Loan Broker Marketing
for commercial loan brokerages and lenders
Our multi-channel campaigns promote your brokerage through social media, email, and web.
To generate leads in today’s market you need to be everywhere that your prospects are looking. You need to connect with them regularly and maintain top of mind awareness until the time is right and they have a need your help. Our team handles all of this for you, so you can stay focused on moving deals ahead.
everything you need to get in front of your target audience, demonstrate your capacity, and inspire action.
Our specialists work behind the scenes to market your brokerage, freeing you up to focus on running your business and closing more deals.
How do we do it? By creating rich content for your blog and social media, integrating a CRM so that every lead captured is in your database for tracking and follow up, and by publishing and distributing an marketing emails to keep your brokerage top of mind.
COMPLETE BROKERAGE Marketing PACKAGE
CRM, Blogging, Newsletter, Social Media
ONLY $695 / month
This system provides you quality, consistent content day after day, week after week and month after month. You remain current and up-to-date across channels, establishing a foundation for your online presence. Let’s take a look at what each service entails:
Online dashboard for your brokerage
Deal Tracking & Pipeline Analytics
Integrated Calendar, Tasks, Call Logs, Email, & More
Pre-Written, One Click to Send Emails
Emails sent directly to your leads
Multiple marketing emails written each month
Daily posting on your LI and FB pages
Experience the power of multi-channel marketing.
As a commercial loan broker, marketing often slips to the back burner. You’ve got deals to work on, clients to make happy, and lenders needing even more documentation. With all of those demands who has the time to send out a newsletter or post on social media?
But here is the catch: Marketing is the lifeblood of a growing brokerage. The most successful brokerages are always marketing – working their contact list, deepening existing relationships, publishing online, and sending out marketing emails to stay top of mind and earn more referrals and repeat business.
Every broker knows they need to be doing these things, but few have the time or the expertise. That’s where we come in. We do the heavy lifting behind the scenes, and you get the credit. You stay focused on running your brokerage and closing deals, while our team handles all of the marketing on your behalf.
What exactly is included in the program?
We’ve detailed each service so you can see how this program puts the pieces together. Each marketing channel augments the next, resulting in top-of-mind awareness of you and your firm throughout your entire network. Read on to learn more about the synergy between the CRM, blogging service, email marketing, and social media marketing channels.
Loan Broker CRM
One missed follow up, phone call, event, or piece of underwriting documentation can cost you thousands of dollars. But with so much going on, how can you ensure nothing will ever slip through a crack?
Our commercial loan broker CRM is designed from the ground up for the unique needs of a business loan broker. It is built to capture every detail. Capture all of the information about your prospect or client in one place, including upcoming tasks, meeting notes, email threads, and logged phone calls. More importantly, each item is tied back into your contact database, automating the process of tracking conversations and keeping you up to date on every person in your network, no matter how many financing deals you are working on.
The loan tracking system allows you to gain a quick overview of your entire pipeline, as well as carefully monitoring the progress of individual deals throughout each stage of the financing process. All of the most common emails sent to prospects, clients, lenders, and referral partners are professionally written for you and loaded to send with just one click. In sum, this one system contains everything you need to keep your business organized, freeing up time for you to spend closing more deals. Only $147 / month
In this age, information has become the currency with which companies compete to acquire clients. Industry thought leaders – the most capable companies with whom we feel safe entrusting our business – set themselves apart with strong expertise demonstrated through a regular stream of high quality, educational publishing. This regular content marketing shows potential clients and referral partners that your brokerage is highly credible, at the forefront of industry news and trends, and worthy of their business.
Our commercial loan broker content service achieves this for you with a steady stream of articles published directly on your website. Our team of industry specialists writes twice each month for you on hot topics, news, financing tips, and funding options. They format the articles, select appropriate images, and post the content directly on your website for you. In sum, we work behind the scenes to make sure that you are seen as the industry expert. Only $297 / month
Do You Have a Steady Lead Flow?
We work behind to promote your brokerage and generate leads while you focus on building relationships with clients and closing deals.