Mortgage Marketing Plan Proposal | DATE 2018
Prepared by Jackson Middleton | KiltedMedia
Prepared for BROKER NAME
We understand that your time is better spent writing mortgages than it is crafting marketing materials. We also understand that it’s hard to outsource your marketing with confidence because of the intricacies in the mortgage industry. As we work exclusively with mortgage professionals in Canada and we got our start in writing mortgages, not marketing, we truly know your business and are happy to partner with you. Let us handle your marketing, together we can take your business to the next level, and you can be closing more deals.
HOW TO MARKET YOUR MORTGAGE BUSINESS.
Here’s the plan
BE REFERABLE ONLINE
Most successful mortgage professionals in Canada are great with people. This is a relationship business. When someone passes your name, and you get googled, what comes up? How many people have looked for you online, but didn’t find anything that inspired them to call you? Being referable online starts with a responsive website that is kept up to date with mortgage content.
Once you have a solid online presense, the next step is to be present with your existing clients. They already know you, like you, and have trusted you. You should have multiple connection points with these people. They are your best chance to get warm leads through referrals. You need an online and offline strategy to stay in touch. Those strategies should work in tandem.
Only once you have a solid online presense and you have a plan in place to keep in front of your existing clients, should you consider external marketing to attract new clients online. The goal here is to be very specific with the type of clients you want to work with, both on a product and a location bases. The shotgun approach to online marketing is a terrible idea.
CLOSE MORE DEALS
With a solid online presence, a plan in place to connect with your existing clients both online and offline, and a targeted marketing campaign to reach new clients, you’re bound to generate more leads, talk with more potential clients, get in front of people who value your service, and in turn you can expect to grow your mortgage business exponentially.
NAME, YOU’RE IN PHASE ONE
BE REFERABLE ONLINE
PHASE ONE STEP ONE
Add personalized text.
BE REFERABLE WITH A SOLID WEBSITE
Have a look at our three options below. As we build sites with user experience in mind, we limit customization, but we promise it’ll look hot and you’ll love it.
Ideal if you already have a decent website but need a platform to display your content.
A simple and clean website designed with user experience in mind.
A site designed using a customized “Brand Script” with a client sales focus.
PHASE 1 STEP 2
A content package to keep the site up to date is a great way to be “current”, people want to see a proof of life on your site, and an updated blog accomplishes this. Having the content published to your blog also gives you material to share with your existing clients. This can be through social media, or a newsletter. The point is, rather than sharing articles that drive people away from you, and to someone else (ex National Post or Globe and Mail), share articles that are on your blog, driving them to you! Although we sell packages of 24 or 48 articles, I would suggest starting with 24, and if you’re finding you could use more, we can always upgrade to 48 at the same discounted cost.
MORTGAGE BLOG CONTENT
We publish relevant mortgage blog content to your site while you’re working on writing mortgages. Below are three sample articles.
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HAVING AN UPDATED BLOG GIVES CONFIDENCE TO POTENTIAL CLIENTS THAT YOU WANT THEIR BUSINESS.
24 ARTICLES – $995/Year or 48 ARTICLES – $1490/Year
PHASE 2 STEP 1
A very easy way to stay in touch with your existing clients is to employ a newsletter. Our belief is that you can’t automate authenticity, so to be successful with a newsletter, the process won’t be completely hands off. But, we can take care of the initial setup, that is loading your existing clients into Mailchimp, so you can communicate with them. We can also help with formatting each newsletter before it goes out, and add links to the content on your blog. However, to really connect with your clients, it would be best if you wrote a blurb each newsletter, to add some personalization.
Mailchimp is our newsletter service provider of choice. We can set you up with a Mailchimp account, export your existing client database from Filogix and import the CSV, design a custom email template with header and footer, send out an initial email to your database, and create subscribe buttons on your website or provide you with the API.
Newsletters keep you top of mind with your clients and generate referrals
Mailchimp Database Setup $495
Newsletter $45/post or bundle 6 for $245
We’re currently working on new products that can be used in Phase 2, but they aren’t ready yet. Let us know if you want to be contacted when we roll out our online/offline drip campaigns.
Let’s manage Phase 1 and 2 first, then move onto Phase 3 once they’re both in place.
Let’s Get Started!
Based on our recommendations your starting point includes:
- Insert products to sell here.
If you have any questions please email me anytime. firstname.lastname@example.org
Insert something about their site.
Your Estimated timeline for these recommendations is: 1-2 weeks