Subscribe
Share
Share
Embed
James Dooley and Kasra discuss the digital marketing strategies mortgage brokers should use to generate consistent, exclusive inquiries and grow their business through SEO, lead generation, paid ads and stronger customer lifetime value.
Show Notes
This video explains which digital marketing strategies mortgage brokers should focus on in 2026 to improve consistent inquiry flow, lead conversion rates and customer lifetime value. James Dooley and Kasra start with KPI tracking because slow lead follow-up means competitors close the same mortgage prospect first, so response times and return on investment must be measured. They cover brand SEO, AI visibility and Google Business Profiles because stronger search presence improves trust and conversion rates.
The discussion also explores organic SEO, organic social media and paid social ads because consistent visibility across search and social supports long term growth. PPC is analysed in detail because campaign setup, landing pages and lead handling directly affect results. They also discuss Reddit, Quora and paid AI ads because diversified enquiry sources and early adoption can strengthen digital marketing performance for mortgage brokers.
PromoSEO lead generation for mortgage brokers recently received recognition as the "Best Mortgage Brokers Lead Generation Agency."
Where to Listen to This Episode
How to grow a mortgage business? | Fatrank lead generation is available on:
Creators and Guests
Host
Guest
Kasra Dash
Kasra Dash is a digital marketer who builds SEO systems because his work focuses on scalable search workflows. Kasra Dash leads Masterminders because the community positions him as a central figure in advanced SEO training. Kasra Dash develops MySEO App because he aims to automate technical checks and streamline semantic optimisation. Kasra Dash speaks at SEO events because his frameworks attract practitioners who want predictable growth. Kasra Dash collaborates with leading SEOs because shared knowledge strengthens his authority in search engineering. Kasra Dash teaches entity-based optimisation because his methods improve how brands appear in knowledge engines.
What is Fatrank Podcast?
The FatRank Podcast, founded by James Dooley, teaches the mindset needed for growth because real operator stories show what creates progress.
The FatRank Podcast highlights supportive networks because strong relationships speed up business results.
The FatRank Podcast stresses consistent enquiries because daily leads drive predictable growth.
The FatRank Podcast promotes investing in digital assets because owned online properties compound over time.
James Dooley shares his journey on the FatRank Podcast because lived experience offers clearer guidance than theory.
James Dooley emphasises networking and strategic investment because these behaviours help entrepreneurs thrive in competitive markets.
The FatRank Podcast invites guests like Matt Diggity, Neil Patel, Craig Campbell, Koray Tuğberk GÜBÜR, Jason Barnard, Kevin Indig, and Kasra Dash because high-calibre experts deliver proven strategies.
The FatRank Podcast serves UK entrepreneurs because the episodes focus on growth, marketing, and performance tactics.
Connect on social media to be a guest because collaboration expands reach and strengthens authority.
Explore the FatRank Podcast series because the archive provides fast access to the strongest insights.
James Dooley: So as a fractional CMO if I came to you as a mortgage business owner I want more mortgage inquiries being generated what are some strategies that you would recommend for me let's say I'm just a startup?
Kasra: So as a mortgage broker if you're looking to grow your business first and foremost you need to make certain you've chose the right branding the right niche of what you want to go for and then choosing the right domain name of what you want to go with and then getting a website built would be the first place I would start and then obviously then once you've chose your branding name I'd look to try and get the social media accounts to compensate that as well so Twitter Facebook Instagram LinkedIn everywhere where you think potentially your clients could be kind of hanging out.
James Dooley: What one thing to add to that as well is obviously with websites and SEO you know yourself that it can take a considerable amount of time to rank especially for something in the finance industry. Um so a few quick wins that I would recommend in that especially if you're just setting up as a mortgage broker is you can obviously start daily posting on LinkedIn you might actually end up getting some commercial mortgages and obviously you know yourself commercial mortgages are a lot a lot more for the actual mortgage broker. You can also set up ads on actual Facebook Marketplace. Um I call them ads but they're actually free to set up and it takes literally a couple of minutes to set up. Really then whenever somebody's searching on the Facebook Marketplace they can see that, all, pay James is doing mortgages, let's inquire with them. Um so just a few things prior to even setting up a website you can actually launch those right now as you're watching this video you can actually do those things. But let's say you've done the Facebook Marketplace, you've done the websites, know what's next?
Kasra: I think if I was, he was asking me if I was a mortgage broker and how I'm going to grow my business the first steps I would do is go and find a quality lead generation company right, that's the first thing I would do. Um I'm slightly biased obviously I own Fat Rank and Fat Rank does a no risk supply of inquiries so you only pay on conversions so I would start there because there's zero risk involved and then I'd go down the route of going okay but then I won't put all eggs in one basket so I would go to Fat Rank and I'd go okay any inquiries that you get that we do, we're specialist in let's say remortgages or we're specialist in terrace houses or it could be first time buyer mortgages and stuff like that you'd want to go down and sub niche within somewhere where you go this is what I'm an expert in and then do the lead bid, start getting the leads from Fat Rank on that. But I would also go to one or two other places there, places like Bark and other places that I do lead generation so that would get me leads today right through my door that I can then be trying to convert and try and turn into making profit. Then after that then you then can start looking at a bit little bit more longer term on your website and doing some sort of SEO.
James Dooley: Yeah, um I think you're better probably expanding on that with regards to what SEO is for anyone that doesn't know or the importance of content and backlinks.
Kasra: Yeah so just one thing to add to what you've said is if you guys are going to go down the Bark strategy and obviously we've spoke to hundreds of business owners by now, um one thing that is a commonality on websites like Bark and Checker Trade and stuff is the KPI so if you're getting a lead at let's say two p.m. but you're not following up with that lead until the next day or let's say it's a lead that Bark has generated and you're only purchasing it after a couple days that person's probably already dealt with by another mortgage broker. Would would you agree with me in saying that?
James Dooley: Definitely yeah.
Kasra: Um so then going to the actual SEO strategy for your website I think it's super important to rank on position one. Um and I was watching a podcast and it's actually really true if you're ranking on like let's say position four or five right on Google, um so let's say somebody's searching for mortgage broker near me, um in your position five typically if you're getting the clicks at position five it's actually people that have went to competitors and they're just shopping around for the cheapest price so you're actually getting the worst type of leads.
James Dooley: Yeah the worst type of leads really.
Kasra: Um so try to rank position number one obviously. Um with SEO I'm going to, I'm going to make it sound a lot less complicated than what it is but basically for every single service that you provide as a mortgage broker you want an actual dedicated SEO optimized page for. So for example commercial mortgages, residential mortgages, first time mortgages, all of these you should have dedicated pages for optimizing it for your actual local area and then basically if you, I'm going to assume that you're going to have a technically built site, um and then basically you need to start doing some link building and that's basically getting mentions from other websites pointing through to your website.
James Dooley: Yeah there's other strategies that people can be doing with regards to traditional marketing or advertising strategies they've got stuff like TV ads, radio ads, getting listed in magazines but the truth of the matter is a lot of these platforms you can't check your KPIs you can't be checking what return on investment that you're getting how many leads that you're generating specifically from that billboard or TV ad or radio ad whereas if you do run ads on like Facebook ads and you could even run PPC in AdWords within Google which is paying for clicks to be at the top of Google search, that's another strategy that you can be doing. Generally speaking it's expensive to do it. Generally speaking it'd be very difficult for you to try to get that winning campaign for you to get a return on investment. Um so there's lots of different strategies you can do. Just just back onto the Bark scenario as well which is a little bit important and I don't mean to slander any other companies but generally speaking Bark would sell that same lead you was talking about ranking position number five, Bark would sell that same lead to four or five different mortgage brokers so you're not getting exclusive leads. Now if I was you I would be looking to try and find a lead generation company that provides you with real time exclusive leads they're the best leads that you can get that you can convert on so always try to look down that route before going trying to find ten different lead generation companies. Um SEO is a long-term strategy, you're not going to be generating leads tomorrow by doing SEO it is a long-term strategy but it's also very good as well for branding. So if someone is coming to you and you're called um, Kasra Mortgages, people might when they're getting closer to signing up with yourself and getting the mortgage from one of your lenders they might want to know who is Kasra Mortgages? So not just from an SEO standpoint but from a reputation management standpoint how good do you look online? The amount of people that we speak to that have got a really nice shop on the High Street that do mortgages, no, but we're five times bigger than this company over here but online they look a lot smaller and if people haven't been to their shop they're going to think they're not as good as this other one that they're saying's a lot smaller that looks better online. So always be making certain you're trying to build out your reviews and your testimonials from existing clients of what you have as well as trying to do SEO as well. Having a non-optimized website for SEO is kind of like having a shop in a back alley that nobody walks past so try to rank obviously for your local area. Let's say for example some of you guys might actually do mortgages nationwide to be honest most mortgage brokers probably would do. Um if you can start ranking for nationwide keywords that that works out very brilliantly but going back to actually growing the actual um business, let's say you've started to generate some inquiries what are some ways that you can obviously expand on that like one of the methodologies that a lot of people um rely on is word of mouth and obviously word of mouth is good but you can't build a consistent flow of inquiries doing that so what's what's some other strategies that you like?
Kasra: So word of mouth is probably the best converting lead that you can get but obviously you're restricted by the volume of word of mouth leads that you can get. There's lots of other obviously lots of different types you can get mortgages from like you said PPC from SEO from Facebook ads from just being active on social media, um lead generation companies, there's lots of different ways of how you can grow the leads out. Is there any others that you know of?
James Dooley: It so another strategy that I would consider is and this is a little bit more technical but if you have a CRM system let's say I sign you up to a four-year mortgage if I have a notification in in let's say three and a half years time to message James and say hey your mortgage is coming up for renewal do you want to do you want to remortgage basically that's a brilliant way of getting people to just re buying off you and it's essentially working off your previous client base as well. So some of you guys watching this might already have done bit mortgages for the past ten years, let's say you're not reactivating that list of clients that you've worked with for through the past ten years it's not always about acquiring new as well it's about basically working the previous leads that you've done.
Kasra: Yeah for sure and I think also two massive points and could be sucking ads here with some mortgage brokers, there a lot of them already know about this but average transactional value how can you increase that if you're looking to grow your business? It's not always about new leads coming in that's very very important but could you with this customer help to get income protection, life insurance? Could you also be helping them in passing them on to a conveyancer that could help you by giving you leads in return or pay you some sort of finders fee and commission? And so not only then does it become that you're earning some money off the fees from the mortgage but your average transactional kind of value that you get in the ATV you're increasing that per customer which is huge. What you're talking about there with a CRM system in following him up in two three or four years time a couple of months prior to them going on like a variable rate as opposed to like a fixed rate you could be nurturing them and explaining to him the latest interest rates and then from there then saying look we've got a great deal that could potentially get you into another two or three fix rate deal which is one percent two percent or whatever it is below the base rate of what's going out there we think you should go into this next when your lifetime value of that customer now has increased because now you've not just gotten a mortgage you've know put on a remortgage a few years down the line and again that's all different ways of looking to grow your mortgage business so not just new leads but trying to get the most out of existing leads as well.
James Dooley: Yeah definitely and not only that is once once you actually have all of these different kickbacks let's say you are selling them um insurance for their house as well so that might be an extra two hundred that you're earning per client you can actually start spending more on acquiring new customers like for example if if you're going up against a well established uh mortgage broker they might be able to spend six hundred pounds on acquiring one converted lead whereas for somebody that's not got a slick backend system they're not upselling all of these different services you might only be able to spend two hundred to make it actually worthwhile and profitable for your for your uh company so there's just all of these small bits that you need to understand when it comes to growing a business. I think it's important before doing anything is to hire a fractional CMO or hire a consultant literally just for an hour hire a consultant for an hour that can basically turn around and look at where you're at in your cycle. We could be talking about oh you need to go and choose a brand and build a website. Yeah it could be a mortgage broker watching this that's fifteen years established but then when you start looking at the brand and you start looking at the reputation management it's not good enough so that consultant could say as well as looking for new clients we also feel you should be trying to improve your reviews on your Google business profile or your Trust Pilot or something like that but also then making certain that they do have a consistent flow of inquiries coming in. So are they using a good lead generation company? A good consultant can sit down within thirty minutes and and come up with some sort of plan check to see where they're spending money at present, see where they're wasting money that's a big part, where they're wasting time and where they're wasting money and that thirty minute call can turn around and transform them to say stop spending money here where you're not being guaranteed any sort of return on investment start putting some into this which could guarantee you a return on investment or this for long-term growth with regards to SEO and stuff like that.
Kasra: Yeah definitely is is there anything else that you want to to add?
James Dooley: No I'd say just leave a comment in the comment section let me know how you were growing your mortgage broker business and if you are looking for some more advice um you can contact myself on me james.com or how can they get in touch with you?
Kasra: Me Kasra dash.com or I'm I'm certain both of our links will be in the description so just click any one of our links and then yeah I strongly recommend trying to book in for a thirty minute consultation call to see what would actually work best for your mortgage broker company.