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For mortgage brokers ยท Content design

Content design for mortgage brokers and their realtors.

Borrowers drown in paperwork they do not understand. Clear guides walk them through it, keep deals moving and make you the broker realtors recommend.

Or text (508) 546-9942

Slide it

You vs. Joe Schmo Mortgage.

Left is your page today. Right is Joe Schmo Mortgage. Drag the line, then hit the button.

Crickets on the left. That is the problem.

You, right nowYou, fixed
Your BusinessLocal business
PostsAboutPhotosReviews
Nothing to see here.Last post: March 2019chirp  ·  ·   chirp
Joe Schmo Mortgage
JS
Joe Schmo MortgageLocal business · Open now
PostsAboutPhotosReviews
JS
Joe Schmo Mortgage3 weeks ago

We are open Monday to Friday. Call for a quote.

stock photo of a handshake
Liked by Joe's mom

Illustration. Joe is made up. Your competitor is not.

What you are paying for

Content design.

For the business that has the posting handled but cannot stand making the posts.

  • Post and story graphics in your brand
  • Templates you can reuse without me
  • Case studies and before-and-after layouts
  • Email and newsletter design
  • Print collateral when you need it

Next step

Book thirty minutes and I will tell you exactly what it would take.

Full content design details →

What I would build

For a mortgage brokerage.

01Buyer process guides

Pre-approval to closing: what to gather and why, and what not to do before closing, like opening new credit. Designed as a PDF and a web graphic, with no rates or terms.

02Realtor co-branded pieces

Open house flyers and buyer guides featuring both you and the agent, built so cost-sharing and placement fit how your compliance contact wants co-marketing handled.

03A past-client newsletter

An email template that keeps past clients in touch: seasonal home notes, market commentary without rates, and an invitation to call before they buy or sell again.

04Print templates with compliance space

Business cards, signs and flyers with a designed place for the NMLS ID, licensing lines and fair housing logo, sized for wherever they are going.

The mortgage brokerage version

Why it matters.

First-time buyers get a list of documents to send: bank statements, pay stubs, tax returns, a letter explaining a deposit. They have no idea why you need any of it, and they panic. A designed one-page guide explaining each step, from pre-approval to closing, cuts the anxious calls and the delays. Realtors notice when their buyers show up organized.

Content design suits brokers who already have marketing ideas and need them to look professional and compliant. I set templates once, then deliver batches: a spring buyer campaign, open house materials for realtor partners, a past-client newsletter. Every template has a set place for licensing and fair housing information.

The mistake I see

Putting payment examples on a flyer

A flyer showing a sample monthly payment on a typical home looks helpful. It can also trigger detailed disclosure requirements, and it goes stale the moment rates move. I design materials that sell the process and the person, and leave numbers to the conversation where you can attach the right disclosures.

How it goes

For a mortgage brokerage, step by step.

→ Keep scrolling. It moves sideways.

  1. Set the templates

    So everything after this is fast and consistent.

  2. Agree a batch

    Monthly or per campaign, whichever suits how you work.

  3. Make it

    Delivered as finished files, sized for where they are going.

  4. You publish

    On your schedule, from your accounts.

  5. Step five is you.

    The free Receipt shows what your mortgage brokerage should fix first. Free, no card.

    Print my Receipt →

Questions

What mortgage brokers ask.

Who checks the content for compliance?

Your compliance contact or sponsoring company, before anything goes out. I design with the rules in mind and keep figures out entirely, which removes a lot of the risk. Final sign-off still belongs to whoever is responsible for advertising under your license.

Can you make co-branded materials for each of our realtor partners?

Yes. I build a template where the agent's name, photo and branding drop in, so each partner gets a version without starting from scratch. How the cost gets shared is a compliance question for you to settle before the first one goes out.

Do we need a newsletter?

For past clients and realtors, it is one of the more useful things a broker can send, as long as it is short and genuinely useful. A monthly rate recap is not that. A seasonal note with something practical, and a clear way to reach you, is.

What comes after

Pairs well with.

Wrong problem? Pick again

I run and I keep losing jobs to

The list is not everything. Not on it? Pick “a business not listed,” or run the free Receipt. It works for any business.

Start here

See what your customers see.

The Receipt looks your mortgage brokerage up the way a customer would and itemizes what is costing you calls. It is free. Or skip it and book fifteen minutes with me.

Or text (508) 546-9942