Mortgage loan officers and brokers have a special relationship with real estate agents. They work in tandem to help get their clients in the homes of their dreams.
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Mortgage loan officers and brokers often get referrals from real estate agents and finding good agents to work with is a very important part of their deal pipeline.
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The great thing about building a big list of referral sources is that it can be a lead source for as long as the mortgage loan officers and brokers are in business by building solid referral relationships that last for years to come.
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Additionally, we can recruit more loan officers or brokers very quickly by finding targeted and interested people in volume.
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These campaigns build exceptional resources for a very affordable price that can produce an outstanding ROI.
Mortgage Loan Officers and Brokers: Expand Referrals and Recruiting Fast
Strategy
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Target and search for real estate agents to build a referral database for the client. Mortgage loan officer or broker recruiting databases can be an option for campaigns as well.
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Invitation messages will be sent 5 days per week to the specific targets.
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Include a call to action in the direct messages sent each week to get phone numbers of interested referral partners, ask them to call or send an email to become partners to refer business.
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The process is automated to the point that our mortgage loan officer and broker clients simply respond to those that are interested in working together to build those relationships.
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Long term lead pipelines are formed this way by speaking in volume to just the right people to have as referral partners.
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The client will have the list of possible referral partners for the life of their LinkedIn account, possibly decades.
Service Basics
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Target and send invitations to our client's target market each month in their LinkedIn account.
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A small message that we help create will be sent with each invitation that states the client wishes to connect as a 1st connection (this must be done first so that we can send direct messages later). Sending the invitation messages normally has the highest connection acceptance rate.
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Old invitations older than 5-10 days are withdrawn once per week to keep LinkedIn happy. This prevents any flagging of the client’s account.
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On Tuesdays each week we help create and send out DIRECT messages to all the 1st connections that accepted the client's connection during the previous week.
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Up to 200 direct messages will be sent or however many connected during the previous week. These messages are short, organic looking, edited, and confirmed by the client before sending.