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The Best Lead Generation Tools and Software Every Mortgage Broker Needs to Become a Mortgage Expert

September 08, 20233 min read

The Best Lead Generation Tools and Software Every Mortgage Broker Needs to Become a Mortgage Expert

Hello, all you ambitious mortgage brokers out there!

So, you're great at what you do. You know the mortgage game inside and out, but when it comes to lead generation, you feel like you're playing catch-up. You've heard about various tools and software that promise to boost your lead gen, but which ones are the real deal?

That's what we're diving into today—specific lead generation tools and software tailored just for mortgage brokers like you. Stick around, and by the end of this blog, you'll have a list of powerful resources that will elevate your brand and turn you into the mortgage expert you aim to be.

1. CRM Systems: The Heart of Your Operations

Customer Relationship Management (CRM) systems aren't just a database to keep names and email addresses; they're much more. Modern CRMs offer lead scoring, automation, and even predictive analytics that can give you a clearer picture of your pipeline.

Top Picks:

  • Salesforce: Highly customizable but requires a bit of a learning curve.

  • HubSpot: Great for beginners and offers a free version.

2. Email Marketing Platforms: Keeping in Touch the Smart Way

Even in the age of social media, email remains one of the most effective channels for lead generation. You can run targeted campaigns, share updates, or even send out a monthly newsletter.

Top Picks:

  • Mailchimp: User-friendly with great analytics.

  • Constant Contact: Offers industry-specific templates, perfect for the mortgage sector.

Curious about how to use email marketing effectively in your mortgage business? Tune in to my daily Mortgage Marketing Podcast for actionable insights.

3. Landing Page Builders: Your Digital Welcome Mat

A well-designed landing page can convert a visitor into a lead faster than you can say "mortgage adviser." These builders offer drag-and-drop features, making it simple even for non-techies.

Top Picks:

  • Leadpages: Known for high-conversion templates.

  • Unbounce: Offers A/B testing right out of the box.

4. SEO Tools: The Key to Online Visibility

Let's face it, if you're not on Google's first page, you're virtually invisible. SEO tools can help you analyze keywords, track your rankings, and even spy on your competitors' strategies.

Top Picks:

  • SEMrush: Comprehensive and excellent for competitive analysis.

  • Yoast: A WordPress plugin that makes SEO simpler.

Interested in scaling your brand? Learn more about working with me as your marketing coach at

5. Social Media Management: Keeping the Conversation Going

Managing multiple social media accounts is no small feat. Tools that help you schedule posts, track mentions and analyze performance can be lifesavers.

Top Picks:

  • Hootsuite: Manages multiple networks in one dashboard.

  • Buffer: Easy to use and offers detailed analytics.

For more daily tips on mortgage marketing, make sure to follow me on Instagram.

Metrics Don't Lie: Measuring ROI

Having these tools is one thing, but knowing if they’re worth the investment is another. Always keep an eye on metrics like conversion rates, click-through rates (CTR), and your overall ROI to determine the tool’s efficacy.

To Wrap It Up

The modern mortgage broker needs more than just industry knowledge to excel; they need the right tools. Investing in these lead generation tools and software can not only help you become a mortgage adviser that stands out but also one that people turn to as a mortgage expert.

Ready to catapult your mortgage business to new heights? Feel free to reach out for a tailored coaching session. 🚀 Work with Ash Borland.

Catch you later, savvy brokers! 🥂

About the Author: Ash Borland is a UK-based marketing and sales coach, transforming mortgage brokers into thought leaders. For more tips, tune in to the Mortgage Marketing Podcast or follow him on Instagram.

Mortgage BrokerMortgage ExpertLead GenerationBrand GrowthMortgage AdviserCRM Systems

Ash Borland

Mortgage Marketing Coach

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