Mortgage brokers and loan officers · Email marketing
Thousands of past borrowers, and none of them hear from you.
Email and text turn a mortgage database into a channel: past borrowers, people holding a pre-approval letter, and the agents who send business. GullySales rebuilds and segments the list, records consent before anything is sent, and runs the campaigns on a schedule instead of in a rush.
What email marketing means
Email marketing is sending planned messages to a list of past and prospective customers who have agreed to hear from you. It suits offers, updates and staying in touch with someone who is not ready to buy yet. GullySales writes and schedules these emails and tracks who opens, clicks and enquires.
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
- Branding for mortgage brokers and loan officers
- Social media marketing for mortgage brokers and loan officers
Sales and marketing for mortgage brokers and loan officers, the overview.
For mortgage brokers and loan officers
Where it usually goes wrong, and what we would do.
“The list has to be ready before the market moves”
A refinance window is short, and a list segmented after the news arrives too late to be useful. That work belongs to a quiet month.
“Text is the channel borrowers answer and the riskiest one”
Consent has to be recorded before the first message and honoured the moment somebody stops it. Your attorney should confirm what your states expect.
“A pre-approval holder disappears for five months”
They are house hunting, not thinking about their lender. A scheduled message every few weeks keeps the file alive until a contract appears.
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.
The database segmented by rate, balance and date
Past borrowers sorted so the list of who is in the money exists before the market moves, with closing dates and property details attached.
Result: A short window can be worked from the first day.
Consent and stop requests recorded properly
How each contact arrived, what they agreed to and when they opted out, written into the CRM and checked against your attorney's standard.
Result: You can show why every message was allowed.
A pre-approval nurture sequence
Dated messages and scheduled calls to every borrower holding a letter, aimed at the silent months while they are house hunting.
Result: Borrowers you pre-approved close with you.
An annual note about their own house
A yearly message covering what the property is likely worth now and what the balance has done, with nothing being sold in it.
Result: Past clients hear from you before a competitor writes.
A refinance campaign approved and waiting
The message, the list and the call plan signed off in advance, sitting ready for the week the market gives you an opening.
Result: You are calling on day one rather than drafting.
An agent letter worth opening
A short regular note to the bench with something an agent can use with a client, not a rate sheet nobody reads.
Result: Agents remember you between deals.
Monthly reporting on applications from the list
Replies, appointments and applications traced to each campaign, measured against the baseline recorded at the audit.
Result: The database is judged on the loans it produced.
How the result is measured
- Open rate
- Click rate
- Enquiries from email
Recorded as a baseline before work starts, then reported every month against it.
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
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · Within a few working days
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
06 · Month 3 to 6
Renew on the numbers
The term ends and you decide whether to continue from the results. No twelve-month lock.
How the work runs for mortgage brokers and loan officers
- 1
Assess
In the free audit we trace last year's funded loans back to the agent, builder or campaign that produced them, and look at how many pre-approvals never became contracts.
- 2
Fix the follow-up
A sequence for every issued pre-approval, a rule for how a new lead is called, and a record of each touch in your CRM rather than in somebody's head.
- 3
Build the agent bench
The ranked list, the outreach routine, and co-marketing priced and documented so it can be shown to anyone who asks.
- 4
Turn the database into a channel
Past borrowers segmented by rate, balance and closing date, scrubbed for consent and do-not-call, then contacted on a schedule.
- 5
Be ready for the window
The refinance message and the call plan approved in advance, so a short rate move is worked from day one instead of prepared for.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Chord Road Hospital · Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
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 monthly 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 lock-in, no guarantees we cannot keep
Three to six months at a time. 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.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can we email everyone in the CRM?
What do we send between rate windows?
Can you co-market with our agents without breaking RESPA?
Can we advertise a rate?
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?
More for mortgage brokers and loan officers
Everything else we would do for you.
- 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
- Branding for mortgage brokers and loan officers
- Social media marketing for mortgage brokers and loan officers
- Content marketing for mortgage brokers and loan officers
Or start from the overview: sales and marketing for mortgage brokers and loan officers.