Category: mortgage social media

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Boost Your Mortgage Business on Facebook: Personal vs. Professional Profile Explained

You’re probably already using Facebook in some way to connect with clients—maybe sharing industry insights or offering mortgage tips. But here’s the catch: if you’re relying on a personal profile, you’re leaving a lot on the table. Personal profiles might be fine for keeping up with family and friends, but they seriously limit your business and marketing potential. You’re missing out on leads, reducing your visibility, and could even be undermining your credibility. 

Switching to a professional profile isn’t just a smart move—it’s non-negotiable if you’re serious about growing your mortgage business. A professional profile gives you access to powerful business tools, boosts your online presence, and ensures that you’re not just meeting compliance standards, but looking like a true pro while doing it. 

That’s where LHP comes in. Our social media program is designed to help mortgage pros maximize their impact on Facebook, so you’re not just using the platform—you’re owning it. Ready to step up your social media marketing game?  

Social Media Simplified – See LHP3 in Action

Here’s why switching to a professional profile is the first move you need to make: 

Why Mortgage Pros Need to Switch to a Facebook Professional Profile Now 

  1. Increased Visibility & Reach

One of the most important benefits of switching to a professional profile is the increased visibility it provides. Facebook’s algorithm prioritizes professional profiles over personal ones, meaning your content is more likely to appear in searches and newsfeeds. By leveraging a professional profile, you significantly expand your reach beyond your personal circle, allowing you to tap into a wider audience. 

This is crucial when it comes to loan officer marketing. A strong social media marketing strategy isn’t just about posting regularly — it’s about making sure the right people see your posts. A professional profile is designed to help you reach potential borrowers, real estate agents, and referral partners who are outside of your immediate network. The more people you reach, the more opportunities you have to convert leads into clients. 

  1. Better Tools for Lead Generation

Facebook’s professional profiles come equipped with a range of social media tools that are essential for mortgage professionals. Personal profiles lack access to these advanced business features, including analytics and insights that allow you to track the performance of your content and understand your audience’s behaviors and preferences. 

Another key advantage of a professional profile is that Facebook’s algorithm favors posts from professional accounts, giving them higher visibility than personal profiles.  

This means that your posts are more likely to appear in “Suggested For You” and searches, significantly increasing your chances of engagement. These tools enable you to fine-tune your social media marketing strategy, resulting in higher visibility, engagement, and overall effectiveness in marketing for mortgage companies, especially with the predicted surge in the refinance market. 

  1. Compliance and Credibility

Compliance is a critical aspect of loan officer marketing, and using a personal profile for business activities can put you at risk of violating industry regulations. Professional profiles, on the other hand, are built to support business needs and provide the compliance tools necessary to keep you aligned with mortgage industry standards. You can easily include your NMLS number, disclaimers, and business details in a professional profile, ensuring that your marketing efforts remain compliant. 

Beyond compliance, a professional profile enhances your credibility. Clients expect to work with professionals, and by maintaining a professional profile, you signal that you take your business seriously. Credibility is key in any marketing for mortgage companies, and a professional profile gives you a polished, trustworthy online presence. 

The Differences Between Facebook Personal vs. Professional Profiles 

Still unsure whether to switch? Let’s break down the key differences between personal and professional profiles and how they impact your social media marketing strategy: 

Personal Profile: 

– Primarily designed for connecting with friends and family. 

– Limited in terms of networking reach and discoverability. 

– Lacks business tools, analytics, and lead-generation capabilities. 

– Does not offer compliance features often required in lending. 

Professional Profile: 

– Optimized for business, offering tools that enhance visibility, reach, and credibility. 

– Provides access to advanced social media tools such as lead forms, ad accounts, and analytics. 

– Helps mortgage professionals adhere to industry compliance standards. 

– Allows you to build a more polished, credible online presence. 

Steps to Transition to Facebook’s Professional Profile 

Making the switch to a professional profile is simple. Here’s a step-by-step guide to help you get started: 

  1. Go to Your Profile Settings: Log into your Facebook account and click the settings menu at the top right of your profile. You can also access your settings by clicking the 3-dot menu on the right.
  2. Switch to Professional Mode: From the drop-down menu, select “Switch to Professional Mode.” 
  3. Customize Your Profile: Update your profile with business details like your NMLS number, a professional bio, and a high-quality profile photo.
  4. Explore Business Tools: Once you’ve activated professional mode, take advantage of Facebook’s lead-generation tools, insights, and setting up an ad account to drive your marketing efforts forward.

How LHP3 Supports Your Social Media Efforts 

Once you’ve made the switch, maintaining an active professional profile is key to keeping your audience engaged. However, finding the time to post regularly and create custom content can be challenging, especially when your focus is on helping clients secure loans. 

That’s where LHP comes in. Our platform offers a library of pre-branded social media content that’s ready to go, complete with your NMLS number, profile image, and business branding.

No more scrambling for what to post next—our content keeps you fresh and relevant with minimal effort. 

In addition, our AI-powered tools help you quickly create custom content tailored to your unique brand. These social media tools make it easy to maintain an active presence on platforms like Facebook without spending hours on content creation. Whether you need a quick update or a fully personalized post, LHP has you covered. 

With LHP, you’ll always have the content you need to fuel your social media marketing strategy and grow your mortgage business. 

Maximize Facebook Marketing Potential with LHP3 – Your Next Move 

Now is the time to elevate your mortgage marketing efforts. By switching to a professional profile, you can boost your visibility, strengthen your credibility, and ensure your marketing stays compliant.  

But the switch alone isn’t enough—you need high-quality, consistent social media content to truly leverage your professional profile’s potential. 

Our LHP3 provides an all-in-one solution with the tools and high-quality content needed to enhance your social media marketing strategy. Get a demo of LHP3 today and see how our platform can help you generate greater engagement, amplify your online presence, and build a stronger connection with your audience on Facebook. 

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Jason October 25, 2024 0 Comments

Loan Officers: Using Social Media to Improve Local SEO and Drive Leads

While it’s not entirely clear whether social media signals directly impact Google’s ranking algorithm, what’s certain is that social media can indirectly improve your website’s ranking.

Loan officers who tap into the power of social media are more likely to see an improvement in their overall search engine rankings and, as a result, increase mortgage lead generation. In this post, we’ll break down how social media can boost your website’s local search ranking and share some loan officer marketing ideas for boosting SEO that you can start using immediately. 

The Connection Between Social Media and SEO 

Before getting into strategies, let’s clarify how social media impacts SEO. It’s a common misconception that simply being active on social media directly improves your Google search rankings. In reality, the relationship between social media and SEO is more nuanced. 

Google has openly stated that social media signals such as likes, shares, and followers aren’t direct ranking factors. However, that doesn’t mean social media isn’t valuable for SEO.  

Done-For-You Social Media for Loan Officers

Here are a few ways social media indirectly impacts SEO for mortgage websites: 

  1. Increased Website Traffic: Sharing your content on social media platforms like Facebook, Instagram, X, and LinkedIn brings more eyes to your site. Increased traffic signals to Google that your site is valuable.
  2. Content Resharing Leads to Backlinks: When your content gets shared, it increases the chances of earning backlinks from reputable sites, building your site’s authority. Backlinks remain one of the most important ranking factors.
  3. Brand Visibility and Engagement: The more people engage with your content, the more your brand gets recognized. High engagement can enhance your authority and credibility, factors that Google considers for ranking.

The Role of Social Media in Local SEO 

For loan officers, Local SEO is critical. Unlike national SEO strategies, Local SEO focuses on optimizing your online presence to attract clients within your geo-targeted area. When done effectively, local SEO can position your business at the top of search results –even above nationally recognized mega lenders –when potential clients are searching for mortgage services in a geographic area. 

Marketing Tip: When people search on mobile devices, the results are automatically tailored to their location. Even desktop searches tend to prioritize local businesses. This means loan officers can outrank big lenders in local search results by focusing on location-based SEO strategies. 

Using Social Media to Drive Local SEO and Generate Leads 

  1. Geo-Targeted Posts: Creating location-specific content on social media helps establish your relevance to a particular area. For example, when you publish a Facebook post discussing housing trends in your city or neighborhood, you increase your chances of being found by local users.
  2. Local Hashtags and Tags: Incorporating local hashtags in your social media posts makes your content more discoverable to people searching for services in your area. For instance, hashtags like #SanAntonioRealEstate or #SanDiegoMortgage will help you show up in local searches.
  3. Collaboration with Local Agents and Influencers: Partnering with local real estate agents and referral partners can boost your online presence by reaching their audience, thereby increasing the visibility of your content in local searches.

Marketing Tip: Consistently include location-specific keywords in your social media bios and posts. For instance, adding “San Antonio loan originator” to your LinkedIn profile will help with local visibility. 

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Leveraging Social Media for Mortgage Lead Generation 

Now that we’ve covered the SEO benefits let’s focus on how social media can be a powerful tool for mortgage lead generation. You can attract potential clients organically by consistently posting relevant, engaging content on platforms like Facebook, LinkedIn, X, and Instagram. 

Here are some actionable social media strategies to generate more mortgage leads through social media marketing: 

  1. Post Educational Content: People searching for mortgages often look for reliable information. Posting educational content, like blog posts explaining the differences between FHA and VA loans or tips for first-time homebuyers, positions you as an expert in the field. Drive traffic back to your site by sharing snippets of this content with links in your social posts.
  2. Share Financial Wellness and Homeownership Tips: Go beyond just talking about mortgages by offering broader financial advice, such as budgeting tips, saving for a down payment, or improving credit scores. Content that supports overall financial wellness can provide extra value to your audience and position you as a helpful resource in their homeownership journey, not just a loan officer. This builds trust and keeps your audience engaged with your brand.
  1. Share Local Market Insights: As a loan officer, providing updates on local housing market trends is a great way to engage your audience. Share data, infographics, or insights about home values, interest rates, or real estate opportunities in your area. This hyper-local content boosts your credibility and enhances your local SEO efforts, driving more traffic to your website.
  1. Collaborate with Real Estate Agents and Referral Partners: Use social media to collaborate with them by sharing each other’s content, creating co-branded posts, or other types of content. This strengthens your relationship and exposes your business to their audience.
  1. Share Client Testimonials and Success Stories: Highlighting positive client experiences is a powerful way to build trust and credibility. Share testimonials and success stories of past clients who found their dream homes with your help. A branded graphic with a direct-quote review, video testimonials, or before-and-after stories can make an even bigger impact. Don’t forget to include a link to your site for prospects to learn more about your services.
  1. Engage with Your Audience: Interaction is key to driving leads. Engage with your followers by answering questions, responding to comments, and creating polls or surveys. The more you engage, the more trust you build with your audience, making them more likely to reach out when they need mortgage services.
  1. Share Community-Focused Content: Go beyond self-promotion by highlighting local events, businesses, or causes that matter to your community. Whether it’s supporting a charity, promoting a neighborhood event, or featuring a local business, this type of content shows that you’re invested in the community. It helps build goodwill and keeps your brand top of mind without being overly promotional.

BONUS: Practical Tips for Loan Officers to Improve SEO 

With all this in mind, here are some practical tips to help you get started with social media marketing to improve your SEO: 

  1. Link Back to Your Website: Make sure every social media post that shares a blog, article, or resource links directly back to your website. Whether it’s a call to action at the end of a post or a direct link in the content, driving traffic from your social channels to your site helps boost your website’s SEO performance over time.
  2. Post Consistently: Consistency is key when it comes to social media marketing. Create a content calendar to ensure you’re regularly posting valuable content, such as mortgage tips, client success stories, or local housing market updates.
  3. Incorporate Eye-Catching Graphics: Visual content like branded images catch more attention than text alone. Well-designed graphics not only drive engagement but are also more likely to be shared, expanding your reach and boosting SEO.
  4. Optimize Your Profiles: Your social media profiles should be optimized for SEO for mortgage websites, meaning they include keywords that support your website’s SEO. Include relevant keywords like “loan originator,” “mortgage broker,” and your local area in your bio and profile descriptions. This will make it easier for search engines to index your profiles, increasing your visibility.
  5. Repurpose Your Best Content: Don’t let your best-performing content go to waste. Repurpose them into shorter snippets or videos to reshare on social media and continually drive traffic back to your site.

How LHP-3 AI-Powered Website Builder Simplifies Social Media Management 

Managing your social media presence doesn’t have to be time-consuming or complicated. With LenderHomePage’s LHP-3 AI-powered website builder, you can easily maintain a professional, engaging presence across all your social platforms—without the hassle.  

Here’s how the LHP-3 social media feature can help you elevate your marketing efforts: 

  1. Ready-to-Go, Branded Content: LHP-3 delivers professional, branded content that’s ready to post. It’s designed to engage your audience and keep your name top of mind. Whether it’s market insights, mortgage tips, or client success stories, the platform provides high-quality, relevant content that aligns with your business.
  1. Create Custom, Branded Content in Minutes: Even if you’re not a content expert, LHP-3 makes it easy to create custom posts that speak directly to your audience’s needs. The platform’s streamlined content creation tools allow you to personalize posts for your market in just a few clicks. Whether you want to share local housing trends or promote your mortgage services, LHP-3 ensures your content hits the mark.
  1. Publish Across All Platforms with a Few Clicks: LHP-3 allows you to publish your content across multiple social media platforms with minimal effort. This ensures your brand stays visible and consistent without spending hours creating and posting.

By using the LHP-3 AI-powered platform, you can keep your social media efforts on track, maintain a steady stream of content, and ensure your online presence is both professional and engaging. It’s the perfect solution for loan officers looking to grow their brand while saving time. 

Mastering Social Media Marketing to Boost Local SEO  

While social media may not directly influence Google’s ranking algorithm, it plays a crucial role in driving traffic, building backlinks, and improving brand visibility—all of which can indirectly boost your website’s SEO. By leveraging social media for Local SEO and mortgage lead generation, loan officers and mortgage brokers can stay ahead of the competition and attract more clients. 

Want an easier way to manage your social media and improve your online presence? Discover how LHP-3’s AI-powered social media tools can help you automate posts, engage with your audience, and drive more leads. Click below to see it in action! 

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Jason September 12, 2024 0 Comments

Enhancing the Borrower Experience: 14 Key Touch Points for Optimal Lead Gen

Effective lead generation involves identifying and implementing pivotal touchpoints, or points of contact, throughout a mortgage lending buyer’s journey. It is a survival strategy. You miss one touchpoint, and your prospect drops off and gives another lender their money.

It takes an average of eight touchpoints to make a sale. However, this is a general stat, and the number varies from industry to industry and depends on what buying stage a prospect is in. The mortgage industry requires almost twice as many touchpoints.

Touchpoints should also be leveraged post-sale, as it’s vital that you stay in touch with clients to generate new business through referrals, refinancing, etc.

Read on to see the 14 touchpoints you MUST incorporate for a successful mortgage broker lead generation strategy.

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Before a Sale

  1. Intuitive Website

Your mortgage website serves as the initial gateway to your professional brand, and it’s crucial that it exudes intuitiveness and user-friendliness. Ensure that every visitor finds all the essential information at their fingertips, including:

1. Specialized Loan Offerings: Clearly present the types of loans you specialize in, making it easy for potential clients to identify the financing solutions you offer.

2. Service Areas and Licensing: Highlight the regions you serve or are licensed in, establishing trust by demonstrating your commitment to local expertise and compliance.

3. Contact Information: Make it effortless for potential homeowners to reach out to you. Your contact details should be readily accessible and prominently displayed.

The significance of a professional brand cannot be overstated.

It sets the tone for your mortgage business and instills confidence in potential clients. To optimize your website’s potential, consider incorporating interactive tools that facilitate the collection of crucial information to enhance your engagement with inbound mortgage leads.

The result of a well-branded, user-friendly website is that it not only exudes professionalism but also fosters a seamless and professional experience, leaving a lasting positive impression on your audience.

  1. Social Media

An impactful social media presence is a vital touch point in the homebuyer’s journey. It provides a unique platform for sharing invaluable industry insights that empower prospective homeowners with a deeper understanding of the homebuying process. To maximize this engagement:

1. Share Your Wisdom: If you consistently produce informative blog content on your website, make it a point to broadcast it across your social media channels. This approach broadens your reach and ensures that your expert advice reaches a wider audience.

If producing share-worthy content is a struggle, check out our new LHP3 website builder! It has a built-in AI blog-writing tool to help you blast through writer’s block. Plus, all LHP3 websites come with a library of ready-to-use social media content, so you always have engaging and valuable content ready to share.

2.  Ask The Audience: Enhance your connection with your audience by creating polls or asking questions that delve into their behaviors and preferences. Gain valuable insights and use this information to tailor your content and services to meet their needs.

3. Personalized Interaction: Acknowledge and engage with interested homebuyers by responding to their comments and direct messages promptly. These personalized interactions demonstrate your commitment to fostering a supportive and approachable relationship.

Incorporate social media as a cornerstone in your strategy, and you’ll discover an array of dynamic opportunities to connect with your audience, bolster your brand, and offer invaluable guidance at essential points along their homebuyer journey.

Done-For-You Social Media – Get a Demo

  1. Online Ads

Elevate your impact in the homebuying consideration phase by strategically leveraging targeted online advertising campaigns on platforms like Google Ads and Facebook Ads.

1. Precision Targeting: With Google Ads and Facebook Ads, you have the power to precisely reach your desired audience. Craft ad campaigns that resonate with potential homebuyers at the exact moment they are researching the market. By targeting specific keywords and demographics, you can ensure your brand is top of mind when they are actively seeking information and making critical decisions.

Make it even easier by using a landing page builder –no design or coding know-how needed!.

2. Outshine Competitors: Don’t overlook the opportunity to run Google Ads for terms that indicate someone is researching your competitors. This tactic positions your brand to stand out and articulate its unique strengths. By addressing the competition head-on, you assert your brand’s superiority in the eyes of the consumer.

3. Retargeting Advantage: Reach out to those who have already visited your website but may have temporarily strayed from their homebuying journey. Implement retargeting campaigns to reignite their interest and gently guide them back to your offerings. Remind them of the advantages of choosing your mortgage services, reinforcing your brand’s presence in their consideration set.

By harnessing the potential of online advertising, you not only create additional touch points with homebuyers but also tailor your message to address their specific needs and preferences. This proactive approach strengthens your brand’s position and influence during the pivotal homebuying consideration phase.

  1. Blogs & Expert Content

Blogs play a vital role in the homebuying journey. Homebuyers often feel overwhelmed by the complexities of the process. To ease their path, create expert content on a range of mortgage-related topics. Additionally, generate content on less-saturated subjects to attract more readers.

Blogs serve as an essential touchpoint, offering clarity and guidance while establishing your brand as a credible and valuable resource in the journey to homeownership.

Below are some ideas for unique mortgage blog posts:

  • 10 Insider Tips for First-Time Homebuyers in Tyler, TX
  • Guide to Understanding Fixed-Rate vs. Adjustable Rate Mortgages in West Palm Beach, FL
  • Cedar Falls Homebuyers: How to Improve Your Credit Score Before Applying for a Mortgage 

Coming up with original and valuable mortgage blog content on a consistent basis is a challenge.

That’s why we introduced an innovative AI-blog writing tool into our new LHP3 Website Builder. We recently demoed this ground-breaking feature at AIME Fuse 2023 in Las Vegas, and the response was phenomenal! 

LenderHomePage at AIME Fuse 2023 Las Vegas Rocky Foroutan

  1. Events & Webinars

Active homebuyers likely attend real estate events, so every mortgage broker marketing plan should include events to pull in strong prospects. Sites such as Eventbrite list out all the events happening in your area, and you can always do a quick search for ‘real estate’ or ‘mortgage’.

If budget and time permits, consider hosting your own in-person mortgage events, where you educate interested homebuyers on complex mortgage subjects such as building a good credit score, making the most out of a home loan, etc.

Webinars are typically engaging and in-depth versions of blogs, where you have a chance to put your face on the knowledge you distribute online and answer questions directly in the sessions. There’s a lot more content you can cover in a 40-minute webinar than a 1,200-word blog post.

Joint webinars with your best clients better convince prospects to work with you.

  1. Referrals

Referrals represent a pivotal touch point in the homebuying journey. These recommendations, originating from satisfied past clients and trusted real estate agent partners, serve as beacons of assurance for potential homebuyers. They provide a roadmap, directing individuals towards your services with confidence.

Incorporating a robust customer referral program is akin to crafting a bridge of trust throughout this journey. The referred leads approach your services with an established sense of reliability, saving you the effort of creating an initial favorable impression. Now, your primary task is to perpetuate and enhance this positive image, ensuring the promises made by previous clients continue to be fulfilled.

Referrals, therefore, do more than streamline your lead generation efforts; they fortify your brand’s reputation and solidify your role as a trusted expert in the mortgage industry, creating lasting impressions along the way for potential homebuyers.

Boost Realtor Referrals – See a Demo

Tip: Ask prospects what exactly they heard about you that made them want to reach out. You can then elaborate on those points to further solidify your brand as the #1 option in your audience’s minds.

During a Sale

  1. Direct Conversations & Discovery Calls

The discovery call stands out as one of the most pivotal touch points in the homebuying journey, as it often serves as the decisive factor in whether prospective homebuyers will choose to work with you. It’s the moment when their aspirations and your expertise align.

To make the best use of this crucial interaction, meticulous preparation is key. Gather all the information necessary to guide them toward their homeownership goals. Some essential talking points that you must not overlook include:

1. Financial Profile: Understand their financial situation thoroughly. Inquire about income, credit history, and outstanding debts. This insight enables you to tailor mortgage solutions that suit their unique circumstances.

2. Homeownership Goals: Delve into their homeownership aspirations. Determine their ideal property type, location, and budget. This information allows you to recommend properties and financing options that align with their desires.

3. Timeline: Discuss their homebuying timeline. Whether they’re in a hurry to secure a home or taking a more deliberate approach, this knowledge helps you set realistic expectations and provide the right guidance.

4. Potential Challenges: Identify any potential challenges or concerns they may have. These could range from understanding mortgage terms to navigating the homebuying process. Addressing these apprehensions instills confidence and trust.

5. Communication Preferences: Inquire about their preferred means of communication. Some clients prefer regular updates, while others may favor a hands-off approach. Understanding their communication style ensures a seamless partnership.

6. Next Steps: Clearly outline the next steps and the path forward. Providing a roadmap of the process and setting expectations ensures a smooth transition from this touch point to the next phases of their homebuying journey.

By giving thorough attention to these talking points during the discovery call, you not only gain a deep understanding of your clients but also showcase your expertise and commitment to guiding them in the right direction. This sets the foundation for a successful and harmonious partnership as they embark on their path to homeownership.

8. 1003 App

Much like your website, your 1003 application serves as a vital touch point in the homebuying journey. Ensuring its ease of use is paramount. An intuitive, user-friendly interface is key, as it streamlines the application process and minimizes any potential hurdles for prospective homebuyers.

An interview-style questionnaire 1003 emulates a conversational experience, creating a sense of engagement and personal connection. This unique approach sets a tone of interaction, making applicants feel like they’re having a guided conversation with a knowledgeable expert.

9. Reviews & Testimonials

Direct potential borrowers to your best reviews and testimonials to further build trust. This is easy if you have testimonials for a broad range of clients, so you can direct them to a client of a similar persona. 

Since this is a high-converting element you MUST HAVE on your website, make sure to keep these updated. A built-in automated review posting feature for your mortgage lead generation website helps a ton.

10. Point of Sale

While an easy 1003 application allows you to receive more completed applications, there are a handful of other features you can offer to quickly close more deals.

Quick document uploads help keep everything in one secure portal. Regular loan status updates allow you to hold your audience’s hand without contacting them directly. Automated preapproval letters make borrowers feel in control.

Lastly, direct messaging and communication within the same platform your audience uses for all of the above helps the whole process feel less intimidating and more connected.

Loanzify POS – Schedule a Demo

11. SMS Updates

People generally get annoyed by text message reminders, but when it comes to homebuying, your audience WANTS to be updated by text.

Use an SMS reminder platform such as Loanzify to easily set up automated and customizable SMS updates to gently remind clients to continue their application process or alert them to any updates to their loan file.

12. Secure Mobile or Web Portal

Detailed documents are required to get a mortgage. However, the last thing homebuyers want is to sacrifice sensitive information.

Let your audience know that their information is secure in the Loanzify portal, with safe and easy documentation uploads. This further convinces prospects to work with you, as it’s one less worry for them.

After a Sale

13. Thank You Letter

Don’t cut off all contact with clients once you receive payment. Show your audience that you appreciate their business. Take the time to craft a thoughtful email and personalize it to make them feel special.

At the end of the letter, make sure you ask them to leave you a review and link to your review platforms such as your Google Business profile, Yelp, Facebook page, etc.

You can also link to private feedback surveys so you can collect valuable insights into how your service was. Encourage them to be honest.

Lastly, you can gently ask them to recommend you to friends and family if they enjoyed your service.

14. after-Sale Emails

After-sale emails are not just an essential touch point; they are the invisible thread that keeps you connected to your borrowers long after the deal is sealed. By sending after-sale emails with pertinent market updates and valuable homeownership tips, you stay firmly on their radar.

These post-sale emails offer a dual benefit. Firstly, they provide your borrowers with valuable information, helping them make informed decisions regarding refinancing or other financial matters. This thoughtful approach enhances their trust in your expertise and fosters a sense of ongoing support.

Secondly, these emails are subtle reminders to your previous clients about your extraordinary service.

By consistently delivering informative content, you remain a trusted resource in their eyes, making it more likely that they’ll recommend you to friends, family, or colleagues who are embarking on their homebuying journey.

In this way, after-sale emails serve as a powerful tool to not only engage and educate your audience but also to subtly cultivate referrals and maintain your position as a top choice in the mortgage industry.

Final Thoughts

The mortgage lead generation strategies shared in this guide are more than just a roadmap; they’re a compass that points toward a future where lenders not only survive but thrive. 

By leveraging these 14 key touchpoints, you’re not just enhancing the borrower experience—you’re transforming it into an unforgettable journey that sets you apart from the competition.

Your borrowers are waiting, your leads are out there, and now you possess the tools to make an incredible mark. Here’s to a future of lending excellence and unrivaled success.

Interested in learning more about mortgage touchpoints? Check out our post on How to Use Touchpoints to Drive Mortgage Lead Generation.

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Jason October 12, 2023 0 Comments