I asked ChatGPT for ideas on how to grow a successful mortgage business, and funny enough, it didn’t mention using mortgage expertise at all. It came back with the usual “effective marketing strategies” and “excellent client service.” And while those are totally valid, they’re also things you should be focusing on day in and day out.
So, I will share my knowledge of building an online presence, content strategy, brand voice, and client journey. Here are 5 simple but powerful tips to help mortgage brokers grow their business online:
1. Build an Online Presence That Represents You
- Make sure your website is easy to navigate and clearly shows who you are, what you do, and how people can reach you.
- Include real client stories or testimonials—people connect with people, not just rates and products.
- Pick one or two social platforms and show up consistently. Share value—think rate updates, simple mortgage tips, client wins, or even quick insights into your day-to-day. These touches help build trust and keep you top of mind.
- And don’t be afraid to show some personality! That’s what makes you memorable.
2. Leverage Digital Marketing
- You don’t need a massive budget to get started. A few well-targeted Google or Meta ads can help bring in new leads—especially when paired with a strong message.
- Also, make sure your website is set up with keywords that matter. Think: “mortgage broker in [your city],” “mortgage renewal advice,” or “how much can I qualify for?” It helps your site show up when people are actively searching for what you offer.
- And if you need support, check out platforms like Fiverr or Upwork—you can find help with your marketing strategies without spending a fortune.
3. Create Content that Educates
- Blogs, short videos, Instagram reels, or even quick stories can educate your audience effectively.
- Talk about pre-approvals, refinancing myths, rate holds, what affects credit, or even a behind-the-scenes look at your day.
- The more value you give, the more likely people remember you when it matters.
4. Stay Consistent and Track What Works
- Consistency builds credibility. Whether it’s one post a week or one email a month—keep it going.
- Use basic analytics to track what content people are clicking, liking, or responding to. Double down on the marketing strategies that work, and don’t stress about what flops. It’s all part of learning.
Marketing isn’t about being perfect—it’s about being present.
5. Create a Seamless Client Journey
- The content you’re already creating—whether it’s mortgage tips, market updates, or educational videos—can be reused in smart ways. Think lead nurture emails, pre-approval follow-ups, updates once they’re approved, and even check-ins long after closing.
- A good CRM makes all the difference here. It helps you stay organized, keep track of where each client is at, and deliver the right info at the right time. This is how you stay connected and top of mind—without always feeling like you’re starting from scratch.
These are the same strategies I share with the agents on my team, and they’ve truly helped move the needle in their business. You don’t have to tackle everything at once—but taking action, even in small steps, is always better than standing still.
