Daily Tasks for Mortgage Social Marketing

Social media allows big companies to act small again.” - Jay Baer


Social media is the great equalizer for mortgage professionals: the ones that have it are killing the game and the ones that don’t are finding it difficult to make traction in modern mortgage marketing. The reality is that not everyone can be great at everything. For some, not being in front of the camera or writing long articles is the right choice.


For the rest, mortgage content is KEY. You have to make it, know it, and share it in a way that creates buzz. If you haven’t started yet, get down to business now. One of the biggest questions we receive is what to post and how often. Below is a guide of how to build your platforms.


Every single day, your social media platforms should feature a post - whether professional or personal - that allows your followers to know you a bit better. Make sure that you have accounts set up for the following:


  • Facebook
  • LinkedIn
  • Twitter
  • Instagram
  • TikTok


Next, you’ll want to create direction for your audience. Be sure you take them back to your website with fresh content when possible.


  • Blogs directly posted from website 3x per week
  • Brand messaging or graphics 2x per week
  • Business videos explaining mortgage 
  • Personal videos 


It’s not hard to build out your social media platforms. Check with your compliance team to see if your company has rules around them and check with your marketing team for branded graphics to make the page pop. Need help? We can hook you up!


Building a Facebook Mortgage Presence


  • New content posted to personal and business page
  • 20 new connections each week (think referral partners!)
  • Scan newsfeed and like any Realtor’s post
  • Anything tagged, approve and comment. Share when appropriate
  • Ask friends to like fan page
  • ENGAGE!


Building a LinkedIn Mortgage Presence


  • Connecting with 20 new Realtors each week
  • Watch inbox
  • Post blogs from microsite and branch website
  • Scan newsfeed and like any Realtor’s post
  • Anything tagged, approve and comment. Share when appropriate
  • Write and post personal ‘WHY’ statements
  • Give recommendations
  • ENGAGE!


Building a Twitter Mortgage Presence


  • Blogs posted
  • 20 new follows each week
  • Scan feed and like any realtor’s post
  • Anything tagged, approve and comment. Share when appropriate
  • ENGAGE!


Building an Instagram Mortgage Presence


  • Follow 20 new Realtors each week
  • Watch inbox
  • Scan feed and like any Realtor’s post or stories
  • Follow businesses of interest
  • Spotlight local businesses
  • Make REELS (you can use your TikToks!)
  • Make stories
  • ENGAGE!


Building a TikTok Mortgage Presence


  • Follow 20 new Realtors each week and other mortgage content creators
  • Watch inbox
  • Scan feed and like any Realtor’s videos
  • Follow businesses of interest
  • Spotlight local businesses
  • MAKE CONTENT 
  • ENGAGE!


There are only so many hours in any given day, but there are plenty of hours when you work with content producers. We can help you shine on social! Let us know if you need help!


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Kelly Yale
By Kelly Yale 02 Feb, 2024
Mortgage sales are undergoing a digital revolution; Mortgage Martech expert Kelly Yale shares over a decade of experience with releasing her groundbreaking book, "Mastering Mortgage Marketing." This visionary guide is set to redefine how professionals approach mortgage marketing, offering insights into cutting-edge strategies, platforms, and technologies shaping its future. Yale's book is a must-read for seasoned marketing professionals and newcomers, offering a comprehensive exploration of the evolving mortgage marketing landscape. As traditional sales and marketing methods are disrupted, "Mastering Mortgage Marketing" unveils a thrilling ride where technology, creativity, and customer-centric approaches converge to set new standards. One of the book's key highlights is its deep dive into the role of Artificial Intelligence (AI) in mortgage marketing. Readers will discover how AI harnesses the power of data analytics, predictive analytics, and automation to provide unparalleled insights, forecast trends, automate tasks, and personalize marketing campaigns. The book explores the game-changing efficiency, targeted reach, and enhanced customer satisfaction that AI brings to the forefront of mortgage marketing. Moreover, "Mastering Mortgage Marketing" sheds light on the pivotal role of a modern Mortgage Chief Marketing Officer (CMO) in the current lending environment. Yale delves into the traits that define an industry-leading CMO, including strategic thinking, data analysis, digital proficiency, customer orientation, leadership, innovation, communication skills, and ethical understanding. The book uncovers how adept CMOs manage budgets, build and maintain national brands, implement project management, and embrace adaptability in the ever-evolving industry. This guide provides strategies to align mortgage companies with technology and modern branding and addresses the challenges faced by modern CMOs or marketing leaders with creative and strategic solutions. It sets the tone for a transformative year that redefines the needs of loan officers and offers tactical ways to move the needle, effectively vetting marketing leaders. "Mastering Mortgage Marketing" is not just a book; it's a roadmap to navigate the future of mortgage marketing with innovation and strategic prowess. Kelly Yale's expertise and insights promise to equip professionals with the knowledge and tools needed to lead in an industry that is continually evolving. Kelly Yale is a renowned Mortgage Martech expert and a co-owner of Mortgage Pilots. With a passion for innovation and a commitment to the customer experience, Yale brings a fresh perspective to the industry, making her a sought-after thought leader. 
Kelly Yale
By Kelly Yale 26 Jan, 2024
In today's video, we're unraveling the importance of memorable taglines in the mortgage industry and how they play a pivotal role in building a brand that resonates with homebuyers. Whether you're a mortgage broker, real estate professional, or marketing enthusiast, this video is your key to unlocking the transformative power of a well-crafted mortgage tagline. Key Insights Covered: 1. Trust and Credibility: Explore how a compelling tagline reinforces trust and credibility, crucial in the mortgage industry. 2. Emotional Connection: Discover how taglines can create an emotional connection with homebuyers, making your brand memorable. 3. Brand Recall: Learn the art of crafting taglines that ensure your mortgage brand stays top-of-mind during the homebuying journey. 4. Competitive Edge: Understand how a unique and impactful tagline differentiates your mortgage brand in a competitive market. 5. Values Communication: Delve into the role of taglines in effectively communicating your mortgage brand's values and commitment to clients. 6. Consistency Across Channels: Explore the importance of maintaining tagline consistency across all mortgage marketing channels for maximum impact. 7. Building Confidence: Uncover how a well-crafted tagline can instill confidence in potential homebuyers, influencing their mortgage decisions. 8. Encapsulating Expertise: Learn how taglines can succinctly convey your mortgage brand's expertise and commitment to client success. Whether you're a mortgage professional looking to enhance your brand messaging or a marketing enthusiast entering the mortgage industry, this video provides actionable insights into the importance of crafting taglines that leave a lasting impression on homebuyers. Ready to elevate your mortgage brand with a tagline that resonates? Hit play now and join us on a journey to discover the transformative power of crafting taglines that not only capture attention but become synonymous with your mortgage brand identity. 
Kelly Yale
By Kelly Yale 26 Jan, 2024
In this insightful video with Kelly Yale, we unravel the significance of having a memorable mortgage logo in building an influential and recognizable brand. Whether you're a broker, a loan officer, or a mortgage marketing professional, understanding the impact of a well-crafted logo is crucial to your brand's success. Key Takeaways: • 1. Visual Identity: Explore how a memorable logo forms the cornerstone of your brand's visual identity. • 2. First Impressions: Learn why a well-designed logo is often your audience's first point of contact, shaping their initial perception. • 3. Brand Recognition: Delve into the psychology of brand recognition and how a distinctive logo aids in creating a lasting memory. • 4. Communicating Values: Understand how logos visually represent your brand's values, ethos, and personality. • 5. Differentiation: Discover how a unique and memorable logo sets your brand apart in a saturated market. • 6. Versatility: Explore the importance of a versatile logo that adapts seamlessly across various platforms and mediums. • 7. Building Trust: Learn how a well-established logo builds trust and credibility with your audience. • 8. Long-Term Branding: Uncover the enduring impact of a timeless logo on your brand's longevity and relevance. Whether you're a startup looking to create a brand identity or an established business considering a logo redesign, this video is your guide to understanding why investing in a memorable logo is a strategic move for brand success. Ready to unlock the secrets of a memorable logo and elevate your brand's visual identity? We can help!
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