How do you create a lead magnet that attracts your ideal mortgage clients?

All loan originators make a living on refinance or purchases. So in a rate rising market after a 14 year suppression of rates our target market is Realtors - Refinance is dead for the most part. All my Realtor friends want a Loan officer that can help clients with a process that has certainty, speed, and delivers a great client experience so the whole transaction ends on a positive note. The magnet is having the right platform to deliver better than the competition.....way more product solutions, better rates, process for communication and delivering exceptional service.

Dive deeper by understanding where your business comes from and then create an audience persona for each source. Consumers & Agents are the most common, but even they will have segments. Niche like DSCR, VA, Divorce, Probate also are a source. Builders and Home Sellers. This is NFL football now with your strategies and you need to think out of your box. Also understand that your first step aka micro conversion is to create conversations. Each audience has different wants (needs come later) and you need to latch onto those wants in the channels where they congregate.

Pick a niche and identify a common problem they are experiencing. Write your eBook/Lead Magnet to help provide a solution to that problem. You need to add value to your prospective clients.

Creating a lead magnet that attracts your ideal mortgage clients involves offering valuable, relevant content that addresses their specific needs and interests. ??1?? Identify client pain points: Understand the challenges and questions your ideal clients have regarding mortgages. ??2?? Offer valuable solutions: Create a lead magnet, like an ebook, guide, or webinar, that provides useful information, answers, or insights to these pain points. ??3?? Make it easily accessible: Ensure your lead magnet is easy to download or access, typically in exchange for basic contact information, and promote it through your marketing channels.

A lead magnet should offer value and address the specific needs or concerns of your target audience. First of all, Know Your Audience: Understand the demographics, interests, and pain points of your ideal mortgage clients. Always Choose a Relevant Topic and Provide Actionable Information. Utilize Multiple Formats, Highlight Benefits and Add Personalization. Include a Call-to-Action (CTA): Whether it's contacting you for a consultation, signing up for a newsletter, or exploring your mortgage services, provide a clear CTA. Capture Contact Information and Follow Up Strategically.

Everybody talks the great rate, products and service game but not everybody delivers because they don't know their file and problems arise. Perfect execution leads to more Realtors wanting that kind of experience so over time you get a reputation in the community. Be the expert and deliver 100%, and sometimes no is the right answer. The format is partnering with the top 5-10 Lenders in the Country and be the best at understanding how to match client to products/rates and you can only do this if your a Broker!

Now that you've got your audience down pat, it's time to choose your stage and props – the format of your lead magnet. Let's say your target audience loves digestible, quick reads because time is a luxury for them. Here, an infographic or a checklist titled "5 Quick Checks Before Signing Your Mortgage" could be a winner. On the other hand, if your audience loves to get down to the nitty-gritty, a detailed eBook or an educational webinar series might be more up their alley. Remember, the format is not just about presenting information; it's about matching your audience's lifestyle and preferences. Think of it as choosing the right key for the right lock.

When I shifted from small Banks and Correspondent lenders to the Broker Channel I wanted a catchy name that told the story. Hence the name LowerFasterBetterMortgage. If nothing else the client will possibly want to compare and see is it Lower, could it be Faster, what makes it Better?

The title of your lead magnet is your first impression, and in the digital world, first impressions can make or break your efforts. It’s like the headline of a newspaper that makes you want to read the whole story. A title like “The Secret Guide to Dodging Common Mortgage Pitfalls” can create a sense of intrigue and promise valuable insights. Or consider a title that speaks directly to a pain point, such as “How to Get Your Mortgage Approved on the First Try”. It’s about striking a chord with your audience's deepest desires or fears and wrapping it up in a few compelling words.

You've made a connection with the client, listened to what's important to them, built their mortgage analysis around their goals and dreams. Now its time to make the process fast, predictable, and exactly as you said. Show a full disclosure loan estimate and be completely upfront so you can help alleviate the clients fear - if they know everything its a lot easier to commit to buying. Then deliver.

You’ve got their attention, now it’s time to deliver. This is where you prove that you're not just all hat and no cattle. Your content must provide real value, something that makes the reader think, “This is exactly what I needed!” For instance, if your lead magnet is about avoiding common mortgage mistakes, include real-life examples, maybe a story of a young family who almost fell into a trap but for a specific piece of advice. Use your expertise to offer insights that aren't just a Google search away. This section is about building credibility and trust, proving that you're not just another voice in the crowd but a beacon of guidance and expertise.

The landing page to my website LowerFasterBetterMortgage is loaded with helpful info on products, mortgage calculator, market report data, really anything mortgage related to help someone to research. My marketing incorporates use of QR code, Apply now link email, digital business card and reviews easy to get too in case they want to hear what others said. A reasonable stream of social media with relevant hot topics and products to stay top of mind. Optimized and kept updated.

Your landing page needs to be as inviting and convincing as a warm, well-lit window display. Ensure the page is straightforward, with a clear and enticing summary of what the lead magnet offers. Bullet points highlighting the benefits can work wonders. For example, “Discover how to save thousands on your mortgage” or “Learn the insider secrets to a successful application” are phrases that instantly catch the eye. Ask for only essential information like name and email. Keep your messaging clear and your call-to-action (CTA) bold and irresistible. Use visuals and testimonials for added trust. Think of your landing page as a friendly, persuasive salesperson who's there to gently guide the visitor towards deciding to download.

Lastly and probably most important keeping a dialogue of business conversations with the partners that are doing business so they know you care and are there to serve. Grow our business by being a team.

There's no substitute for being the best at what you do. If you have a host of 5-Star, rave reviews at your back from doing the job well getting your lead magnet to convert into actual customers will be infinitely easier. That's why we bang on about awards and reviews so much as it provides proof that you'll deliver the service promised and make it a no brainer for the client to buy from you.

Be ready to call ?? your prospect (or have a system in place) as soon as they inquire. Timing is important. It’s ok to have your trained personal calling on your behalf. Keep in mind that calling from your car maybe efficient for you, but not convenient for the client.

Creating a lead magnet that resonates with your ideal mortgage clients is all about understanding their needs and offering something genuinely valuable. For me, it's about crafting content that not only addresses their questions but also showcases your expertise in a way that's both informative and relatable. Think guides, checklists, or webinars that simplify complex mortgage concepts. The goal is to build trust and demonstrate that you're not just another mortgage professional, but a reliable advisor who can make their journey smoother.