Broker Marketing

 

How many referral relationships do you have now?
Deal Flow Pipeline Contract

New referral relationships established with RE Agents continue even after the contract ends, making it a fruitful marketing endeavor. 

We offer outbound calling & emailing to reach nationwide real estate agents to introduce them to your mortgage brokerage, your products and services, and encourage them to begin sending your brokerage buyer referrals.

Main Deliverables: What we do for you
  • Target real estate agents by city and state where you do business.
  • Outbound call targeted lists to promote and inform prospects about:
    • Your firm and differentiators
    • Your track record and typical deal
    • Your loan products and service offerings
    • How to refer clients to you
  • New referral relationships established with RE Agents, so even after the contract ends, your company will continue to receive buyer referrals.

Additional Deliverables: Channeling Buyer Referrals Toward You

In addition to targeted outreach to real estate agents in your chosen market area, our platform will implement the following measures to strengthen deal flow and improve client ROI.

  1. Targeted Real Estate Agent Acquisition
    • We will strategically target and onboard real estate agents in the highest-performing geographic areas to generate stronger, higher-volume referrals directly to your company.
  2. Reduced Competition
    • We can temporarily reduce competing mortgage broker visibility within designated areas, highlighting your firm as one of the primary options and thereby increasing your referral share.
  3. Reputation Integration
    • We will integrate your existing online reviews (for example, Google, Zillow, Yelp) into your platform profile to showcase credibility and social proof directly where referral sources see it.
  4. Preferred Vendor Placement Featured Placement
    • We can add your brokerage to the top of search results for all mortgage broker searches in every state where you originate loans, and we will highlight your company as a “Recommended Choice”.
    • Referrals will then flow to your company.
Other Deliverables:
  • Campaign statistics showing how many contacts were called, how many engagements occurred, and how many prospects expressed interest.
  • Full CRM export for all engaged records: contact information, call notes, interest/temperature codes, and other engagement data so you can follow up or continue nurture campaigns (email drips, further outreach, etc.).