
002: Mortgage Marketing Madness
12/17/19 • 67 min
0:00
Intro & Marketing Background
3:30
Mortgage & Digital Marketing
the customer journey is multi-faceted and typically involves digital touchpoints
6:20
figuring out where to focus your marketing efforts with minimal budget
8:30
understand your target customer and figure out where the best place to reach them is. social? Ad spending? Direct mail?
10:00
understand your marketing goals
ensure marketing goals align to larger operational goals
10:30
A/B testing for max efficiency and efficacy
don’t reinvent the wheel: change one variable at a time and experiment incrementally
12:30
small lenders vs big lenders: how to figure out your target audience
14:00
market the way you’d want to be marketed to
thinking about the customer journey from start to finish
17:15
the changing customer journey in a digital age
build trust and credibility long before the borrower even comes through the door
20:00
digital ads: how you can stand out
23:00
mortgage lenders and relationship-building
24:12
dual marketing strategies? Marketing to borrowers + marketing to realtors
25:00
mortgage websites and branding
borrower’s jump from realtor website to mortgage lender’s website can be jarring
28:30
in house marketing vs outsourced marketing
32:00
where to get brand inspo
36:00
common website mistakes
articulating your unique value prop as a lender
43:00
attracting referrals with your website
45:00
less is more with websites. Elegance is simple
47:00
branding psychology
48:15
improving your marketing when your resources are limited
making the most of freelancers and contract work
51:30
importance of consistency in branding and marketing
53:00
tapping into your inner ‘marketer’
56:44
marketing as an individual loan officer; personal branding
1:03:00
closing remarks & takeaways
0:00
Intro & Marketing Background
3:30
Mortgage & Digital Marketing
the customer journey is multi-faceted and typically involves digital touchpoints
6:20
figuring out where to focus your marketing efforts with minimal budget
8:30
understand your target customer and figure out where the best place to reach them is. social? Ad spending? Direct mail?
10:00
understand your marketing goals
ensure marketing goals align to larger operational goals
10:30
A/B testing for max efficiency and efficacy
don’t reinvent the wheel: change one variable at a time and experiment incrementally
12:30
small lenders vs big lenders: how to figure out your target audience
14:00
market the way you’d want to be marketed to
thinking about the customer journey from start to finish
17:15
the changing customer journey in a digital age
build trust and credibility long before the borrower even comes through the door
20:00
digital ads: how you can stand out
23:00
mortgage lenders and relationship-building
24:12
dual marketing strategies? Marketing to borrowers + marketing to realtors
25:00
mortgage websites and branding
borrower’s jump from realtor website to mortgage lender’s website can be jarring
28:30
in house marketing vs outsourced marketing
32:00
where to get brand inspo
36:00
common website mistakes
articulating your unique value prop as a lender
43:00
attracting referrals with your website
45:00
less is more with websites. Elegance is simple
47:00
branding psychology
48:15
improving your marketing when your resources are limited
making the most of freelancers and contract work
51:30
importance of consistency in branding and marketing
53:00
tapping into your inner ‘marketer’
56:44
marketing as an individual loan officer; personal branding
1:03:00
closing remarks & takeaways
Previous Episode

001: Clayton Collins, CEO, HousingWire
In our premiere episode, our hosts Alan Parris and Bryan Traeger sit down with HousingWire CEO Clayton Collins to dig into the challenges and opportunities of running a media publication in today’s digital age.
Next Episode

003: The Future of the Loan Officer (Feat. Ernie Graham, CEO, Homebot)
We sit down with Homebot CEO Ernie Graham to discuss the changing role of the loan officer in today's digital landscape.
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