Business Boost

What is Marketing and Why Is It important?

Marketing is more than advertising and something really important. Let's see what it is and how it helps brokers.

Phil Green

April 22, 2025

Competition amongst mortgage brokers is full on, gaining clients and building reputation is key to success. Whether you're just starting out or have been in the game for a while, understanding marketing and how it can drive business growth is critical, but often overlooked.

But what is it? Why should you care? And most importantly, how do you get started?


In this article I will cover:

What is marketing?

Why it is important

How to get started

Let’s start with what it isn’t.

Marketing is so much more than just placing an ad or creating a website; it’s the process of promoting and selling your services to potential clients. It’s about understanding your market, reaching the right people, and crafting messages that are meaningful to them. In the mortgage world that means, identifying homeowners, first-time buyers, and property investors, then tailoring your messaging to their needs and pain points.

But why is marketing important for brokers?

1. It helps you stand out in a crowded market.

The mortgage industry is highly competitive.

There are thousands, of firms all vying for the attention of potential clients. Without marketing, you’re essentially invisible to them. You might be the best broker in the business, but if no one knows about you, how will they trust you to help them secure the right mortgage?

Effective marketing makes sure that potential clients know who you are, what you do, and why you’re the best choice for them. Whether it’s a personalised email campaign, an informative blog post, or a simple social media presence, marketing helps your business stand out.

2. It builds trust and credibility.

A mortgage is one of the biggest financial decisions people will ever make. Clients want to know they can trust you, high-quality, consistent marketing, can build trust with your audience before they even step foot in your office.

Think about it: when you consistently share helpful content, answer common questions, and offer insights into the mortgage process, your audience starts to view you as an expert. Trust is built over time, and marketing is one of the most effective ways to do that.

3. It drives more leads which ultimately leads to more sales.

The goal of marketing is to drive leads—potential clients who are interested in your services. With effective strategies in place, marketing can do just that, meaning your sales pipeline will always be full. Whether it's through organic traffic to your website or paid ads, a solid marketing plan drives clients directly to you, reducing the need for time-consuming cold-calling or hoping for the phone to ring.

How to get started

So now we know why it’s important, the question is: How to get started?

1. Define your target audience

The first step in any marketing plan is understanding your audience. Are you targeting first-time buyers, property investors, or people looking to remortgage? Each group has a different set of needs, your messaging should be tailored accordingly. For example, first-time buyers might be more interested in you explaining complex terms and processes, while landlords may want information on the best rates currently available.

2. Build a strong online presence

In today’s digital world, most people will look online before choosing a provider. As a mortgage broker, you need a professional website that clearly outlines your services, expertise, and contact details.

Having a presence on social media platforms like Facebook, and Instagram is a great way to reach a wider audience as these platforms allow you to engage directly with potential clients, showcase your knowledge, and build your brand, just remember the key to marketing on Social Media is having the right tone and relentlessly delivering, so it might not be right for everyone.

3. Create valuable content

Content marketing is one of the best ways to establish your authority in the mortgage industry. Start by creating blog posts, guides, and videos that answer common questions about mortgages. For example, you could write an article on "How to Secure the Best Mortgage Rates" or a video on "Common First-Time Buyer Mistakes".

The more valuable the content you provide, the more likely potential clients will turn to you when they need mortgage advice.

4. Leverage paid advertising

While organic marketing (like content creation) is effective, paid advertising can give your business a quick boost. Platforms like Google Ads and Facebook Ads can be powerful tools, you can target people actively searching for mortgage solutions in your area, reducing wastage in spend.

5. Referral programs and client relationships

Never underestimate the power of word-of-mouth and yes, it’s still marketing. Mortgage brokers often rely on referrals from satisfied clients, so make sure you're doing everything possible to provide exceptional service. You can even incentivise reviews or referrals with a reward or discount for both the referrer and the referee. This not only boosts your credibility but ensures a steady stream of new leads.

Some final thoughts…

If you want to stand out, build trust, and grow your business, marketing is not a luxury; it’s a necessity. It’s a multifaceted strategy that includes everything from building your online presence to crafting valuable content whilst utilising paid advertising.

By understanding the importance of marketing and taking action, you’ll be well on your way to growing your business and attracting the right clients.

Start small, stay consistent, and over time, you’ll see the rewards.

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