Mortgage Print Marketing

Get Inspired by Stunning Mailers, Flyers, and Branded Collateral

Print Marketing for Mortgage Professionals

In a world where digital marketing is everywhere, mortgage lenders still need printed mortgage marketing materials in their omnichannel marketing strategy. In fact, the Association of National Advertisers found that direct mail had an 8% higher response rate than email. That’s because we don’t get nearly as much junk in our mailboxes than our inboxes.

Still, that doesn’t mean that you should only stick to direct mail because everyone else is overutilizing email. The best mortgage marketing strategy uses an omnichannel approach, meaning that a automated marketing campaign uses an array of channels to reach borrowers. One study found that marketing strategies that used direct mail with another digital media saw an 118% increase in responses, versus using direct mail by itself. It is best practice to add these components to your mortgage marketing mix:

Keep in mind that direct mail isn’t effective unless it is personalized. People are much more likely to respond to mail that feels like it’s written specifically for them. A recent study found that the combination of a person’s full name, full color, and sophisticated data on the card can increase the response rate by up to 500%.

Homebuyers still want those old-fashioned pieces of paper. They like something tangible to hold, share, and sometimes, even hang on the refrigerator.

Printed marketing materials fall into one of the three primary areas: mortgage marketing direct mail, mortgage flyers, and mortgage closing gifts.

Direct mail materials are still one of the top methods for engaging with your audience. However, the static, non-interactive mortgage marketing flyers and brochures your parents received in the mail are a thing of the past. Innovative mortgage CRM systems like Surefire by Top of Mind take print based marketing to a whole new level within the mortgage industry.


This Article Covers:

  • The types of printed collateral used by mortgage professionals
  • The advantages of physical and digital flyers    
  • Creating a direct-mail marketing strategy  
  • Optimizing your client retention with closing gifts

Mortgage Rate Sheets

In the old days (not so many years ago, actually), printed rate sheets were the go-to marketing tool for mortgage originators. Loan officers often spent their Friday afternoons delivering printed rate sheets to real estate offices, arming agents with timely rate news and lending options before their weekend showings. With a little luck and a lot of perseverance, their information would land in the hands of qualified buyers, and (hopefully) inquiries would turn into applications the following Monday.

Do loan officers still use printed rate sheets?

Printed documents still play an important role in mortgage marketing efforts. Lucky for today’s loan officers, the emergence of digital mortgage marketing tools has made weekly delivery of updated rate sheets to local real estate offices a thing of the past. A rate sheet can find its way to an email inbox much faster than into the agent’s mail cubby at the office. Even better, a continually updated landing page can offer agents current rates with a simple tap on the phone screen.

It’s important, however, that mortgage marketers don’t get so swept up in the quick solutions and shiny presentations of online mortgage marketing that they forget the basics of long ago. Maybe there isn’t a pressing need to get into a real estate agent’s office each week. But there’s still value in offering a piece of paper or mailed postcard to a potential partner — especially if it sends them to different web-based lead generators that help fill your mortgage pipeline.

Open House Flyers and Educational Flyers

Open house flyers and educational flyers may seem like yesterday’s news, but they still perform vital functions for building a successful mortgage business.

  • They help borrowers remember specific properties, which is especially useful if they visit many homes in a day.
  • They help potential buyers determine if they qualify for a home loan.
  • They strengthen relationships with referral partners.
  • They save time by providing borrowers with information they need for a successful closing.


Effective open house flyers have these important components:

  • Listing photos
  • Listing description
    • Square footage
    • Bedrooms
    • Year built
  • Loan officer contact information (bonus points for branding it with company colors and your logo)
  • Co-branded partner contact information
  • Loan program comparison (optional)
  • A rate sheet

What types of educational flyers should loan officers use?

Educational flyers are an often overlooked lifeline for mortgage brokers and bankers. In addition to the marketing and co-branding opportunities they offer, informational mortgage flyers can also save loan officers precious time. Rather than taking phone calls to field the same questions over and over from multiple borrowers, loan officers can share written explanations quickly and easily.

Options for educational flyers are endless. Common topic categories include:

  • Credit
  • First-Time Buyer Education
  • Interest Rates
  • Loan Mechanics and Processes
  • Mortgage Planning
  • Motivation
  • Programs (such as FHA, VA, or USDA)
  • Refinancing
  • Renting vs. Owning

To be most effective, mortgage marketing flyers should be informative, eye-catching and easy to read. The best mortgage CRM systems provide editable flyers with modern designs marketers can adjust to their company style. The graphics and the marketing content—the actual words—will be provided. The ability to edit is vital so mortgage companies can ensure the language is compliant and aligns with their own processes.

What is the best way for loan officers to share educational flyers with borrowers?

Ideally, a mortgage marketing system will offer the ability to share educational flyers digitally or through print. While online mortgage marketing flyers are vital in today’s digital world, printed versions still have their place including:

  • Open House Flyers: For example, a loan officer might provide an educational flyer on low down payment options at an open house to attract first time buyers. By cobranding the flyer with the selling agent, the loan officer effectively provides important, motivational information and two business cards in one place.
  • Home Tours: Printed educational flyers can also be a useful tool for real estate agents as they take home shoppers to view listings. Real estate agents can save time, answer typical homebuyer questions, and strengthen the relationship with the prospect with educational flyers. The loan officer who provides the co-branded flyers will be a star in the eyes of the agent and stay top of mind with the prospect.
  • Homebuyer Seminars: Loan officers and agents often offer seminars to bring in clients and educate the community. Topics may include general homeownership, budgeting for a home, buying for the first time, investing in real estate, or credit repair. Printed educational flyers can serve as handouts or be included in a workbook.
  • In-Person Meetings: Printed flyers can save time in meetings with prospects or in-process borrowers by answering common questions. They also serve as take-home reminders that reinforce the important aspects of the loan process. As the loan officer meets potential referral partners, printed samples of informational flyers will demonstrate the loan officer’s resources and ability to co-promote.

See Why Surefire is the #1 CRM Chosen by Industry Professionals!Request a Demo

What are best practices for mortgage marketing flyers?

Sure, we can throw a bunch of numbers around that show great results of direct mail efforts, but your business is unique. Want to know if your efforts are worth the investment you’re making into direct mail? We recommend:

  • Segmenting Your Audience
    • The first thing you can do to execute lead-generating direct mail marketing is to divide your database into separate categories for targeted messaging. First, segment them into personas:
      • Prospects
      • Past clients
      • Referral partners
  • Tracking Your Campaign
    • Trackable phone number
      • The prospect is more likely to call your number if the area code is the same as theirs. Strong mortgage CRMs like Surefire give you the option of using your number or the prospect’s local area code. Once you set that up, make sure the number directs calls to your line and only use that number for direct mail so you can track how many calls are coming in from those efforts.
    • Trackable URL
      • Create a unique URL that you won’t use anywhere else, and make sure it’s easy to type and directs to a customized landing page with a lead generation form.
      • Take it a step further and create a trackable URL that’s unique to each recipient. The landing page should contain materials that are relevant to their situation and needs.
    • QR codes
      • Most Americans have smartphones, and many of us have learned how to scan QR codes since many restaurants use them in place of reusable menus. They’re free and easy to make, and you can customize them to your brand. Make sure you use a trackable URL that redirects to a lead-converting landing page. 

Most mortgage marketing professionals find that it is best practice to integrate their marketing flyers with other digital marketing initiatives, including downloadable content, live calls, or email workflows the ensures that their mortgage marketing flyers provide an immediate engagement when their prospective borrowers 

Should my mortgage flyers include information for my referral partner?

Of course, the borrower is not the only consumer of mortgage marketing flyers. Referral partners such as real estate agents receive massive value from co-marketing materials, educational flyers about lending, and other flyers and digital interactives they can use to secure loans for their buyers. With a mortgage marketing engine like Surefire, loan officers can easily generate custom co-branded presentation books to help them secure the referrals from partners required to fill their lead pipeline.

Mortgage Direct Mail

Like printed flyers, postal mail may seem out of style these days. But with all the digital messages constantly screaming at consumers, a warm greeting or even a clever solicitation in the mailbox can offer a nice break.

And if a trusted advisor sends just the right resource at the right time? Even better!

How well does direct mail marketing work for loan originators?

Direct mail is more memorable than digital. Immediately after receiving a direct mail piece, 75% of recipients can name the brand that sent it. Conversely, only 44% can immediately recall the sender of a digital ad. And direct mail captures an average response rate between 5% and 9%, versus only 1% of emails.

A compilation of direct mail statistics from various sources showed 41% of Americans look forward to checking their mail every day, including respondents of all ages. Furthermore, about 90% of direct mail pieces get opened, versus 20-30% of emails.

The fact is people like getting mail, and they’re more likely to recall the brand that sent it. There’s less clutter in a mailbox than in an email inbox or on social channels. And with less competition for attention, mailed messages are easier to focus on, comprehend and remember.

What’s the best type of direct mail to send to customers?

Mortgage marketing postcards stand out over other kinds of mail. According to the Data & Marketing Association, postcards get a higher response rate at 4.25%, while direct-mailed letter-sized envelopes garner a 3.5% response rate. Plus, they’re cheaper to mail than letters.

Mortgage marketers find it easy to make an impact with a bold, colorful image on the postcard face and targeted messaging on the back. And recipients can view and comprehend them quickly and conveniently. A letter in an envelope may require the recipient to put other things down to open and review. They are not as likely to go to the trouble and receive the full message if it looks like just another marketing piece.

Postcards, especially large ones with colorful images, stand out from the crowd. Even if mailboxes are not as full as they once were, mail pieces may still find some competition. An odd-sized, sturdy card is less likely to get lost in the mix.

Images that spark curiosity are even more likely to grab attention. Unexpected images that go beyond a generic home or people signing mortgage papers will likely lead to unexpected and memorable text.

Finally, because of the limited space, marketers are required to create succinct messaging for postcards. This practice makes it easier for recipients to grasp the message and understand the needed response quickly.

When is the best time to send mortgage marketing mail to borrowers?

It’s always a good time to send mail. Whether the goal is to earn repeat business, engage new borrowers, or build referral partner relationships, mailed pieces can help. Here are some ideas to consider.

  • Birthday greetings
  • Thank you notes to borrower, buying agent and selling agent after closing
  • A mortgage checkup reminder sent around a borrower’s loan anniversary date
  • Holiday greetings sent either as part of client for life campaigns or to groups of clients
  • Educational or motivational messages to targeted groups (a reverse mortgage message for clients ages 62 and older or renovation financing options for current homeowners, for example)
  • Cobranded cards for new listings or recent sales mailed to groups according to zip code

How can you automate your direct-mail marketing?

Direct mail marketing can be automated with a mortgage CRM platform. Just as with digital marketing, mailed mortgage marketing materials can be deployed automatically through a mortgage CRM. There are three primary ways:

  • Mail can be sent to individuals through rules. For example, if a prospect completes an online form requesting information but does not respond to calls or digital attempts to reach out, a rule can trigger a “thank you for your interest” postcard.
  • Recurring deployments can provide a set it and forget it option for a message that repeats on a regular basis, such as an annual reminder to check credit reports.
  • Campaigns or workflows assigned to individual contacts can deploy mail according to set parameters. These are usually either within a timeframe (maybe three weeks after the start of the campaign), part of an event sequence (maybe after three emails have been sent), or on a certain date (such as a holiday or the contact’s birthday).

Want to See First Hand What Surefire by Top of Mind Can Do? Schedule The Demo!

Closing Gifts

The loan origination process is complicated, long, and at times quite stressful.  It’s important for loan officers to remember that each closing is something that they should celebrate with their customers.  

Closing gifts are a great way for mortgage professionals to commemorate the moment and create clients for life through branded content.  

What types of closing gifts should loan officers use?

Branded gifts or gadgets that have a long lifespan of use in the kitchen or office are some of the best closing gifts for loan officers to give to their borrowers.  Using these closing gifts helps to remind your borrowers of the lender responsible for their current home and can leave a positive impression when it comes time to refinance. 

Final Thoughts

The mortgage industry brings its own challenges and opportunities to any type of marketing. The primary unique concern is mortgage marketing compliance. All printed materials must allow space for appropriate licensing and disclaimers to appear conspicuously, per guidelines. Ideally, the mortgage marketing platform will allow standard formatting to assure required statements appear consistently on every piece.

The best mortgage CRMs will allow users to edit existing content or to create marketing content from scratch. Importantly, they’ll also enable managers or administrators to review and approve edits or new pieces created by loan officers or other team members to assure compliance and company branding.

Printed mortgage materials are often co-branded with referral partners. Templates need to allow space to promote two professionals, usually with contact information, logo, and photo for each. It’s helpful if the mortgage CRM system used to create the pieces addresses value sharing, per RESPA requirements.

Luckily Surefire CRM and marketing automation platform by Top of Mind Network brings the tools, industry specialization and experience to make implementation easy and effective. Our team would love to give you a tour!


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