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Marketing toolkit for mortgage brokers

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July 30, 2025
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15
 min read
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Mortgage Brokers

Our free marketing toolkit provides flexible templates to help you connect with your clients with content they’ll engage with while keeping you top of mind.

Boost customer loyalty with savvy marketing and engaging communications    

The mortgage industry struggles with low retention rates, with over 80% of  customers choosing a different originator for their next mortgage product.  However, improving client retention by just 5% can increase profitability by 25-95%, according to a STRATMOR study.    

How can you turn transactional client relationships into long-lasting ones?  Through consistent, relevant communication throughout the homebuying journey.

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80%    

of all homebuyers use a different lender on their second home purchase or  other equity products

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80%    

of all homebuyers use a different lender on their second home purchase or  other equity products