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Personal branding · Finance and legal

Every borrower you meet has already been phoned by a fraud using your job title.

Personal branding for a loan or mortgage consultant is the visibility of a real, findable person in a trade crowded with advance-fee callers: your name, the lenders you are empanelled with, and how you are paid.

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

A professional shares her expertise in a recorded interview

In one paragraph

Personal branding for a loan or mortgage consultant is the visibility of a real, findable person in a trade crowded with advance-fee callers: your name, the lenders you are empanelled with, and how you are paid. GullySales builds it from an interview with you, and names lenders and their logos only as your empanelment agreements allow.

Also written for

Loan consultant, Mortgage adviser, DSA, Loan agent, Mortgage advisor.

Where this sits

For loan and mortgage consultants

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

  • “The scam callers set the first impression”

    Somebody rings offering a loan against a processing fee, takes five thousand rupees and vanishes. Your prospect has had that call. So when you ask for documents, they are already deciding whether you are the same thing.

  • “The enquiry follows a rejection, not a plan”

    A file was turned down and nobody explained why. The borrower is searching at eleven at night for what a credit score actually measures, and whoever answers that honestly gets the file.

  • “Estate agents and accountants send you the work”

    A property broker in Whitefield or a small firm's accountant passes on two names a week. They check what a client will find before they pass yours, because their own relationship pays for it.

  • “The borrower does not know who pays you”

    The lender pays you, and most borrowers assume the opposite. Saying it plainly and early removes the only objection that was going to surface anyway, usually at the worst moment.

What we do

What we deliver for loan and mortgage consultants.

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

  1. A profile naming the lenders you are empanelled with

    Which banks and finance companies you work with, the products you handle, and how long you have done it. Logos used only as your agreements permit.

    Result: A borrower can see you are attached to real institutions before they send a single document.

  2. The interview about a file that was refused

    An hour with you on a case that did not go through and what would have changed it. That is the conversation borrowers are searching for.

    Result: Writing that reads like somebody who has read a rejection letter, not a rate card.

  3. Explainers on why a loan file fails

    Income documents that do not add up, a title that is not clear, a six-month-old default nobody mentioned, a property the lender will not fund.

    Result: Borrowers arrive with the right papers and stop wasting both your evenings.

  4. A written statement that you take nothing from a borrower

    One plain line on your profile and in your first message, saying who pays you and what you will never ask for.

    Result: The fear the scam callers created is answered before it is raised.

  5. Your Google listing and your name beside your area

    The local listing, the review replies and your bio page, matched to the localities where you actually place files.

    Result: The search a neighbour runs after being given your number ends at you.

  6. Material the estate agents who refer you can forward

    A short note a broker can send a buyer, covering what the bank will want and how long a sanction takes.

    Result: Referrers who look organised, and keep sending you files because of it.

How the result is measured

  • Enquiries that name you or came through your profile
  • Searches for your name, from Search Console
  • Profile views and connection requests from your industry
  • Speaking invitations, press enquiries and podcast requests
  • Posts published against posts planned, and what held up the rest

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

Read the full personal branding page

How it works

How the work runs for loan and mortgage consultants

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Work out whether this is even your bottleneck

    The first conversation covers how enquiries reach you today. If the company's own site is the weaker link, that comes first, and we say so.

  2. 2

    Search your own name with you

    We look at what a buyer sees today: every profile, old listing and photograph. Some of it you will want taken down, and some of it only you can take down.

  3. 3

    Agree what you will and will not say

    The subjects you know cold, the ones that belong to your clients, and the lines your regulator or association draws. Written down before anything is published.

  4. 4

    Rebuild the profiles

    The bio page, LinkedIn and the directories that matter in your field, done once and done properly.

  5. 5

    The routine

    Interview, drafts, your approval, publication. The interview is the only part that needs you, and it is the part that cannot be skipped.

  6. 6

    Hand it over

    The subject list, the drafting notes and the calendar are yours. If you would rather keep it running yourself, that is a fair outcome.

Before you hire anyone

The first thing to do yourself.

It costs nothing, and it shows what a buyer sees before they ever call you.

  1. Search your own name and your practice or business name in a private browser window, and list the first ten results.
  2. Open your profile on each major platform and check that the name, photo, description and contact details agree.
  3. Ask two people who recently chose you what they looked up first, and write down their answers.

Judge any provider

What to ask any agency or ghost-writer.

Useful whoever you choose, including us.

  • Who writes my words, and do I approve everything before it goes out?
  • Which of my own details and claims will you need to check with me before publishing?
  • What will you not write because of the rules my profession follows?
  • Whose account do the profiles and the content sit in, and what happens to them if we stop?
  • What do you count as a result, and what will you not promise?

Where this fits

Three pieces of sales work, in this order.

GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Can I use the banks' logos and quote their interest rates?
Only as your empanelment agreement allows, and lenders are strict about it. Rates move weekly, so a figure on your profile is stale almost immediately and an aggrieved borrower will produce the screenshot. Name the lenders and leave pricing to the sanction letter.
Can I promise approval for a weak credit score?
No, and the people who do are the reason your trade is distrusted. Write about what a lender looks at and what improves a file over six months. A borrower who was told the truth comes back with their next property.
I already buy leads from portals. Why add this?
Portal leads reach four consultants at once and the borrower knows it. The first conversation looks at what share of last year's disbursements came from paid leads against referrals. If nearly every file last year came from a portal and the cost per disbursement suits you, this is not for you, and we will say so on the call rather than take the fee.
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 what is being changed and how many of the people who matter see it. 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 the work touches, such as your profiles, your website or your accounts, and time with the people who can answer our questions.
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.

Finance and legal

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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.

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