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Digital Business cards | For Mortgage Brokers/Advisors | Get-Market Blog

Digital Business cards for Mortgage Brokers

Digital business cards for mortgage brokers are becoming increasingly popular, as they provide a convenient way to share contact information and credentials with potential customers. With a digital business card, mortgage brokers can easily show their qualifications and experience in the industry, as well as the services they offer. Furthermore, digital business cards make it easier for customers to contact them directly via email or phone. This makes it easier for brokers to build relationships with their clients and develop long-term partnerships.

No North American mortgage expert has to be told that the industry endured a prolonged downturn in 2022 as rising interest rates bring the housing and mortgage bubble to an end.

Shortly after the COVID-19 epidemic hit in March 2020, home buying activity across the country skyrocketed, with mortgage brokers and agents encountering unprecedented demand as Consumers attempted to take advantage of record-low rates.

Last year’s rise has halted due to rate hikes on both the fixed and variable sides, and sales activity is expected to moderate throughout the first half of 2023.

The demand for mortgage advisors heading into 2023

According to some mortgage specialists, it may give a wonderful opportunity for brokers and agents to refocus and create business in a way that will position them nicely for the future.

While marketing has always been an important aspect of the mortgage broker’s job, it’s about to become even more important for driving new business – and one of the best ways to accomplish so is to build a prolific, prominent digital marketing presence, including a solid social media presence.

During this time where the market might be a bit slow, market yourself, get the right tools, get yourself out there, and if you didn’t have time for it before you might have more time now.

In this article, we will attempt to demonstrate why it is critical that a professional mortgage consultant, who assists the mortgage consumer in making the most important and significant decision of their lives, be equipped with a professional Digital business cards for mortgage brokers, which will be used both in regular communication with clients and in professional meetings with colleagues, as well as an advanced digital marketing tool, which will increase the consultant’s exposure to a wide range of potential clients.

“During this time where the market might be a bit slow, market yourself, get the right tools, get yourself out there, and if you didn’t have time for it before you might have more time now.”

Why is it important for a mortgage consultant to have a digital business card?

A mortgage is without a doubt one of the most important financial life events in a person’s life. Obtaining a mortgage and committing to a lender for decades is a significant step. While maintaining high standards, a professional mortgage consultant must accompany the consulting process with a tool that represents them in the best light while being quick and simple to use.

To put it simply, a digital business card from a mortgage professional is the appropriate option

Why is a professional digital business card the most suitable technological solution for a mortgage consultant? Here are some good reasons:

Developing a trusting relationship with the client

A mortgage consultant’s digital business card facilitates the establishment of a trusting relationship with the client by forming and deepening the link between the service provider and the service recipient.

When a consumer receives a link to the digital business card, they know that there is one location where they can contact the mortgage advisor and where all pertinent contact methods will be grouped for them.

Increasing the mortgage advisor’s professional visibility

For the mortgage consultant’s professional advise to be valid, the customer must recognize the service provider and regard them as a true authority in the field. For this reason,

It is practical to design a professional and high-quality digital business card for a mortgage advisor, with a customized look and a top notch level of finish that will represent the high standard that the mortgage advisor strives to keep.

A mortgage consultant, no matter how skilled and accomplished they are, can only benefit using a digital business card.

Making your information easily and quickly accessible to customers

A mortgage advisor’s digital business card has another advantage: it makes all necessary information conveniently and quickly accessible to the client. The digital business card includes information about the mortgage advisor’s services, locations where they operate, hours of operation, a link to their website if they have one, contact information, and more. The ease with which the consumer may get all of the above information foreshadows the quality of service he will receive later.

Providing a suitable response to the scale of the transaction

As previously stated, a mortgage is one of the significant financial commitments that a person will make in their lifetime. When a buyer takes the time to consider a transaction and consults with an industry expert, they expect the expert to save them tens of thousands of dollars over the life of the mortgage. In this scenario, a mortgage specialist should have a digital business card that gives a suitable framework for the status. The business card should appear high-quality and professional, conveying seriousness, attention to detail, and great dependability, which is exactly what the consumer expects.

Strengthening your online presence

Customers, like anyone else, frequently conduct a Google search to learn more about the professional before contacting them. What happens when you want to have greater control over your digital presence without spending a fortune on organic brand promotion?

In this example, the solution is straightforward.

A mortgage consultant’s digital business card serves as a website for everything (mini-site). It enables the mortgage advisor, who may not always want to maintain a complex website, to create an impressive digital presence that professionally represents the brand name or the advisor’s name, while providing easily sharable relevant information that would appear on the first page of a Google search.

“A mortgage consultant's digital business card facilitates the establishment of a trusting relationship with the client by forming and deepening the link between the service provider and the recipient.”

How do mortgage brokers make use of a digital business card? (Part 1)

A digital business card intended for mortgage brokers provides tremendous value and, as previously said, numerous benefits. However, the question of how to utilize such a card emerges. What are the strategies of use that allow the mortgage broker to extract the most value from the digital business card?

So, here are a few examples of what our customers do with the digital business cards we designed for them.

Following a phone call, share the card with new customers.

Did you just complete a sales call with a potential customer and want to provide them with a way to contact you again in order to continue the engagement?

Sharing your digital business card right at the end of a phone call is a common and highly successful technique. In this work arrangement, the possible client receives the tools they need to continue the queries they may require, read additional information, and details about you that will help them to develop an impression of the work you have done over the years.

Increasing awareness to potential customers by asking current customers to share their experiences

Most professionals are aware of the significant impact that a satisfied customer’s recommendation carries. The best quality leads are those generated by word of mouth, and your goal is to generate more of these.

Did you complete guiding a client that purchased a home with your help and were able to reduce his mortgage payments by significant percentages while reducing the risks and exposures?

Propose that they share your digital business card, exposing you to the target client’s close networks, where there could be other people who will seek your services in the future.

People who use our digital business cards simply prefer that when they are referred to a friend or colleague, they share their digital business card rather than a phone number or an email.

It simply increases the chance that the prospect will actually call.

Including a digital business card in a mailing list

Whether you have a mailing list or use a WhatsApp distribution list of contacts, engaging with new and existing consumers serves as a free marketing tool that allows you to send out your message, greeting, or promotion. During the holidays, for example, send a message to everyone you know with a festive greeting and include your digital business card at the bottom of the message. You will receive dozens and hundreds of fresh exposures to the digital business card, which naturally generates new inquiries and deals.

“The best quality leads are those generated by word of mouth, and your goal is to generate more of these.”

How do mortgage brokers make use of a digital business card? (Part 2)

Share your digital business card with colleagues

Participating in professional conferences, seminars, and business meetings is essential for maintaining a high level of expertise and being current on industry trends. If you go ahead and supply your contacts with a customised digital business card, you are being as professional and representative as possible. Your surroundings will treat you based on what you communicate, whether in person or digitally.

A website replacement that integrates with social networks

Developing an organic digital presence on the web particularly in search engines, can be tough.  In such a process, the business owner must invest significant resources in developing a content strategy, creating a link profile, and adjusting for the various search engines.

In many circumstances, mortgage advisors, particularly those making their initial forays into the digital realm, will opt not to invest thousands of dollars in developing a website that will provide them with a web presence. Instead, those mortgage advisors would prefer to rely on social media presence, such as Facebook, by creating and maintaining a company page for the brand. In such instances, the digital business card comes in handy, by guiding the visitors to the digital asset that establishes the brand immediately and without intermediate stations.

Automatic email signature

Sending an email is a task that is repeated numerous times every day. Setting up a one-time automatic email signature with a link to your digital business card is an effective way to increase exposure for your business.

The majority of the time, a person who receives an email from you is not yet a client, but even in those situations, you have an opportunity to inform them on the basics of your business before they decide whether to work with you.

"The digital business card comes in handy, by guiding the visitors to the digital asset that establishes the brand immediately and without intermediate stations."

In conclusion

A digital business card for mortgage brokers is a high-quality marketing tool that can provide numerous benefits to the advisor: it provides a suitable response to the scale of the transaction to be made by the client, improves the consultant’s visibility as a brand in the network, essentially enhances the intake of information and the methods of establishing contact, builds trust with the client and identifies the consultant as a professional and reliable source of information.

Let Get-Market digital business cards assist you in attracting new customers.

“The Get-Market digital business card enhances the intake of information and the methods of establishing contact, builds trust with the client and identifies the broker/advisor as a professional and reliable source of information.”

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