Getting the Most from Your Marketing Team: Key Deliverables for Mortgage Success

Welcome back to Lending Leadership: The Creative Brief.

Today, we're diving into a crucial topic for loan officers: the role of your marketing department in supporting your business. We often hear varying feedback on the level of marketing support provided across different companies. This episode aims to clarify what you should be expecting from your marketing team and how you can ensure that they are working effectively for you.

In this episode, we outline the main points that should guide your expectations of your marketing department. We dive into some less obvious, yet vital aspects of marketing support that you might not always anticipate. Whether you're questioning the operational efficiency of your current marketing support or contemplating a switch, today's discussion will provide valuable insights.

Key takeaways:

1. Effective CRM Communications: We emphasize the importance of knowing what goes out to your database. Loan officers should always be informed and approving communications before they're sent. It avoids uncomfortable situations where clients ask about emails or updates that the loan officer is unaware of.
2. Customized Marketing Approach: There should be a seamless bridge between corporate initiatives and the loan officer's personal business goals. The marketing department should not operate in isolation but in constant alignment with the needs and strategies of the loan officers.
3. Personalized Consulting and Support: Effective marketing support goes beyond generic assistance. It involves regular, tailored consulting sessions that not only address the strengths and weaknesses of the loan officer’s marketing strategy but also cater to specific regional and business nuances.
4. Proper Accountability Mechanisms: The marketing team should actively help loan officers meet their commitments, such as regular posting schedules or campaign goals. Accountability ensures consistent progress and drives loan officers to achieve their marketing objectives.
5. Timely Responses and Communication: Loan officers should expect prompt and supportive feedback from their marketing department. Whether it’s a simple request for a customized flyer or scripting assistance for a video, timely and effective communication is a non-negotiable aspect of good marketing support.

We hope today's episode sheds light on the expectations and standards that can help elevate your marketing efforts as a loan officer. An effective marketing department can either make or break your business, and knowing what to expect is the first step towards ensuring your team is working for you.

Don't forget to comment, like, and share your experiences with us. If you’re using external marketing support, let us know how it compares to your internal team. We can't wait to continue the conversation in our upcoming episodes. Thanks for tuning in!

• Rach & Rinn