MORTGAGE AGENT
Digital Success Framework
Your Complete Digital Marketing Solution
The Complete Digital Success Framework
Phase 1: Brand Foundation
Digital Presence
Website
Professional, mobile-friendly with rate calculator & lead capture mechanisms.
Social Profiles
Facebook, Instagram, LinkedIn, TikTok with consistent branding and imagery.
Google My Business
Local search visibility, reviews, service area coverage optimization.
Digital Presence
- Educational posts (tips, market updates)
- Success stories & testimonials
- Humor & relatable content
- Educational posts (tips, market updates)
- Success stories & testimonials
- Humor & relatable content
Branding Materials & Lead Magnets
- First-Time Homebuyer Guide
- Credit Repair Guide
- Self-Employed Mortgage Guide
- Refinancing Guide
- Renewal Checklist
- Investment Property Guide
Presentations & Webinars
- Client Discovery Call Deck
- First-Time Homebuyer Webinar
- Credit Repair Workshop
- Realtor Partnership Pitch Deck
- Investor Financing Webinar
Phase 2: Organic Engagement
This is about ENGAGING, not just posting
Facebook Groups
- Join local community groups
- First-time homebuyer groups
- Real estate investor groups
- Share content & answer questions
LinkedIn Networking
- Join industry groups
- Connect with realtors & planners
- Build 1st & 2nd connections
- Engage on others' posts
Phase 3: Nurture & Retain
For New Leads
Drip Campaigns
Automated email sequences: welcome series, educational content, conversion nudges.
Reviews & Referrals
Systematic process to ask for Google reviews and referrals after closing.
Mid-Term Review
Proactive outreach to find savings through blend-and-extend or refinance options.
For Existing Clients
Newsletters
Regular updates: market insights, rate changes, refinance opportunities.
Renewal Tracking
Automated reminders 4-6 months before renewal; reach them before the bank does.
Client Onboarding
Welcome packet, document checklist, timeline expectations.
Phase 4: Accelerate Growth
Paid Advertising
- Google Ads
- Facebook/Instagram Ads
- Direct lead generation
Webinar Lead Gen
- Monthly FTHB Seminar
- Promote via FB Ads
- Email existing contacts
- Warm, qualified leads
Organic SEO
- Blog posts
- Location pages
- Keyword optimization
- Long-term visibility
Strategic Partnerships
Realtor Partnerships
Build referral relationships through multiple outreach channels
Social Media
Cold Calling
SMS
Professional Partnerships
- Financial Planners
- Accountants
- Builders/Developers
- Real Estate Lawyers
- Insurance Brokers
CRM: YOUR CENTRAL COMMAND CENTER
Execute all your marketing activities from one central platform
Offline Strategies (DIY Suggestions)
Networking & Events
- BNI / business networking
- Real estate investment clubs
- Chamber of commerce
- In-person seminars
- Realtor open houses
Community Involvement
- Sponsor local sports teams
- School events & fundraisers
- Charity events
- Home shows & expos
Direct Outreach
- Door knocking
- Drop off materials at offices
- Coffee meetings
- Builder showroom visits
- Flyers & postcards
- Local newspaper ads
- Billboards (if budget allows)
- Branded closing gifts
Offline Strategies (DIY Suggestions)
