Mortgage brokers and loan officers · Social media
Post for the agents, because the borrowers are not watching.
Social media for a mortgage broker is mainly a channel to agents and referral partners, with a second job of showing a borrower that a real person will answer. GullySales runs the accounts to your compliance team's wording, keeps a record of what was published, and treats anything about rates carefully.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What social media means
Social media is the ongoing posting your business does on platforms such as Instagram, Facebook and LinkedIn to stay visible to customers and prospects between purchases. GullySales plans a posting calendar, writes captions and designs the images so the page looks active and answers what a visitor would ask.
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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.
“Agents are the audience and borrowers are the by-product”
An agent scrolling between showings is deciding who to call next. That is the reader worth writing for.
“A number in a post is advertising”
Advertising rules follow a figure wherever it appears, including a story that vanishes in a day. Your compliance officer should set the standing rule.
“Posts have to be kept, not only published”
Record keeping reaches social content for many lenders, and the platforms will not do it for you. Archiving is dull and it has a real cost.
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.
A posting plan aimed at agents
Subjects that make an agent look good to a client, scheduled around the market's own rhythm rather than posted when somebody remembers.
Result: Agents see you as the lender who is useful to them.
A standing rule on rates, claims and identifiers
A one-page rule written by your compliance officer covering what an originator may post, which we work to and keep in front of the team.
Result: The firm and the originator are both protected.
Short video answers agents can forward
Ninety-second answers to the questions agents are asked by nervous buyers, filmed simply and sent to the bench to share.
Result: Your explanation reaches buyers you have never met.
Archiving of everything published
A record of each post, story and comment with its date, kept where your compliance team can retrieve it.
Result: A request for records does not become a week of panic.
Originator profiles set up consistently
Each loan officer's account completed with the required identifiers, a proper photograph and a link that reaches their own page.
Result: A borrower who finds the profile can reach the person.
Reporting on reach and referrals
Followers who are agents, messages received and files traced back to social, reported against the baseline recorded before work starts.
Result: The posting is judged on introductions, not on likes.
How the result is measured
- Posts published
- Engagement rate
- Enquiries from social profiles
Recorded as a baseline before work starts, so every later report has an honest comparison.
Platform for this buyer
Where agents and borrowers look for a broker, and what to post for each.
- LinkedIn for real estate agents and builders
- Write a plain explanation of a loan type, such as DSCR or non-QM, for the agent who has to explain it to a client. Leave out rates and terms.
- Short video answers to agent questions
- One question per clip, such as what a client should bring to a pre-approval. Add whatever disclosures your compliance officer requires.
- Local first-time buyer groups
- Answer a process question, such as which documents lenders ask for. Do not quote a rate, and read each group's rules on business posts first.
- Joint posts with partner agents
- Each party posts its own material and pays its own costs. Have compliance review the post before it goes out.
- Google Business Profile
- Show the office address, hours and your licensing identifier as your state requires. Borrowers check these before they trust a broker.
- What not to post
- No rates, APRs, payment figures or approval claims. Any number needs the disclosures your compliance officer requires, so leave numbers out unless approved.
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.
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.
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.
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.
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.
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.
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 social media work runs
- 1
Understand your audience and platforms
We identify which platforms your specific buyers actually use and what kind of content they respond to.
- 2
Audit current presence
We review existing pages, past content performance and any gaps in consistency.
- 3
Build the content calendar
A plan is created, balancing genuine value with occasional direct offers.
- 4
Implement and post
Content is created and published consistently on the agreed schedule.
- 5
Measure and optimise
We track enquiries alongside engagement and adjust the content mix based on what actually performs.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can our loan officers post what they like?
Is video worth the effort for a broker?
Can we post a borrower's closing photograph?
A borrower asks about their own loan in the comments. How do we reply?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for mortgage brokers and loan officers.
More for mortgage brokers and loan officers
Everything else we would do for you.
Closest to this: content and social
Also for mortgage brokers and loan officers
- SEO for mortgage brokers and loan officers
- PPC ads for mortgage brokers and loan officers
- Lead generation for mortgage brokers and loan officers
- Digital marketing for mortgage brokers and loan officers
- Reputation management for mortgage brokers and loan officers
- Local SEO for mortgage brokers and loan officers
Or start from the overview: sales and marketing for mortgage brokers and loan officers.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.
