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Loan Officer Lead Generation

Send a Card & Keep 'em Coming Back

For a loan officer, lead generation is an important task... you have to keep those loan requests coming in, and when you learn to send a card to keep it touch, it'll happen.

Local Business

When you start sending cards unexpectedly to new prospects and old customers alike, you're going to find that lead generation for your mortgage or loan business — even in a tough economy — gets monumentally easier.

Relationship marketing is THE best way to generate new business, whether you're in the business of making loans or any other service industry. When customers believe you care, they'll want to give you their business.

That's the beauty of our card sending service. Using this service, sending a greeting card has NEVER been easier. You can even upload your own handwriting in order to create your personalized handwriting font. Then, when you send a card, it looks as though you sat down and wrote out the message yourself!

Here are a few ways sending cards can help with loan officer lead generation...

  • Generate a healthy mailing list of prospects and past customers. Brainstorm creative ways to build your mailing list by sending cards. Friends, neighbors and family living near you can be an excellent source of referrals, so nurture those relationships with greeting cards. Over time, you'll find that a mailing list can be an excellent marketing and lead generation tool.

  • Show that you care. Provide a personal touch by sending clients and prospects Thinking of You Cards. Send these simple cards to show them that they are more than just a number to you. Little inspirational words and phrases will get your message read more times than an ad that screams BORROW FROM US NOW. Set yourself apart from every other loan officer in town.

  • Build a referral network. One of the secrets to getting more referrals is to develop a close and personal relationship with your clients. So when the time comes, they will remember and refer you to others for your loan services.

    You'll achieve this kind of relationship by sending cards on a regular basis. You might include a discount coupon directly on the card at times. If you offer a great deal to an existing customer but the timing isn't right for them, hopefully they'll pass the postcard on to a friend.

    Encourage them to do so right on the card... it could really pay off. Put something like "Not in need of a loan right now? Pass this on to a friend" on your greeting cards.

  • Remember special occasions. Remember someone's birthday and you'll win them over. Include a heartfelt message, something meaningful to them. When you remember them... they'll remember you!

These are just a few of the ways in which you might stimulate loan officer lead generation with greeting cards. Once you send a card or two, you'll probably start to come up with other ideas on how you can use cards to get more leads. Please share any creative ideas with us, won't you, so we can post them here?

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