Mortgage Broker Success Hub
Community-focused, personal approach. Great for first-time buyers and local homebuyer groups.
Facebook Strategy
Community-focused, personal approach. Great for first-time buyers and local homebuyer groups.
Step 1
Social Profile Optimisation
Optimize your facebook profile with a complete setup, including a professional bio, relevant links, banners, and contact details like email and phone number.
Step 2
Network Expansion
- Send friend requests to mutual local contacts in your area to grow your local network.
- Once they accept your friend request, send them an invite to follow your business page.
- Interact with posts from local people to spark genuine and meaningful conversations.
Step 3
Local Group Promotion
- Join community groups where local businesses are marketed and promoted.
- Share your business page posts in local groups to connect with members and boost your visibility.
- Get involved in local group discussions by liking valuable content and responding to mortgage-related queries.
LinkedIn Strategy
Professional networking, career-focused. Ideal for working professionals and business owners.
Step 1
Social profile optimisation
Fully optimize your LinkedIn profile by setting it up with a professional bio, relevant links, eye-catching banners, and complete contact information including your email and phone number.
Linkdin invitation note template
Hi [Name], I saw your recent post about [achievement]. As a mortgage broker specializing in helping professionals in [City], I’d love to connect and be a resource for any future real estate financing needs.
Step 2
Network Expansion
- Reach out to mutual local professionals and business owners by sending direct connection requests, preferably with a personalized note.
- Once they accept your connection request, invite them to follow your LinkedIn business page.
- Engage with posts from local professionals and business owners to initiate meaningful interactions.
Step 3
Local Group Promotion
- Join community groups that focus on promoting and supporting local businesses.
- Post your page content in these local groups to interact with members and increase your visibility.
- Join local group discussions by liking insightful posts and responding to questions related to mortgages.
Realtor Partnership outreach process
Build business partnerships by collaborating with local realtors to exchange leads and grow your business.
Step 1
Connecting with Local Realtors
- Search for local realtors using keywords like “real estate agent” or “realtor” with location filters.
- Identifying realtors through member lists of local real estate groups.
Step 2
Outreaching Realtors
- Sending connection requests to targeted realtors with a personalized note to increase approval chances.
- Adding realtors as friends on Facebook.
- Sending an initial message directly to accounts that allow messaging without a connection.
- While connecting, we also engage with local people’s posts to start meaningful interactions.
Step 3
Joining real estate groups
- Joining local real estate groups to promote your services.
- Interacting with realtors for making a partnership connection through these groups
Step 4
Drip message sequencing
1. After connecting with a realtor, you should initiate a messaging sequence and follow up consistently until you get a reply.
2. These message sequences are thoughtfully crafted with subtle promotion, seamlessly integrating your Realtor Partnership page and the blogs added to your website.
LinkedIn Connection Approach:
Hi [“name”] I see we both work in Kitchener real estate market. I’m a mortgage agent with 8Twelve Mortgage and would love to connect. I help realtors close deals that other brokers can’t handle.
Message 1: Introduction & Value Proposition
Hi [First Name],
Thanks for connecting! I noticed you’re active in the Kitchener market.
I’m a mortgage agent with Mortgagegroup, and I specialize in helping realtors close deals that other brokers struggle with. Recently, I secured financing for a client after 2 major banks said no – just one example of how I help realtors protect their reputation and close more deals.
What I offer my realtor partners:
• 15-minute response guarantee (no more waiting days for updates)
• Complex deal specialist (self-employed, multiple properties, special assessments)
• Upfront underwriting – no surprises at closing
I’ve created a page specifically for realtors that shows how we can work together: https://mortgage.com/
Would you be open to a quick 15-minute call to discuss how this could help your business?
Best,
james
Message 2: Social Proof & Success Story
Hi [First Name],
Following up on my previous message. I wanted to share a recent success story that might interest you:
A realtor partner recently brought me a client who was told by their bank and another broker that “nothing could be done” due to a special assessment issue. After working with over a dozen lenders, I not only secured the mortgage but reduced their monthly payments by 40%.
The realtor later told me: “This is exactly why I partner with you – you make me look like the hero who connects clients with the right people.”
My realtor partnership page shows exactly how I help partners like you: https://mortgage.com/
Currently working with 13 realtors who value:
✓ Guaranteed 15-minute response time
✓ No last-minute surprises at closing
✓ Creative solutions for tough deals
Worth a quick conversation?
james
Message 3: Market Insight + Soft CTA
Hi [First Name],
Following up on my previous message. I wanted to share a recent success story that might interest you:
A realtor partner recently brought me a client who was told by their bank and another broker that “nothing could be done” due to a special assessment issue. After working with over a dozen lenders, I not only secured the mortgage but reduced their monthly payments by 40%.
The realtor later told me: “This is exactly why I partner with you – you make me look like the hero who connects clients with the right people.”
My realtor partnership page shows exactly how I help partners like you: https://mortgage.com/
Currently working with 13 realtors who value:
✓ Guaranteed 15-minute response time
✓ No last-minute surprises at closing
✓ Creative solutions for tough deals
Worth a quick conversation?
james
Message 3: Market Insight + Soft CTA
Hi [First Name],
I don’t want to keep filling up your inbox, so this will be my last message for now.
I genuinely believe in helping realtors succeed, which is why I’ve put together resources specifically for real estate professionals. Whether we work together or not, you might find value in my realtor partnership page: https://mortgage.com/
It includes insights on:
• How to avoid last-minute financing surprises
• Red flags to watch for in mortgage pre-approvals
• Questions to ask mortgage brokers before referring clients
Feel free to bookmark it for future reference. And of course, I’m always here if you need help with a challenging deal.
Wishing you continued success!
James
