EMAIL MARKETING FOR MORTGAGE BROKERS WANTING MORE BUSINESS
Why Your Loan Book Is Worth Emailing
The same goes for the leads that told you "I'm not ready just yet." That person who needed another six months of saving hasn't said no, but if they don't hear from you between now and then, they'll forget you ever spoke. And when they're finally ready to buy, they won't come looking for you, they'll just Google a broker near them and book with whoever pops up first.
This is exactly what email marketing protects. Staying in their inbox keeps your clients feeling like they picked the right broker and keeps your ‘not-ready’ leads warm until the day they are, and it all runs in the background while you focus on writing loans.
Everything Lives Inside
Your Own Client Portal
How We Run Your
Loan Book Emails
The Impact of Emailing
Your Trail Book
More Referrals From
Your Client Base
Referrals happen in casual conversations you're never part of, so the job is making sure your name comes up when they do. Clients who hear from you every month talk about you like their broker, not a broker they used once, and that's the difference that sends people your way.
Leads That Would
Have Been Lost
Every broker has a pile of old leads who said "not yet" and never heard from them again. A nurture sequence keeps them warm until they're ready, so the deal comes to you instead of someone they found on Google.
Generate Repeat Business From Clients
Your settled clients will refinance, upgrade or buy an investment property eventually, the only question is with who. Regular emails keep you top of mind between loans, so when the next one comes around, there's no shopping around, they just come back to you.
A Client Base That
Doesn't Doubt You
The quiet risk in every loan book is the client who starts wondering if they should check rates somewhere else. When parts of your emails keep showing them your wins, your growth and your awards, that thought never gets room to form, because everything they see says they're already with the best.
What Should a
Mortgage Broker Send
To Their Trail Book?
Your Wins & Milestones
Clients want to feel like they chose a broker who's going somewhere, so lead with the numbers and news that prove it, loans settled this month, awards, new team members. It reads as an update, but what it's really doing is reminding every client they made the right call choosing you as a broker.
Trending Market News
Rate moves, new government schemes, lending changes, the things your clients would otherwise hear about from a bank or a news site. When your email is where they find out what's happening, you become their source for anything finance, and that's exactly the position a broker wants to hold.
Personal Tone
Every email should read like it was written by you personally, because that's what gets opened and read. A corporate tone tells the reader this went to thousands of people, while a personal one feels like it was meant for them and you're genuinely taking the time to try and educate them.
Frequently Asked Questions
