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Social Media for Loan Officers: Guide to Getting Started

Travis Balinas
October 30, 2013

Why is it that using social media for loan officers don’t have enough time in the day? Do they not fully understand the value of it all? Are they filled with questions about how to use social media? Or is there just not enough information out there to help them get started with it all? The answer is yes to all of those things. That’s why I’ve put together this guide to help out mortgage professionals get started using social media, walking you through it all from start to finish.

I’m not going to lie; social media for loan officers does in fact take time out of your day. But why then does it feel like it’s too much time and not worth the effort? Two things are at work in this situation. The first is that the time they’re spending on social media is not feeling productive because they didn’t understand the network and probably don’t understand how to use it correctly to truly get value from it. The other is that they started without having a clear set of goals, objectives, strategies, and tactics in mind. That’s where this guide can help you get started.

However, the most compelling reason I put this guide together is that no matter how many blogs, guides, and articles there are out there, there weren’t any that can show you tangible examples of how to use them in order to achieve goals. This white paper is the first part of our introduction to social media series and it’s broken down into  easy getting started segments:

  • Social Media in 2013
  • Why is Social Media Important for Small Businesses?
  • Getting Started with Social Media
The overall objective of the guide is to help you understand the attainable goals of social media and how to get there the right way.
  • Increased Traffic and Exposure
  • Multiple Touches Across Longer Sales Cycles
  • Top of Mind Awareness and Recall
  • Branding Yourself as a Trusted Resource
  • Referrals

So without further ado, I present to you Our Social Media Field Guide. Download a copy for your own educational purposes and keep checking back here for the next installments in the series.

Social Media Field Guide

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