The Mortgage Broker Marketing Agency That Builds Your Referral Network
The best home loan clients rarely come from a rate ad. They come from the agent, accountant or builder they already trust. We market you to those partners, and to borrowers worth a fact-find.
The people who meet your next client before you do
Most borrowers are already talking to someone about the property, the business or the build before they think about the loan. A mortgage broker marketing agency should put you in front of those people first, as a B2B relationship.
Real estate sales agents
A buyer at an open home without solid pre-approval can be a sale at risk. Agents want a broker who answers fast and keeps their settlement on track.
Accountants with self-employed clients
Their self-employed and business-owner clients have messier income and need someone who understands their financials and talks to them properly.
Builders & developers
Home builders lose contracts when finance falls over, and developers need buyers who can settle on completion. Progress payments and valuations need a broker who knows the process.
Buyers’ agents & planners
Their clients are buying their second, third or fourth property and need structure and serviceability planned before they bid.
Market the situation, not the rate
Borrowers who click on a rate keep comparing rates. Borrowers who see their own situation explained by someone who clearly gets it book a call. So each campaign and page is built around one situation.
First home buyers
Confused by deposits, LMI and government schemes. They need a plain-English explainer, a borrowing estimate conversation and patience.
Refinancers
Rolling off a fixed rate or tired of paying a loyalty tax. They want to know if switching is worth the effort, with real numbers.
Business owners
Turned away or confused by their bank. They need a broker who reads business financials and knows which lenders fit.
Building or buying off the plan
Construction loans, progress payments and valuations on completion. A specialist page beats a generic home loan page every time.
Finding the industry where your service is a required next step
We haven’t published a mortgage broking case study. Aussie-Link is an established Sydney visa services firm, and brokers will recognise its problem. Recent government compliance changes meant the B2B relationships that used to send it work had started to dry up. To replace that revenue it turned to Google Ads, and the enquiries were mostly time-wasters, people after free advice and leads that didn’t qualify.
What we did: researched industries where visa services were a key, required fit with a justifiable cost, and landed on recruitment. Then we researched recruitment decision makers’ problems, built creative around them, targeted them with 3rd party audience data and synced new leads to consultants’ mobile phones for instant contact. In the first 30 days, the client reported multiple qualified leads with real relationships being developed with key decision makers, on a minimal ad budget.
Ads for referrers, and ads for borrowers
Angles we’d test, not past campaigns. Every one is a draft for your licensee or aggregator to approve, and none of them quote a rate.
What happens after someone raises their hand
Brokers lose a lot of good clients in the first 24 hours, and a lot of referrers by going quiet once the file is lodged. Both are fixable.
Situation-based form
Purpose, timeframe, employment type and rough deposit, so you know whether this is a quick pre-approval or a complex file before you call.
On your phone in seconds
The enquiry is texted to the broker and logged in the CRM, and the borrower gets an SMS with a link to book their fact-find.
Document chasing, automated
Email and SMS reminders for payslips, statements and ID, so files don’t sit half-complete for weeks.
Referrer kept in the loop
Partners get updates at agreed milestones, with the borrower’s consent. A referrer who knows what’s happening refers again.
The rules your ads are written around
General guidance only, not legal or compliance advice. Your licensee or aggregator has the final say on every ad, page and email before it goes live.
A rate rarely travels alone
Under the National Credit Code, an advertised interest rate for a home loan generally needs a comparison rate alongside it. That’s one reason we build ads around situations rather than rates.
Licence details on ads and pages
Your licensee will usually require your Australian credit licence or credit representative number on advertising and landing pages. We build it into every template.
No guarantees you can’t keep
“Guaranteed approval”, “lowest rate” and “no credit check” style claims are a fast way into trouble with ASIC. Approval depends on the lender, so the copy says so.
Don’t imply you know their finances
Meta’s ad policies restrict copy that implies you know someone’s personal or financial situation. “Struggling with repayments?” is out. Explaining how refinancing works is fine.
Paying referrers comes with disclosure
If partners receive a fee or commission, borrowers generally need to be told. Check the requirements with your licensee before you advertise a referral arrangement.
Mortgage broker marketing questions
What does a mortgage broker marketing agency do?
It gets you two things: borrowers worth a fact-find, and referral relationships that keep sending them. For us that means targeting real estate agents, accountants, builders and buyers’ agents by role with 3rd party B2B data, building borrower pages around specific situations, producing video with you in it, and following up every enquiry automatically.
How do mortgage brokers get more referrals from real estate agents?
Be useful to the agent’s sale, not just to the buyer. Agents care about buyers who can actually settle, so show them how fast you assess pre-approvals and how you keep them updated. Then stay in front of them consistently: we target sales agents in your area with 3rd party B2B data and a partner page that explains how working with you helps their campaigns.
Should brokers advertise interest rates?
Usually not as the main hook. Rates change, they generally need a comparison rate alongside them, and they attract borrowers who will leave for a slightly lower one. Ads built around a situation, like refinancing off a fixed rate or borrowing while self-employed, tend to bring people who want advice. Confirm any rate advertising with your licensee.
Are bought mortgage leads worth it?
Be careful. Leads sold by comparison sites or lead brokers are often sent to several brokers at once, so you start the relationship competing on speed and price. Running your own campaigns takes more set-up, but nobody else is calling the same borrower, and you know exactly what each enquiry cost.
Can you help commercial and asset finance brokers?
Yes. Business lending is a more classic B2B sale, aimed at owners and finance managers. Our financial services marketing page covers commercial lending and asset finance in more depth.
Where can I see how you market to brokers’ referral partners?
Our pages on marketing for real estate agencies, accountants and home builders show what those businesses are trying to win. Knowing that makes your partner pitch sharper: help them close their own deals and they’ll keep sending clients.
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