How to Create Experiences That Build Your Brand in Real Estate and Mortgage
Joe Wilson
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5 minute read

Every Halloween, our house turns into a little bit of chaos.
We set up two cornhole boards at the end of the driveway. Every kid gets three beanbags.
Make one in the hole, you earn a full-size candy bar. Miss? You still get a fun-size — we’re not total monsters.
By 7 p.m., the sidewalk’s packed. Kids are playing. Parents are cheering. Neighbors stop to watch.
And every year, we hear the same thing:
“This is my favorite house.”
“We come here first every year.”
“This is part of my childhood.”
They don’t come back for the candy. They come back for the experience.
That’s the lesson. In business — especially in mortgage and real estate — you want to be the house people remember.
Jump to: Why this matters | How to be memorable | 3 M's of memorable marketing | How to start this week | Why this works | FAQs | Related resources
Why this lesson matters right now
Let’s be real: 2025 hasn’t been easy for anyone in housing. Referrals are down, competition is fierce, and attention spans feel shorter than ever.
And yet — connection matters more than it ever has. When every loan officer, agent, and brand is saying the same thing, how you make people feel is the differentiator.
A recent NAR report found that 63% of first-time buyers research a professional’s social presence before reaching out, and 81% choose based on who they trust — not who’s cheapest.
That’s proof that today’s clients aren’t just looking for a product. They’re looking for a person.
So if your business feels like everyone else’s, you’ll get the same results as everyone else. If it feels personal, fun, and memorable — you’ll own the conversation.
What makes an experience memorable
Memorable doesn’t mean expensive. It means intentional.
You build trust when clients feel something genuine. That could be gratitude, excitement, surprise — anything that tells them, “This person cares.”
Here’s what that looks like in practice:
For Loan Officers
- Celebrate the approval moment with more than just an email. Send a 15-second video saying, “You did it! You’re approved!”
- Make closings personal. Add one thing that reflects your client — a framed photo, a thank-you note, or even their favorite coffee waiting at the table.
- Remember milestones. A one-year “Happy Homeiversary” message does more than a hundred rate updates.
For Real Estate Agents
- Create a signature moment. Whether it’s a family photo wall or a “key bell,” make every closing feel like a milestone.
- Host something repeatable. A yearly pumpkin-patch or client-coffee event keeps you visible between transactions.
- Show the real you. Post behind-the-scenes content that shows your energy and personality — people buy into people.
For Any Sales Professional
- Build a repeatable ritual. The little things you do consistently become your brand.
- Celebrate others. Publicly thank partners or clients who made your week better.
- Make joy part of your brand. Positivity sticks — people remember who made them smile.
The Three M's of Memorable Marketing
If you want to be the house everyone talks about, build around these three principles:
Moment: Identify emotional touchpoints.
Meaning: Add something intentional.
Momentum: Share it consistently so others feel it too.
Moments create feelings. Meaning creates memories. Momentum builds reputation.
That’s how you move from being visible to being remembered.
How can you show these moments online without feeling fake?
Keep it real. Skip the polished scripts and start capturing genuine emotion.
If something makes you smile — post it.
If a client says something kind — share it (with permission).
If a partner does something great — tag them and say thanks.
People aren’t looking for perfection. They’re looking for real.
That’s why authentic social proof performs best. Clients trust others talking about you more than any ad you’ll ever run.
What can you do this week to start?
You don’t need to overhaul your process — just get intentional.
Here’s a one-week starter plan:
Monday: Send a thank-you video to a client or partner.
Tuesday: Post a story from a recent client success.
Wednesday: Ask your followers a question about their journey.
Thursday: Comment on a partner’s post and lift them up.
Friday: Share one small “moment that mattered” from your week.
Repeat it every week through the end of the year. That’s your free Q4 marketing plan.
How does this build your personal brand?
Your brand isn’t your logo or color palette. It’s the feeling people get when they think about you.
When you consistently show up with intention — online and offline — people start to associate you with trust and gratitude. That’s the foundation of a personal brand that lasts through any market.
People don’t remember what you gave them. They remember how you made them feel.
Why this approach works for social selling?
We’re living in a market where attention is shrinking and algorithms are ruthless. But what still cuts through is humanity.
When you create experiences people love and then share them, you’re giving your audience more than content — you’re giving them context. That’s what builds trust and keeps your name top of mind when it’s time to buy, sell, or refer.
And that’s exactly what we help people do at SocialCoach: We make it easy to capture the real stuff — the gratitude, the proof, the joy — and keep it showing up consistently.
You bring the moments. We’ll make sure the world sees them.
FAQ
Q: Why should real estate agents and loan officers focus on experiences instead of just closings?
A: Because experiences create long-term loyalty. A great rate earns one client; a memorable process earns ten referrals.
Q: How can I show these experiences online without feeling forced?
A: Post genuine moments — celebrations, gratitude, teamwork — and skip the heavy polish. Authenticity performs better than perfection.
Q: How often should I post content like this?
A: Once or twice a week is plenty. Consistency beats volume every time.
Q: What’s one simple change I can make this week?
A: Add a small, repeatable ritual to your process — a thank-you video, a celebration photo, or a personalized message.
Q: What platforms are best for this kind of content?
A: LinkedIn for credibility, Instagram for visuals, and Facebook for community. Repurpose across all three.
Final Thought
You don’t need the biggest marketing budget or the flashiest content to stand out.
You just need to create experiences people feel.
Be the house they remember — online and offline. Because the feeling you create today is the reason people come back tomorrow.
How SocialCoach helps you scale
Being memorable often comes from being consistent — and consistency requires systems.
SocialCoach brings everything together:
- Video Catalyst: ready-to-record scripts, editing tools, and AI captions.
- MVP (My Video Pages): send personalized videos directly to clients and partners.
- Player Cards: showcase all your posts, videos, and testimonials in one shareable link.
It’s everything you need to turn your happy clients and referral partners into a content engine that sells for you.
🚀 Wondering if SocialCoach is the right fit for you?
Book a 15-minute walkthrough to see how SocialCoach helps individuals and enterprise teams sell more while spending less on content.
Related Resources
📚 More from the SocialCoach Blog
🚀 Additional SocialCoach Features & Tools
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Video Catalyst: Create High-Impact Videos in Minutes – Access weekly scripts, professional editing, and auto-posting tools that help you consistently capture and share authentic proof content.
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Compliance Tools for Mortgage, Real Estate & Insurance – Stay safe with proactive filters, automatic archiving, and brand-level oversight.
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Social Media Automation for Sales Teams – Schedule, randomize, and scale content across hundreds of loan officers and agents — without losing authenticity.