It’s a great feeling when a plan comes together. But sometimes, the perfect plan you thought you were creating doesn’t turn out the way you envisioned. It only takes one missing piece to keep a marketing plan from rising to the top. If this important ingredient is missing from your organization’s mortgage marketing plan, now’s…
Mortgage lenders who want to maximize their value while better managing customers know that CRM software makes customer relationship management more efficient and effective. Purchasing a mortgage-specific CRM can help automate many of your day-to-day marketing and loan processing efforts, as well as facilitating marketing campaigns and customer service. The Best Mortgage CRM for Your…
If you want your mortgage business to thrive amongst your competitors, you need to ensure your mortgage CRM has the best features to generate and nurture leads, take advantage of client referrals, and put a serious emphasis on client retention. CRM stands for Customer Relationship Management, and it’s a software you can utilize to help…
Did you know that when you increase client retention just 5%, your profitability can increase an average of 75%? There’s no greater incentive than that for focusing your mortgage marketing campaigns on getting repeat business from past clients. Here’s why: Repeat clients spend a whopping 300% more than new ones and are more likely to…
Marketing to Millennials is very different from marketing to Gen X or Baby Boomers. They’re very savvy, they’re very good at ignoring traditional advertising, and their buying habits are extremely different from the generations before them. So if you’re working in mortgage marketing and wondering how to get Millennials to buy, here are a few…
Marketing mortgage products and services is a challenge. One way to increase business, generate leads, and develop referrals is with loan officer marketing flyers. Effective Loan Officer Marketing Flyers What is an effective loan officer marketing flyer? Simple: the one that educates without boring your audience or coming across as too hard-sell. When you educate potential…
As a lender, generating a greater number of leads is a key component of your overall mortgage marketing game plan. Lead generation efforts only succeed, though, if you take the time to stay in touch, responding to and nurturing those leads. One of the best mortgage marketing strategies you can adopt is a clear-cut plan…
When compared to other industries, mortgage lenders face unique marketing challenges. Regulations and a shifting financial landscape mean that to compete, mortgage lenders will need to concentrate on educating themselves on a changing marketplace and learn to meet these challenges head-on. Challenge #1: Keeping Up with Regulations Everyone knows that lenders have no shortage of…
Mortgage lenders have plenty of places to look for referral sources: real estate agents, educational institutions, financial planners, home builders, lawyers, and any other professional who works with clients looking for financing. If your mortgage marketing strategy is to perform as desired, it takes work to create and sustain the referral relationships you have. Referral Partner…
Mortgage lenders operate in a highly competitive market, striving to build valued relationships with the clients they serve. It’s your professional reputation that sets you apart from your competitors, and one of the best ways to establish that reputation is by becoming known as an expert in your field. There are two ways you do…
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