estate companies and nationwide mortgage lenders. Jason has won 9 President’s Circle of Excellence Awards for loan production over his career and was most recently honored as one of National Mortgage Professional Magazine’s “40 Under 40: The 40 Most Influential Mortgage Professionals.”