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Loan Originator Marketing Ideas Using Social Media & Email

Travis Balinas
October 22, 2013
loan originator marketing

Loan originator marketing ideas are meant to increase referral and repeat business. Any originator looking to do this effectively should definitely be using email and social media marketing to strengthen relationships with past clients. Especially in the mortgage industry, where there are hundreds of thousands of loan originators out there.

So how can you, as a mortgage professional, make sure that you stay top-of-mind with past customers and ensure that you’re visible enough for potential customers to come find you? Well, using social media and email marketing is incredibly powerful combination of tools to help you stay in front of past customers.

Social Media

The immense popularity of, and the amount of time spent on social networks shouldn’t be ignored. You can use Facebook, Twitter, LinkedIn, and Google+ to connect and nurture relationships with current and past clients, help you maintain a social presence online, and highlight your professional abilities. Each of these social networks presents different tools and a variety of opportunities for marketing yourself without being too intrusive.

You should be mindful though of how each of them work, and create a marketing campaign accordingly.

Facebook: Create a business page, make sure it’s easily identifiable with your business and brand, and provide quality content. You’ll want to share content is informative, engaging, and provides value to the reader without being a sale pitch for your business. Help, not sell.

Twitter: The tweets you send should be brief, yet informative and should always be relevant to your industry. Maybe share some financial advice articles as you come across them.

LinkedIn: Your LinkedIn page should be more formal when compared to the other networks, and should be used to showcase your professional experience and knowhow. There’s a lot you can learn on LinkedIn too. Just join some relevant groups for mortgage professionals and subscribe to their email updates.

Google+: This social network is very unique and incredibly feature rich, despite all the comparisons being made with Facebook. It’s a good place to link your Google Business listing to your Google+ page and connect your Google accounts across the Internet. Develop circles with people who share interests and use the community features to connect with clients and other industry professionals.

Email Marketing

Automated email marketing for mortgage professionals is an incredible, and highly affordable way of staying top-of-mind with past customers. You can draft a newsletter, update regularly, and email it to each of your past customers. It could be weekly, monthly, quarterly or semi-annually – whatever is most feasible for you. These emails would ensure that your clients are reminded about you infrequently enough to not become annoying or considered SPAM, and that are rich with content that is related to your industry and meant to help your clients.

You know as well as we do that clients provide the majority of a business’ long-term revenue, whether through repeat business or word-of-mouth referrals. The best way for you to retain clients is by staying top-of-mind with these customers and doing so through social media and email marketing.

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