Mortgage Marketing

Loan Officer Marketing Ideas: 12 That Build a Name Worth Referring

Marketing does not fill your pipeline. It decides whether the people already choosing pick you. That distinction runs through every loan officer marketing idea below. A borrower comparing three lenders. An agent deciding who gets the buyer. A past client asked for a name at a dinner party. The decision is already happening and you […]

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 […]

Comparisons & Buyers Guides

6 Best Marketing CRM Software Platforms for 2024

Looking for the best CRM to supercharge your marketing efforts in 2024? You’ve come to the right place! In this extensive guide, we’ll spotlight the CRMs that are not just popular, but are finely tuned to elevate your marketing game. We’re delving into CRM platforms that offer more than just basic functionality – they bring […]

Comparisons & Buyers Guides

6 Best CRM Software for Gmail & Google Workspace in 2024

In today’s digital business landscape, where Gmail and Google Workspace dominate as a central communication hub for organizations, finding the right CRM that seamlessly integrates with its various can offer a huge number of benefits and increased functionality, ultimately helping to streamline workflows and increase efficiency across teams. In this guide, we’ll focus on the […]

Comparisons & Buyers Guides

6 Best Email Marketing Automation Software In 2024

In today’s digitized age, the evolution of email communication is paramount. The tried-and-tested email is no longer a tool for simply sending periodic newsletters or transactional messages; it’s now a sophisticated medium to nurture leads, engage customers, and drive conversions. As we venture into 2024, email automation software is at the forefront of this transformation, […]

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 […]

Comparisons & Buyers Guides

Best CRM Features & Tools for 2022

The average ROI on a CRM is 771%. Shape’s all-in-one customer relationship management suite has all the features you need to optimize and streamline your business processes. Whether you’re using click-to-call to launch an integrated call or building an automated email campaign with one of over a hundred professional templates, these critical CRM features will […]

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