[Case Study] Mortgage Facebook Ads: How To Use Simple Facebook Ads for Loan Officers

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CASE STUDY

How We Turned $102.36 Into $7150 For a Loan Officer in Texas NICK CARPENTER, FOUNDER MORTGAGE MASTERCLASS


IN MY 5 YEARS AS A FACEBOOK ADS EXPERT, ONLY A FEW TIMES HAVE I COME ACROSS LOAN OFFICERS WHO ARE HAPPY WITH THEIR CURRENT NUMBER OF CUSTOMERS. That’s of course why Sales Clubhouse helps Loan Officers double their referral partners. We create a system that gets you mortgage leads on autopilot so you can focus on the relationship

side

of

things

with

your

Realtors

instead.

I’ll tell you step by step how we ended up generating $69.25 for every $1 invested in Facebook ads for a Loan Officer in Texas.

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4 STEPS TO LEAD GENERATION Here are the four pieces involved in converting mortgage leads into clients.

TARGET AUDIENCE

GREAT OFFER

First, we have to know who the perfect customer is so we speak directly to them.

We use one of our proven sales funnels that creates response and gets exclusive leads.

OPTIMIZED ADS

CONVERT OR DIE

Your offer is put in front of the right people that will be interested and fill out the form.

Use our propriertary TPA Conversion Process to get more leads to complete apps.

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01

YOUR PERFECT CUSTOMER AVATAR

Our client - Robert - is a Loan Officer. He loves working with smart Realtors.

We helped define his ideal client as a first time home buyer.

Triggering an emotional response requires knowing their biggest dreams and challenges. We can use this information to speak directly to perfect customers.

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02

CREATING A HOT OFFER

We create the right offer to attract your perfect customers.

Free giveaway items like home buyer checklist or list of houses.

Military mortgage program clients that are Veterans.

Marketing specific homes for Realtor partners.

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03

TARGET YOUR CLIENTS ON FACEBOOK

This is the fun part where we get to be all technical and stuff...

e c n e i d Au d a k o o b e c fa

DESKTOP AND MOBILE We helped Robert create a Facebook ad targeting first time home buyers in his market.

UNBRANDED PAGE Notice how the page is not about a person but looks like a local service? Try this and you’ll improve your results.

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FIRST TIME HOMEBUYER TARGETING Go to the Facebook Ads Manager or Power Editor and the options will amaze you.

AGE RANGE Most first time home buyers are between 28 - 40 so we can target only that group.

MARITAL STATUS

SECRET SAUCE

Want to market to married or engaged couples only? BAM! You can do that right here.

This is one of the ways we get 25 leads per day for every client we work with.

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04

CONVERT OR DIE

This is 90% of the battle to get internet leads to convert as mortgage clients.

Use our proprietary TPA Conversion Process to get more deals closed. Discover the one simple trick that immediately makes you “cool� to leads so they call back. The 7 word email you can use every week to convert leads.

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HERE’S WHAT WE’RE DOING IN THESE ADS There is a level of psychology in our copywriting that practically forces people to respond.

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Qualifying Readers

We’re qualifying readers by asking a simple question at the beginning of the post like “Are you still renting?”. This weeds out the people that aren’t interested or in our target market.

Delivering One Message

Numbers and specific details work really well to pique interest of Facebook users. We keep the CTA (Call-to-Action) limited to one per advertisement so viewers always know what to do next.

Using Great Images

Photos matter and we only use high quality images that we own or bought the rights to use. A beautiful brick house with green grass and a blue sky works really well on the first time home buyer ads. 9


SAMPLE FACEBOOK CAMPAIGN Plus, he still has 39 people in his pipeline for future business

$102.36 AD BUDGET Spent over two weeks

42 LEADS

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Local home buyers he shared with Realtors

PRE-APPROVED For over $572,000 in purchase contracts 10


WOULD YOU BENEFIT? 60-100+ home buyer leads per month can transform a Loan Officer’s business. Your Realtor partners will love you long time too. We can deliver leads to make you the local hero.

IMMEDIATE NOTIFICATIONS DING! That’s another lead ready to speak with you and a Realtor.

CRM CONNECTION New customers can be autopopulated into most CRMs.

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$7,150 IN LOAN OFFICER COMMISSIONS HAS BEEN GENERATED FROM THIS 14 DAY LEAD CAMPAIGN Plus, all the relationships that have been formed or strengthened with real estate agents receiving over 40 home buyer leads from this individual Loan Officer.

When is the last time you had 40, 60, 80, or 100 leads to pass out?

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NOW, LET ME ASK YOU A QUESTION... Are you ready to transform your mortgage business by generating exclusive home buyer leads and potentially doubling or tripling your current pipeline of real estate closings?

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As you saw, we are offering fast results and not a long term strategy like ranking on Google page 1. This gets you leads within 72 hours.

Now is the moment you have to decide if you want to improve your business by having more homebuyer leads to pre-approve and pass out to Realtor partners.

Or, would you rather keep doing what you are now and have the same exact business in 30, 60, and even 90 days from now because you aren’t doing anything different.

Decide now and contact us.

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WHERE DO YOU WORK? The states highlighted in green below have mortgage leads available (subject to change).

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“I got twice the leads for 1/2 the cost. That's a 300% increase. If you need a lead generation guru, hit Nick up.” Dorian Moffat Halo Realty

CLICK HERE TO SCHEDULE A CALL WITH NICK OR BRYAN.

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“Nick Carpenter is one of the most capable and effective marketers I've ever had the pleasure of working with.” James Jenkins Farmers Agency Owner

CLICK HERE TO SCHEDULE A CALL WITH NICK OR BRYAN.

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“In 3 days I got 19 leads. I was able to use these to secure referral partnerships with 2 mortgage companies. Thank you for your help!” David McBrayer AllState Agency Owner

CLICK HERE TO SCHEDULE A CALL WITH NICK OR BRYAN.

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“I highly recommend Nick if you are looking to set yourself apart from others in the Real Estate industry, you won't be disappointed.” David Goldberg VP, CBC National Bank

CLICK HERE TO SCHEDULE A CALL WITH NICK OR BRYAN.

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CLICK HERE TO SCHEDULE A CALL WITH NICK OR BRYAN

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