10 Best Mortgage Lead Generation Tips to Acquire New Clients

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When it comes to mortgage lead generation, finding people who would be interested in taking out a mortgage and doing business with you can get quite difficult.

The industry is very competitive, and to compete with other businesses, real estate professionals, and mortgage brokers, you need to think out of the box.

This doesn’t mean you come up with an entirely new way of generating mortgage leads. There are many effective marketing methods and tools already available.

To acquire and maintain a steady flow of promising leads, you just need to use proven methods in a more tailored way.

In This Article

1. Use a Mortgage Lead Generation Form
2. Create Email Marketing Campaigns
3. Leverage Social Media Platforms
4. Blog Beyond the Basics
5. Engage Potential Clients with Video Content
6. Use CRM Tools for Managing Leads
7. User-Friendly Website Design Elements
8. Run Online Advertising Campaigns
9. Don’t Forget to Focus on SEO
10. Offline Methods Still Work

Understanding the Mortgage Market Dynamics

While we’d love to dive straight into the 20 insider tips we’ve gathered to help you boost your mortgage lead generation, it’s important first to understand what’s happening in the current mortgage landscape. You see, things aren’t the same as they were a few years ago…

The Current Mortgage Landscape

We all know that the mortgage industry has now gone through a huge makeover after the 2008 financial crisis. The current landscape is more digital, influenced by the advent of fintech, smart contracts, changing online regulations, and varying economic conditions.

It’s important for people in the mortgage industry to realize that we’re in an age of “customization,” and this means that one-size-fits-all solutions are a thing of the past. The new mortgage landscape uses data analytics to create loan products that fit each person’s unique financial situation.

These loan products include hybrid loans that combine fixed and variable rate features and adjustable-rate periods that change based on a person’s job path. Sounds complicated? It sure is! But, understanding your target audience for mortgage leads can set you apart from others in the competition.

Target Audience for Mortgage Leads

In digital marketing, there’s a term fairly common amongst most marketers called “intent.” Why are we talking about this? It’s because new businesses looking to generate mortgage leads need to understand that segmenting their target market is crucial.

Everything you work on has to have a deeper meaning. For first-time buyers, you need to focus more on educational content. The intent is to remove the misunderstandings and confusion about the mortgage process.

For those looking to refinance, you must emphasize your expertise and reliability by showcasing your case studies and testimonials. For real estate investors, your content should shift towards investment opportunities and financial gains.

The intent of your marketing strategy changes based on the client you’re trying to close, and this understanding can take you steps ahead in the race for mortgage lead generation.

10 Best Mortgage Lead Generation Tips & Tools

Buyers nowadays are more cautious, target audiences are more diverse, and the industry’s evolution, fueled by lessons from the past, offers both opportunity and responsibility.

Keeping in mind these changes, we’ve gathered some mortgage lead generation tips and examples that showcase how you can become a beacon of hope for those individuals who have dreams of homeownership.

1. Use a Mortgage Lead Generation Form

Remember how we discussed about providing a solution to your target audience based on their intent?

When people wish to buy a home, they don’t always start the mortgage process by talking to a mortgage broker. A lot of the time, people who are thinking about buying a house want to know if they can even afford it.

This is where the Mortgage Lead Generator Form Template from WPForms comes in handy. It doubles as a lead capture and calculation form that allows you to guide potential homeowners through their mortgage journey.

You’ll find the following fields are already in the form:

Home Value
Down Payment
Interest Rate
Mortgage Period
Monthly Mortgage Payment
Annual Payment Amount
Total Interest Paid
Total Mortgage Payment

By elegantly breaking down the form into digestible sections, you can be sure that your mortgage lead receives the estimates they need to see.

Once the potential home buyer fills out the form and submits the required information, you also have their email address at your disposal.

You can use this email address in your lead nurturing campaign by providing them with relevant, tailored mortgage-related information.

2. Create Email Marketing Campaigns

There are many ways you can gather emails to include in your mailing list for lead nurturing. You can use a lead form as shown above or even use website popups or social media campaigns to gather emails.

It’s important to remember that mortgage lending is a long-term game. Keeping this in mind, it’s also vital to know that you need to establish a long-term strategy to follow up with potential clients.

If you haven’t already tried it, think about creating an email campaign that starts with a welcome email, then a check-in, and if the client doesn’t respond, you can add them to your email drip campaign, which provides them with helpful property ownership tips.

3. Leverage Social Media Platforms

LinkedIn, Instagram, and Facebook are great tools for mortgage professionals when it comes to acquiring leads in the mortgage industry.

LinkedIn shines for its professional network and is ideal for connecting with first-time homebuyers and investors alike.
Instagram is the go-to for showcasing homes and sharing customer success stories, due to its visual nature.
Facebook’s broad demographics make it perfect for targeted ads and community engagement.

Utilizing these platforms effectively means creating content that speaks directly to potential homebuyers’ needs. For example, you can create posts like:

Educational Infographics: Share infographics that break down complex mortgage terms into simple concepts.
Customer Success Stories: Post testimonials and stories of people who have successfully purchased their homes through your service.
Live Q&A Sessions: Hosting live sessions on platforms like Facebook or Instagram can allow you to connect with potential clients.
Home Buying Tips: Quick tips on home buying can be a great way to provide value, encouraging followers to see you as a resource and authority.
Market Updates: Regular updates on mortgage rates and market conditions can help you be perceived as a timely and informed professional.
Virtual Home Tours: Use Instagram or Facebook to give virtual tours of new listings, providing an immersive experience for potential buyers.
Interactive Polls and Quizzes: Engage your audience with polls and quizzes related to mortgages or home-buying preferences.
Event Announcements: If you’re attending or hosting a webinar, workshop, or seminar, use social media to invite your audience.

4. Blog Beyond the Basics

We know it takes time to turn a mortgage lead into a customer because people are likely to be confused or have questions about the process.

Combining useful information with a personal touch is the key. Position yourself as a friend with insider knowledge rather than just a service provider;

Share real stories about helping individuals find their dream homes or navigate the tricky waters of mortgage lending. These narratives bring a human element to your brand and build trust.
Keep your content fresh and informative. Whether you’re discussing the latest changes in mortgage rates or explaining government policies affecting home loans, it’s essential to stay current.

But, you’re probably already familiar with these basics, right? The question is, “How can you take this a step further?”. Well, you could create content like:

How-To Guides: Step-by-step articles that walk readers through the mortgage application process or home-buying journey.
Checklists: Provide checklists for different stages of home buying. This can be a tangible way for readers to feel prepared, drawing them back to your resources.
FAQ Sections: Answer common questions in simple terms. When you address common concerns, you position yourself as a problem-solver.
Market Analysis: Offer insights into current market trends. This shows that you’re not just selling a service, but you’re invested in your reader’s financial success.
Interactive Tools: Include mortgage calculators or quizzes. Users are more likely to be interested in and get value from interactive material.

By incorporating these types of content into your blogging strategy and aligning them with Google’s EEAT (Expertise, Experience, Authoritativeness, and Trustworthiness) guidelines, you show that you’re not just participating in the conversation — you’re leading it. Keep it simple, keep it true, and the leads will follow.

5. Engage Potential Clients with Video Content

When it comes to making video content, a bunch of people tend to hesitate because, well, it can be quite time-consuming. The editing, retakes, and figuring out the right angle can become a little too much for the simple business owner.

But, it’s only complicated if you make it. Simply pick up your phone, open up your camera, hit the video mode, and let the words flow through you. Think of it as speaking to a friend about a topic that you have good information about.

When you share your expertise on camera, it really helps to build trust and authority. It shows your clients that you’re not just some faceless entity, but a reliable partner who’s there for them throughout their home-buying journey. For example, you could create videos like:

Showcasing homes and discussing financing options. It connects the dream to the means, making the mortgage process real and tangible.
Sharing your day-to-day operations. It builds trust by showing the care and detail that goes into managing each client’s mortgage needs.
Step-by-step videos on getting mortgage-ready. Provide viewers with actionable steps, setting the stage for informed decisions.
Offering tips tailored to different audiences. Whether it’s first-time buyers or refinancers, personalization goes a long way.

6. Use CRM Tools for Managing Leads

One of the most common mistakes most businesses make is that after investing lots of money in acquiring leads, they have no particular process for managing them, resulting in many missed opportunities.

This is why investing in a CRM tool is important, as it allows you to automate your lead nurturing process. It’s a great tool to keep you ahead of the curve, from collecting initial information to automating the workflow of emails that need to be sent out.

A CRM easily integrates with your website, social media, and email campaigns, which ensures all your information is in one location, ready for action. As you progress with each lead, you can then further categorize them and move them down the sales pipeline.

Wondering which CRM would be the best choice for your business? Well, here’s a brief description of the best CRM tools in the marketplace currently. You can check out their pricing and features to determine the perfect choice for you:

Salesforce: A giant in the CRM world, Salesforce offers a mortgage-specific platform that’s as vast as it is detailed. Its cloud-based system lets you access client data anywhere, ensuring you’re always ready to answer queries.
Microsoft Dynamics 365: Dynamics 365 works with other Microsoft goods, which is great for people who like multiple integrations. This CRM tool makes managing leads more efficient by integrating with how your office works.
HubSpot: HubSpot CRM is known for having an easy-to-use interface that keeps track of all client contacts. Its free version is great for small businesses because it has basic tools that are useful for handling leads.
Zoho CRM: Zoho’s customization choices are perfect for users who like to move quickly. You can make custom channels for different kinds of mortgage leads to ensure they get your full attention during the process.
Pipedrive: Pipedrive really shines regarding how it displays sales processes. The complicated mortgage lending process is broken down into an easy-to-follow visual path. This makes lead handling easier for both brokers and agents.

With these tools, you can keep track of interactions, preferences, and feedback, making winning over a customer easy. They take care of the boring but important tasks automatically, so you can focus on what you do best: helping people buy homes!

7. User-Friendly Website Design Elements

One of the first interactions a customer has with your business is oftentimes through your online presence. After getting to know about you, they’ll probably visit your website. And that’s your first impression with them, so you need to make it count!

While most business owners are not expert website designers and developers, you still need to ensure that you focus on user-friendly design elements. Here are some of the best website design tips we’ve gathered:

Clear Navigation: Just like clear street signs help drivers find their way, a well-organized menu helps users find the information they need.
Call to Action: Make it easy for users to take the next step with buttons and forms that stand out, just like a well-placed sign-up sheet at an open house.
Fast Load Times: A fast website is like a fast teller at a bank; it keeps the line moving and the customers happy.
Security Features: Show users their information is safe, like a vault in a bank, with SSL certificates and secure online forms.
Accessible Content: Keep language simple and direct, much like explaining complex loan terms in layman’s terms over a coffee chat.
Testimonials and Reviews: Sharing others’ success stories is like a friend vouching for you; it builds trust and confidence.
Responsive Design: Whether they’re on a phone or a computer, your website should look great and work well on all devices.

When you skillfully combine these elements in a natural way, your website becomes more than just a tool. It becomes a reliable advisor, constantly available to offer guidance, knowledge, and reassurance to prospective homebuyers throughout their journey.

8. Run Online Advertising Campaigns

There are many ways to drive customers to your business. Among the most commonly used strategies is to run an online advertising campaign.

By bidding on keywords you know your customer will search and appearing first on those keywords, you increase your chances of getting clicks to your website that ultimately convert.

Google’s vast network puts ads in front of people actively searching for mortgage advice, while social platforms like Facebook and Instagram allow loan officers to tap into detailed demographic targeting, reaching potential buyers based on their interests and behaviors.
Platforms such as LinkedIn can be particularly effective for reaching professionals who may be looking to purchase a home or refinance, offering a prime audience for mortgage-related advertising.

9. Don’t Forget to Focus on SEO

Sure, investing in an online advertisement campaign is a great idea, but if you’re looking for something more long-term, then you need to focus on SEO as well. Through some basic SEO strategies, you can rank not only on Google or Bing, but other financial forums where potential homeowners seek advice.

Start with solid research to find the words and phrases that your home buyers are typing into search bars. Tools like Google Keyword Planner can be your best pals here. Ensure your business is listed on Google My Business and other local directories.

Regularly update your site with fresh, relevant content. These are some of the basics for SEO, but they’re enough to keep the ball rolling and get you traffic that can lead potential buyers straight to your door.

10. Offline Methods Still Work

Attend local real estate events, community gatherings, and seminars to network with potential clients and industry peers. Bring business cards and be ready to discuss your services in a casual, non-salesy manner. Offer to host or speak at events to establish yourself as an industry expert.

Forming partnerships with real estate agents can be mutually beneficial. Reach out to local agents and propose a collaboration where you refer clients to each other. Offer them informative mortgage content for their clients, which can help both of you gain credibility and trust.

Next, Learn About the Best Mortgage Calculator Plugins

Looking for a simple and straightforward solution to add a WordPress mortgage calculator to your real estate website? Check out this detailed guide for information on the best mortgage calculator plugins!

Create Your Mortgage Calculator Now

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

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Lead the Market: 10 Mortgage Lead Generation Tips for Winners