Do you want to know if you can use ClickFunnels for mortgage brokers?
If yes, you’re at the right place to be.
In this guide, we covered everything you need to know on how to use ClickFunnels for mortgage brokers and how ClickFunnels can help you launch, grow, and scale your business on the internet as a mortgage broker.
If you’ve been wondering if there’s a way to use sales funnels as a mortgage broker, then you’ll find this ClickFunnels for mortgage brokers guide helpful.
Before we dive into the meat of this guide on how to implement ClickFunnels into your business, let’s take a look at what a sales funnel is and why it matters.
What is a Sales Funnel for Mortgage Brokers & Why it Matters?
The benefits of a sales funnel is huge, especially to service-based businesses like mortgage brokers.
A sales funnel is the path a customer takes to buy from your business.
Using a sales funnel as part of your marketing strategy will help you visualize the path a potential customer takes to become a buyer and a repeat one.
With this, it becomes clear that a mortgage broker’s sales funnel is a set of steps or processes that leads your potential customers in search of your mortgage brokering services into conversion.
A mortgage broker sales funnel will help you track, monitor, and optimize your entire business so you can see where your audience comes in and drop out.
As mortgage brokers are specialists that help borrowers connect with lenders and seek out the perfect fit in terms of the borrower’s financial situation and interest-rate needs, using a sales funnel will help them grow their business online.
Now that you have a little idea of how and why you need sales funnels as a mortgage broker, let’s dive into how you can use ClickFunnels as a mortgage broker.
How to Use ClickFunnels for Mortgage Brokers
The process of designing your mortgage broker sales funnel with ClickFunnels isn’t difficult. This is because you get a ton of well-beautifully well-designed DFY ClickFunnels templates you can use.
While the actual building and designing of your mortgage broker sales funnel matters a lot in conversions, the most critical part of your funnel conversion lies in the strategy.
What I mean is your funnel having a/an:
- Attention-grabbing Hook
- Relatable story
- Irresistible Offer
- Enticing copy
Once you’ve got the above set of elements in your funnel, you’ll be on your way to your first million-dollar generating funnel.
Why?
Because the factors listed above are HUGE factors for every business owner.
First…
You need to go online, do some market research, and find out where your target audience hangs out.
This could be on:
- Reddit forum
- Facebook groups
- Quora
- Google search
- And more
Next…
You need to figure out their pain points and desires. You can do this by asking them directly, or using a quiz, or survey, and scanning through repeated questions and problems via the above meeting points.
Then, create a lead magnet to address the pain points of your target audience, capture them as leads and take the leads up your value ladder to pay for your products and services.
Your lead magnet could be something like:
- Template
- Case study
- Cheatsheet
- Checklist
- Ebook
- Swipe file
- Worksheet
- Report/White paper
- Resource list
- And more
Next?
You need to craft compelling copy with an eye-catching hook and story for your business.
Your sales funnel copy is one of the most important parts of marketing. It is what draws the attention of your target audience to your offer and persuades them to act.
However, writing awesome sales copy could be very hard!
As a mortgage broker, instead of wasting all of that time and energy trying to discover the secrets behind writing a copy that sells, I’d recommend this free resource to generate winning copy formulas instead.
I also used to struggle with understanding hook and story for years, but after going through the One Funnel Away Challenge, I understood how to implement it in my sales funnels.
The OFA costs $100 but you can have it for free when you sign-up to become a user of ClickFunnels.
You can find the free OFA right in the FunnelFlix members area.
Finally, you need to drive traffic to your mortgage broker sales funnel
Driving traffic to your funnel, attracting clients to your mortgage brokering services, collecting their contact details, nurturing them, converting them, and having them turn into die-hard fans is what separates the men from the boys in marketing.
No traffic, No business.
The popular sources you can leverage for traffic into your sales funnel include:
- Facebooks ads
- YouTube organic videos
- Google ads
- YouTube ads
- Facebook organic
- Instagram ads
- SEO/Blogging
- Instagram organic
- And more
I’ll advise you to settle with the traffic source you’re most comfortable with.
And if you’re having a deep pocket and can’t wait for the results of organic traffic sources, then you should learn and invest in paid ads.
From experience, Facebook Ads happen to be the best marketing channel for mortgage brokers.
Also, you should check out Russell Brunson’s Traffic Secrets book to learn how to fill your sales funnel and websites with your dream customers.
Why ClickFunnels is the Recommended for Mortgage Brokers
Before we delve into the core benefits of why you should use ClickFunnels as a mortgage broker, let’s briefly talk about why ClickFunnels is such an amazing solution.
First:
Before now, if you’ve ever attempted to build an online sales funnel or a website as a mortgage broker to acquire clients, you’re probably faced with two options in mind:
- Hire a team of programmers, or website agency to do it
- Attempt to do it all yourself
Well, the truth is, you’ll either end up spending a massive budget no matter which route you choose.
And the worst part?
No matter the option you finally decide to roll with, it’s going to be tough to glue together all the separate pieces of software to create a sales funnel for your business.
This is where ClickFunnels comes in.
It is an ultimate solution to help you as a mortgage broker to build and launch your sales funnel fast without duct-taping different platforms.
You’ll agree that nobody wants to deal with all those complicated moving parts and pieces.
With just a few clicks, you can have your new mortgage broker sales funnel up and running in as little or no time.
Way before ClickFunnels, if you wanted to create a sales funnel for mortgage brokers, you had to PIECE together every element yourself (or hire a team to do it for thousands of dollars).
And this process isn’t even proven to convert.
That’s not all.
You still have to connect all the 3rd party programs (that may or may not work nicely together) and hope that you have a working sales funnel at the end.
Do you get the point?
With these points made, here are some other benefits of using ClickFunnels as a mortgage broker.
Benefits of Using ClickFunnels as a Mortgage Broker
Here are the benefits why ClickFunnels happens to be the best amongst all online selling platforms:
#1. Collect and Process Payments Swiftly!
ClickFunnels has got your back on everything that has to do with payment processing!
The platform has an in-built full shopping cart system, you don’t need to piece together any 3rd party tools to sell your mortgage brokering services online.
And the best part is that ClickFunnels integrates with popular payment gateways including Braintree, PayPal, Stripe, Authorize.net, etc. to make the process easy and seamless to get paid.
#2. Smart Follow-Up with Leads and Customers
Marketing automation and follow-up with leads help you create consistent messages and engage your audience to solve their customer problems.
This is where ClickFunnels’ in-built email marketing and automation platform called Follow-up funnels comes in.
With this tool, mortgage brokers can deliver the right content, at the right time to the right customers, which in turn, nurtures and builds trust for their businesses.
#3. Build and Design Any Type of Page
ClickFunnels helps you build 6 different types of funnels and pages. With it’s powerful and flexible page editor, you’d be able to build from a template or from scratch:
- Ecommerce funnels
- Webinar funnels
- Lead magnet and squeeze page funnels
- Membership funnels
- Product Launch funnels
- Supplement funnels
- Application funnels
- Affiliate marketing funnels
And much more. Visit free funnel templates to grab sales funnel ideas.
#4. Boosts and Maximizes Profits
This is possible with 1-click upsell, order bumps, and other features that come with ClickFunnels so you can skyrocket your average cart order.
Specifically, upsells increase your cart value by adding additional complementary products or services while a bump order is an additional item a customer adds to their cart before completing their purchase.
Your customers would not have to go through the entire check-out process all over again as their billing details are already stored.
With a few clicks, you easily set all these revenue-boosting features on your ClickFunnels account.
#5. Create and Sell your Online Courses With Ease
Let’s say you finally cracked the code and mastered the art of using ClickFunnels for mortgage brokers, your next scaling strategy should be helping other mortgage brokers like yourself grow their business through the power of ClickFunnels.
And the best way to do that is by creating a course or membership program around that.
While there are lots of course creation and membership site platforms, you don’t have to waste your money using any of them since ClickFunnels can do that.
ClickFunnels comes with in-built tools to create membership sites that will host all of your training material and content so your students can easily log in and learn directly from you.
#6. Reduce Advertising Cost!
How does ClickFunnels help you reduce advertising costs?
Well, affiliate marketing is the answer.
Affiliate marketing is a cost-effective method for online business owners to promote their products and services without burning money on ad spend.
Besides, the fact that it helps you as a mortgage broker saves a ton of money, affiliate marketing expands your reach and boosts your reputation.
That said, there’s no way to create or build an affiliate program without affiliate management software to manage, track, assign, and pay your army of affiliates.
And ClickFunnels comes with an in-built affiliate management software called Backpack that takes care of all these.
Other Marketing Resources Needed as a Mortgage Broker
Like I said earlier, ClickFunnels hosts the majority of the tools you need to build your sales funnels, and sell your business online.
But not everyone prefers to build and control a business from one end, right?
This is why I listed the following tools and resources to help you get more returns from your business, online.
#1. Dotcom Secrets Book
DotCom Secrets is one of the best books to read on understanding the concept of a sales funnel.
This book helped me master marketing with sales funnels, and I discovered secrets many successful marketers never want people to learn.
Grab a free copy of Dotcom Secrets book for free here.
#2. One Funnel Away Challenge
The One Funnel Away Challenge is a group of dedicated, like-minded online business owners guided by a coach to launch a sales funnel and market their business successfully. It’s a challenge and training you need to enroll in.
You can enroll in the next OFA challenge here.
#3. Copywriting Secrets
While there is a free webinar presentation on copywriting taught by Jim Edwards and Russell Brunson, I’d recommend you have a copybook like Copywriting Secrets beside you to guide and aid you whenever you’re writing copies for your businesses.
Let it be your copy bible: Morning, Afternoon, and night.
You can grab the free Copywriting secrets book here.
#4. Teachable
Teachable is an advanced and dedicated membership site and online course creator you can use to manage your online courses.
You can get a free Teachable trial here.
#5. ActiveCampaign
ActiveCampaign is one of the best email autoresponders and marketing automation software you can get online.
If you don’t want to use the in-built autoresponder email platform (Follow-up) in ClickFunnels, I highly recommend this platform.
Get a 14-day free trial of ActiveCampaign here.
Final Thoughts on ClickFunnels for Mortgage Brokers
I hope you now get the whole idea of how ClickFunnels works for mortgage brokers.
In conclusion, the short answer to “if ClickFunnels can work for mortgage brokers” is:
Yes, it can. ClickFunnels gives mortgage brokers the tools they need to market, sell, and deliver their services to their target customers online from one convenient place.
Plus, they have all the required training users need to have success with their funnels just like the Funnel Hacking Secret Masterclass.
