We knew we had something compelling, innovative, and unlike anything else in the market when we launched our new LHP 3.0 website builder–but what we weren’t prepared for was the OVERWHELMING POSITIVE response from our early adopters!!

The excitement is palpable, and we couldn’t be more thrilled to hear our clients rave about how LHP 3.0 helped them take their business to the next level.

LHP 3.0 has redefined what’s possible for mortgage websites and for my business…it’s not just an upgrade, it’s a game changer! –Stephen G.

Love [LHP 3.0] and the new AI features. Makes it simple to really optimize your content. — Adrain J.

Are you ready to join the ranks of LHP 3.0 success stories? The clock is ticking, and the time to upgrade is NOW!

Until October 20th, we’re offering an exclusive opportunity for our existing clients to migrate their websites to LHP 3.0 with no migration fees.

Watch LHP 3.0 Recorded Webinar

Absolutely the best service. They have upgraded their editing software for the website and it’s more customizable. –James B.

Don’t miss out on the chance to unlock the power of AI-driven features that will not only transform your online marketing strategy but also set you on a path to unparalleled success!

Why Upgrade to LHP 3.0?

1. Simple Page Design & Editing

With LHP 3.0, you’ll experience a website builder that’s user-friendly and intuitive. Say goodbye to coding nightmares; our stackable page editor allows you to effortlessly create and edit pages. Drag and drop content, images, videos, and more with ease, giving you full control over your website’s design.

2. AI-Generated Content

Struggling with content creation? LHP 3.0 introduces Chat LHP, powered by Chat GPT, an AI-powered content writing assistant. Generate engaging and personalized website content, from blog posts to product descriptions, with ease. Boost productivity and enhance your online presence.

3. Rank Higher (SEO)

Stay ahead of the competition with LHP 3.0’s top-ranking performance. Build a blazing-fast website that captures organic traffic effortlessly. SEO speed considerations are integrated seamlessly, helping your website rank higher on search engines.

4. Social Media Content

Revolutionize your social media marketing with LHP 3.0. Automatically generate branded content tailored to your company’s identity. Empower loan officers with personalized content to increase traffic and build stronger connections.

Act Fast, Pay Less: Upgrade to LHP3

5. Integrated Landing Pages

Create custom landing pages in minutes, or choose from pre-made templates that align with your branding and messaging, showcasing your services professionally and effectively. Ideal for paid ad campaigns!

6. Customizable Lead Funnels

Capture more leads with ease using LHP 3.0’s lead funnel templates. Guide website visitors through the mortgage journey, providing relevant information and encouraging applications.

7. Automated Review Posting

Enhance your credibility by seamlessly integrating third-party reviews. Display authentic customer feedback, building trust and confidence among visitors. Boost your brand reputation and conversion rates –all within your LHP3 website!

8. Calendar Integration

Streamline communication with Calendly integration. Allow prospects and borrowers to schedule appointments with loan officers directly from your website. Simplify the appointment booking process for your clients.

9. Analytics

Access detailed analytics on traffic, sources, and content performance. Make data-driven decisions to optimize your strategies and achieve outstanding results.

Don’t miss out on the opportunity to supercharge your digital presence with LHP 3.0. Upgrade before October 20th to enjoy a seamless migration with no migration fees. Elevate your online marketing strategy and stay ahead in the competitive mortgage industry. Connect with us today to get started!

No Migration Fee for LHP 3.O – Act Now!

The days of physical directory books left at your doorstep are long gone, but that doesn’t mean business listings are dead. In fact, a vast amount of consumers still research a local business before reaching out. In fact, Google revealed that roughly 46% of ALL Google searches are specifically looking for a local business! As a loan officer, you know that when it comes to making a major decision like home financing, prospective buyers need to have all the facts and feel confident before making a move.

So, how do you help homebuyers discover your business in a sea of fierce originator competition?

Discover Our Loan Officer Solutions

Along with excellent local SEO on your mortgage website and an active social media presence, local online directories and business listing sites are where it’s at! However, we’ve found that most loan officers don’t truly understand what it takes to effectively manage their business listing –if they even have one! 

Since there are numerous online local business directories and many components to manage, we’ve put together this simple “marketing ideas for mortgage loan officers” guide to help you simplify managing your loan officer business listing.

The 4 W’s of Business Listings for Loan Officers

Before we get into the various business listing sites and the tools to manage listings, let’s take a step back and learn the importance of business listings for loan officers. 

Why Should Loan Officers and Brokers Create Business Listings?

As we mentioned earlier, a large portion of online searches are for local businesses, which is why Google’s algorithm highly favors geo-targeted listings. Adding your loan officer info to local business listings is an organic way to appear higher in search results.

What Info Should You Have On Your Business Listing?

Typically, a business listing has three core fields: name, address, and phone number (also known as NAP). Again, since your business thrives on online presence, you’ll also want your website URL. Not only does this affect your SEO, but it also makes it more likely for searchers to visit your site.

Additionally, the option to add photos helps you show off your business visually and give your audience a sense of the face(s) behind your business.

Where Can Loan Officer Business Listings Be Found Online?

One of the most common business listing websites is Google itself. When somebody searches for a local business, a Google Business listing is usually shown first. That’s if you’ve set up your Google Business listing. Other top local business directories for loan officers include Facebook, Yelp, Apple Maps, etc. It’s also worth noting that many online directories search the web to compare business information. So, if any of your business listings are incorrect, it may trigger a domino effect and start spreading incorrect information across the web!

When Is the Right Time to Create a Business Listing?

The right time to create a business listing is NOW. The sooner you create one, the sooner you expose yourself to more home buyers, and you will gain a lot more traffic on your website and receive more inquiries. 

Schedule a Demo

However, be sure that you have your mortgage website ready and have a dedicated phone number that people can call. This will ensure your audience that your business is established and you’ve had previous clients.

Top Business Listing Sites All Loan Officers Should Take Advantage of

Although there are numerous online business listing sites that you can create a listing on, here are the top ones that are extremely beneficial for your mortgage brand.

Google MY Business

Creating a Google Business profile as a loan officer takes just minutes, costs no money, and is generally easy to manage. The more often you update your profile, add new photos of your business, update your hours, and answer some of the most frequently asked questions on your profile, the more likely your listing will rank higher. 

When somebody searches for ‘loan officer near me’ or any similar inquiries, your business has a better shot at appearing as a top listing if your info is complete and current. Another good way to help your Google Business listing rank better is to gain as many reviews as possible. Be sure to ask your happy homebuyers to leave you a quick review! 

Meta/Facebook

Social media is one of the best ways to get real estate clients, and contrary to the popular myth that Facebook is dead, the platform still gets around three billion monthly users. The truth is that many homebuyers are on social media.

One of the top benefits of creating a Meta page is that it makes it very easy for users to reach out to you through the Messenger option. This exposes your company to a brand new audience online that is otherwise not so easily accessible. Plus, it’s free to create a listing. 

On-Demand Demo – Click Here

Apple Maps

With at least 200 million users, Apple Maps is one of the top business listing sites on which every local business should be. Since nearly half of the American audience uses iPhones, having a listing on Apple Maps makes it easy for mobile users to find you whether they are sitting at home or on the go.

Like most directory sites, you’ll need to verify your business at the end, and then you’re good to go.

There are also listing sites geared more towards real estate, such as Trulia and Zillow, which are great sites for loan officers and brokers to get listed on.

Some real estate websites automatically pull up a list of licensed local loan officers and brokers without any action required on your side. It’s still a good idea to monitor these and ensure your information is accurate.

Local Business Listing Management Tools You Should Know About

The sites listed above are just a few of the many directories on which you can list your business. The more websites you get listed on, the more challenging it will be to manage every listing to ensure that your business information is accurate and consistent on all websites.

The good news is that you can use many listing management tools to get a single view of all your listings and a report on how consistent the data is across different sites. Here are a few of them. 

Yext

Yext is an online platform that allows businesses to control and synchronize their online listings across 200+ business listing websites. In other words, Yext helps companies ensure that business information such as phone numbers, addresses, hours of operation, and reviews are accurate and up-to-date. Some of the publishers Yext allows you to manage your listings on include Google, Apple, Amazon Alexa, and Bing.

With features such as the ability to remove duplicate listings, reputation management tools, and analytics reports that show how customers interact with a business’s online content, Yext provides invaluable insight that can help you improve your overall customer experience and drive more online and offline traffic.

Thryv

Thryv may not be as advanced as Yext when it comes to business listing management, as it only allows you to manage around 40 listings. However, the platform is great in other ways. The main benefit of Thryv is that you can add your listing once to the platform, and the data auto-populates to the 40 other websites, saving you massive time. 

Additionally, Thryv includes features to monitor reviews from customers, providing insights to improve customer engagement and help with reputation management.

BrightLocal

BrightLocal allows you to easily monitor and track the performance of 50+ online directory listings while also helping you clean up any inaccuracies that could be affecting your visibility online. 

The platform provides detailed analytics to help you understand how your business appears in search results, which websites drive the most traffic to your site, and areas for improvement.

Click for On-Demand Demo

LenderHomePage Helps Loan Officers Elevate Their Digital Presence

If approached correctly, listing management doesn’t have to be difficult for your mortgage business. There are numerous tools to help you manage your online presence. 

As long as you are listed on the top directories mentioned earlier and your basic fields, such as your business name, address, phone number, and website URL, are consistent across platforms, your business can gain so much more exposure. 

Business listings are just one of the many marketing ideas for mortgage loan officers. As you scale up your marketing efforts and gain more traffic on your website, you’ll want to equally give importance to how your brand is presented to your audience. 

Check out LenderHomePage’s mortgage website templates and delight your prospects and customers today.

Your mortgage website is your digital real estate (no pun intended). But while you have the freedom to design it any way you want and the obligation to deliver an ideal user experience, you also must ensure that your website’s visibility is optimal. This is where a mortgage site’s structure comes into play.

As a mortgage provider, you may not have a team of web designers to help guide you through this critical process. That’s why we created this ‘mortgage website audit checklist’ where we guide you through the most critical aspects you should focus on, ensuring that you’ve maximized your website’s visibility and indexability.

What is a Website Audit?

A website audit is an assessment of every page on your website to determine elements that need correction or improvement. While it may be easy to spot issues on your homepage, an audit combs through your entire site, looking for visual and technical problems that can negatively impact user experience and search ranking.

Common issues that an audit may uncover are broken links, duplicate pages, missing meta descriptions, and not mobile-friendly.  

Thin or non-original content and slow page loading are typical but significant issues that most mortgage websites suffer from, and it’s no surprise. Creating pages upon pages of original, quality content isn’t fast or simple.

And designing a website that provides optimal page speed often means a complete technical redesign of its framework –an overhaul that other website providers aren’t willing to invest in.

But we did…

Meet LHP 3.0 — Websites Built For Speed!

But let’s get back to website audits.

Why Bother Auditing Your Mortgage Website Anyway?

There are numerous reasons why you should conduct an audit of your mortgage website.

Gives you insight into your website’s framework

Unless you understand the ins and outs of your site, you won’t know what to alter to improve your search ranking. 

Optimizing for SEO

Only through a website audit can you determine how to improve your website’s SEO. Conducting a site audit can help you find what errors you have made so you can correct them and also identify any missed opportunities to gain more SEO benefits.

Better convert visitors

Track your visitor’s journeys by identifying where your audience clicks and whether they fall off at a certain point. A website audit gives you a chance to spot these issues and get them fixed.

Beat competition

With a competitive website audit, you can see what is working for them so you can possibly replicate it. For example, SpyFu is a great tool for learning about the most popular keywords that your competitors use.

Backlinks analysis tools such as Ahrefs and Ubersuggest allow you to examine your competitors’ backlink profiles and compare them to yours.

How to Conduct a Website Audit

There are many tools you can use to conduct a website audit. Free tools such as Google Pagespeed Insights and Google Search Console give you an excellent view of what’s going on with your site.

There are also paid comprehensive website audits, although the information overload may leave you with more questions rather than answers. 

So which audit road should you take? 

We recommend starting off with a mortgage website template that addresses the most common offenses right off the bat.

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After that, follow the list below of the primary areas you’ll want to focus on.

DIY Website Audit Tips for Loan Officers and Mortgage Brokers

Use a site audit tool

The tools previously mentioned are great for pinpointing the most overlooked website issues, such as 404 errors, technical errors, duplicate content, crawlability issues, etc. Any red flag warnings should be the first ones your fix.

Review and Elevate Your Web Content

One crucial aspect of this audit is assessing the existing content on the website. Content not only serves as the voice of the business, but it’s foundational to search engine ranking and conversion. However, editing and creating content is much easier said than done.

But that’s where AI-powered editing and writing tool comes to your aid! Audit your content using AI tools that check your spelling, grammar, and tone. Depending on the tool, it may also suggest keywords to strengthen your SEO.

When it comes to content creation, professionals can use AI to efficiently generate first-draft content that helps expedite writing web content. Can it really be that simple? See for yourself!

Our newly launched LHP 3.0 websites come with built-in AI-writing tools, empowering loan officers and mortgage brokers to effortlessly craft compelling and relevant content for their online platforms. With this advanced feature, you can streamline the content creation process, optimize search engine visibility, and connect with your audience more effectively than ever before. 

Take a closer look at your website’s user experience (UX)

Nobody wants to stay on a website that is hard to navigate. Is your homepage clean with a clear, concise message? Would first-time visitors know where to navigate different pages and your contact page? Ask yourself these questions and make any changes accordingly.

Once you have done all of the above, make a list of recommended changes and hand it over to your developer(s) and or designer(s).

If you rather not bother with all of these design issues, your best bet is to go with a mortgage website template from LenderHomePage that is already designed for an optimal borrower experience and lead generation.

Book a Demo

Features That Every Mortgage Website Should Have

Are you missing any of the below features on your website? If so, it’s time to start creating a plan for implementing them.

An ‘About’ Page

Your clients want to know exactly who they are working with, so it’s highly essential for mortgage companies to provide an ‘About Us’ page on your website telling them who you are and what makes you different. 

Loan Officer Pages
Loan Officer pages give your team a way to promote themselves, your company and bring traffic to your website. To provide a more personal connection, add short bios under each team member’s photo. Add the ability to apply with each loan officer and potentially schedule meetings with them directly. This is a great value add to clients and a feature that helps with attracting and retaining originators.

If you are the sole owner and employee at your company, you can include a longer bio next to your photo since you’ll have a lot more real estate on the page.

Testimonials

A website should not just be an avenue to increase online presence. You can also leverage it to build trust. How do you build trust? By showcasing customer stories.

Having high-quality and relatable case studies on your website can ensure prospects that you are an expert in your field and have benefitted others with your work. 

Especially in an industry such as real estate, where your clients have to make important decisions and invest a lot of money, you absolutely need to have case studies on your site to move your leads along the funnel.

Reviews

Client reviews serve as a validation of your business’s credibility and reliability. During the consideration phase, prospects seek out feedback from others who have experienced your service and expertise first-hand. 

By having a collection of genuine client reviews readily available on your website, you provide valuable information that assists potential borrowers in their decision-making process. By prominently displaying your reviews, you demonstrate that real people have had positive experiences with your business and brand, strengthening your reputation and making it easier to convert web visitors into mortgage leads.

Interactive Tools

Once a visitor has landed on your website, you want them to stay. To do this, you must provide free interactive tools and resources that engage prospects. 

It’s fine if you want to create gated content to collect lead information, but be sure to provide a handful of ungated resources as well. Not everybody wants to provide their information, but this doesn’t mean they will not make a good client. An example of a free tool that every mortgage company should have on their website is a free mortgage calculator. 

Sometimes, popups can be interactive. However, you want to keep these to a minimum as nobody wants to keep hitting the ‘x’ button to see the content that they came to your website for in the first place.

Social Media Icons

You may come across many websites where you scroll down to the bottom footer and find a line of social media icons for LinkedIn, Twitter, Facebook, etc. What’s the real purpose of linking your social channels to your website?

Although it may seem counterproductive to lead key prospects away from your site, you should consider that the people who will click these icons are your site visitors who are taking the time to learn more about your company. They are likely deeply invested and just need to see that you are an expert in your field before they convert to a customer.

Make sure that you’re consistently posting high-quality content to each of your channels to have a positive impression among your crowd. This is your chance to showcase that you are knowledgeable about the mortgage process. You can share your blogs, testimonials, infographics, social tiles, and any other information that can better convince your audience that they should choose you as their lender.

You should also include a link to your website through your social channels. This allows your social media audience to get one step closer to contacting you, which should be your final goal.

Optimize with LHP 3.0 – Request A Demo Today!

Lead Magnets / CTA Buttons

Encourage your audience to commit further to you by incorporating lead magnets and call-to-action buttons on your website.

A lead magnet is an element where you offer something of high value for free (such as an ebook or guide) in exchange for their contact information.

A call-to-action (CTA) button is similar. It contains only a motivational message that encourages visitors to take additional action that moves them closer to a funded loan.

That action could be to interact with your chatbot, call your office, use your online mortgage calculator to estimate a monthly payment, or even begin their online application. The messages on the buttons are typically short (ex., ‘Inquire Today,’ ‘Schedule a Call with Us’).

Blog

If your website does not already have a blog, you should create a section for it. Blogs help you showcase your expertise and knowledge while also helping you show up better and more frequently in local search queries. 

Decide how often you will create content and post. A healthy schedule is to post about once a week. 

Have writer’s block? Use our AI mortgage writing tool to blast through it! Available on LHP 3.0 websites.

Effortless Website Optimization: Utilizing LenderHomePAge Mortgage Website Templates for Increased Leads

There are so many improvements you can make on your mortgage website to increase leads and encourage prospects to reach out to you faster. By making even the most simple adjustments, such as moving around certain elements on your website, you can greatly improve the visitor experience.

If working with website design elements is not your strongest area, leverage a mortgage website template from LenderHomePage.This out-of-the-box solution establishes a strong baseline that checks off most of the audit list. Then, you can use the tips provided in this guide to fine-tune your site as you see fit.

Elevate Your Mortgage Site’s Visibility: Get A Demo

Link building plays a vital role in SEO and is one of the factors Google considers when determining search rankings. While actions like improving page speed can provide an immediate impact on ranking, link building is an endeavor that focuses on enhancing your website’s authority over time.

Although it may require some patience to see tangible outcomes, each high-value backlink compounds your authority, propelling and solidifying your site’s position in top search results for your target market.

Over time, backlinks increase website visibility and lead-generation opportunities.

While directory sites are a popular and effective link-building tactic, there are more advanced strategies that offer even greater advantages. Uncover the simplest and most impactful method to obtain high-quality backlinks for your mortgage website using AI, empowering your website to enhance credibility, authority, and achieve higher rankings.

SEO-Friendly Website Templates –Demo Today!

Link-Building 101: Understanding The Basics

When you “build links” to a website, you are essentially inserting your URL on other domains, which tells search engines that your website is important, and, therefore, should be ranked higher in search results. This is one of the main link-building benefits for mortgage websites. 

However, the catch is that you can’t just add any backlinks. It has come from a site with a related niche and also has some authority of its own. More on that later.

It’s also important to note that tackling backlinks to increase your site’s visibility is best done after foundational content and technical SEO strategies have been implemented, such as: 

• SEO mortgage content with meta titles and meta descriptions (continue reading to learn how we make this easier with our AI-enabled content creator on LHP3)
• Responsive, mobile-friendly design
• Optimized site architecture
• XML site map
• Optimized page speed

Now let’s discuss best practices for link building.

Pro Tips for Effective Link Building on Mortgage Websites

There are so many complexities involved with link-building. Here are some practices you should steer away from to avoid getting penalized by search engines.

Avoid paying for links (Sort of)

Google does not like it when sites attempt to artificially enhance their ranking, and this includes buying backlinks that go to sites whose purpose is just to host backlinks. This is called link farming and is penalized by all search engines. 

However, paying a marketer or agency to attempt to secure backlinks on your behalf is allowed. But buyers, be aware! Some marketing agencies may still employ “link farming” tactics in their services. This is because building links takes time and effort. Avoid getting penalized by never buying farmed backlinks, work with a reputable marketing agency —or do it yourself with the tactics we’re about to teach you!

When guest blogging, post on sites related to your niche.

Google and other search engines quickly pick up on the type of websites linking to you. As a mortgage broker or loan officer, you may not want to post on sites about general pet care, for example. Otherwise, search engines assume your site is about pets and will not help you rank for mortgage, real estate, or location-specific keywords.

Get rid of outdated practices, such as commenting on blogs with your website link.

Simply adding your link and a sales pitch to the comment section of a popular website is a very spammy practice and does not make you or your company look good. Instead, provide engaging and thought-leadership commentary along with your website link for the best results.

Loan Officers: Try Our Game-Changing Mortgage Websites

4 Link Building Hacks for Mortgage Websites to Rule the Rankings

On the other hand, here are some practices you should opt for to improve your link-building efforts and ensure you are building links in an ethical way.

Use Web Content as Ego Bait

Ego bait is a strategy that involves creating content specifically designed to flatter or appeal to influential individuals or potential referral partners. The goal is to attract attention and generate backlinks by tapping into the “ego” or self-interest of these individuals.

Ego bait content can be in the form of an article or interview, but listings are fast and easy ways to gain traction from many individuals from just one piece of content. 

The key to successful ego bait backlinking is to create engaging content that showcases the targeted individuals in a flattering, authentic way while also providing relevant value to your business and prospects.

For example, you can create a listicle highlighting the various yoga studios in your target location, like traditional, hot, prenatal, etc, and detail the differences between them.

Another option would be to use local professionals to create content. A piece titled “Omaha Home Inspectors Answer Your Toughest Questions” is an example of a type of content that may perform well for SEO using keywords but also gives you an opportunity to create a backlink.

Reach out to the business and let them know that you’ll be featuring them on your site. Share the link and ask if they can add it to their site –creating the backlink!

They’re also likely to share it on social media, so remember to tag them on any social posts you create from the content.

When executed effectively, ego bait can not only attract valuable backlinks but also establish relationships with influential figures or brands in your industry, potentially leading to further collaboration and exposure.

Struggling to find the right words or short on time to craft captivating content? No worries, we’ve got you covered! Introducing our game-changing LHP3 website platform with its supercharged AI-enabled content creator. Simply share the topic, throw in a catchy title, and let our AI work its magic to generate an incredible first draft. It’s like having a wordsmith sidekick on demand!

All that’s left for you is a quick polish, and you’re ready to publish. Don’t let time or inspiration hold you back – unleash the power of our AI content creator.

Try Our AI Content Creator: Book a Website Demo Now!

Thought Leadership

If you have been actively searching for guest blogging opportunities, you may have come across some that are seeking experts on a specific topic. For example, there is a website called HARO, which stands for ‘Help a Reporter Out.’ You can offer your knowledge and expertise to publications to gain valuable and high-quality backlinks.

Other ways to do this are by carrying out original research, doing podcast interviews, speaking at relevant industry conferences, creating and posting infographics to your socials, etc.

Besides the backlinks, you will also benefit by better gaining your audience’s trust. Everybody wants to work with a savvy, well-spoken loan officer. Let’s also remember that high-quality content often leads to increased trust and higher rates of conversion.

Broken Link-Building

There are so many broken links on the web, and these can badly impact a website. Take some time to research sites in your industry that have broken links. The goal is to either create new content or use your existing content and encourage the webmaster of that website to replace the old content with your new content.

Before reaching out, always make sure that the content you are pitching adds value to the page and is not just there for the sake of link-building. Explain what value it will add to that page when you reach out.

Here is more information on broken link building. 

Do Directory Submissions

Directory sites are a great way to build links to your mortgage website. To get the most out of this tactic, you’ll want to create two lists: top general directories and industry-specific directories.

The general directories are those that every business should be listed in (ex. Google My Business, Yelp, Bing, etc.) plus any locale-specific directories. The niche-specific directories will be ones that are related to mortgage or real estate (ex. Zillow and MortgageBite).

When getting listed in directories, prioritize that that allows for a website URL. The ones without a URL are still good for exposure but will not help you with link-building.

Another thing to keep in mind is to ensure all of your company’s information is consistent throughout different directory sites; otherwise, this can negatively impact your SEO.

LenderHomePage: Empowering Loan Officers to Excel in the Digital Age

Unleash the power of link-building! Elevate your mortgage website’s authority and boost search rankings effortlessly with our AI-enabled mortgage content creator. Book a demo now and experience how our tools simplify the creation of quality content that attracts backlinks and builds your online presence.

Level-Up with AI -Schedule Website Demo

If you’ve been a loan officer for any number of years, you’re familiar with the ebbs and flows of the mortgage market. When things are good, they are very good. And other times, they are “less good.” Then there are times like the one we’re currently experiencing where it’s particularly challenging.

The good news is that all signs indicate we’re over the worst of it. The market has somewhat stabilized, and consumer confidence is on the rise. However, while the market is steadying and self-correcting, it’s still a far cry from a booming demand; profitable lead gen and conversion continue to be tough.

Thriving in the current environment and preparing for booming success when we’re on the upswing again means loan officers must adapt and innovate now.

You must take charge of the future by embracing change and finding new solutions that set you apart from the competition.

In this blog post, we’ll explore key strategies to help you become a successful loan officer in any market—from understanding your most lucrative channels to knowing how to leverage mortgage tech to win more referral partners. With our insider tips, you’ll be on your way to becoming a top-performing loan officer –no matter the market!

Ignite Business Growth! Book a Website Demo

Successful Loan Officer Lead Gen Strategies

Consider the following four recession-proof strategies to have a pipeline of consistent leads coming through.

1. Identify 3-4 marketing channels that bring in the most qualified leads.

When you focus on too many lead channels at once, it’s difficult to keep up, and you may spend too much time on marketing strategies that bring little to no return for your business. 

Instead, examine your analytics to understand which marketing channels are truly most successful at converting leads to customers. Your channels could include social media, co-marketing with existing realtor partners, paid leads, paid mortgage digital marketing, organic leads from Google searches, review sites, referrals, and social media platforms.

Examine which channels supply the most leads and have the highest/fastest conversions.

Filter it down to the top three or four that work best for your mortgage business, and see how you can take it a step further. Be sure to set smart, attainable goals which motivate you to work better towards them.

Since digital marketing is a major part of successful mortgage lead generation marketing, be sure to also check out our eBook on how to increase your digital presence online to gain more traffic and leads. The eBook also covers using mortgage loan officer marketing tools to your advantage, including leveraging social media platforms and search engines to find high-quality mortgage leads.

2. Establish new realtor relationships and nurture existing partnerships.

With higher rates and most mortgage transactions lying on the purchase side, you’ll want to consistently work to establish new realtor partners and add value to existing ones. Keeping regular contact with your realtor partners and continuously providing value is key to gaining more purchase leads. Sending a sporadic text or call to “check-in” and see if they have a prospective borrower they’d like to send your way is a poor and ineffective way to build a mutually beneficial relationship.

Instead, you must think of ways to positively contribute value to your existing realtor’s business, especially in the form of digital currency, such as content, tech tools, and marketing. Plus, you need a way to engage new realtors with a compelling reason to work with you. 

For example, originators using Loanzify Mobile App are able to co-brand the mortgage mobile app with their realtor partners to keep prospective buyers engaged with home searches, location-based mortgage payment calculators, and instant mortgage readiness checks – instrumental and advantageous features that consumers won’t find on other real estate apps like Zillow.  

Boost Referrals: Demo the Ultimate Marketing Platform

Going above and beyond to provide extraordinary value to your real estate partners is the only way to stand out and strengthen your relationship and is one of the best strategies for mortgage lead generation.

3. Leverage mortgage technology as a unique differentiator.

One aspect that will forever help your business stand out from your competitors is the technology you use and provide to your customers.

But this is where most companies get it wrong. It’s not just about having tech or even the latest tech (although legacy software is ill-advised).

The #1 benefit you want from your technology is providing customers with the best mortgage experience possible. Home financing is intimidating enough –it should not feel like a chore, too. Luckily, intuitive consumer-facing mortgage software from LenderHomePage helps homebuyers obtain home financing easily and quickly while making the journey exciting. 

If you resolve the issue of borrower experience better than your competitors can, you’ll close loans up to 5x faster. Not only that, but building out a stellar customer portfolio attracts other marketing-qualified leads, and you’ll be well on your way to success. 

4. Gain Insight into Your Local Market and Niche Opportunities

As a loan officer, staying informed about national mortgage trends is essential to providing excellent service to your clients. However, it’s equally important to understand your local market thoroughly. National headlines may not always apply to your region, and being aware of the nuances of your local market can help you identify revenue opportunities that might otherwise be missed.

One way to stay on top of your local market is to cultivate relationships with real estate agents in your area. These professionals are often the first point of contact for home buyers and can provide valuable insights into the current state of the market. And as mentioned above, real estate agents are a vital aspect of lead generation –particularly in a challenging market.

Another strategy is to track the data and metrics specific to your region. This can include things like the number of new home starts, the number of homes on the market, job market demands, and significant city improvements that may draw the attention of curious home shoppers. 

By staying up-to-date on these metrics, you can identify trends and changes in the market and adjust your strategies accordingly.

You can also use this information to create short blog posts to send out to your prospects and referral partners.

Wrapping up: How to stand out as a loan officer

Loan officers must stay informed of the current market shifts and use strategies such as optimizing their marketing channels, leveraging mortgage technology, building relationships with realtors, and understanding local markets to succeed. Whether in a booming market or a downturn, there are ways to remain competitive and profitable. 

Plus, being prepared should never be underrated when it comes to achieving long-term success as a loan officer—regardless of what type of environment you are working in.

So if you’re ready to take action, contact us at LenderHomePage today and get access to powerful digital tools that will give you an edge against all competitors in any market. We look forward to partnering with you to win.

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Picture this: Your ideal customer, a perfect fit for your target market, eagerly searches for “loan officers near me.” As they hit that search button, a multitude of relevant results floods their screen. The prospect starts scrolling and finds a select few local loan officers. Unfortunately, your business is nowhere to be seen.

Or worse yet, the prospect finds your site but quickly clicks out because it took too long to load –triggering Google to drop your site further and further down search results.

To prevent such nightmares from haunting your business, it’s imperative to keep up with the latest updates for local SEO optimization –particularly page speed. In recent years, page speed has emerged as one of the most critical factors influencing search rankings.

Like LenderHomepage, Google understands that page speed and User Experience work together and play a pivotal role in determining the quality of a website and, ultimately, conversions.

Missing this marker means certain doom for any website.

So take charge of your online presence and search ranking by ensuring that prospective borrowers looking for a local loan officer finds you on their first search. After all, according to Google, 81% of consumers use the search engine to search for a local business (Brightlocal, 2021).

Act now, and secure your spot in the local market to maximize your visibility and success with SEO optimization.

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But before implementing a local SEO strategy on your mortgage website, we need to step back and review something called “intent.” Google uses intent to judge what sort of search result the searcher wants. Is the searcher looking for information? Looking to buy? Looking to compare? All of this determines what type of content Google will display. Tying in “intent” with location further determines search results.

So let’s start there.

Understanding “local intent”

46% of all Google searches have some sort of local intent, and a whopping 97% of users will use Google to find a local business. (Safari Digital, 2021). Because of this, Google offers a handful of features to support geo-targeted searches. 

For example, when you search for ‘loan officers in (city name),’ Google will first display results from Google Maps listings and then showcase the traditional ‘10 results per page’ search results.

Now, let’s say that a particular searcher looked up ‘loan officers.’ Even though the user has not mentioned a location in their search query, Google may still display all the loan officers in the user’s area. Some users may even search ‘loan officers near me.’

Again, if the location is detected, Google will do its job of informing the searcher of all the loan officers near where they are located.

Then comes the underlying purpose of the intent of the search query. A transactional intent is where the searcher intends to purchase something now. While informational, commercial, or navigational are other types of intent categories. When it comes to drivers of traffic, those with informational and navigational seem to be the intents with the most volume. When it comes to sales, transactional intent is the big winner –which isn’t surprising since someone that is looking to “apply now” will do just that (it’s just a matter of where).

Now that you have an understanding of the mindset of intent and how that works with the searcher’s location, let’s move on to the strategies to optimize your website to gain local traffic.

Best loan officer strategies for SEO: Your Plan for Implementing Local SEO

Improve Page Speed for Instant SEO Boost

Page speed, also known as load speed, plays a critical role in SEO by determining how fast a page’s content appears. Different factors, like web hosting and page size, affect how quickly a page loads, and this can vary between desktop and mobile versions. Faster loading times improve SEO because it enhances the user experience –essentially, the longer the load time, the more likely it is for a user to click out. 

So if Google detects that a page takes longer than 3 seconds to load, the search engine will drop your ranking. Conversely, a mortgage site with optimized load speed will get an instant SEO boost.

There are several strategies that you can implement to improve your page speed. The easiest one would be to use a mortgage website platform that addresses these factors for you, but if you prefer to hire a developer to work on your existing site, these are items you’ll want to overhaul:

• Optimize image files: Compress images to reduce their file size without compromising quality.
• Minify code: Remove unnecessary characters, whitespace, and comments from JavaScript, CSS, and HTML files to make them smaller and load faster.
• Reduce HTTP requests: Combine or eliminate unnecessary scripts, stylesheets, and other resources to minimize the number of requests the browser needs to make.
• Enable browser caching: Configure caching headers to allow the browser to store certain elements of your website, reducing the need to download them on subsequent visits.
• Use a content delivery network (CDN): Distribute your website’s content across multiple servers geographically to deliver it to users from the server closest to their location, reducing latency.
• Optimize server response time: Improve the server’s processing speed and reduce the time it takes to respond to requests from the browser.
• Minimize redirects: Reduce the number of redirects on your website to minimize the additional time required for the browser to reach the final destination.

Add location-based keywords to your website copy.

We all know that the right keywords are what bring the traffic in. So do your research! There are a handful of free keyword research tools that you can use to find out what the hot local keywords related to your industry are. Here are some of our favorites.

Google Search Console: Search Console is free to set up for any business, and the tool has many benefits. You can see the number of impressions, clicks, and average position for each of your web pages, and you can filter the timeline for when you want Google to gather the results. 

If you go to the ‘Queries’ section, you can see what search terms people are searching for, where your website shows up, and what position you are in for that search query. This is helpful because if you are showing up as the 80th result for a local search term, you know you need to optimize for that search query better.

Free Keyword Planners: There are several free keyword research tools out there to try. Most limit the results displayed on the free versions. However, they present a fair enough amount of data to be a valuable resource. 

Google Keyword Planner: Although built for Google Ads, you can still get a pretty good idea of what keywords are good for regular organic search copy.

Google Suggest and Related Searches: Did you know you do not need to use an external third-party tool to research your keyword? Google itself presents suggestions and related searches when you type in a topic into the search engine. 

The suggestions are presented as you are typing in the query. For example, if you are typing in ‘loan officer…’, Google may suggest that you search for ‘loan officers near me’ or ‘loan officers in California.’ That should give you some ideas for local keywords. As for related searches, you can find these when you go to the bottom of the search results page. The page will give you very similar ideas to the Google Suggest feature.

You can even ask your friends and loved ones for local keyword ideas! Ask them what they would search for if they were looking for local loan officers.

Keep in mind that optimizing your mortgage website for local SEO is one of the best lead-generation strategies for mortgage lenders too!

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Optimize your web pages for on-page SEO.

This is where you go all in and ensure your local keywords from step one are integrated into your website. There are many ways you can do this. The best place to start is your contact page. Do you have your physical address on your contact page? This would also be a great place to add headings such as ‘Best Loan Officer in (your city, state).’ 

Along with your contact page, make sure that the headings throughout your website have a healthy amount of local keywords added in. Do your title tags and meta descriptions mention your location? 

This is one of the best ways for your audience to find you. Of course, you’ll also want to optimize your blog articles, loan program pages, and images with alt tags!

Tip: Don’t forget to optimize for voice searches! A good way to do this is by adding questions that people often search for in your headings. You can use www.answerthepublic.com to find out what types of questions people search for regarding your topic.

Make your mortgage website responsive and mobile-friendly.

Although this is easy to miss, you want to ensure that your mortgage website is mobile-friendly. This is because many search engines, such as Google, have mobile-first indexing.

Use a free tool from Google Search Console called the Mobile-Friendly Test to ensure your site is up to speed and has no issues rendering on mobile. Hint: If you use a LenderHomePage mortgage site, you can rest assured that it’s responsive and mobile-friendly!

Create a Google Business profile

Creating a Google Business profile opens up another opportunity to bring in local traffic. This will allow you to appear in the Google Maps results that list all the registered businesses in the area. It is completely free to create a business profile on Google. 

When creating your profile, make sure that you add high-resolution pictures of your business with good lighting, have a proper description that compliments your business, describe your offerings, request your best clients to leave reviews, and make sure that your address, hours of operation, and name of your business are correct. 

The more relevant your description is to what your audience is searching for, the more likely it is to appear higher in the Google Maps results. 

Then, you need to monitor your listing every now and then and make any changes as needed.

Tip: Along with asking your best clients to leave reviews on your Google Business listing, you can also request them to leave a review on other directories such as Yelp, Trustpilot, etc. However, you don’t want to pay for reviews. Make sure the reviews are authentic and not spam-like.

Don’t forget directory sites

Once you have tackled the Google Business listing, you can move on to getting your business listed on other directory sites such as Yelp and Yellowpages.com. 

The most important thing to remember when listing your business on these sites is that the information must be consistent on every website. This helps Google recognize your business more easily to help it rank higher for relevant search terms. 

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Build high-quality local links to your website

Link-building is a process in which one website links to another site, giving the linked site more SEO value. When doing link-building outreach to secure links on other sites, you first want to ensure that the website you’re trying to build links on is relevant to your niche. 

So a high-traffic informational website on the latest films and TV shows will not be relevant for your mortgage business. However, given the right content and context, linking to a local home contractor or pet adoption website might be perfect.

Reach out to the top local publications and businesses in your area, and see if they are willing to partner with you in some way so that you can give them an opportunity to link to your website. 

You also want to remember to build links on sites with a higher domain authority score. Tools such as Ahrefs and Semrush are great for finding out the Domain score of a website. 

Link-building is not an easy process and will require a great deal of patience and effort. However, if your efforts are consistent, you will certainly start seeing your rankings improve in search engines.

Post on your social media channels to boost engagement

Many homeowners lurk around on social media, so you must make your business visible on all the social channels you can think of. Plus, Bing search engine – which still holds about 10% of all internet traffic –uses social media as a factor in their search ranking. Posting frequent and relevant content can get challenging for a single LO, so consider using an intern or a scheduling tool to plan ahead. This, at the very least, can help take some of the load off of your plate.

For a more comprehensive solution, use a mortgage marketing specialist who can do the heavy lifting. Check out our social media marketing service for more information. 

It helps eliminate competition from businesses farther away from you, and you can further optimize for local SEO with Google Maps. Did you know that 86% of consumers rely on Google Maps to find the location of a business (Backlinko, 2020)? 

There is no reason you should wait to optimize your website to garner local traffic and the traffic you already get. Want to learn more about optimizing your digital presence? Read this previously published article about social media marketing for loan officers. 

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A marketing plan helps you grow your mortgage business – this is true even for single MLO’s. But let’s face it, creating a plan can be overwhelming and confusing. We understand. Many loan officers find themselves in the same boat.

The great news is that we’ve simplified it for you with this guide.

Our straightforward but thorough loan officer marketing plan template covers everything you need to succeed in your role and ensure business growth. With our help, you can stop stressing about creating a plan and start focusing on reaching your goals toward mortgage business success.

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Identifying Where Your Business Currently Stands

Prospecting likely takes up the majority of your day, but you don’t want to overlook analyzing your business as a whole. For example, are you keenly aware of which marketing activities are bringing in business or whether there were any significant changes to your lead generation avenues?

Start by focusing on where your leads are currently coming from and where they drop off. For example, if you see that you’re getting traffic from social media, but you struggle to move them further down the path to closing, you know that there’s work to be done there.  

Note that little to no leads from a particular source doesn’t mean you should abandon it altogether. For example, you may have heard that email marketing is dead, but that’s simply not true.

Email marketing has some of the highest ROI’s as well as decent conversion rates in marketing. So if one of your lead generation tactics isn’t quite panning out, it may just mean you need to alter your strategy, not can it altogether.

So start by examining the hard data and see where your business currently stands with lead generation and conversion. After that, you’ll have a clearer picture of how to structure your business plan.

Goal-Setting: Essential to Loan Officer Success

Setting goals and objectives isn’t just a marketing ploy. It’s actually scientifically proven that goal-setting helps individuals achieve impressive results in record time. Using goals not only motivates you but also defines what success looks like to measure your progress. 

The best method, by far, is to use the “SMART” goal method, which stands for Specific, Measurable, Attainable, Relevant, and Time-bound. Here’s an example:

• The first step in working towards your goals is to identify the goal. Let’s say that you want to close more loans. Specify how many loans you want to close.
• Next, identify your closing ratio. This will help you determine whether your goal is attainable. For example, an LO with a current closing rate of five loans per quarter will have a better chance of achieving eight loans per quarter. If you’re a newbie, eight loans might be too lofty to achieve in your first quarter. 
• Closing more loans is an indicator of a successful loan officer, so we know this goal is relevant. But you also want to make sure that any goals you set are in-line with company expectations. If your company has a specific quota, you’ll want to take that into account as well. 
• Next is giving yourself a timeframe in which you’re going to achieve this goal. In our example, we’re giving ourselves a quarter to reach eight closed loans. 

Now that we have a foundation let’s jump into creating your marketing and business plan.

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Mortgage Loan Officer Marketing and Business Plan: How to Structure Your Plan

Now that you know what works, what doesn’t, and what strategies you have yet to test out, you are in a better position to create your loan officer business plan. Since marketing and business plans can get hefty, a good way to stay organized is to divide your plan up by different fields or departments. For example, you want to have a section for the ‘operations plan’ and the ‘marketing plan.’

A good template you can follow is to start off with an Executive Summary followed by some industry and market insights. After that, you can go into the fields.

Executive Summary

Every good plan needs a strong introduction that will give a clear snapshot of the different sections of the business plan. A good loan officer executive summary will include the following:

• Brief information on your business
• Target borrowers
• Local competitors
• Your UVP (Unique Value Proposition)
• Brief description of the plan from different viewpoints, such as lead generation tactics and realtor partnership creation.

As counterintuitive as it might seem, it’s best to write this section of the plan out in the end when you have a solid idea about the details of your marketing plan.

Industry and Market Analysis

Having a detailed analysis of your industry and market landscape is a great way to set a direction for your plan. What this does is give you valuable insight into how big your target market is, how much it is expected to grow in coming years, what’s trending in your industry, what trends are here to stay, etc. 

Your industry analysis should answer questions such as:

• Who are your main local competitors?
• What is the TAM (total addressable market)?
• What is the SAM (serviceable addressable market)?
• What is the SOM (serviceable obtainable market)?

Marketing Plan

As for the ‘Marketing’ section of your plan, you must cover the four P’s: product, place, price, and promotion. Explain the product(s) and or services you are offering. Since your loan officer business is likely local, explain how the location of your business impacts its growth. Address the following questions: 

• Is there a large serviceable obtainable market in your area? e.g. are you working with a local builder, with a top realtor, etc…
• Who are your local competitors? 
• How are you differentiating yourself from your competitors? (Hint: competing solely on rates or products is unlikely to be effective)
• Are there any local mortgage niches that are being underserved? 
• How will you promote your mortgage business, and what mortgage technology do you need to support your efforts?

Operations Plan

Don’t let the label mislead you. Operations simply refers to how you’ll complete your tasks and how your workflow and tools will help you achieve your goals. The first step is to outline your short and long-term goals and the processes you use in each of those areas.

Some examples of short-term processes would be:

• Managing your document workflows
• Applying tech to improve communication
• Implementing more interactive digital tools to drive engagement
• Allowing borrowers to pay for their own credit report

Some examples of long-term goals would be:

• Streamlining the borrower intake between your mortgage website and application
• Create mortgage content geared around your niche target and implement it in your lead funnel
• Shifting to a personalized self-serve model that automates time-consuming processes without sacrificing service.
• Implement a social media marketing plan that helps build relationships and engages potential clients.

By using this loan officer business plan template, you’ll have a compelling framework to achieve your goals and create a clear path for career longevity. And at LenderHomePage, there’s nothing more important to us than helping mortgage loan originators succeed. That’s why our suite of digital mortgage tools are different.

From mortgage website templates with built-in lead magnets to a co-branded mortgage mobile app that grows your realtor referrals to an intuitive 1003 intake, our mortgage tech is designed to help captivate and create clients for life. Schedule a demo today and take the first step toward your long-term success.

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You may have heard of search engine optimization for your website, but did you know that there is a set of SEO practices for YouTube, too? Just like search engines, YouTube has its own search feature. 

Every day, millions of video creators compete to make their videos appear in the first results of searches, and you can get your mortgage YouTube channel up there, too, if you follow the practices mentioned in this article. 

Read on to discover the top YouTube SEO tactics that can help you improve your ranking. 

1. Rename your video file using a target keyword.

Make sure that your target keyphrase is included in the file name itself before uploading it onto YouTube. This one is easy to miss since viewers will not see the name of the actual file.

However, the file name is one of the key areas (aside from the title and description) that YouTube uses to determine how relevant your video is to the topic. 

So if you have a file titled ‘tips video September 12 upload.MOV’ and it is a video on home buying tips, you will want to change it to ‘home buying tips business name.MOV’. Make the file name as close to the topic and your business name as possible.

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2. Insert your keyword naturally in the video title.

One of the most obvious places you want to insert your target keyphrase is in your video title. However, do not make the mistake of forcing it in the title. It should appear naturally, and readers should find your title intriguing. 

Similar to optimizing a title tag for search engine results, your mortgage YouTube video title should be no longer than 60 characters. You want your readers to be able to read the entire title without it cutting off. 

For example, if your keyword is ‘home buying tips’, a good title for your video could be ‘Home Buying Tips You Did Not Know About’. This title is intriguing, under 60 characters, includes the keyphrase, and we managed to have the keyphrase at the beginning of the title!

It might also be a good idea to use some online tools to research what keywords users are searching for on YouTube regarding your topic. Ahrefs has a free YouTube keyword research tool that provides a fair amount of keywords for you to get a solid idea.

3. Optimize your video description.

Your mortgage video’s description also has to face a character limit. Your description must not surpass 1,000 characters. You may recall that past videos didn’t have very long descriptions, and that is because most of the people who clicked on a video are there for the video, not necessarily the description. But don’t underestimate the power of the video description! 

Since it’s part of the Google “family,” the video description will be indexed on the Google search engine, giving it a solid chance of getting more views and traffic. 

Be sure to accurately describe your video in the first 100 characters, as this is the snippet that will show up before you have to click ‘Show More’. Going back to the home buying tips video example, let’s come up with a good description to support our video.

Buying a home is a big investment, and these home-buying tips will ensure you are getting a good deal. Home buying trends differ from year to year, and along with trends, best practices change as well. 

Got another helpful tip you want to share with our viewers? Comment below and let us know! Also, don’t forget to like, share and subscribe to our channel.

The description above is great because the first sentence describes the purpose of the video and what viewers will get out of it. Plus, it is nearly 100 characters. Not only that, but we also encourage our viewers to engage with the video and subscribe to our channel, which helps your video rank higher. 

Another feature you might want to make good use of is adding a transcript.

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4. Tag your video with popular keywords that relate to your topic.

When you are preparing your video for upload, you have the option to add relevant tags that you think will help viewers find you. This not only helps people find you but also helps YouTube further determine what your video is about to help you rank properly. 

You want to have a good mix of regular and long-tail keywords to reach as many people as possible. However, don’t think that YouTube is not smart enough to detect when you have used a tag that is completely irrelevant to your topic. Your home-buying video should not have a tag with whatever is currently trending if it’s off-topic. The last thing you want is for your 1,000+ subscribers channel to get penalized on YouTube.

5. Categorize your video.

Did you know that you can categorize your YouTube videos? You can find this setting under ‘Advanced Settings.’ Many YouTube channel owners may not properly utilize this feature because it can be hard to determine which categories your video can fall under. In that case, it is always a good idea to do your research. 

Find out which channels are in the lead for a specific category, what their video content looks like, how their audiences interact with their content, and one of the most important points to note, what the style and format of their videos are. 

All of these observations can help you determine whether your video would fit in that category or not. Some examples of categories for your mortgage YouTube channel could be ‘Buying a Home,’ ‘Refinancing,’ and ‘Credit Scores.’

6. Upload a custom thumbnail image for your video’s result link.

Thumbnails have nothing to do with keywords or how YouTube reads your content, but they certainly play a major role in attracting your audiences’ attention. You may notice that when you search for a tutorial or even a fun vlog, the top results will show videos that have eye-catching custom thumbnails. 

YouTube does give you recommendations for thumbnails when you are uploading your video, but at the end of the day, your video will be most successful if you take the time to design a custom thumbnail. Some good thumbnail ideas for mortgage YouTube channels can include a nice luxury-style house with a diagonal arrow pointing downwards, showcasing that now is the right time to buy a home. 

As for text in thumbnails, having actionable words such as ‘Buy a Home Now’ or ‘Don’t Wait to Buy’ etc. can capture your audience’s attention.

Canva is a great platform for creating video thumbnails, and it has tons of free features, including icons, stock photos, shapes, fonts, etc. Although Canva has a design option for ‘YouTube Thumbnail’ with the dimensions already taken care of for you, it is still important to keep in mind that best practices include using images that are 1280×720 pixels (16:9 ratio), and around 2MB or smaller file sizes. Before uploading a custom thumbnail, you need to get your account verified on YouTube. 

7. Use video hashtags to drive YouTube search results.

Hashtags are not only a great way for your mortgage business to be found on social media channels such as Instagram and Facebook, and YouTube as well. The good thing about hashtags on YouTube is that you can add them to your title and description to help viewers find your video. 

Here’s another cool tip: when you add hashtags to your video title, they will automatically get hyperlinked and shown above your title.

8. Add subtitles and closed captions

Subtitles and closed captions are terms that are sometimes used interchangeably, but when it comes to YouTube videos, there’s a critical difference. 

Subtitles are mostly meant for translating languages. Non-native English speakers may find subtitles helpful.

Closed captions, on the other hand, simply display the text being said in the video and do not involve translating dialogue into a different language. 

The files for both subtitles and closed captions will also include timestamps for every couple of lines of the text mentioned in the video, so viewers can go back to them as they want.

Which should you have? Both! Having both subtitles and closed captions gives you a greater chance of your video being found on various search engines. 

9. Increase audience engagement.

We’ve discussed various on-page SEO strategies, but what about off-page SEO? For YouTube, off-page SEO usually refers to the likes, comments, shares, and subscribers that a video or channel receives. That is why you should always encourage audience engagement. Whether you want to ask viewers to like and comment at the beginning, middle, or end of the video is up to you, but definitely mention it in every video. 

Another good strategy is to respond to the comments you receive. Not only does this increase the number of comments on your video, but also makes the viewers feel welcome – prompting them to see more of your videos.

10. Make Longer Videos

Longer videos are great for gaining higher revenue due to the fact that you can achieve more watch time hours and place more ads throughout the video. However, just because longer videos are more advantageous revenue-wise does not always mean that everyone needs to create longer videos. Sometimes, shorter videos gain more views since they are an easy watch.

The best way to decide whether your videos should be longer or shorter is by searching for similar content to yours and seeing which videos performed well. Look up other mortgage channels on YouTube and see what the average length of their videos is. If the longer videos performed better, then you know what to do.

Next Steps…

Now that you are aware of the top 10 best practices to help your YouTube videos rank higher with SEO, you can start creating video content that converts!

If you have not been following these practices and have uploaded videos that may not meet these criteria, you can always go back to those and optimize them. Even thumbnails can be changed on past videos, so there is nothing to fret about.

It’s about time you add YouTube to your mortgage marketing plan and start utilizing the most popular video platform to gain more leads for your real estate business. Need more help with your mortgage marketing? Check out our all-in-one customer-facing tech stack designed to help you generate clients and boost realtor referrals.

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You may have heard of search engine optimization for your website, but did you know that there is a set of SEO practices for YouTube, too? Just like search engines, YouTube has its own search feature. 

Every day, millions of video creators compete to make their videos appear in the first results of searches, and you can get your mortgage YouTube channel up there, too, if you follow the practices mentioned in this article. 

Read on to discover the top YouTube SEO tactics that can help you improve your ranking. 

1. Rename your video file using a target keyword.

Make sure that your target keyphrase is included in the file name itself before uploading it onto YouTube. This one is easy to miss since viewers will not see the name of the actual file.

However, the file name is one of the key areas (aside from the title and description) that YouTube uses to determine how relevant your video is to the topic. 

So if you have a file titled ‘tips video September 12 upload.MOV’ and it is a video on home buying tips, you will want to change it to ‘home buying tips business name.MOV’. Make the file name as close to the topic and your business name as possible.

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2. Insert your keyword naturally in the video title.

One of the most obvious places you want to insert your target keyphrase is in your video title. However, do not make the mistake of forcing it in the title. It should appear naturally, and readers should find your title intriguing. 

Similar to optimizing a title tag for search engine results, your mortgage YouTube video title should be no longer than 60 characters. You want your readers to be able to read the entire title without it cutting off. 

For example, if your keyword is ‘home buying tips’, a good title for your video could be ‘Home Buying Tips You Did Not Know About’. This title is intriguing, under 60 characters, includes the keyphrase, and we managed to have the keyphrase at the beginning of the title!

It might also be a good idea to use some online tools to research what keywords users are searching for on YouTube regarding your topic. Ahrefs has a free YouTube keyword research tool that provides a fair amount of keywords for you to get a solid idea.

3. Optimize your video description.

Your mortgage video’s description also has to face a character limit. Your description must not surpass 1,000 characters. You may recall that past videos didn’t have very long descriptions, and that is because most of the people who clicked on a video are there for the video, not necessarily the description. But don’t underestimate the power of the video description! 

Since it’s part of the Google “family,” the video description will be indexed on the Google search engine, giving it a solid chance of getting more views and traffic. 

Be sure to accurately describe your video in the first 100 characters, as this is the snippet that will show up before you have to click ‘Show More’. Going back to the home buying tips video example, let’s come up with a good description to support our video.

Buying a home is a big investment, and these home-buying tips will ensure you are getting a good deal. Home buying trends differ from year to year, and along with trends, best practices change as well. 

Got another helpful tip you want to share with our viewers? Comment below and let us know! Also, don’t forget to like, share and subscribe to our channel.

The description above is great because the first sentence describes the purpose of the video and what viewers will get out of it. Plus, it is nearly 100 characters. Not only that, but we also encourage our viewers to engage with the video and subscribe to our channel, which helps your video rank higher. 

Another feature you might want to make good use of is adding a transcript.

Embed Your Video in Your Website

4. Tag your video with popular keywords that relate to your topic.

When you are preparing your video for upload, you have the option to add relevant tags that you think will help viewers find you. This not only helps people find you but also helps YouTube further determine what your video is about to help you rank properly. 

You want to have a good mix of regular and long-tail keywords to reach as many people as possible. However, don’t think that YouTube is not smart enough to detect when you have used a tag that is completely irrelevant to your topic. Your home-buying video should not have a tag with whatever is currently trending if it’s off-topic. The last thing you want is for your 1,000+ subscribers channel to get penalized on YouTube.

5. Categorize your video.

Did you know that you can categorize your YouTube videos? You can find this setting under ‘Advanced Settings.’ Many YouTube channel owners may not properly utilize this feature because it can be hard to determine which categories your video can fall under. In that case, it is always a good idea to do your research. 

Find out which channels are in the lead for a specific category, what their video content looks like, how their audiences interact with their content, and one of the most important points to note, what the style and format of their videos are. 

All of these observations can help you determine whether your video would fit in that category or not. Some examples of categories for your mortgage YouTube channel could be ‘Buying a Home,’ ‘Refinancing,’ and ‘Credit Scores.’

6. Upload a custom thumbnail image for your video’s result link.

Thumbnails have nothing to do with keywords or how YouTube reads your content, but they certainly play a major role in attracting your audiences’ attention. You may notice that when you search for a tutorial or even a fun vlog, the top results will show videos that have eye-catching custom thumbnails. 

YouTube does give you recommendations for thumbnails when you are uploading your video, but at the end of the day, your video will be most successful if you take the time to design a custom thumbnail. Some good thumbnail ideas for mortgage YouTube channels can include a nice luxury-style house with a diagonal arrow pointing downwards, showcasing that now is the right time to buy a home. 

As for text in thumbnails, having actionable words such as ‘Buy a Home Now’ or ‘Don’t Wait to Buy’ etc. can capture your audience’s attention.

Canva is a great platform for creating video thumbnails, and it has tons of free features, including icons, stock photos, shapes, fonts, etc. Although Canva has a design option for ‘YouTube Thumbnail’ with the dimensions already taken care of for you, it is still important to keep in mind that best practices include using images that are 1280×720 pixels (16:9 ratio), and around 2MB or smaller file sizes. Before uploading a custom thumbnail, you need to get your account verified on YouTube. 

7. Use video hashtags to drive YouTube search results.

Hashtags are not only a great way for your mortgage business to be found on social media channels such as Instagram and Facebook, and YouTube as well. The good thing about hashtags on YouTube is that you can add them to your title and description to help viewers find your video. 

Here’s another cool tip: when you add hashtags to your video title, they will automatically get hyperlinked and shown above your title.

8. Add subtitles and closed captions

Subtitles and closed captions are terms that are sometimes used interchangeably, but when it comes to YouTube videos, there’s a critical difference. 

Subtitles are mostly meant for translating languages. Non-native English speakers may find subtitles helpful.

Closed captions, on the other hand, simply display the text being said in the video and do not involve translating dialogue into a different language. 

The files for both subtitles and closed captions will also include timestamps for every couple of lines of the text mentioned in the video, so viewers can go back to them as they want.

Which should you have? Both! Having both subtitles and closed captions gives you a greater chance of your video being found on various search engines. 

9. Increase audience engagement.

We’ve discussed various on-page SEO strategies, but what about off-page SEO? For YouTube, off-page SEO usually refers to the likes, comments, shares, and subscribers that a video or channel receives. That is why you should always encourage audience engagement. Whether you want to ask viewers to like and comment at the beginning, middle, or end of the video is up to you, but definitely mention it in every video. 

Another good strategy is to respond to the comments you receive. Not only does this increase the number of comments on your video, but also makes the viewers feel welcome – prompting them to see more of your videos.

10. Make Longer Videos

Longer videos are great for gaining higher revenue due to the fact that you can achieve more watch time hours and place more ads throughout the video. However, just because longer videos are more advantageous revenue-wise does not always mean that everyone needs to create longer videos. Sometimes, shorter videos gain more views since they are an easy watch.

The best way to decide whether your videos should be longer or shorter is by searching for similar content to yours and seeing which videos performed well. Look up other mortgage channels on YouTube and see what the average length of their videos is. If the longer videos performed better, then you know what to do.

Next Steps…

Now that you are aware of the top 10 best practices to help your YouTube videos rank higher with SEO, you can start creating video content that converts!

If you have not been following these practices and have uploaded videos that may not meet these criteria, you can always go back to those and optimize them. Even thumbnails can be changed on past videos, so there is nothing to fret about.

It’s about time you add YouTube to your mortgage marketing plan and start utilizing the most popular video platform to gain more leads for your real estate business. Need more help with your mortgage marketing? Check out our all-in-one customer-facing tech stack designed to help you generate clients and boost realtor referrals.

Get a Website Demo

Building revenue starts by building relationships. That’s true for any industry, and for mortgage lenders, it’s crucial.

How well does your current marketing strategy translate into meaningful connections? It may be time to consider a data-driven mortgage marketing approach.

How can data help you engage new leads? With the correct data, you’ll empower your business to meet your clients where they are. Understanding their needs allows you to build bridges and convert new leads into satisfied clients.

Here are some of today’s top tips for using data to drive your marketing strategy.

Engage Website Visitors

The front page of your website is often more important than the front door of your lending office. But what happens when visitors land on your website only to navigate away?

This turning away is known as your “bounce rate.” It’s one of several key metrics you can use to evaluate the quality of your web content. A high bounce rate may nudge you to optimize your content. Making your site easier to navigate may help you engage new leads.

Mortgage lenders can also design their websites to convert traffic into leads. For example, a clear call to action (CTA) will invite visitors to contact you for more info. You can later measure how many visitors engage these CTA’s, which might also prompt you to optimize your content for better engagement.

A customer relationship management (CRM) system can help. A mortgage CRM contains templates for creating quality websites. You can use these programs to maintain a web presence and engage leads that land on your website.

Know What Content Is Working

Content marketing is crucial for engaging mortgage leads. Many first-time borrowers seek information about new loan programs or how the process works. You can create content that satisfies these needs.

But data-driven mortgage marketing strategies measure the success rate of this content. What types of content work best? It may be that your visitors are looking for specific topics. For example, you might see greater engagement with “first-time lender programs,” which may prompt you to create more content for new borrowers.

You might also see different levels of engagement with the type of content you use. For example, short videos might be more popular with your target market than long-form blogs. You can use this data to create more content that connects with your audience.

Segment Your Mortgage Pipeline

A mortgage pipeline is designed to guide your leads through the lending process. However, the customer journey won’t look the same for everyone. This is another example of how data-driven mortgage marketing strategies can be so helpful.

The data you gather on your leads might allow you to create multiple customer segments. For instance, you can create sub-groups based on the following:

• Type of mortgage product
• Current mortgage rate
• Credit score
• Financial data (e.g., debt-to-income ratio)
• Geographic data

This approach allows you to craft unique content and strategies tailored to each group. For that matter, you can market loan programs that match your borrowers’ needs. FHA loans, for example, maybe a welcome option for borrowers with less-than-stellar credit.

You can also segment based on current and former clients. Doing so will remind you to follow up with past clients who might be willing to send leads your way.

Focus on Specific Products

Many mortgage lenders find success by carving out an industry niche. Specializing in a specific type of real estate can showcase your unique value and give you a competitive edge.

But that assumes your marketing tactics reflect your products. Your sales data will give you a clear idea of what products generate the most revenue. If your aim is to focus on these products, you can adjust your marketing materials accordingly.

Conversely, you may have mortgage products that are underperforming. Are you trying to focus on commercial real estate? Bridge loans? Low-income loans? Your data might highlight programs that need extra attention. You might create a marketing campaign to give these areas a much-needed boost.

Track the Conversion Rates of Digital Ads

Chances are that you already rely on digital advertising to promote your business. But how well are these digital ads performing? And which marketing channels are leading to more mortgage applications?

These are two separate questions, but data can help answer both. Your data will show how effectively your ads convert leads into clients. If they aren’t performing well, you may need to refine your sales approach to engage your target market better.

To that same end, data can also show you where your target market spends its time. Data-driven mortgage marketing methods will help you focus on specific marketing channels. For example, generating more leads through Google Ads may indicate that you must focus on this channel.

But data can also highlight areas to improve. If your target market primarily uses Facebook, you may invest more energy into your social media marketing campaigns.

Optimize Email Marketing

A mortgage CRM platform will help you contact your leads via email. But the success of an email marketing campaign depends on how many people open those emails.

That’s why you need a data-driven mortgage marketing strategy. Your opening rate will tell you more about who’s reading your email. Moreover, data can tell who clicks the links in your messages.

The importance should be obvious — if your current email marketing campaigns aren’t working, it may be time to reevaluate or diversify your marketing channels to include social media.

Keep Track of Inactive Leads

Monitoring your inactive leads may sound counter-intuitive, but there’s a sound strategy behind it. For one thing, you can send a final email to these inactive leads to re-engage them in the process.

If you fail to re-engage inactive leads, cutting them loose is best.

Why? Because sending emails to inactive customers can hurt your digital credibility. Delivering emails directly to someone’s spam box will increase your bounce rate (see above). Worse, it can trigger filtering (or blocking) of your IP.

Additionally, you’ll want to purge your inactive users from your larger list over time. That way, you can focus on the users that remain engaged in the process without inactive users affecting your marketing data.

Nurture Business Connections

Real estate brokers often generate leads through professional connections. You might develop relationships with real estate agents, lawyers, or other industry professionals.

A well-maintained lead pipeline might impress these business connections, forging new partnerships. A mortgage CRM will even provide a portal that lets these partners drop leads right into your pipeline. That’s a great way to get real estate partners to help you connect with leads they meet at trade shows, conferences, etc.

A data-driven mortgage marketing approach can maximize these efforts. Analytical tools can show you how each connection is contributing to your pipeline. This will ensure that you focus on the right industry connections.

Use Feedback from Past Clients

Some of your most meaningful data will come not from today’s leads but from yesterday’s clients. You might already use reviews and testimonies as part of your marketing materials. But the data received from past clients can also refine your strategy.

What materials are connecting with former clients? What made them choose your lending practice? The answers to these questions can give you a better idea of what to focus on for future leads.

Conversely, it might highlight areas that just aren’t working. If past leads were unimpressed with your blog content, maybe that indicates it’s time to pivot or focus on video over written text. By making such adjustments, you can ensure that your marketing efforts are working as hard for you as you are for them.

Unleash Your Creativity

Perhaps the most important things analytics can provide are the insights and opportunities you can’t predict.

The data you gain from a mortgage CRM might inspire you to try something brand-new. The same data can be used to evaluate your success.

This is particularly important for marketing teams. The right data can reveal flaws in your current approach. It can also inspire you to take a whole new approach. Customer data might motivate your team to adapt to new client needs or shift priorities to better connect with your target market.

The point is that data will give you greater end-to-end visibility of your business. From this vantage point, you’ll be better able to connect with your current leads and nurture new ones.

Data-Driven Mortgage Marketing with a CRM

These tips offer a helpful starting point for your mortgage marketing efforts, but getting these ideas off the ground demands the right platform.

A mortgage CRM can help. The BNTouch platform offers tools to assist you with website design, content creation, and team collaboration. In short, you’ll get more done with less and have the data to verify your success.

Contact the BNTouch team to see these features in action. We can schedule a demo so you can discover how a mortgage CRM can transform your mortgage business.

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