Introduction
Starting your career as a mortgage broker is exciting, but it can also feel overwhelming. The mortgage industry is competitive, and standing out from the crowd requires a strategic approach to marketing. Many new brokers struggle with generating leads, building a brand, and converting prospects into clients. If you’re wondering how to set yourself up for success, this 90-day marketing plan will provide a structured roadmap to help you attract homebuyers, investors, and referral partners while establishing your credibility in the industry.
At Lumos for Brokers, we specialize in helping mortgage professionals develop strong marketing foundations that drive results. Follow this step-by-step guide to start building momentum and growing your business.
Month 1: Build Your Online Presence & Brand
Your first 30 days should focus on creating a solid online presence, ensuring potential clients and referral partners can find you and trust your expertise.
1. Create a Professional Website
Your website is the foundation of your brand. It should include:
- A clean, user-friendly design with clear navigation.
- SEO-optimized content to help you rank on Google.
- A lead capture form to collect contact information.
- Essential pages: Home, About, Services, Contact, and Blog.
Pro Tip: Use a mortgage calculator or “What’s My Home Worth?” tool to engage visitors and collect leads.
2. Optimize Your Google Business Profile (GBP)
- Claim and verify your GBP listing.
- Use professional images and a compelling business description.
- Encourage satisfied clients to leave reviews.
3. Establish Social Media Channels
Focus on platforms where your target audience is active:
- LinkedIn for professional networking.
- Facebook Groups for engaging with homebuyers and real estate investors.
- Instagram & TikTok for educational and promotional content.
Action Step: Post your introduction, share why you became a mortgage broker, and provide value through educational content.
Month 2: Generate Leads & Build Your Network
Now that you have your branding in place, it’s time to start attracting potential clients and referral partners.
4. Launch Your Content Marketing Strategy
Create high-value content that positions you as an industry expert:
- Start Blogging: Write about mortgage tips, first-time homebuyer guides, and industry trends.
- Create Video Content: Short-form videos answering common mortgage questions perform well.
- Host a Webinar: Offer a free online session on home financing or investment strategies.
5. Leverage Paid Advertising
Jumpstart your lead generation with paid campaigns:
- Run targeted Facebook & Instagram ads to first-time homebuyers.
- Use Google Ads to capture people searching for mortgage brokers.
- Set up a remarketing campaign to re-engage visitors who didn’t convert.
6. Build Strategic Referral Partnerships
Connect with professionals who can refer business to you:
- Realtors & Real Estate Agents
- Financial Advisors & Wealth Managers
- CPAs & Divorce Attorneys
Action Step: Set up at least 3 meetings per week with potential referral partners.
Month 3: Automate & Scale
By now, you should have a steady flow of leads. The next step is optimizing your workflow and scaling your efforts.
7. Implement AI & Automation
Save time and improve efficiency with technology:
- Use a CRM to manage leads and automate follow-ups.
- Set up AI chatbots to answer FAQs and pre-qualify leads.
- Automate email marketing with drip campaigns and lead nurturing sequences.
8. Expand Your Network & Authority
Take your personal brand to the next level:
- Join Real Estate & Investor Masterminds to network with repeat clients.
- Speak at Local Events & Webinars to build credibility.
- Collaborate with Influencers & Industry Leaders to expand your reach.
9. Track & Optimize Your Performance
- Monitor your website traffic and ad performance.
- Adjust marketing campaigns based on analytics.
- Continue refining your messaging based on client feedback.
Action Step: Review your progress, double down on what works, and scale your winning strategies.
Final Thoughts & Call to Action
Success as a mortgage broker doesn’t happen overnight, but with a well-structured 90-day marketing plan, you can build momentum and start generating consistent leads. The key is to stay proactive, refine your strategy, and leverage technology to streamline your efforts.
At Lumos for Brokers, we help mortgage professionals fast-track their growth with expert-designed marketing solutions, custom websites, and AI-driven lead generation strategies.
🚀 Want a customized marketing plan for your brokerage? Book a Free 30-Minute Consultation and let’s craft your roadmap to success!
📞 602-618-7520
📧 info@lumosbroker.com
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