NEW Clickfunnels for Mortgage Brokers 2023 BY Russell Brunson

There are many different ways to create a sales funnel for mortgage brokers. A popular way to create a sales funnel is to use a clickfunnel. Clickfunnels allow you to create a custom funnel that is specifically tailored to your needs. This allows you to create a powerful sales tool that can help you sell more products and services to your clients.

What are clickfunnels?

Clickfunnels are a type of funnel that helps you create a sales process for your website or product. They are typically used to generate leads and sales opportunities.

What is mortgage brokers?

Mortgage brokers are a type of financial advisor who help clients purchase or refinance mortgages. Brokers typically work with a few large banks and a few smaller banks. They provide a variety of services, including home buying, refinance, and mortgage modification.

Why should mortgage brokers use sales funnel?

Most mortgage brokers use a sales funnel to attract and engage potential borrowers. A funnel is a set of steps that lead someone from one step in the sales process to another. The first step in a sales funnel is usually contact information, which can be collected through cold calls or an email campaign. This information can then be used to generate leads or invitations for potential buyers to visit the broker’s website. Once potential buyers have visited the website, they are likely to enter into a discussion with a representative about their needs. If the meeting is successful, then the representative may offer them a loan or recommend other options for financing their home.

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What are the benefits of using clickfunnels sales funnel for mortgage brokers?

The following are few benefits of using a clickfunnels sales funnel for mortgage brokers: 

  1. Increased conversion rates – Because a human is the number one target for a Clickfunnels funnel, your conversions will be increased by 50%. This means that more leads will be attracted to your funnel and you’ll be able to sell more products.
  2. Improved customer service – A clickfunnel sales funnel provides an excellent opportunity to improve customer service. By having a clear and concise sales process, you can ensure that your customers are always happy with their purchase.
  3. Increased ROI – Finally, because clickfunnels allow you to track and measure the success of your campaigns, you can see an increased return on investment (ROI). This means that you can continue to increase conversion rates and ROI even when there are no new leads coming in. 

How to use clickfunnels for mortgage brokers?

There are many ways to use Clickfunnels for mortgage brokers, but the most popular approach is called “A/B testing.” This means that you run different versions of a website or email campaign on different days to see which gets more leads. You can also use Clickfunnels to track how many people have visited your website and how long they stay on your page.

Importance of lead generation for mortgage brokers

Lead generation is crucial for mortgage brokers for several reasons:

  • New Business Opportunities: Without lead generation, mortgage brokers may struggle to find new business opportunities, limiting their growth potential. Lead generation helps brokers to expand their customer base and connect with potential clients who may not have otherwise known about their services.
  • Increased Sales: More leads mean more potential customers, which can lead to increased sales for mortgage brokers. By generating leads through various channels, brokers can increase their chances of converting leads into paying clients.
  • Building Trust: Effective lead generation techniques help to build trust with potential customers by providing valuable information, resources, and insights into the mortgage process. This can help establish the broker as an authority in their field, making them more appealing to potential clients.
  • Cost-Effective Marketing: Lead generation can be a cost-effective way for mortgage brokers to market their services compared to other forms of advertising. By focusing on generating leads through digital channels like social media, email, and search engines, brokers can reach a larger audience while keeping marketing costs low.

Creating a free mortgage calculator

Creating a free mortgage calculator can be a valuable tool for mortgage brokers to generate leads and provide valuable resources to potential customers. Here’s an outline of how to create a free mortgage calculator:

  • Determine the type of mortgage calculator: Mortgage calculators can be designed for various purposes, such as calculating monthly payments, estimating affordability, or comparing different loan options. Decide what type of calculator will be most valuable to potential clients.
  • Gather the necessary information: Determine the key inputs required for the mortgage calculator, such as loan amount, interest rate, term, and down payment. You may also want to include additional options like taxes, insurance, and PMI.
  • Choose a platform: There are several platforms available to create a mortgage calculator, including WordPress plugins, JavaScript libraries, and online mortgage calculator builders.
  • Create the mortgage calculator: Once you have chosen your platform, begin building the calculator by inputting the necessary calculations and designing the user interface.
  • Test the calculator: Test the calculator thoroughly to ensure that it is accurate and user-friendly.
  • Add the calculator to your website: Embed the calculator on your website to make it easily accessible to potential customers.
  • Promote the calculator: Promote the free mortgage calculator on your website, social media, and email campaigns to generate leads and attract potential clients.

Offering a free guide on how to save money on mortgage payments

Offering a free guide on how to save money on mortgage payments can be an effective lead generation strategy for mortgage brokers. Here’s an outline of how to create and offer a free guide:

  • Identify the target audience: Determine the audience that would be interested in the guide, such as first-time homebuyers, homeowners with high mortgage payments, or those looking to refinance.
  • Research and compile money-saving tips: Research and compile a list of tips and strategies for saving money on mortgage payments, such as refinancing, making extra payments, or negotiating with the lender.
  • Create the guide: Write a comprehensive guide that includes the money-saving tips, along with explanations, examples, and helpful resources.
  • Design the guide: Use design software to create a visually appealing guide with engaging images, graphics, and formatting.
  • Offer the guide for free: Add a form to your website where potential customers can enter their email address to receive the free guide. You can also promote the guide through social media, email marketing, and other channels.
  • Follow up with leads: Once customers have downloaded the guide, follow up with them to provide additional information or answer any questions they may have. This can help establish trust and build a relationship with potential customers.

How to market yourself as a mortgage broker?

Mortgage brokers are an essential part of the home buying and home lending process. They provide a wide range of services, including helping borrowers find homes, negotiating mortgages, and serving as a middleman between buyers and sellers. But finding the right marketing strategy for your business can be difficult. Here are four tips to help you stand out from the rest:

  1. Choose a name that sum up your mission statement. Your name should embody what you do: mortgage broker. This will help people know who you are and what you’re all about.
  2. Use keywords in your website and marketing materials. Keyword research is important when starting a new business, so make sure to include keywords in your website content and advertising materials! This will help people find your products and services more easily online.

Best marketing strategies for mortgage brokers

Mortgage brokers are a vital part of the home buying process. By providing quality advice, they can help you get the best deal on your home. However, marketing strategies can play a big role in helping them succeed. Here are some tips to help your mortgage broker achieve success:

1. Use social media to grow their following

Use social media to connect with potential customers and promote their services. You can use platforms like Facebook, Twitter, Instagram, and Snapchat to post limited-time offers or updates about your service. In addition, share articles about the different types of mortgages available and how you can get the best deal on one.

2. Stay up-to-date on industry changes

Keep up with industry changes so you know what new products and services are available.

How mortgage brokers market to realtors?

Mortgage brokers market to realtors by identifying and targeting potential customers through their personal relationships with realtors. They also use a variety of marketing methods, including direct marketing, advertising, and social media.


There are many different ways to create a sales funnel for mortgage brokers. A popular way to create a sales funnel is to use a clickfunnel. Clickfunnels allow you to create a custom funnel that is specifically tailored to your needs. This allows you to create a powerful sales tool that can help you sell more products and services to your clients.

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