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3 minute read
Here are three modern, creative strategies you can roll out to your loan officers.
1. The Lunch Club
Why it works: Nothing accelerates relationships like sharing a meal. A recurring “Lunch Club” positions your LOs as connectors, while also spotlighting local businesses. Partners see them as invested in the same community, not just chasing deals.
How it works:
- Once a month, pick a different local spot — diners, taco trucks, coffee shops.
- Invite a mix of 6–10 partners: realtors, builders, insurance pros, maybe even a financial planner.
- Keep it casual. No presentations. Just connection.
- Capture clips during the lunch and turn it into a video series. These authentic, local videos consistently get high engagement.
- With Video Catalyst, your LOs can turn those clips into polished videos with captions, b-roll, and music in minutes — without creating a second job for themselves.
At scale: community in person → content online → visibility grows → more partners want in → referrals multiply.
2. The Collab Content
Why it works: Realtors and builders are hungry for visibility. By co-creating content, your LOs both strengthen the relationship and expand reach. The partner shares it, so your LO gets exposure to a whole new audience.
How it works:
- Encourage LOs to co-host an Instagram Live: “3 things every first-time buyer should know.”
- Or record a 5-minute Zoom with a builder about new construction trends.
- Keep it conversational, not scripted.
- Clip the best moments, caption them, and post.
- Tag the partner. They’ll share it, giving your LO credibility and visibility in their network.
For you as a leader: one simple conversation fuels weeks of content your brand can amplify.
3. The Insider Group Chat
Why it works: Realtors crave quick, clear insights. A curated group chat makes your LO the insider who translates market shifts into plain English. When they’re already in the conversation every week, referrals come naturally.
How it works:
- Have your LOs create a WhatsApp or text group with their top 5–10 partners.
- Share weekly updates: “Rates ticked up 0.25% today — here’s what that means for buyers.”
- Encourage partners to share listings, challenges, and wins.
- Go beyond text: record short MVP video updates (1–2 minutes) and drop the link in the chat.
- With MVP, you can track open rates and watch rates, so your team knows what resonates and how to improve.
At scale: every LO becomes the go-to voice in their partners’ pockets.
Why This Matters for Marketing Leaders
These aren’t just fun ideas — they’re referral engines.
- Realtors control deal flow. Give your LOs a system to be in their circle.
- Borrowers follow referrals. Equip your LOs to earn them.
- Community-driven strategies convert faster and cost less than cold outreach.
But here’s the challenge: without structure, only a handful of top producers will actually follow through. Everyone else will start, get busy, and stop.
How SocialCoach Makes It Scalable
This is where SocialCoach comes in. We help marketing leaders turn good ideas into repeatable systems across the entire salesforce.
- Video Catalyst makes it easy for LOs to create polished Lunch Club video series that drive engagement.
- MVP lets them send video updates to partners, track watch rates, and sharpen their message with data.
- The SocialCoach platform provides prompts, automation, compliance guardrails, and analytics at the team level — giving you visibility into what’s working and confidence that it’s all on brand.
With SocialCoach, you don’t just tell your LOs to build community — you give them the tools, structure, and accountability to actually do it. At scale.
Bottom Line
Selling is transactional. Community is transformational.
If you’re a marketing leader, this is the playbook your loan officers need to win in 2025. Build community, not just campaigns. Referrals will follow.
And with SocialCoach, you can make it consistent, compliant, and scalable across your entire team.
👉 Ready to see how? Book a demo with SocialCoach.
FAQs: Community Marketing for Mortgage Leaders
How can marketing leaders help loan officers get more realtor referrals?
By equipping them with systems that build relationships instead of pushing rate sheets. Lunch Clubs, collab content, and group chats give LOs a framework to deepen connections and generate referrals.
What’s the best mortgage marketing strategy for large teams in 2025?
Community-driven marketing. When LOs create belonging with partners and leaders make it repeatable at scale, referrals and brand reputation grow together.
Why does social media matter for mortgage teams?
Social is where private community-building becomes public reputation. When LOs share Lunch Club videos, collab clips, or insider updates, it signals to the market that they’re the connector — and your brand gets the halo effect.
How does SocialCoach help mortgage marketing leaders?
SocialCoach is built for scale. From Video Catalyst and MVP to prompts, automation, compliance, and analytics, it lets leaders empower dozens or hundreds of LOs to execute community marketing consistently — while maintaining brand control and visibility into results.
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