Tag Archives: Mortgage Marketing

Monday’s Motivation – Gain Clarity

Gain clarity on what you do and what your partners do.  As funny as it sounds this happens all the time where a “partner” promotes the other person and what they promote they do really isn’t what they “do”!  Same for any and all marketing messages you put out there.  Make it clear as to what you do.  I suggest you start with #Hashtag and start branding yourself on your posts, or posts on your business page.

Many do not realize these hashtags are like SEO for Facebook.  Use them often.  And use it to gain clarity on your offerings.

What I do, just to clarify, is help serve the mortgage industry with a lending outfit that can help close more loans.  Now as an AE (Account Executive) I get paid when Broker’s and Non-Delegated correspondent clients use my company to help them close loans.  How do I differentiate myself?  I go way above the call of duty and do things that normal AE’s don’t. Here’s a list of things I do;

  1.  I help Mortgage origination offices get better at generating leads
  2.  I help Mortgage sales folk learn to sell and structure loans to help them close
  3.  I help Mortgage processors navigate the system we have and know where to go to do what inside of a loan.
  4.  I help Mortgage Lenders outsource their FHA loans to my company in order to avoid a FHA neighborhood watch percentage affecting them. (Non-Del Correspondent option)
  5.  I help Mortgage Brokers have Conventional/FHA/VA/USDA and Non-qm products as options to help close loans for their clients.

One of the biggest things as added value that I bring to the table is helping those in mortgage sales be able to source business with push and pull marketing campaigns.  If you have a facebook fan page, I help others learn to use FREE marketing and exposure techniques to gain an edge in their own market place.  Then with a specific relevancy and reach capacity I teach others to use facebook ads, or “Funnels” to run pull marketing campaigns to gain more leads.  The key is to have organic reach first, the biggest issue I see that people have is they attempt to run “funnels” without this and then don’t get the results they are looking for.

Reach out to me, I have the BLUEPRINT on how to grow leads organically first with push marketing campaigns that sets you up for success when running pull marketing campaigns.  (Funnels) #AEforhire #BestLenderRep #mortgagemarketerforhire #Mortgagetrainer #ClosemoreloanswithShawn

Weekend Call to Action – Delayed Financing

As we swing into high gear for the “purchase season” don’t forget to ask about those homes being bought ALL CASH!  You could still present a viable option to help the new homeowner’s replenish the cash they used to buy the home.  Maybe do home improvements?  #youjusthavetoask

Motivational Monday – Creating Urgency with Economic Data

It’s the first of the month, and a great time to stress urgency to get the pipeline moving.  #MondayMotivation Last week had some great news for our economy, such as the jobs report showing a lot of jobs created, the job-less claims was down, and this month is actually a typical time period where “stocks” do bad.  I don’t know the markets like some of the “Masters of the markets do” but I follow trends.  And what I would do is use this information to stress urgency to my “potential clients” to get them off the fence.   Seems to be a perfect storm for this…#SellWell

Wonderfully Whacked Out Wednesday – Campaign Switch

Ever notice how each month in the car business the “promotion” on rebates switches.  What about your mortgage business.   Do you advertise that you do everything under the sun or do you segment monthly and have marketing campaigns to deliver to your audience?  Yep, that’s the topic.  Simple yet genius.  And you should do it too!

Most Broker’s I know just ask their pillar partners about a “loan” or referral in general.  What if you for 30 days did a marketing campaign for a specific product, like a USDA loan, or properties in a certain county you called any and all Realtors there for 30 days.  I bet if you introduced yourself to enough Realtors and suggested that you know USDA loans and can help clients purchasing in such and such county near them, well you may get a referral.

At the end of any month is a great time to switch up ADVERTISING and your marketing
“mentions” on the phone to add value when you chat with one of your referral partners.  What would I do?  Well on any given month I’d pick a product, read about guidelines on that product and spread the word.  As an LO or AE.  I add value to each and every person I call on purpose.  And in my day I plan different marketing messages to be spread.  You should too.

#JUNEBLOOM – Try this with each and every “Pillar Partner” you have in the next 30 days.  Try segmenting a specific product and let that person know about it.  In fact, find a cool “nugget” about that product and spread the word!  #ShareyourSuccessStory

#SellWell #Checkitout


Weekend Call to Action – Realtor Survival Kit

#HappyMemorialDay – Thanks for serving if you did.  This weekend’s CALL to ACTION is all about making an impact in your local Real Estate market.  I talk to LO’s all the time that ask me, “how do I break in to the Realtors in my area”?  Or they just don’t know where to start.  I say if you’re doing mortgages you should have a Rolodex of Realtors that you network and follow up with.  Like 30 or more.  And out of that you will have eventually 7-10 Realtors that use you.  Well this is a way to stand out in the crowd, to make an impact to the local Realtors you meet and potentially have the ability to gain referrals from down the road.  WHY?  Because they REMEMBER YOU!

#RealtorSurvivalKIT #Checkitout

J.U.I.C.Y List (Join Us In Creating Yes’s)

Join Us In Creating Yes’s (JUICY)


This is an exclusive list of highlighted companies that are supported, endorsed, recommended and potentially have “specials” for those in the group Sales Talk with Mortgage Pro’s

Over time now we have just about 3000 people that are in the lending space in some form or fashion.  From LO’s to Brokers, to companies that help them.  This is now published in the group Sales Talk with Mortgage Pro’s based on feedback, and recommendations from those actively using them.

*If you or your company add’s value to the mortgage Broker & Lending community and would like to be featured please get a hold of me.

1.       A Virtual Business Card designed as a cell phone CRM and provides a way to track any time someone would be “looking at rates” or purchase/refi options. It has a mortgage calculator built in and you can brand it with all of your companies contact/NMLS and even legal disclaimers. It’s an APP that can be passed on to anyone that has a smart phone. If interested in knowing more about the newest form of business cards to pass out, please click here; Get the Virtual Business Card

2.       Credit Repair is often sought after from Mortgage originators standpoint, and we have several of the best credit repair in the business in the group. In fact we have The Credit Advisory Group in here to help you gain more FICO, to close more loans! 😊

3.       Website development is imperative to have for an online presence. And now days in the mortgage industry you will need options for this if you own a mortgage company.

      a.     Lenderhomepage is a great option for those mortgage Broker’s looking to develop an online presence.

      b.     OriginatorSuccess is also a great option for those mortgage Broker’s looking for landing pages to help you market online.

 4.       Title is needed for every LOAN to close. So why not have some really great title companies in here as options! Here’s two options for the best NATIONAL title companies that deliver on their service and can help you close loans;

a.     Madison Settlement Services

b.     C.L.A. Title & Escrow

5.       LIVELEAD TRANSFERS for REFI’s. Yep you read that right, what I have is an in for exclusive refi transfers that are prescreened on a “long form”. Here’s what you would expect, 620+ fico, 80% LTV, 4.75% or higher rate, with 200k+ loan amounts. Orders are exclusive to you, and you get the live lead transfer as well as the long form (100 min order). For more info, please click here; Get LIVE REFI Lead Transfers here

6.       CRM’s are a common source of questions in the group. A great list of CRM’s for mortgage Broker’s is below;

a.     Loantek – Free to any Broker (12 months) that’s a part of NAMB right now.

b.     MLO Shift

c.      Whiteboard Mortgage CRM

d.     Originator Success

7.       Commercial Lead buy companies;

a.     Commercial Leads . NET

8.       Learn to generate your own leads online with Funnels and how they work. Join an entourage with the best online marketing training there is; Get Online Marketing Training Here

More additional companies to be added as we grow the group! If you want to recommend someone for the group that can add value to the lending industry let me know! Must have an online presence to be considered.

**What I DO; – As an Account Executive in the wholesale lending space, I have always partnered with my broker’s to help them close more loans by generating marketing campaigns to help them source more business. Besides just helping my partners teams close loans they send to me, I have done this with push marketing campaigns.  It started with flyers and other marketing material for years to help increase referrals and organic reach.  Then a few years ago I started this group, and wanted a place that my business partners can find almost every tool needed to grow their mortgage company. As a result I learned more about running bigger groups, and online marketing organically.   Now I use a lot of my knowledge on push marketing to help pull marketing campaigns be more effective. (lower cost per click, higher click through ratios). I can do that for anyone on a consulting basis and provide an online “blueprint” for you to gain more relevancy and exposure on your Facebook fan page. Reach out to me for a great AE with a fantastic product mix, very competitive rates, or just the consult on lead generation today. Free Consultation with the Mortgage JUICEman



Weekend Call To ACTION – Segment Big loans

Segmenting is a great way to target market.  And if I was an LO, I’d be networked with all the RE Agents with the larger listings.  I’d network with RE Agents that segment a product too.  (ie they help Veterans all the time).  The idea is to think outside the box.  By doing so you can segment whom you gain referrals from with any of your referral partners (Pillars as I call them).  #SellWell #WeekendCalltoAction #TGIF


Two for Tuesday – Spread the word on DUAL markets

I want to help stimulate the market by educating the consumers and businesses on the DUAL market opportunity that presents itself in times today.  This market has NOT been around for over 40 years, and if you are a homeowner, watch this video!  Seriously consider getting a “move up” analysis from your local mortgage broker!  I can help connect the dots, and if your looking for someone that can help you, let me know, I will refer you to the best mortgage Brokers across the US.  #SellWell – has a new meaning today 🙂