Mortgage Email Marketing: A Guide for Loan Officers

mortgage email marketing

The world of mortgage email marketing often entails many duties surrounding how well you can communicate with your prospects and the software it uses. The challenge can feel daunting at times, but it can be effective if you understand what you want to get out of your email marketing efforts.

mortgage email marketing

What Is Mortgage Email Marketing?

Mortgage email marketing is a practice where a loan officer uses emails to communicate with prospects about mortgage services and other information. Also, the officer can discuss with prospective borrowers how a mortgage plan works and the options that are available. So, the goal is to encourage a potential client to do business and apply for a mortgage loan.

What Are the Benefits of Email Marketing For Loan Officers?

Email marketing is outstanding for loan officers and offers many advantages. So, a loan officer can acquire a substantial database of customers through an email campaign. Also, the officer will be able to promote content surrounding how a mortgage loan works and what the reader can expect during the lending process.

The marketing plan can also manage the ebb and flow of the housing market while keeping the audience up-to-date. The market is always going up and down with the prices and demands for various houses on the market changing. Sometimes there might be numerous properties for sale, while in other cases, it may be a challenge to find new ones.

Mortgage email marketing helps people stay aware of loan services even when the market struggles.

Types of Mortgage Email Templates You Can Send

Also, you can use mortgage marketing software to help you produce emails you can send to your prospects. There are many useful mortgage marketing ideas you can explore. But, email has long been one of the most trusted forms of outreach in the industry.

Holiday Emails

You can send holiday emails celebrating various special times of the year, from Christmas to Halloween to whatever other holidays interest you. So, you’ll show your prospects that you’re thinking about them during these exciting times.

Industry News

There’s always a chance something new is happening within the mortgage and lending industry. You can send a mortgage email that showcases different events in your field and how these changes will affect the market. You can talk about anything of interest as long as you have a reasonable plan for how it will work.

Mortgage Marketing Newsletters

A newsletter provides the latest info on the mortgage field but also keeps readers in the loop on a specific company’s recent updates. These newsletters can be shared once a week, bi-weekly, or even once a month. So, a consistent newsletter schedule is ideal for helping people learn about what you’re offering.

Event Invitations

Some of the events you can invite people to in this mortgage email marketing post include open houses, industry conferences, or groundbreaking events. Anything that might be celebratory or exciting to people in your area can work for an invite.

Community News Emails

Also, community news reports can include details on new developments in the local real estate area. These can include changes to the market, new housing communities, and updates on exciting events.

Mortgage Drip Campaigns

Mortgage drip campaigns are a steady flow of marketing content that is sent to your customers over time. You can create emails that focus on various topics and progressively send them out to clients as you receive updates. So, providing regular updates helps your prospects stay in the know about what you offer and holds their interest.

The Building Blocks of a Great Marketing Email

All these mortgage marketing email ideas can work well, but they won’t be useful if you don’t have a plan for how you’re going to create a quality email. So, here are a few things to do when creating the best mortgage email marketing campaign.

Know Your Point

Be aware of what you want to talk about in your mortgage drip campaigns. Make sure each email you have holds a distinct point that the reader will understand.

Keep It Brief

Make sure your emails are brief and easy to read. A few paragraphs should be enough. Anything too long might become less interesting to your reader after a while and they’ll simply hit the Delete button.

Include Your Branding

Your branding can include anything from a unique style of writing to a focus on a particular selling point. Be sure your branding is in your work and that it’s always consistent. Also, people will be confident in your work if you have a regular message or selling point that you wish to highlight.

How to Send Mortgage Emails to Your Database

You can use many mortgage marketing software programs to help you promote your work. Here are a few choices to note.

Gmail or Outlook

Google’s Gmail and Microsoft’s Outlook are two commonly-used programs people use for email marketing. These are universally accepted in many situations, plus they frequently update to help you keep tabs on all your email contacts, mailing schedules, and other factors for work.

Third-Party Software

A third-party software program may be necessary for some marketing plans. An outside program can include dedicated features to help you create a multi-step campaign while tracking the metrics of your work.

A Database Integrated Marketing Platform

An integrated marketing platform can also do well for your campaign. A full-service platform can include all the details on your campaign and provide a few guidelines for how you’re going to create your mortgage drip campaigns.

Your platform can incorporate lead capture emails where you can send recommendation messages to people who might be interested in sharing your data with others. The setup can also help you track your leads and see which messages are the most effective in bringing in new clients.

Bottom Line 

A mortgage email marketing campaign is only as useful as the ideas that are put into it and the platform you use for the work. You must create a campaign filled with helpful and interesting ideas that people will want to read. People are more interested in your work and will take action if you can capture their attention.

Be sure to plan your mortgage email marketing efforts and create campaigns that fit your branding. You can learn more at Jungo about how you can create an outstanding mortgage email marketing campaign with our applications and services.