Mortgage Marketing

Mortgage Email Marketing for Loan Officers

Most loan officer email programs fail in the delivery layer, not the copy layer. The subject line gets blamed. The real problem is that a third of the list never saw the message. Mortgage email marketing works. It is the only channel where you own the audience and the cost per contact stays near zero. […]

Mortgage Marketing

Mortgage Drip Campaigns: 12 Email Templates and When to Send Them

Most mortgage drip campaigns fail because they run on a calendar instead of a loan file. Ten emails go out on a fixed timer. The borrower who was ready stopped opening after email two. The one who was not ready got the same sequence anyway. Below are twelve mortgage drip campaign templates you can paste […]

Lead Management & Conversion

The Mortgage Lead Follow-Up Playbook: Day 1 to Day 90

Seventy-eight percent of borrowers go with the first lender who responds. Responding is the low bar. Converting an opportunity takes 17 attempts on average, and the average sales rep makes fewer than two. Mortgage lead follow-up is a lead prioritization problem, not a motivation problem. Nobody plans to let a lead go cold. They lose […]

AI & Automation

Mortgage Automation: The Complete Guide

In the beginning, automation takes time. However, with the right systems in place, you can multiply the number of clients you serve, raise the quality of your services, and close loans faster without hiring additional staff. Setting up just one effective automation process today, will continue to help grow your business for years to come. […]

Mortgage Marketing

Email Marketing vs. Direct Mail: 7 Reasons Email Marketing Wins

There are different ways to send promotional material to your business’s audience. You can use email marketing or direct mail marketing, for instance. Email marketing involves the use of promotional emails, whereas direct mail marketing involves the use of tangible and promotional direct mail. While both methods can benefit your business, email marketing is better […]

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