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20 Mortgage Broker Marketing Ideas for 2022

Allthia SimJanuary 24, 2022
20 Mortgage Broker Marketing Ideas for 2022

Mortgage brokers need to always look for new and innovative ways to market themselves and their services. Specifically, to stand out among their competitors and achieve their business goals. 

Marketing is the driving force behind any business. The purpose of creating effective marketing ideas is usually to communicate the value proposition of your service so your target audience will be more inclined toward your business. Furthermore, marketing can also be used to build brand awareness, which is essential for every mortgage broker that wants to create a loyal customer base.

The following are some of the mortgage broker marketing ideas that you should start doing to be successful and have a good marketing strategy in place.

Branding and Logo

Every business needs to have its own identity, and once you decide to start your mortgage broker business, the first thing you need to do is to establish your branding including your business logo.

Branding takes your business to the next level which helps you grab the attention of your ideal customers. On the other hand, your logo creates the first impression because it communicates your business brand and values. Check this site to know more about branding.

2. Website

A website is a collection of web pages that are accessible on the internet. It is also an interactive interface that contains various kinds of content, where people can do research, chat with experts, read customers’ reviews, watch videos, or buy things. Basically, it is your way to promote the services you offer as a mortgage broker and increase the visibility of your service through an online platform.


Here are the key ingredients when you create your website:

  • A homepage explaining who you are and what you do
  • The services you offer
  • Who is your target market or audience
  • Your contact information

3. Funnels


Every mortgage broker must have a sales and marketing funnel, which is a series of actions you perform to convert your leads into loyal customers, and it is also an important part of your marketing strategy. For example, sending them emails about sales, offering them discounts or free samples, and so on. You can think of something interesting that will attract your ideal customers and make them want to avail your product or services. 

4. Google My Business or GMB

Google My Business or GMB

Google My Business (GMB) is a powerful tool you can use to list your mortgage business and get more customers. It is also a free service created by Google to give local business owners like mortgage brokers, the opportunity to market their businesses via the internet. Click this link to learn how to manage Google My Business effectively for your business.

5. Reviews


Reviews are important to build trust with your target audience and show them that you have already helped other people or you are capable of providing them the service that they need. As mortgage brokers, reviews from your past clients are incredibly helpful to grow your business.

6. Automated Referrals

An automated referral lets you ask for client referrals from your past customers - on autopilot. It sets an automated workflow to send an email to your customers thanking them for trusting you as their mortgage broker and asking them for a referral to allow you to help more people like them. You won’t have to worry about manually jotting it down since having an automated referrals system will ease your legwork as a mortgage broker, plus you’ll get extra leads from this system.

7. Refinance and Purchase Calculator

Refinance and Purchase Calculator

Mortgage Brokers need to know their customers well, and a way to do this is using the refinance and purchase calculator. This helps you to pre-qualify your customer’s needs by asking them questions related to their current situation. By doing this, you can get a higher chance of getting high-quality leads.

8. 3-Channel Follow Up

3-Channel Follow Up

To have a consistent engagement with your prospect leads, you can use a 3-channel follow-up. You can send an SMS, email, or voicemail to your target leads. This can all be done and set up using CRM (Customer Relations Management).

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A plug-and-play marketing package for mortgage brokers. These are proven and tested marketing methods that are specifically tailored to your services.

9. Facebook Business Page


Facebook is the no. 1 social media platform worldwide with over 2.89 billion monthly active users. Different kinds of people are using the Facebook platform, and most of them are using it with different purposes in mind. That’s why Facebook is a great way to advertise your mortgage business, you can create a page where you include information about your business and the services you offer.

10. Tiktok or Reels

Tiktok or Reels

TikTok is a social media app where users can share short videos of themselves, and it's one of the most popular apps in the world. On top of that, Tiktok can be used as a powerful marketing tool to reach more people and grow your business. Here are some ideas you mortgage brokers can use when creating your content in Tiktok:

  • Short entertaining videos about your business or services.
  • You can use TikTok for sharing mortgage news and information. 
  • People are always looking for helpful tips that they might not find elsewhere. You can post videos on how to save for a deposit or how to choose the right mortgage.

11. Social Media

Social Media

Social Media has now become a major platform not just in communicating, but also in marketing your business. It is also a valuable tool for mortgage brokers. By using social media, you can connect with potential clients, share information about your services, and build relationships with potential customers. To keep your business presence active, it’s important to have proper social media management. Click here to know more about our social media management service.

12. Online Bookings

Online Bookings

An online booking system can help your potential audience to easily book a call or contact you. You can also send out a booking link or attach it to your social media profiles so your market can check it out.

13. Zoom Conferencing

Zoom Conferencing

Zoom calls are very popular nowadays, especially when the COVID-19 pandemic started. You can use Zoom conferencing to do an electronic face-to-face meeting with your client, and also use it to reach a larger audience that is not ready to meet personally yet.

14. Blogging


Blogging is important because it can help you connect with potential customers and grow your business. In addition, it also helps your website to be active and have a higher chance of visitors. Providing valuable blog content will help increase the visibility of your website.

15. Free E-book and Report

Free E-book and Report

Providing free e-books and reports is also an important part of your marketing strategy. You can offer a free E-book or report related to the needs of your customers or what they want to hear – ie. “10 Actionable Steps To Reduce Your Mortgage”. This will also increase your chances of having potential leads because if they become interested in your services, they will reach out to you and avail of your services.

16. Newsletters


Newsletters are an important communication tool for businesses. They allow you to keep your customers and clients up to date on your latest news, products, and services. A well-designed newsletter can help to build a strong relationship with your customers and clients and can encourage them to return to your business again and again.

17. Reactivation

This is a great way to reactivate warm leads by sending out SMS to follow up with your leads and know you are still there to help them. By doing this regularly, it will give you a chance to convert those leads into clients.

Mostly in your social media, you can only upload one link to your profile. With the use of a Link Bio Page, you can just attach one link to your profile that has all your links. It is a cool service for your business to advertise your web presence and service. 

Watch this youtube video to know how you can build a Link Bio Page on Konnected CRM For FREE.

19. Chat Widget

Chat Widget

Once you have decided to create a website or social media accounts for your Mortgage Business, you now need to determine how people will contact you. And having a chat widget on your website will help your audience to get in touch with you easily and ask questions regarding the services you offer. Remember, you need to make sure that the chat widget is easy to find on your website, and be sure to test out your chat widget to make sure that it works.

20. Get a CRM or Customer Relation Management

Get a CRM or Customer Relation Management

These days customers are key to a business's success and are really important to make sure they have an excellent experience. With CRM in place, you can track your interactions with your customers along their journey. 

Having a CRM will allow you to manage and nurture your leads, as well as convert your leads into loyal customers. In this way, you can improve customer satisfaction, loyalty, and profits.

Konnected CRM offers these features and most of the features above (chat widget, reviews widget, and so on). Contact our experts to get a full demo of how Konnected CRM works for mortgage brokers.

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