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Mortgage brokers and loan officers · Digital marketing

Make the database, the reviews and the agents into one programme.

Digital marketing for a mortgage broker is the plan that joins the CRM database, the reviews, the agent material and the advertising, all inside your compliance rules. GullySales sets that plan, runs it in your own systems and under your brand, and reports on applications and funded loans.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of mortgage brokers and loan officers at work in the United States

What digital marketing means

Digital marketing is the combined work of search, social media, advertising and website channels running together rather than as separate projects with separate people. GullySales runs these as one connected system so a change in one channel, such as a new offer, is reflected everywhere at once.

Also for mortgage brokers and loan officers

Sales and marketing for mortgage brokers and loan officers, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For mortgage brokers and loan officers

Where it usually goes wrong, and what we would do.

  • “The database is the biggest channel and it costs nothing”

    Thousands of past borrowers whose rate and balance you already know beat any advertising budget. The only cost is the discipline to contact them.

  • “Compliance decides the plan, not the reverse”

    A programme designed first and reviewed afterwards gets cut to pieces. Bringing your compliance officer in at the start is what gets anything published at all.

  • “The work for a rate window happens in a quiet month”

    The segmented list, the wording and the approvals have to exist before the news. Nobody builds them during the week that matters.

What we do

What we deliver for mortgage brokers and loan officers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. One plan across database, referrals, reviews and ads

    A written split of effort and budget between the channels, with the audience each is aimed at and the measure each is judged on.

    Result: Spending stops following whoever called your office last.

  2. Everything run inside your own CRM

    Campaigns, sequences and records kept in the system your originators already use, rather than in a tool only we can see.

    Result: Your team keeps the data when the engagement ends.

  3. A template library your compliance team has signed

    Approved layouts for email, text, social and print, with the identifiers and notices already in place and a version record kept.

    Result: Ideas stop dying between a good meeting and a review.

  4. Consent and contact preferences recorded properly

    How each contact came in, what they agreed to and when they asked to stop, written into the CRM instead of living in memory.

    Result: You can prove why a person was contacted.

  5. Work carried out under your brand

    Email, campaigns and follow-up sent from your domain and your CRM, with agreed hours and a named person for anything urgent.

    Result: An agent deals with your firm, not with a supplier.

  6. A report on applications and funded loans

    Applications by source, pre-approvals against contracts and cost per funded loan, reported against the baseline recorded before work began.

    Result: Marketing is judged on loans that closed.

How the result is measured

  • Enquiries across channels
  • Cost per enquiry overall
  • Channel mix by contribution

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full integrated marketing campaigns page

Where to start for a broker

Start with the clients you have already funded and the people who send them.

Past-client list
Export funded clients from your CRM with loan type, lender, funded date and whether they agreed to be contacted. Record consent properly before any message goes out.
Referral partners
List the property agents, builder sales offices and chartered accountants who send you applications. Log each application with its source so you can see who sends loans that actually fund.
Page for each loan type
Write one page each for home loan, loan against property and balance transfer, with the documents a lender asks for. Have your compliance reviewer read each page before it is published.
Business Profile and reviews
Complete the profile with your address, hours and the lenders you work with. Ask funded clients for an honest review without offering anything in return, and reply as compliance allows.
Search ads on loan terms
Run a small test only after the pages and the application record exist. Use compliance-signed wording and record every application against the search term that produced it.
What to leave until later
Hold off on rate posts on social media, large e-mail blasts and film. Advertising rules for loan intermediaries differ and change, so have your compliance reviewer check anything public.

Who it is for

This is written for these mortgage brokers and loan officers.

  • Independent mortgage brokers
  • Loan officers inside a bank or independent mortgage bank
  • Branch managers building a team of originators
  • Purchase-focused originators working with agents
  • Refinance-heavy shops
  • Non-QM, bank statement and self-employed borrower specialists
  • DSCR and investor property lenders
  • Construction to permanent lenders working with builders
  • Reverse mortgage specialists
  • New originators building a first referral base

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the digital marketing work runs

  1. 1

    Understand the objective

    We agree the one thing this campaign needs to achieve before choosing any channel.

  2. 2

    Audit available channels

    We assess which channels are realistic to run well within the budget and timeline.

  3. 3

    Strategise the central idea

    One message and offer is developed that will work across every planned channel.

  4. 4

    Implement across channels

    Each channel receives its own adapted version, launched on a shared timeline.

  5. 5

    Measure as one campaign

    Results from every channel are combined into a single report against the original objective.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • Hours that fit your day, agreed up front

    Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Where should a broker start?
With the database and the agent bench. Neither costs anything in media, and neither can be bought away from you. Advertising is worth discussing once those two are working.
How does this stay inside our compliance rules?
Your compliance officer or attorney approves the templates before anything runs, and we work to them. Where a rule is unclear the question goes back to them, because the licence at stake is yours and not ours.
Should we build this inside the team or give the whole programme to an agency?
Keep client contact, consent and the CRM with your own team, since those are your relationships and your compliance duty. An agency can write the loan-type pages and the profile. Whoever drafts, your compliance reviewer signs off before anything is published.
How do we separate applications from referrals, reviews and ads when clients mention several?
Record the person or place that first introduced you as the source, and any later touch as a note. Then follow each source to a funded loan, not an application. That shows which source brings loans that complete.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for mortgage brokers and loan officers.

All articles

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Everything else we would do for you.

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