Lead Generation

Creating a Fully-Automated Mortgage Lead Machine

3 Modules 12 Chapters 38 Lessons Advanced

This step-by-step online course will show you how to grow your mortgage business by generating a consistent flow of quality leads from your own website.

Discover how to use these proven marketing tools and highly actionable techniques to get measurable results, guided by an experienced digital marketing consultant and trainer who used to run his own mortgage brokerage.

The Step-by-Step Programme

The course is divided into three modules:

  • Module 1 - Defining your marketing strategy and proposition
  • Module 2 - Making your website fit-for-purpose
  • Module 3 - Driving potential clients to your website

You can purchase the modules individually or you can buy all three together for a discounted price.

You'll have access to all of the training materials right from the start, so if you want to move through at a faster pace you can.

For more info or to purchase the course, click here.

Course Structure

Premium Course
4 Chapters

Module 1 - Defining Your Marketing Strategy

By the end of Module 1 you will have all of the foundations you need for a successful online or offline marketing campaign. You’ll know who you need to market to and you’ll be 100% clear on the reasons why these prospects should choose you over any other mortgage broker.

Chapter 1: Getting Started 1 Lesson

Introduction to Module 1

Welcome to the course!

Chapter 2: Customer Personas 2 Lessons

Why You Need an Ideal Customer Persona

In this lesson you'll learn what an ideal customer persona is and why it underpins all of your marketing.

Defining Your Ideal Customer Persona

By the end of this lesson you’ll have a clear idea of who your ideal client is. You’ll know what makes then tick and, crucially, what their pain points are and what keeps them awake at night.

Chapter 3: Niching 2 Lessons

Why You Should Niche Your Business

By niching your business you'll be seen as a specialist mortgage broker and that brings a lot of benefits.

How to Choose a Niche

This lesson will show you how to decide on a handful of niches based on client type, property type, or mortgage type, that will define your business in the future.

Chapter 4: Value Propositions 3 Lessons

What is a Value Proposition

In this lesson you'll learn the theory of value propositions and get to analyse some real life examples.

What Makes a Good Value Proposition

In this lesson you'll find out what makes a good value proposition for a mortgage broker.

Creating Your Value Proposition

Now you know what makes a good value proposition, it's time to create a powerful one for your business.

Premium Course
4 Chapters

Module 2 - Making Your Website Fit-For-Purpose

By the end of Module 2 you will have a website which is optimised to convert the maximum number of visitors into leads. Instead of just being a sales brochure, your site will now offer real value to your potential clients. And you'll have automated systems in place to ensure that all of your prospects get properly followed-up, even while you sleep.

Lead Magnets 4 Lessons

What is a Lead Magnet?

Discover what lead magnets are and why they are such an important tool for getting more mortgage enquiries from your webiste.

Choosing a Topic for Your Lead Magnet

Now that you what a lead magnet is and why you need one, it's time to decide on what your lead magnet is going to be about.

Creating Your Lead Magnet (part 1)

In these next two lessons you'll learn how to create your own lead magnet.

Creating Your Lead Magnet (part 2)

By the end of this lesson you'll have created your own great looking PDF lead magnet.

Autoresponder Emails 3 Lessons

Planning Your Email Sequence

This lesson looks at what you should put in your follow up email sequence.

Writing Your Follow Up Emails (part 1)

In this lesson you'll learn a number of tips and techniques for getting people to open and read your follow-up emails.

Writing Your Follow Up Emails (part 2)

Getting people to take action when they've read your follow-up emails is really important. Here's how you do it.

Building Your Lead Nurture System 8 Lessons

How the System Works

In this lesson we'll take a quick look at an overview of the system we are going to be building to distribute your lead magnet and build your email list.

Installing Thrive Themes

Thrive Themes is a collection of plugins which will make it really easy for you to create landing pages, opt-in forms, and online quizzes. 

Setting Up ActiveCampaign

ActiveCampaign is the email marketing solution that will maintain your list of email subscribers and send them automated nurture emails.

Building a Landing Page

In this lesson you'll learn how to create a high converting landing page using Thrive Architect.

Setting Up a Thank You Page

In this lesson you'll learn how to use Thrive Architect to create the thank you page (or confirmation page) that people will see after they have signed up to receive your lead magnet.

Enhancing Your Thank You Page

Now that you've created a basic thank you page, in this lesson you'll see how to make a few enhancements to it so as it has the potential to bring in new enquiries for you.

Creating Opt-In Forms

In this lesson you'll learn how to use Thrive Leads to create high converting opt-in forms which will help you grow your mailing list of potential clients.

Bonus Lesson: Installing WordPress

If you don't already have WordPress installed, you'll need to install it before you install Thrive Themes.

The Finishing Touches 2 Lessons

Updating Existing Website Pages

Now that your lead nurturing system is up and running, it's time to look at some of the small edits and enhancements you can make to your website to improve its conversion rate.

Creating Niche-Specific Landing Pages

Your website may already have pages that are dedicated to the specific niche(s) you have decided to target. If not, this lesson will explain what you need to do to create those pages.

Premium Course
4 Chapters

Module 3 - Driving Potential Clients To Your Website

Now that your website is ready for action, in Module 3 you'll be implementing a digital marketing strategy to drive targeted traffic to the site. You'll get to use my proven techniques to attract quality visitors to your website without spending a fortune on advertising. This  majority of these visitors will be people who are actively looking for a mortgage or remortgage right now. And the rest will be warm leads that can be funnelled into your marketing automation system, ready to be converted into leads further down the line.