Mortgage Broker Marketing
Stay Connected. Stay Valuable.
Easy automated follow-up built for mortgage brokers.
There’s Not Enough Time
You close the deal, then dive into the next.
You follow up when you can. But it’s rushed, generic, easy to ignore.
Three years later, they refinance … with someone else.
ActivePipe keeps you front and centre.
You focus on new deals. We protect the ones you’ve already won.
- Automate check-ins
Stay top of mind at 1, 2, and 3 years. - Personalise every campaign
Tailored to borrower type and loan stage. - Deliver market insights
Keep clients informed with relevant updates and opportunities. - Identify engagement signals
Know when clients are active so you can reach out with expert advice. - Stay on brand
Every email and SMS reflects your professional image. - Request reviews easily
Ask at the right time, when the client is happiest.
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
Backed by Real People
“ActivePipe’s automated emails have been a gamechanger for my business.”
Teah Wood
Beachwood Finance, New South Wales
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.