Loan Officer Marketing Calendar: A Month-by-Month Plan
A loan officer marketing calendar maps specific marketing actions — content, referral outreach, client touches, database reactivation — to the months when they actually pay off, instead of leaving marketing to whatever feels urgent that week. It’s built once, reused every year, and adjusted for your local market’s buying season. Below is a working 12-month […]
DSCR and Non-QM Marketing: What Actually Works for Loan Officers
Short answer: DSCR and non-QM marketing is about finding the borrowers a conventional loan can’t serve — real estate investors who qualify on a property’s rental income instead of their W-2, and self-employed or credit-event borrowers who need bank-statement or alternative-doc underwriting — and reaching them where they already gather: investor meetups, BiggerPockets groups, CPAs, […]
Reverse Mortgage Marketing: What Actually Works for Loan Officers
Short answer: reverse mortgage marketing is a different game than forward-loan marketing — the borrower is 62+, the decision often involves adult children, and every closing requires independent HUD-approved counseling before you can touch the file. The loan officers who do it well target households with real equity and a real reason to tap it, […]
TCPA Texting Rules for Loan Officers (2026 Guide)
Short answer: if you text a lead or client, the Telephone Consumer Protection Act (TCPA) treats that text like a call — you need prior express written consent before an automated or marketing text, you can only send between 8 a.m. and 9 p.m. in the recipient’s time zone, and you have to honor an […]
Video Marketing Ideas for Loan Officers That Actually Get Watched
Short, unpolished video shot on a phone is the format buyers actually stop and watch in 2026 — and it’s the one most loan officers skip because “I’m not a video person.” Video marketing for loan officers doesn’t require a camera crew: it requires a short list of repeatable video ideas, one platform to start […]
Database Reactivation: Turn Old Mortgage Leads Into Loans
Database reactivation is the practice of mining the leads already sitting in your CRM — old inquiries, abandoned applications, and pre-qualified contacts who never closed — and re-engaging them with a structured outreach sequence instead of paying for new ones. It costs nothing per contact because you already own the data; the only real cost […]
Refinance Recapture: How to Win Your Past Clients Back When Rates Drop
Short answer: refinance recapture is keeping enough of a relationship with your past borrowers that when rates dip, they call you first — not the lender who bought their info off a trigger list or the online lender whose ad they saw that morning. Top-performing loan officers and servicers commonly report recapture rates in the […]
Jumbo, VA & Commercial Mortgage Leads: Costs & Sources
Short answer: jumbo, VA, and commercial mortgage leads all cost more than standard purchase or refi leads because the buyer pool is smaller and the loan is bigger. Commonly quoted ranges run roughly $50–$150+ for an exclusive jumbo or VA mortgage lead and $75–$250+ for a commercial or SBA loan lead, against $20–$100 for a […]
Loan Officer Marketing Plan Template (Free, 2026)
Short answer: a loan officer marketing plan template needs five parts filled in, not fifty — a realistic budget, a referral-partner cultivation plan, a weekly/monthly content cadence, lead-response rules, and a way to track what each closed loan actually cost to acquire. Everything below is a fill-in-the-blank version of that, plus a 12-month channel comparison […]
Compliance in Mortgage Marketing: What Loan Officers Need to Get Right
Short answer: compliance in mortgage marketing means three things done consistently — you have documented consent before you call or text a lead (TCPA), your ads and landing pages don’t misstate loan terms (Regulation N, the MAP Rule), and you can produce records showing both if the CFPB, FTC, or a plaintiff’s attorney ever asks. […]