A Perfect Marketing Strategy for Loan Officers


If you are a loan officer or mortgage broker looking to score some more customers the easy way, here are a few good ideas for a marketing strategy.

During the entire process of getting a loan ready for closing, you and your customer are met with more than one reason to celebrate other than at the closing table.

For example, before you can proceed with a loan, your customer must have an appraisal done on their home.

Once that appraisal comes in, both to the liking of you and your customer, send your customer an inexpensive congratulatory gift such as a tin of pretzels, cookies, or candy.

But make sure you send it to their place of employment.

Why do something so cheesy you may ask?

Because when you send someone a gift at work, all of their fellow employees want to know why they got it and who it was from.

So when they ask, your customer will tell them all about you and the products and services you are providing them with.

Also, if you have sent some of your business cards along with the gift, you better believe they will be handing them out.

Don’t forget to use the same technique once the loan is approved and than again once the loan is closed.

This is a perfect way to get your customers selling you and your products to co-workers, friends and family.

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