Marketing tips for mortgage advisers

The New Zealand market has a relatively low 25% mortgage adviser share of the home loan market, compared to Australia’s 65% and the UK, where 95% of loans went through advisers during a period of restricted credit.

In this blog post The PPCMachine discusses six marketing tips that can help expand the client base.

1.Define an ideal customer

As a mortgage adviser, defining your ideal customer should be a priority when formulating a marketing strategy. Your ideal customer list should reflect the types of customers you want and the types of services you want to offer. When deciding who your specific target market is, outline their financial needs, preferences, and desired level of service. Additionally, describe similarities, such as values or hobbies, to help identify potential marketing opportunities.