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6 Marketing Ideas for Loan Officers to Use in 2016

Travis Balinas
October 19, 2015

See our updated post on Marketing Ideas for Mortgage Loan Officers for 2018 here.

Are you searching for a great list of marketing ideas for loan officers? With 2016 fast approaching, we’ve studied the latest trends and put together a one-stop shop of marketing ideas that will increase results, save time and take you into the New Year and beyond!

1: Give Your Facebook Posts a Boost

Did you know that 85 percent of people who like brands on Facebook recommend those brands to others? Wouldn’t it be nice to get a piece of that referral action?

Unfortunately, Facebook’s algorithm has stacked the odds against you. Only a limited number of followers actually see the content you share, but Facebook offers a couple of options that can help you even the odds.

Facebook Ads are a relatively easy way to elevate the visibility of your content. Not only can you target ads based on audience location or demographics, for example, but you can also design campaigns based on the goals of your business. For example, your ad could be designed to drive traffic to your website, promote your business page or simply boost a Facebook post.

Boosting Facebook posts is a smart way to expand your audience without breaking the bank. Would you believe that $5 a day could result in 750 additional views? That’s what happened for the folks over at Buffer. Results can vary, of course, but for five bucks, it’s certainly worth a shot!

Plus, by boosting the visibility of your posts, you’ll experience more social interaction. As more people like, share and comment on your content, your standing with Facebook will rise and your content will appear in your followers’ news feeds more consistently.


2: Make Sure Your Database Is Clean

Before you start creating Facebook ads, make sure your database is up to date. Otherwise you could be wasting time and money. Clean data informs targeted marketing. Without it, even the most well-targeted message will miss the mark. After all, what good is the right message if you’re sending it to the wrong people?

Clean data is also essential for email deliverability. Would you bother sending an email if you knew it had no chance of arriving in the recipient’s inbox? Of course not! But if you’re not cleaning your data on a regular basis, that’s essentially what you’re doing.

Instead of wasting great content on bad data, take the time to organize and clean up your database. By updating contact information and removing out-of-service emails and unsubscribe requests, you’ll save time and resources on your next campaign. You should also see a marked decrease in bounce rates, spam reports and even unsubscribe requests. Why? Because your message will be reaching your intended targets — people who value your content and want to receive it.

Not enough time in the day? Download our cheat sheet for time-saving advice!

3: Increase Email Open Rates With Creative Subject Lines

Speaking of email marketing, did you know you have as little as three to four seconds to grab a reader’s attention and get them to open your email? Or that 47 percent of people say their decision to open an email is based on the subject line alone? That’s an important reminder that you never get a second chance to make a first impression.

Unconventional email subject lines help you stand out from the crowd, which is important when you consider that business users get an average of 85 emails per day. Here are just a few examples you can use to catch your audience’s wandering eyes.

One word subject lines — This technique is deceptively simple. There’s a lot riding on the one word you choose, so you’d better choose wisely. Here’s a quick before-and-after example:

Before: Yes, You Can Get a Business Loan!
After: Yes!

Casual subject lines — When you see an email subject line with every word capitalized, you immediately think “business.” Unfortunately many people follow that thought with “delete.” Friends and family write more casually, using sentence case capitalization or none at all! Here’s another example:

Before: What You Need to Know to Get Qualified for a Home Loan
After: Not sure what you’ll need to qualify for a home loan?

Personalized subject lines — Did you know that personalized emails get a 29 percent higher open rate? Need we say more? Here’s an example:

Before: Refinance Rates Hit 2.50%
After: We’ve got some great news for you, John!

4: Save Time With Marketing Automation

No one knows your business like you do, but if you’re busy creating content, posting to social media and designing email campaigns, who’s handling your business? Why not use a complete marketing engine that can automate these processes for you?

Let’s face it, you can only keep so many plates spinning, and you definitely don’t have time to clean up the mess once they hit the floor. OutboundEngine can take some of the pressure off by providing professionally designed email campaigns and automated social updates, complete with valuable content that nurtures client relationships, keeps you top of mind and generates referrals. Think of the time you’ll save!


5: Take Advantage of Video Content

Video is making a huge impact in both B2C and B2B marketing. Seventy-four percent of B2C marketers say video is the most effective type of content, and 68 percent of B2B marketers agree. To put it in perspective, Internet users viewed 46.6 billion (yes BILLION) videos in March 2014 alone.

Video is fast, personal and engaging, and it can be created and shared across multiple platforms using a mobile device. Sometimes it’s an easier format for conveying your message. As they say, seeing is believing!

Use it to introduce yourself and welcome customers to your website, answer frequently asked questions, explain services or even wish someone happy birthday. Video is a great way to show personality and let people know that, hey, you’re human, too!

6: Be Mobile-Friendly With Responsive Design

If you haven’t done so already, it’s time to start optimizing your website and email campaigns for mobile devices. Google ranks mobile-optimized content higher in search results, and 66 percent of emails are opened on a phone or tablet.

Not only does mobile optimization look more professional, it also affects the behavior of your visitors. In fact, while 67 percent of people are more likely to buy if a site is mobile-friendly, 61 percent will leave immediately if it’s not.

This is about providing a pleasant experience for your customers. If your site or email is slow to load or doesn’t display properly, your visitors are going to be unhappy, and you’re going to miss out on potential business.

When your site has a responsive design, it adjusts your content presentation based on the screen size of the user’s device. This makes it easier for the user to read and interact with your content on a touchscreen smartphone or tablet. If you’re not sure how your current site rates, test it with Google.

If you need help with your email, we’re happy to handle that for you. We’ve also put together a 10-point checklist for all you do-it-yourselfers!

Final Thoughts

Hopefully we’ve sparked a few new ideas for you moving into 2016. As always, visibility and referral generation will play a huge role in your marketing success, but if you only take one thing away from this list of marketing ideas for loan officers, let it be the importance of saving time! The less time you’re spending on creating social media and email campaigns, the more time you have to focus on serving your clients. Looking for even more ways to save time? Download our cheat sheet today!


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