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They can not only be an immense source of referrals, they often are your biggest supporters. Be supportive of local business owners in your database or local market area by showcasing them on social media. They’ll likely remember this little gesture for years to come. Once people have a feel for how much you like having fun, open it up to them.
Rewards can range from randomized double deposits or paying for purchases to a point system but should always be tangible and large enough to promote actual changes in behavior. Most importantly, you won’t necessarily have to invest a lot to reward behavior. When your site has a responsive design, it adjusts your content presentation based on the screen size of the user’s device.
Automate Direct Mail Marketing
About 90% of consumers say they read online reviews before visiting a business. And more than half of those consumers will bypass the business if there’s anything less than a cumulative four-star rating. Here are eight personal loan marketing ideas you can put into action today. All of your email newsletters should encourage people to go to your website or email you back. All of your blog posts should encourage people to leave a comment, call you, download a value-add, or sign up for your newsletter.
Sometimes that’ll get us a click, but almost as importantly, it will bring us an impression. Just start answering common mortgage questions and teaching borrowers to be better customers – preparing their credit, savings, debt, and documents for a smooth transaction. You likely have an extensive list of extended friends and family networks already captured and tuned into your posts. Financial advisers are one of the best referral sources you can cultivate.
Educate People on How to Improve Their Credit
It not only gives your past clients a little face time on your profile, it also shows potential clients that you really do care. If you’re going to be the “fun bank” (or “fun credit union”), you might as well make some noise about it. Consider changing your institution’s branding tagline to something that celebrates your focus on making financial matters fun.
Think of it as an opportunity to improve, not a burden. Here are a few tips to put yourself and your business in the best light. So pay attention and make sure you’re on top of your online reputation. The connection between poor financial health and personal health.
Make Sure You’re First to Market
You can easily schedule posts as far in advance as you’d like. You can also duplicate posts to other accounts in one easy step. First, it’s almost impossible to blog consistently if you don’t have a content calendar.

Also, notice above that I always start my networking conversations with, “I’m in the real estate and mortgage business.” Keep in mind that everyone wants a home, not a mortgage. By introducing yourself in this way, people will come to you when they are selling their homes as well as buying. Now, let’s dig into our ten pillars of mortgage marketing and 50+ individual mortgage marketing ideas. Here’s the basic formula before we even dig into any specific mortgage marketing ideas. As with any form of automation, when you automate your social media content, you’re saving time. Plus, when you’re more active with your social strategy, you’re likely to see more website traffic, better search results, and more business.
Get everyone together on a Friday afternoon, or have an offsite overnight retreat. When you’re looking for fresh ideas, it helps to break away from your stale surroundings. To compete effectively against digital disruptors and competitors who are constantly targeting your business accountholders, you need a better business banking strategy. Countybank cooked up a clever campaign targeting businesses in the bank’s area.
Curate your best reviews and post them on your website or loan officer profile page. Handing a real estate agent a new listing is better than hundreds of boxes of donuts. This is a no-brainer, and most of you have been told this over and over. If you start generating a fair number of leads, you can make this networking more fruitful. Include something inside your direct mail piece that makes it obvious there’s something other than paper inside.
The end result is a page that loads faster on a mobile device. AMP receives support from a wide variety of platforms, and it’s compatible across all major browsers, so be sure to add it to your mobile-first strategy. At a minimum, having a mortgage marketing plan and campaigns going out regularly to your past clients is a sure way of cultivating repeat business. Presuming you did a good job the first time, past clients now know and trust you. That means you should be their first choice for refinancing and, as well, referring others to you. Almost 80% of millennials pay attention to the direct mail they’re receiving.
You need to identify a profile of your perfect customer. The identification should be based on market research, data from networks like the online interaction of users. Note that you’ll likely have several types of “target” persons.
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