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How to Optimise Your Social Media Profiles as a Mortgage Broker: A Masterclass in Personal Branding

September 12, 20233 min read

How to Optimise Your Social Media Profiles as a Mortgage Broker: A Masterclass in Personal Branding

Hey there, mortgage brokers and mortgage advisers! 🎉

So you've got the experience, you've got the credentials, and you're pretty darn good at what you do. But does your social media scream "Mortgage Expert!" or is it more of a whisper? Your social profiles aren't just for sharing holiday snaps or your latest culinary masterpiece; they're essential tools for lead generation and brand growth.

If you're not leveraging social media to establish yourself as the go-to mortgage expert, then you're missing out on a lot of business. Seriously, a lot. So, grab a cuppa and settle in as I break down how to optimise your social media profiles for ultimate brand growth and credibility.

Why Social Media Matters

Firstly, let's get one thing straight: social media isn't just for millennials or your niece who's always Snapchatting. It's a legit business tool, particularly effective in lead generation for the mortgage industry. Consider it your online business card, a snapshot of your expertise and value.

Step 1: Choose the Right Platforms

Not all social media platforms are created equal. Each has its unique features and audiences. For mortgage brokers, platforms like LinkedIn, Twitter, and Facebook are ideal for B2B and B2C engagement.

Step 2: Set Up a Professional Photo

Nothing says 'rookie' like a profile picture that's cropped from last year's Christmas party. Invest in a professional headshot that represents you as the mortgage expert you aspire to be seen as.

Step 3: Master the Bio

Your bio is prime real estate for showcasing your expertise. Use this space wisely. A killer bio should include:

  • Your title (Mortgage Broker or Mortgage Adviser)

  • Specialities (First-time buyers, buy-to-let, etc.)

  • A CTA, like “Learn how I can help you find the best mortgage rates."

Step 4: Content is King, Consistency is Queen

It's not enough to simply have a profile; you've got to be active. Share valuable tips, industry insights, and even client testimonials. Maintain consistency in your posting to keep your audience engaged.

For daily content inspiration, follow me on Instagram.

Step 5: Engage, Don’t Broadcast

Engagement is the key to social selling. Respond to comments, engage in meaningful conversations, and provide valuable answers to questions. This not only builds trust but can also position you as a thought leader in the mortgage space.

Step 6: Leverage Stories and Videos

Most platforms now offer Stories or video features. These are excellent avenues for sharing 'behind-the-scenes' looks into your business, or quick mortgage tips that showcase your expertise.

Pro Tip: For more insights on leveraging video, check out my daily Mortgage Marketing Podcast.

Step 7: Don't Ignore Analytics

Platforms like LinkedIn and Facebook provide valuable insights into post reach, engagement rates, and audience demographics. Use this data to fine-tune your strategy.

Step 8: Update Regularly

Keeping your profiles up-to-date is crucial. Whether it's a new job role, a new skill, or a recent achievement, make sure your profile reflects your most current capabilities.

Step 9: Use Social Proof

Remember, people do business with those they know, like, and trust. Incorporate social proof like testimonials and endorsements to beef up your credibility.

Closing Thoughts

Remember, your social media is an extension of your professional persona. Optimising it can yield substantial returns in lead generation and brand growth. Need more hands-on help? Feel free to check out my bespoke coaching services at

Alright, that's a wrap! Put these steps into action and watch your social media transform from an afterthought to a lead-generating powerhouse. Until next time, happy social selling! 🥳

Mortgage BrokerMortgage ExpertBrand GrowthLead GenerationMortgage AdviserSocial Media Optimisation

Ash Borland

Mortgage Marketing Coach

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