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Marketing Essentials for the Modern-Day Loan Officer

The Modern-Day Loan Officer

Building industry partnerships, generating and converting leads, maintaining a database of prospects—the marketing tasks never end for the modern-day loan officer.

Our list of essential tips will help you get the most out of your marketing efforts in 2021!

  • Embrace warm, appreciative, personalized messaging. Periodic requests for mortgage check-ups and referrals are certainly effective, but we have learned that the most impactful messaging focuses on building trust and strengthening relationships.
  • Conduct engagement audits. In other words, identify what type of messaging engages you and then determine if utilizing similar strategies can boost your marketing efforts.
  • Practice flexibility and adaptiveness. Be prepared to modify approaches that are unsuccessful—and be willing to embrace more challenging platforms, such as social media and video.
  • Target the mailbox as well as the inbox. According to the Data & Marketing Association, nearly 90% of direct mail is opened—compared to just 20–30% of emails. Need we say more?

If you lack the time or resources to implement these strategies, reach out to us at Here at Volly, we have one goal: make mortgage marketing easier for you!

About Volly

Volly is powering the dream of homeownership through industry-leading technology and dynamic marketing that drives the customer journey. The Volly Portal Platform is a fully integrated, cloud-based Software-as-a-Service platform that combines Customer Relationship Management (CRM), Marketing Collateral, Borrower Journey Campaign Management, Portfolio Retention, Point of Sale (POS) application and transaction management and Custom Websites, all integrated with digital and print marketing capabilities and industry-leading creative marketing services. Volly was named a HousingWire 2020 and 2021 HW Tech100 Mortgage company. For more information, visit or call (866) 435-7050. 

About Volly


Whether you are ready to power your full operation with Volly’s complete platform or just want to see how Volly can help your business, our team is ready to assist. Simply provide us with a few details below and we will contact you as soon as possible to schedule a demo.


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