Are you asking for Referrals as a Loan Officer?

Dec 24, 2018

Are you asking for referrals? If not you are losing an opportunity to expand your reach to new clients. Give a reason for your borrowers to refer you to friends, family, co-workers, and neighbors. Download your free ebook on 7 marketing Strategies for mortgage loan officers to ask for referrals  

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7 marketing Strategies for mortgage loan officers to ask for referrals

Dec 19, 2018

Loan Officers How to Ask for Referrals?

Everyone agrees that mortgage referrals are the most effective, and cost-effective, way to generate new clients, but asking for referrals can feel awkward, and most loan officers don’t even do it!. We know that you don’t want to come across as desperate or pushy, especially when you feel that asking for referrals may upset your client, which It does not if you ask the right way.

The only way you can grow and make more money is to increase your sales. It takes a lot of work to make a single sale. With all the time, effort and money involved, you’re always looking for a way to maximize your effort and expense so that you can grow your bottom line. No matter how long you’ve been in sales, you already know that getting a sale through cold calls is tough. It’s always easier when a friend or client recommends your products or services to someone else. This is one of the reasons why customer referrals matter and should...

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Mortgage Marketing with yelp as a loan officer and the benefit of review

Dec 19, 2018


There was a time when clients reached for the Yellow Pages when they wanted to find a loan officer or a real estate agent. However, today's client probably doesn't even have a copy of the phone book; instead the majority of people now find everything they need using online resources. Combine that with the increasing number of smart phones that offer customers the ability to search the web - even when they are away from home -- the process of enhancing your online presence is even more vital to bringing customers to your business.

What is Yelp for Loan Officers?

Yelp is a popular search and social media platform that allows users to look up businesses in their area using computers and smart phones.


Every successful loan officer knows that word of mouth is the best way to bring new customers to a business. Also consider the fact that today's savvy shoppers research before they buy products and services and you can see why a service...

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Free Marketing Ideas in 2019 for Mortgage Loan Officers

Dec 17, 2018

Loan officers do not need to pay hundreds or even thousands of dollars to generate their own mortgage leads. Buying leads from online providers does not have the return on investment as free avenues that are available to every loan originator. This 15 minutes podcast will review some of the effective social sites that are free to use that will have a big impact on your business.

For Additional guidance, please reach to us at 

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Mortgage Marketing emails for loan officer how to optimize them

Dec 12, 2018

Optimizing Your Mortgage Marketing Emails

As the primary driver of clients acquisition, email marketing can yield the highest ROI of all your marketing channels. Keeping up-to-date on email marketing best practices enables you to continually improve your lead generation campaign.

We have compiled the top tips and lessons in this eBook for loan officers that would like to use email marketing in their lead generation campaign, which can work to generate client leads and business partners connections.

Email Marketing can also be used for many other purposes:

Email blasts are officially over. Knowing your audience is one of the most important pieces of data you can leverage to improve your email strategy. But understanding your audience extends beyond just simple demographics.

Do you know how your audience prefers to receive communication and when they are most likely to engage? Do they want to learn about your programs, interest rates or simple just need more information?


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Updating Social Profile for Loan Officers | Mortgage Marketing Social Optimization

Dec 12, 2018

Updating Social Profile for Loan Officers

Most loan officers are familiar with Search Engine Optimization (SEO) on some level using the power of search engines like Google, YouTube, Yahoo or Bing to boost one's mortgage marketing campaign. But as social media grows as one of the top platforms to reach consumers, new approaches to digital marketing is becoming crucial for every mortgage loan officer to stand up and take notice.

One of the top strategies used to maximize your results online is Social Media reach is by optimizing your social profile. 

What is social media optimization?

Social Media Optimization (SMO) is essentially using social media as a catalyst to grow your business with an online presence. Where some loan officers tend to just set up a profile on Instagram, Facebook, LinkedIn or Twitter without having the profile complete which will eventually hurt your brand. SMO is about strategically creating, building and maximizing your social media platform to connect...

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Loan officers understanding what SEO is (Search Engine Optimization)

Dec 03, 2018

SEO for Loan Officers

Search engine optimization (SEO) refers to techniques that help your mortgage website rank higher in Google's organic (or “natural”) search results, thus making your website more visible to people who are looking for your product or service via search engines. SEO is part of the broader topic of Search Engine Marketing (SEM), a term used to describe all marketing strategies for search. SEM entails both organic and paid search. With paid search, you can pay to list your website on a search engine so that your website shows up when someone types in a specific keyword or phrase. Organic and paid listings both appear on the search engine, but they are displayed in different locations on the page.


SEO Benefits for Loan Officers

  • Google users are more likely to click on one of the top 5 suggestions in the results pages, and you can only be one of the top list by doing SEO.
  • Users trust search engines and having a presence in the top...
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MailChimp Guide for Loan Officers Your Mortgage Email Marketing Guide

Dec 03, 2018

MailChimp Guide for Loan Officers

In this guide you will learn how to get an email marketing campaign set up from start to finish using MailChimp as your CRM (Customer Relationship Management) system. Learn to manage your interaction with current and potential customers. You will also learn how to use data analysis to improve business relationships with customers, specifically focusing on customer retention and ultimately generating closed loans.

What is MailChimp?

MailChimp is a free software system that gives you the ability to create and manage mailing lists, newsletters, automate campaigns and lead generating landing pages. Places you in the driver’s seat and lets you have full control over your email marketing efforts from beginning to end.

MailChimp is simple and easy to use where the software gives you access to an array of email marketing tools conveniently located in one place. There are several advantages that MailChimp provides over other CRM systems in the...

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