Leaderboard · Real estate & finance

Mortgage & lending

Marketing plays for mortgage & lending, ranked by votes.

Miniature wooden house with keys and contract symbolizing real estate transactions.

Photo: Atlantic Ambience

Submit a play for Mortgage & lending

1

Rate-watch list with a weekly rate update email

Build a sign-up list on your website and social profiles for buyers who want to track rate movement. Every week, send a short email with the current rate range for common loan types and a plain-language note on what moved and why, with no promise of what rate a specific borrower will get.

by Marky team
2

Co-branded market update with realtor partners

Pair with two or three realtor partners to produce a joint monthly update, current rates on one side, local market activity on the other, on one shared one-page email or flyer. Each of you sends it to your own list under both names.

by Marky team
3

Pre-approval nurture email sequence

For every borrower who gets pre-approved but has not gone under contract within thirty days, enroll them in a five-email sequence spaced over six weeks covering how to read a listing, what to expect at inspection, and how to keep their pre-approval current, with a check-in call partway through.

by Marky team
4

Rate-drop refinance trigger to past borrowers

Set an alert for when average rates fall by a defined amount from a past borrower's closed rate, then pull the list of borrowers above that new rate from your loan origination system and reach out individually by phone or email to review whether a refinance conversation makes sense, without promising savings.

by Marky team
5

First-time homebuyer workshop with local partners

Host a free evening workshop, in person or over video, on the mechanics of getting a mortgage: documents needed, how underwriting works, common down payment programs. Invite a title company and a real estate agent to co-present, and promote it through local community groups and your own list.

by Marky team
6

Lender table at partner open houses

Ask two or three realtor partners if you can set up a small table at their open houses with a one-page handout on financing options and your contact information, and offer visitors a same-day pre-qualification call if they are interested.

by Marky team
7

Annual mortgage review outreach to past borrowers

Once a year, on the anniversary of each closing, send past borrowers a short email or call offering to review their current loan against today's market and their current goals, whether that is dropping mortgage insurance, a home equity question, or a refinance, with no promise of a specific outcome.

by Marky team
8

LinkedIn content aimed at realtor referral partners

Twice a month, post a short LinkedIn update explaining one financing concept realtors run into with buyers, appraisal gaps, contingency timing, down payment assistance programs, written for an agent audience rather than a consumer one.

by Marky team
9

Review request sequence after every closing

Three days after a closing, send a text with a direct link to leave a review on your Google Business Profile, and if there is no response within a week, follow up once by email with the same request framed around how the process went for them.

by Marky team
10

Direct mail to renters in target zip codes

Pull a mailing list of long-term renters in zip codes near your typical price point, and send a short postcard explaining what a pre-approval actually costs to get and offering a free, judgment-free conversation about whether buying makes sense for them right now.

by Marky team