How to Get Leads as a Mortgage Broker in 2025

Attracting a steady flow of mortgage enquiries isn’t about being everywhere at once—it is about showing up in the right places with the right message. 

I’ve been a copywriter for financial firms and institutions for over a decade. And for you hard-working mortgage brokers in need of a lead generation spark, here’s a very practical (and very free) playbook based on what’s working for high-performing brokers across Australia right now.

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Digital marketing techniques

Build a website that wins trust

A clean, mobile-first site should spell out who you help, why you’re qualified and how the process works. Add simple calculators, rate information and clear next steps so visitors never wonder what to do.

Need words that convert browsers into booked calls? Book a web copy review and I’ll pinpoint exactly what’s missing.

Search engine optimisation (SEO)

Simply put, borrowers type questions into Google long before they reach out. Target phrases like “best first home loan Sydney” or “how much can I borrow on a contract wage”, optimise page titles (to ensure they feature your target keyword) and gather backlinks from sites in finance, property and other relevant industries.

SEO is a long-term investment—something you know a lot about. Expect three to six months before seeing any genuine traction from your efforts. 

Get our 9+ SEO hacks for brokers here.

Google Ads 

Paid search puts you in front of intent-driven prospects—immediately. Start with a modest daily budget, bid on high-intent keywords and send the clicks to a post-click landing page designed to convert interested prospects into your next clients. Track calls and form fills using a solid CRM, so you can drop the tyre-kickers fast.

All that said, you spread your net wide when using online ads, meaning there’ll be plenty of bycatch. So, don’t expect the most qualified leads to come from ads.

Social media

Choose one or two platforms your audience actually uses – LinkedIn for professionals, Facebook for families – and post helpful snippets: rate movements, grant updates, success stories. Why not several at once? You’ll spread yourself thin and quickly exhaust any energy you started your social media journey with. 

This is where creating a solid content calendar can really take away the pain of consistently coming up with topics and posts to publish. Just reach out if you need help with yours.

Content that answers real questions

Blog posts, white papers and infographics build authority and drive organic traffic. Keep it simple: answer one question, or solve one objection, at a time. The beauty of content is that it can be repurposed. A video can turn into a blog post, a newsletter into a gated report, a series of articles into a lead nurturing campaign. 

If more mortgage brokers did this, the finance world would be a better place. Get in touch if you want to chat about how a dedicated educational platform (i.e. a blog) can educate your audience and generate high-quality leads for your business. 

High-converting landing pages

Create standalone pages for each campaign. Strip out the navigation, lead with the benefit and place your form above the fold (i.e. immediately visible). Social proof, like testimonials and case studies and a short explainer video can lift conversions by over 20%.

Check out the 15 must-have landing pages for your mortgage broker website

Email sequences that nurture

Offer a bite-sized lead magnet – “First-Home Buyer Checklist” or “Simple Refinance Calculator” – then follow up with a drip series that answers common objections and invites a chat. Segment by lifecycle stage, loan type, drawdown date for higher open rates. Email can be your best tool for lead generation. Get my top email marketing tips for brokers here.

Traditional lead generation techniques

Referrals

Happy clients remain your cheapest marketing channel. Make it effortless by sending a short “referral request” email the week after settlement.

Networking

I’m sure you already do, but attending property investment meet-ups, accountants’ breakfast briefings and local business chambers can do wonders for your network expansion. To stand out, offer some hard-copies of that excellent marketing collateral you’ve come up with (see above). 

Community involvement

Sponsor a junior footy club, volunteer at a home-buyer seminar or run a Q&A at the local library. Face-to-face credibility is hard to fake and sticks long after the banners come down.

Extra tips from an experienced financial copywriter

• Shape a personal brand: Borrowers choose people, not logos. Use a professional headshot or team photo, share client stories and speak in plain English not lender-speak.
• Leverage social proof: Display recent Google reviews, settlement stats and industry awards prominently on every page.
• Use lead magnets wisely: Checklists, mini-guides and short video explainers work best when they solve one immediate pain point and require no payment except for a first name and email.
• Experiment with specialist niches: Doctors, FIFO workers and self-employed borrowers often feel underserved. Create tailored content and landing pages that speak to their unique hurdles. You might even consider niching down and targeting these clients exclusively. 
• Automate follow-up: Route form fills straight into your CRM and trigger SMS reminders so hot prospects aren’t left waiting while you’re in appointments.
• Track what matters: Cost per qualified lead, conversion rate and lifetime client value beat vanity metrics like impressions every time. If you’re getting a tonne of site visitors but little lead generation, it’s the latter that needs work. 
• Consider HNW clients: To attract high-net-worth individuals online in 2025, you need a savvy approach—a clean website, targeted copy and well-considered messaging.

Lead generation is never “set and forget”. Borrower behaviours shift with interest rates, economic head- and tailwinds and newspaper headlines. The brokers who thrive are the ones who test, measure and refine their approach month after month, year after year.

Ready to fill your broker pipeline with qualified leads?

Whether you need sharper web copy, a drip email sequence that nurtures prospects or a full content strategy, let’s talk. I’ve written copy and content for financial firms around the country—I never use templates, never duplicate content and always ensure my clients sound unique. 

Drop me a line, and I’ll help you roadmap your most successful lead generation campaign.