Staying in Front of Clients During the Holiday Season

October 27, 2017

As we approach the last quarter of the calendar year, it’s a good idea to start planning a strategy for staying connected to your clients as the holiday season approaches. Typically, fewer people are shopping for homes in late fall and by Thanksgiving, business can slow to a crawl. But just because you may have fewer closings during this time doesn’t mean you should stop reaching out to potential borrowers. Here are a few ideas for staying in front of your clients during the holidays to help promote more business in the new year.

Sending Rate Information
Many consumers won’t be following the financial markets closely during the holidays as family gatherings, shopping and vacations tend to dominate the season. By offering to send periodic mortgage rate updates and alerts, your clients can be notified quickly when there is a change in the market.

Sending Holiday Greetings
Put business talk to the side for a while and take the time to mail out some simple holiday cards to your clients and borrowers. This small gesture can show them that you appreciate their business and it helps your brand stay in front of them during the off season. Consider including a photo of yourself with something important to you, whether that is family, a beloved pet, or a favorite hobby, sport, or pastime. This can help you connect with clients, and let them see who you are, rather than just think of you in relation to a mortgage transaction.

Use Social Media
Social media has become one of the main platforms for advertising and marketing over the last decade. For mortgage professionals, it can be a great tool for connecting with and generating leads. If you have a professional page for your mortgage business, consider scheduling a few social media posts to publish throughout the holiday season.

Remember, social media sites like Facebook, Instagram and Twitter have very sophisticated algorithms that can differentiate a personal page from a business page. In order to reach a wider audience, you will most likely need to set up a budget to advertise your posts. This can be done through each social media site’s advertising platform for as little or as much money as you want and can help you stay visible amongst all the holiday “noise” online.

Photography by [A3pfamily] ©

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