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:
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Inconsistent deal flow and referral droughts
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Complicated lead follow-ups that fall through the cracks
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Losing top search spots to big-name lenders
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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:
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Your mortgage business ranks at the top of Google for “mortgage broker near me”
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Borrowers book consults 24/7—no cold calls or chasing
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Automated systems follow up instantly so no deal slips away
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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)
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Make sure your business name, phone, and address are identical across your website, listings, and social pages.
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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
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Let prospects text you directly from search
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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
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50+ 5-star reviews = major SEO boost
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Use HighLevel’s Review Request Automation (SMS & email)
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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:
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Homepage title: “Top Mortgage Broker in [City] | Pre-Approvals in 24 Hours”
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Service pages: “VA Loan Specialist in [City]” / “FHA Mortgage Help”
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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:
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“Book a Free Consultation”
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“Check My Rates”
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“Get Pre-Approved Now”
Tools to Add:
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Lead form pop-ups
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Chat widget (HighLevel’s AI bot answers instantly)
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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
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Google drops slow mortgage sites down the rankings
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Compress images, remove bloated plugins, and use HighLevel’s fast funnel/website builder
3.2 Add Mortgage Schema Markup (Structured Data)
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Schema tells Google what your site is about
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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
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Add your business to: Zillow, Redfin, Realtor.com, Yelp, LendingTree, and local chamber directories
4.2 Guest Post or Collaborate with Real Estate Blogs
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Write about “3 Pre-Approval Mistakes Buyers Make”
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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
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See where your best mortgage leads come from
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Measure form completions, booked calls, and GMB engagement
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Identify top-performing pages and ad campaigns
5.2 Automate Follow-Up with AI
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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
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Set up your Google Business Profile & connect to HighLevel
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Launch automated review requests
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Optimize your website for local SEO & lead capture
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Track results in HighLevel’s dashboard
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Automate follow-up with AI to win deals 24/7
Ready to Grow?
Sign up for HighLevel today & watch your mortgage business scale effortlessly.