In this article, learn how to generate digital leads for mortgage brokers with digital marketing strategies and tactics for mortgage brokers.

Lead generation for mortgage brokers is, by and large, one of the most important aspects of becoming a successful mortgage broker. Yet, as every mortgage broker knows very well, generating online mortgage leads can become both time-consuming, and expensive. In an article from (powered by Canadian Mortgage Professional magazine), one broker is quoted saying he more than doubled his business after spending $500,000 in online marketing for mortgage brokers.

It’s the old “spend money to make money” philosophy. So, given the amount of capital at stake, analyzing this data begs the question: what are some ways to generate mortgage broker leads of higher quality but less cost?

Here is how to generate mortgage leads online for your mortgage business:

1) Inbound Marketing for Mortgage Brokers

As opposed to digital outbound marketing, which forces itself into the view of the prospect in the form of traditional media and paid advertisements, inbound marketing, also known as content marketing, means that the quality of content you produce will naturally bring leads to you. 

The truth of the matter is that most people don’t know how a mortgage broker works; they have questions, and they’re looking for straightforward answers. As a broker, it is important to think about the questions you’re asked most often by your clients, and then create the content that clearly answers those questions.

Examples of inbound marketing include blog posts, videos, webinars, and eBooks that potential clients will want to read, find valuable and educational, and hopefully encourage them to view your company as credible. Additionally, be sure to include content on topics that are unique to your company while maintaining professionalism; don’t be afraid to show personality!

2) Website Optimization for Mortgage Brokers

Your website is your front page on the Internet; it’s how your clients “meet you.” Therefore, your site will be the platform by which prospective clients will take advantage of your inbound marketing efforts. Optimizing your website will not only ensure that potential clients find your content quickly, but that they also view you as a professional and be more inclined to stick around.

Here are 3 ways to optimize your website:

A) Search

Search Engine Optimization (SEO) for your website will be the bread and butter of your efforts. Google is constantly crawling and ranking search results and websites using their system Rankbrain, which allows you to play a role in where your content lands in this process.

By adding one particular relevant keyword or phrase to your website (and per piece of content), making sure it loads fast (use Pingdom Website Speed Test to find out your website load speed), and making your website convey professionalism, you’ll generate website visitors that stick around longer and check out more than one page.

Common SEO tactics include boosting your social media activity (which is also an easy way to connect directly with potential clients), improving your DA (Domain Authority) score through appearances on other sites, applying special keywords to documents (which can be easily found using tools such as LSI Graph), and optimizing your website, article, and image metadata. Search engines will take notice of these aspects and place your website in higher slots on the Search Engine Results Page (SERP).

In order to keep track of your optimization and website traffic efforts, be sure to install a service such as Google Analytics. You will be able to see data such as demographics, CTR (Click Through Rate), time spent with your content, and whether or not website visitors choose to interact.

B) Content

As mentioned earlier, providing high-quality content is essential when generating quality leads. Be sure to create content that’s up-to-date and accurate. Content that provides answers to specific queries is why people will visit your website and is what will keep them coming back for more.

Take a moment to consider the clients you currently have – what kind of questions do they ask you? Are they curious about how the process works? Do they want to know how long it takes to broker a mortgage? Are they wondering why they should seek the help of a broker?

Additionally, creating content that answers common questions will mean people will be more inclined to recommend your website. People trust their friends more than any piece of content you could create, and shareable content makes for easy referrals!

C) Conversion

When you begin to see traffic on your website, it’s important that you give these prospective clients clear instructions to take the next step through lead magnets. Lead magnets are call-to-actions that prompt people to either contact you about their mortgage needs, provide steps to receive a free consultation, display incentives, or simply to opt into your newsletter to follow along on your content creation. Don’t let your website get lost in the competitive shuffle.

Ensure that every page of your website, including your content pages, have these lead magnets. Keep in mind that it often takes users a few times viewing them before they’ll take action, so be sure to place them in more than one location!

3) SEM (Search Engine Marketing)

Search engine marketing is the process of purchasing ads on search engines. When utilizing this process, consider whom you are targeting. In addition to potential clients, be sure to create ads geared towards companies you want in your referral network, such as realtors.

Below are the basics of SEM as well as some things you can do to get your content shown more frequently in high traffic locations:

A) PPC (Pay Per Click)

PPC, sometimes considered in conjunction with CPC (cost per click), is a branch of SEM that allows advertisers to display ads for their products or services to potential clients that search for relevant topics.

What makes PPC unique is, as its name indicates, mortgage brokers are only charged for the placement of an ad when a user clicks on the ad. While this sometimes takes the form of a fixed price charged per click, most often it is handled through a set daily budget. Then, depending on how often the ad is clicked, the price per click will adjust accordingly. Tools commonly used in this process are Google AdWords and Bing Ads, for Google and Bing search, respectively.

The incorporation of PPC then begs the question, if advertisers are only charged when someone clicks on their ad, how do they ensure that their ads are shown on a SERP in the first place? Well, given the nature of the model, advertisers cannot pay more to have their ads shown over their competitors; therefore Google has implemented something called the Ad Auction that determines the relevance and order of the ads.

So basically, keyword your ad correctly, keep on top of your ad data, and watch the clicks roll in.

B) CPI (Cost Per Impression)

Similar to PPC, CPI is when mortgage brokers are charged for their ads. This will only happen when their ad is displayed to a viewer. In this way, it is similar to traditional media such as newspapers, in which a newspaper will charge for ad space based on readership and reach.

High-traffic websites offering CPI advertisement space may choose to measure ad impressions through CPM (Cost Per Thousand). For example, an advertiser would only be charged $5 for every thousand impressions incurred on the ad.

To measure the success of these ads, advertisers will compare the number of impressions to the number of clicks on the ad, and come up with the CTR, shown as a percentage.

C) SEO for Mortgage Brokers

Search engine optimization is essentially a free form of SEM, therefore SEO and SEM are oftentimes seen as separate entities. However, given the nature of SEO and the similarities it shares with SEM, it will be an important part of your marketing strategy. As with your SEM ads, SEO involves specially curating your content and website so that they show up on search engines such as Google.

4) Social Media Marketing for Mortgage Brokers

Social media can be a large contributor to mortgage lead generation for a mortgage broker. If you are not active on social media, you are missing out on the opportunity to connect with potential clients. Social Media allows mortgage brokers the opportunity to share their industry knowledge, connect with other brokers, build brand awareness and answer questions from potential clients.

It is important that you regularly post on these platforms to ensure that you do not go dormant. It is a good practice to post engaging and insightful content that benefits your audience around twice a week. If you are not sure where to start, read my posts on how to choose the best social media channels for your business.

Considering social media is increasing in popularity by the day, it is important to stand out from your competitors. One method that mortgage brokers can utilize is by getting referrals, reviews and recommendations. After each client you serve, ask them to leave you a review on both your social media pages and a Google review. Not only will you be able to build trust from the community to generate new clients you will also be able to improve your services from the feedback given.

11 Social Media Post Ideas for Mortgage Brokers

If you are not sure what to post on your social media accounts here are several social media posts that can help get you started:

  • Explain mortgage industry terms (fixed vs variable, open vs closed)
  • Tips to improve credit for first time home buyers
  • Share real estate listings and tag the realtors in your post
  • Answer FAQs that you get from recent new clients
  • Company Milestones
  • Community Involvement (where you volunteers)
  • Getting To Know You (favourite sports teams, hobbies, causes)
  • New mortgage product announcements
  • Explain new rules and regulations
  • Tips for saving for a downpayment
  • Q and A with partners (realtors, insurance brokers, movers, construction companies)

When developing these posts, I would recommend using a combination of mediums (text, images, video). For example, video is a great medium for your Getting to Know you post.


Digital marketing for mortgages brokers consistently provides qualified leads. If you are using social media to generate leads for your mortgage brokers, it is critical that you properly set up Google Analytics to ensure you collect the most information possible from users who have clicked on your ad and visited your website. It will also allow you to determine which pages from your site are generating the most traffic, so you can optimize your website.

For more information and ideas on how you can generate online leads for your mortgage company,  Schedule Free “Digital Marketing For Mortgage Brokers” Discovery Call with me using the form below or reach out via one of the social networks below:

Sheldon Payne – LinkedIn

Sheldon Payne – Facebook


    Published On: April 18th, 2021 / Categories: Digital Marketing, Digital Marketing Strategies / Tags: /

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