Loan Officer Hub blog

Getting started with social media in the mortgage industry

Getting started with social media in the mortgage industry can be daunting. I get it, and I understand your perspective. Having talked to thousands of mortgage loan officers and real estate agents over the past few years, I hear a lot of the same things. You clearly see the value in social media, but you’re not clear on the best way of getting started with social media in your industry. Below are some of the easiest and best social media tips I have on how you can use social media to increase your business growth, in a simple, efficient way across Twitter, Facebook and LinkedIn.

Before you decide to post or take action, check out your company’s social media policy and consider social media through the lens of How can I help? or How can I provide value without selling? This is what social media is about, whether you gain business from it or not. Never talk about the "hot-button issues" – money, politics or religion. If we all avoid these topics, we could all be friends. The goal of social media is to build relationships, not destroy them.


Never talk about hot-button issues – money, politics or religion.



Getting started with social media in the mortgage industry is challenging, so let’s start with one of the harder platforms for mortgage loan officers to grasp – Twitter. One thing I discovered early on in my digital marketing career at MGIC is, the financial services industry was much less likely to use Twitter, and more important, there was concern about the regulatory risks of “saying the wrong thing.”

As a result, I have found the best way to leverage Twitter in the mortgage industry is to use it as a listening tool. By doing so, the mortgage loan officer takes compliance concerns out of the picture completely. More important, as a loan officer you have the ability to keep your finger on the pulse with industry news outlets, current customers, referral partners and prospects you hope to win more business from.

I approach this concept with the simple idea of using Twitter notifications. A Twitter notification enables a Twitter user to be notified on any device when someone they follow (and have notifications turned on for) tweets.

Let’s unpack this idea.

Twitter built its brand on being the first to know. If you, as a mortgage loan officer, are the first to know an industry change or something that may affect a current mortgage customer or referral partner, you are the first to take action and capitalize on the change. Think about the value proposition in monitoring news outlets on Twitter. Their breaking news alerts are almost always pushed to Twitter first. This helps you keep your finger on the pulse. The same is true for current customers or referral partners you choose to follow and place on notifiers. By doing so, you may discover it’s someone’s birthday or wedding anniversary. What a great opportunity to send flowers or a note. That personal touch and staying top-of-mind is how you get more referral business from those individuals.

Pro Tip: Keep the number of people, companies, brands you have on notifiers to a reasonable amount. Depending on their tweeting frequency, you may get inundated with notifications. Good news, though, it’s just as easy to turn them off as it is to turn them on.


For all the talk of Facebook having lost its appeal with key demographics like Millennials, you still can’t ignore the fact that 2.2 billion people are actively using the platform every month. Let’s explore what you can do right now when getting started with social media in the mortgage industry on Facebook to help you drive digital word of mouth (DWM) with current customers and referral partners in the mortgage industry.

When mortgage loan officers ask me what they should consider posting or what activity they should be doing on Facebook, I start by asking them what they are doing right now, face-to-face with referral partners. If you’re looking for content to post on social media, start with what you’re already doing and simply move it to a social platform, like Facebook. Take those activities and transition them to the social space to help expand your digital footprint across social media.

Here are my 3 favorite ways to leverage Facebook for business as a mortgage loan officer when you are getting started with social media in the mortgage industry.

1. Lunch ’n’ learns 

If you are a savvy loan officer, you’re already doing lunch and learns with your referral partners. But why not complement the live event with a social (Facebook) component? Snap a few photos of the event, post to your Facebook Business Page, tag your pictures with all the people who attended and are also on Facebook and mention the location of the event. Right away you have several people interested in the success of your Facebook post because you mentioned your location and tagged the people you’re with. They’re now all more likely to engage (like, comment, share) with your post. This will help increase your visibility organically across the Facebook platform.

2. Listings

If you have established real estate referral partners you work closely with, why not post one of their listings on your Facebook Business Page? I recommend one new listing from a different real estate referral partner once a month. (Spread the love around.) We are a visually oriented culture. We love pictures; they are a universal language. By supporting your real estate referral partners with a simple post like this on Facebook, you’re helping to spread the word across the social space. It helps a broader audience discover a potential home. And in return, I’m sure those same referral partners wouldn’t mind posting about your services to their respective audiences on their Facebook page.

3. Closings

This is my favorite tip for mortgage loan officers who want an easy way to expand their visibility with warm leads. Next time you go to a closing of a really great customer, before you snap the classic picture of the happy homeowner on your camera, stop and ask them to use their camera for the photo. Why? Because then you can suggest when they post it out to their friends and families, they tag you in the post. Anyone on Facebook knows the posts that get the most amount of engagement are the posts about getting married, having a baby and buying a house. This is free advertising to all the homeowners’ friends and families.

There are so many ways to leverage Facebook to help generate business. Let your imagination run wild. But focus most on what’s happening in the community you serve and what you’re already doing that could work on the social channel.

Pro Tip: Create a Facebook group about the many things to do in your community. In creating a beneficial Facebook group that general users can find and join, you’re creating a pool of warm leads you can draw from and leverage for future business opportunities.


There’s a misunderstanding out there that you don’t need to care about Linkedin when you’re getting started with social media in the mortgage industry. That’s just not true. LinkedIn is a huge opportunity to grow your business. I call it your “modern day business card” for a reason. In fact, I don’t carry business cards anymore and instead connect with prospects and business partners directly on the spot. The reason is, referral business is the best way to acquire qualified sales leads.

LinkedIn is the largest professional social media platform out there. One way to approach this concept is to look closely at your profile on LinkedIn. Do you know what your personal brand is? Does your LinkedIn profile reflect it? LinkedIn is the outlet to highlight who you are as a business professional, so make it strong. There are some quick-hit areas of your LinkedIn profile you can modify to improve peoples’  perception of you and increase your visibility to a larger audience.

Here are my 3 favorite areas of a LinkedIn profile to modify when you’re getting started with social media in the mortgage industry.

1. Headshot / headline / background image

First impressions matter. If a potential borrower who has only communicated with you by phone looks you up on LinkedIn to evaluate you, what first impression as a business professional will you give? A nice business headshot helps to establish a positive first impression. Additionally, the headline is one of four areas in your LinkedIn profile that is weighted higher in search. Consider using key terms to help those searching to find someone like you find you. Branding yourself in the digital space is important. Does your background image reflect what you care about in the community you serve? Are you highlighting who you work for? Consider adding an image that represents your personal brand.

2. Summary

Your summary section is important because it sits high on your profile page. This means anyone looking to evaluate you as a professional in your industry is more likely to absorb the information you’re sharing. The summary is also only one of two locations you can add media-rich content to your profile. Think about adding website links, PDFs, videos or images to reaffirm to a visitor who you are and what you bring to the table as it relates to your personal brand. Add important key terms you want to be found for in this section as well. It will help strengthen your profile around those terms.

3. Endorsements

Many people used to think the endorsements/skills section of LinkedIn was a bunch of fluff. Indeed, it was. However, LinkedIn has changed this. This area of your LinkedIn profile is now the second-highest area weighted in search. The way it shakes out is, the term or terms you choose to list and the number of times you’ve received an endorsement is how the weighting is placed. So again, think about those key terms you believe consumers or referral partners are using in search to find someone like you and include them in this section. Take it a step farther and work to have co-workers endorse you for these listed skills.

These quick-hit improvements to your LinkedIn profile will help to increase your visibility in Google Search and LinkedIn search and help reduce doubt with those who land on your profile page, evaluating whether they want to do business with you. Your personal brand matters, and LinkedIn is a great opportunity to solidify it on a professional social media platform.

Pro Tip: Organize a group outing with valued customers or referral partners to tour and taste the best of something in your community … craft beer at several breweries or the best wings, tacos, gyros, burgers … the ideas are limitless. At the end of the day, have them vote on their favorites. It’s a great way to support your local community and build relationships with those who can send that valuable word-of-mouth business. Leverage video to capture the fun moments and the results to share on social media.

There’s no simple way to getting started with social media in the mortgage industry, but the social media tips I’ve shared with you will help build the foundation to a successful, meaningful experience on a variety of social media platforms in the mortgage industry. Remember to start small and stay focused on the social media sites you believe your customers, referral partners and prospects are using. Manage your time accordingly, try the suggestions, measure what works and then re-evaluate. You never know what’s possible with social media until you take the leap.

Headshot of Ben Smidt

Ben Smidt, VP of Digital Strategy - Fairway

Ben Smidt is the VP Digital Strategy & Innovation for Fairway, helping drive digital transformation and innovation to delight customers. His strategic direction and thought leadership shapes how Fairway communicates and connects with customers–through content, visual, mobile, web, and emerging technology experiences. He was previously MGIC's digital strategy manager. He holds an MA from Marquette University in media channel effectiveness and digital communications, as well as a BS from UW-Madison focused in communications.


Sahil thapa

Loans to satisfied services

Sahil thapa

Very nice solution way

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