Getting Started Generating Mortgage Leads with Direct Mail

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G E T T I N G S TA R T E D G E N E R AT I N G M O RTG AG E L E A D S W I T H

DIRECT MAIL

BRANDON GLICKSTEIN Co-Founder & Integrator at Monster Lead Group


Brandon Glickstein

GETTING STARTED GENERATING MORTGAGE LEADS WITH DIRECT MAIL

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arketing fads do not last long in the mortgage industry, and this is why many businesses opt for the tried-and-tested method that is direct mail marketing. The first step of any new mortgage lead generation strategy is to evaluate your own position and determine where third parties can help fill in the gaps.

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A PLAN AND ROADMAP Before truly starting any new campaign, businesses need to determine what they are trying to achieve and how they will achieve it. Companies should consider the individual products they wish to promote and the types of borrowers that they are going to target.


Before truly starting any new campaign, businesses need to determine what they are trying to achieve and how they will achieve it.

D ATA Some companies have their own customer database. If you are planning to use your own database, it is crucial that the data is as clean as possible. Alternatively, some companies might choose to use a readily available market dataset, in which case they need to consider where it is going to come from and who will help procure it.

C A M PA I G N M A N AG E MENT Businesses also need to consider how the campaign will be managed. The data needs to be segmented and tied to the marketing content, and campaigns may benefit from re-targeting or pivoting depending on results.

Some companies have their own customer database. If you are planning to use your own database, it is crucial that the data is as clean as possible.

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G L I C K S T E I N


To f i nd o ut m o re abo ut gen erating m o rtgage leads, VISIT THE BLOG OF BRANDON GLICKSTEIN.


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