Mortgage Broker Marketing

Stay Connected. Stay Valuable.

Easy automated follow-up built for mortgage & finance brokers.

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Don’t Lose the Client

Most clients forget their broker within one year.
That means lost repeat loans and missed referrals.
Top brokers don’t let that happen.
ActivePipe keeps you front and centre.

  • Automate check-ins
    Stay top of mind at 1, 2, and 3 years.
  • Personalise every campaign
    Tailored to borrower type and loan stage.
  • Turn updates into deals
    Rate and market insights spark fresh conversations.
  • Identify engagement signals
    Know when clients are active so you can reach out with expert advice.
  • Never miss a refi
    Automated loan expiry alerts bring clients back at the right time.
  • Win referrals
    Stay visible so happy clients recommend you first.

What’s Included in

Marketing for Mortgage Brokers

Market update alerts

Client engagement tracking

ASIC-compliant templates

SMS and email campaigns

CRM integration

Review & referral automation

Backed by Industry Data

25
%
of clients don’t recall meaningful contact from their broker.
45
%
of clients prefer email for market updates.
64
%
of clients would leave reviews if asked properly.

Backed by Real People

“ActivePipe’s automated emails have been a gamechanger for my business.”

Teah Wood
Beachwood Finance, New South Wales

Read the Customer Story

Your Mortgage Marketing Questions, Answered.

What is mortgage broker marketing?

It’s how you stay connected with clients and attract new ones. Real estate mortgage broker marketing helps you remain top of mind, build lasting trust, and be there when clients need financial guidance. Tools like ActivePipe make it easy by automating your follow-up while keeping communication personal and relevant.

How does mortgage email marketing help me keep clients?

Most people refinance every few years, and many don’t return to their original broker simply because they’ve lost touch. Email marketing helps you maintain meaningful relationships with automated updates, market insights, and timely check-ins. This way, you’re available to provide expert advice when clients need it most.

Why use ActivePipe for mortgage broker marketing?

ActivePipe is built specifically for mortgage marketing. It sends smart, personalised communications based on your clients’ journey and needs. You get ready-made emails, engagement tracking, and full CRM integration so you can provide ongoing support without extra effort.

Don’t Be Forgotten

Your client knows your name today. Will they remember it in 3 years?

Stay visible. Stay valuable with ActivePipe.

Book a Demo