TABLE OF CONTENTS
- What If You Had a System That Worked While You Slept?
- Step 1: Optimize Your Google Business Profile for Local Borrowers
- Step 2: Convert More Website Visitors Into Leads
- Step 3: Speed, Mobile, & Trust = Better SEO Rankings
- Step 4: Build Local Trust with High-Quality Backlinks
- Step 5: Track, Automate, and Convert More Borrowers
Are Borrowers Finding Your Competitors First?
You’re great at guiding clients through financing—home loans, pre-approvals, refinancing, or first-time buyers. But are you consistently getting inbound leads without chasing agents or burning money on ads?
Many mortgage professionals struggle with:
Inconsistent deal flow and referral droughts
Complicated lead follow-ups that fall through the cracks
Losing top search spots to big-name lenders
Wasting ad spend without knowing what’s working
Stat Check: 72% of borrowers only apply with one lender—typically the first one they find online.
If you’re not ranking high on Google and automating follow-ups, you’re leaving deals on the table.
Sign up for HighLevel & take your Mortgage Broking business to the next level.
What If You Had a System That Worked While You Slept?
Picture this:
Your mortgage business ranks at the top of Google for “mortgage broker near me”
Borrowers book consults 24/7—no cold calls or chasing
Automated systems follow up instantly so no deal slips away
You track every click, call, and loan app to know exactly what converts
This playbook shows you exactly how to:
✅ Rank higher on Google
✅ Capture more borrower leads
✅ Automate follow-ups
✅ Track everything
✅ Convert more consultations into funded deals
Step 1: Optimize Your Google Business Profile for Local Borrowers
Why It Matters?
97% of home loan borrowers search online before choosing a mortgage provider.
And 68% of mobile searches for “mortgage broker near me” result in a call within 24 hours.
1.1 Set Up & Optimize Your Google Business Profile (GMB)
Make sure your business name, phone, and address are identical across your website, listings, and social pages.
Add keywords like:
→ “First-time homebuyer loans”
→ “Refinance in [City]”
→ “FHA loan help”Upload headshots, closings, and photos from client success stories
Pro Tip: Add FAQ content to GMB like “What documents do I need for a pre-approval?”
How to add or claim your Business Profile on Google
Complete your Business Profile on Google
1.2 Enable Google Messaging & Call Tracking
Let prospects text you directly from search
Use HighLevel’s call tracking numbers so you know which campaigns and locations generate the most calls
Example: “5 buyers booked a call last week through your ‘Pre-Approval in 24 Hours’ GMB post.”
How to Purchase a Phone Number
Connect Google Business Profile to HighLevel
How to chat with customers from your Business Profile
1.3 Automate Google Reviews After Each Closing
50+ 5-star reviews = major SEO boost
Use HighLevel's Review Request Automation (SMS & email)
Send a review link automatically once the loan closes
Reputation Management - How to Customize the Review Request Messages (SMS/Email)
How to Dispute a Google Review and Check on the Dispute Status
How to use Social Posting with Google Business Pages
Step 2: Convert More Website Visitors Into Leads
Why It Matters
Most mortgage websites leak leads—slow load times, poor CTAs, and no follow-up.
2.1 Use Mortgage-Specific SEO
Embed local mortgage search terms in:
Homepage title: “Top Mortgage Broker in [City] | Pre-Approvals in 24 Hours”
Service pages: “VA Loan Specialist in [City]” / “FHA Mortgage Help”
Blogs: “Should I Buy or Wait in 2025?” or “How to Get Pre-Approved Fast”
Example: Rank blog posts answering common questions like “Is now a good time to refinance?”
How to Optimize for SEO Meta Data
2.2 Capture Borrowers with Conversion-Driven CTAs
Use HighLevel’s funnel builder or embed forms on your website with:
“Book a Free Consultation”
“Check My Rates”
“Get Pre-Approved Now”
Tools to Add:
Lead form pop-ups
Chat widget (HighLevel’s AI bot answers instantly)
Exit intent forms: “Leaving? Grab our home loan checklist before you go!”
Getting Started with Chat Widget
How to Install HighLevel's Chat Widget
How to create a contact form in HighLevel?
Show Popup on Entering Funnel/Website
How to Create an Exit-Intent Pop-Up in HighLevel
Step 3: Speed, Mobile, & Trust = Better SEO Rankings
3.1 Speed Up Your Site
Google drops slow mortgage sites down the rankings
Compress images, remove bloated plugins, and use HighLevel’s fast funnel/website builder
3.2 Add Mortgage Schema Markup (Structured Data)
Schema tells Google what your site is about
Add “Mortgage Broker” or “Loan Officer” schema to show up in rich search results
Example: Show up as a “Top Mortgage Expert in [City]” with review stars and business hours in the search result snippet
How to Find High-Performing Keywords for Local SEO
How to Set Up Lead Capture Forms That Convert
Step 4: Build Local Trust with High-Quality Backlinks
Why It Matters
The more other trustworthy sites link to you, the more Google trusts you.
4.1 Get Local Listings
Add your business to: Zillow, Redfin, Realtor.com, Yelp, LendingTree, and local chamber directories
4.2 Guest Post or Collaborate with Real Estate Blogs
Write about “3 Pre-Approval Mistakes Buyers Make”
Get real estate agents to link back to you as a trusted lender
Bonus: Share these guest posts on your social media and boost them with ads
Step 5: Track, Automate, and Convert More Borrowers
Why It Matters
If you’re not tracking it, you’re guessing. HighLevel gives you visibility across every lead, click, and call.
5.1 Track Everything in HighLevel’s Dashboard
See where your best mortgage leads come from
Measure form completions, booked calls, and GMB engagement
Identify top-performing pages and ad campaigns
5.2 Automate Follow-Up with AI
Use HighLevel’s Conversation AI to respond instantly to:
→ “Can you help with FHA?”
→ “How fast can I get pre-approved?”
→ “What’s your rate for a VA loan?”Trigger:
→ Appointment booking
→ Callbacks
→ Loan checklist reminders
→ Document collection workflows
How to Track & Improve SEO Meta Data
Final Thoughts: Close More Loans by Ranking Higher on Google
You don’t need to chase agents, guess with ads, or follow up manually.
With the right SEO setup, automation, and tracking tools:
✅ You rank higher
✅ You get found by qualified borrowers
✅ You convert more calls into closings
✅ You build a scalable, modern mortgage brand
Your Next Steps
Set up your Google Business Profile & connect to HighLevel
Launch automated review requests
Optimize your website for local SEO & lead capture
Track results in HighLevel's dashboard
Automate follow-up with AI to win deals 24/7
Ready to Grow?
Sign up for HighLevel today & watch your mortgage business scale effortlessly.
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