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Mortgage Marketing Strategies

Go Big or Go Home 
With Your Marketing

How to Market Your Mortgage Business

You don't have to bet the house on these digital tactics

New digital marketing channels and advertising technologies are making it easier than ever to win in the competitive mortgage broker space. Find a partner who can help you map things out. Let's get moving!

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Leading mortgage firms are embracing the digital marketing landscape.

"We continued to over deliver on our KPIs, and the client is extremely happy with the CTRs that their ads generated as well as the quality of traffic they were receiving to their site."

Dollar Bank

"This was the first year of digital marketing for Oconee State Bank. It was a good year, and they are happy with the new business and customers it has brought into their bank."

Oconee State Bank Rep

Marketing Quick Wins for Mortgage Brokers

These quick-start tactics produce real results.

Building a bigger clientele in the mortgage industry takes time. But these tactics provide immediate traction.

Be There When They Need You

For first-time homebuyers who don't have a referral from a realtor, or are looking to shop around, search engines will likely be the first stop. Make sure you're appearing near the top with a quick search campaign in your local market.

Polish Your Online Reputation

It's vital that your mortgage brokerage has a business profile with Google and other search engines. Once that's done, make sure you have plenty of positive reviews on it—you can ask recent past clients to write a review to get the ball rolling. If your online reputation needs work, find an expert partner who can help you navigate things.

Get the Referrals Rolling

Many traditional marketing tactics—like word-of-mouth—are still vital, but with a modern spin. Use automated email and SMS to reach out to recent clients who had a good experience and ask them to send referrals your way.

Suggested Services


Primary Key Performance Indicator

Form Fills + Phone Calls

Recommended Time Frame

9 Months

A Step-By-Step Guide to Mortgage Marketing

Home is where the leads are with this 5-step marketing plan.

From independent brokerages to larger firms, all mortgage brokers need to turbocharge their digital marketing efforts to win in today's competitive landscape. The good news is, new technologies are making things easier than before. Work with an expert partner to ensure maximum success.

Set Yourself Apart

With all of the online self-serve and app options for mortgages now, you'll need to set yourself apart with your brand positioning and messaging. Make sure you have these messaging points and differentiators solidified before you start, so you can go to market with a strong, cohesive and consistent brand position.

Focus on SEO

Paid search ads can be a quick win to get in front of new potential clients, but SEO is vital too. To give it a boost, you need to deliver strong, optimized website content that targets the phrases your audience is searching. Don't forget the local angle—this will ensure you're capturing prospects in your area that can leverage your services. Work with an expert partner for a solid plan.

Handle Your Leads with Care

Putting a strong online lead generation program in place is the first step to a healthy sales pipeline. This could include paid search, display and social campaigns, gated content (like a mortgage calculator) and conversion optimized landing pages. But getting the leads is just half the battle. Make sure you have a strong, lead nurturing approach (automated emails, SMS and more) to convert leads into sales.

Boost Your Brand

Familiarity goes a long way in the mortgage industry—not only with your real estate partners who may recommend you to their clients, but with the clients themselves. The more your local community knows about you, the more likely they are to trust that you're a leading mortgage partner. Use brand-friendly channels like OOH (billboards, sponsored events, etc.), radio and connected TV.

Stay on Their Radar

Unfortunately, you may only work with a client once or twice over the span of several years. But you can stay on their radar until they're ready for their next real estate purchase with automated emails and SMS at key milestones (the anniversary of their home purchase, for example). Then, when they're ready for their next deal, past clients will remember your name.

Mortgage Brokerage Trends

The mortgage industry goes through ups and downs, but strong marketing can help.

As rising interest rates cause a slowdown for the mortgage industry, it's even more important for remaining brokerages to get a strong foothold with strategic marketing.

Experts predict a 30% decrease in Mortgage employees/jobs in 2024

Rocket Mortgage ranks highest in customer satisfaction among mortgage servicers (underlining the importance of convenience and technology)

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Get FREE Custom Insights

We have inside information on the audience and market trends affecting your mortgage brokerage.

From information about the size and makeup of your local or national market to insights on your competitors and their marketing activities, we'll provide you with in-depth, free reports to help guide your mortgage marketing strategy in the right direction. Fill out the form to get started.

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Our Partners and Publishers

When it comes to your digital marketing, we only partner with the top leaders in the industry to help get you the best results possible. Because we're a part of CMG, digital advertising with us is credible, accessible, data-driven and transparent.