The Best Loan Marketing Strategy Ever!

Loan Companies Sales-Funnel!

Full strategy flowchart for lending companies, business loan and loan officers. Lead generating, cold email, PPC, segmentation, lead capture and conversion

How do loan officers get clients?

Are you searching for marketing strategies for loan companies? Look no further than the sales-funnel strategy for loan, credit, and capital lending services. A loan sales-funnel is a highly effective sales process, designed to increase conversion rates. The sales-funnel includes a series of automated steps that guide prospects through the process of learning about your financing products, generating leads, building trust, taking action, and converting into customers.

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What are the best marketing ideas for loans?

1. Segment your sales-funnels based on your financing services!
For example, if your lending company offers:
A. Equipment financing
B. SBA Loans
C. Commercial Real Estate Loans
Each of the above business financing products should have its own sales-funnel.
A loan sales-funnel is designed to assist people by increasing conversions. The key to success is focusing on the needs of your prospects and not solely on your inventory. In the digital age of financial marketing, prospects do not come to your office inquiring about loans, they search online for financial products or solutions. The goal is to understand the needs and wants of your target audience and communicate and engage with them in a relevant and effective manner. By doing so, you can effectively provide the outcomes they seek through your financial products.
2. Start segmenting lending leads by keyword research
We strongly recommend starting your marketing segmentation with thorough keyword research. By understanding the actual search terms used by your prospects, you can gain a deeper understanding of their desired outcomes and avoid a hit-or-miss approach to marketing. By conducting professional keyword research, you can develop high-converting funnels around the financial tools that your audience truly needs. Without targeted marketing, your prospects may not be compelled by your messaging, miss the opportunity to learn about your services, and ultimately, your marketing efforts will not be as effective.
As an example, business owners in the United States may search for terms like “business line of credit” on Google when seeking such financial products.
3. Send segmented traffic to segmented landing pages.
Assume you are targeting the search term “what is an SBA loan?” and have launched a pay-per-click (PPC) advertising campaign targeting this term. Where should you send those who click on your ad? Sending them to your homepage may not be the most effective approach. Instead, consider directing them to a targeted article you have written. An article is often more specific and persuasive than a homepage.
The article’s title should include the search term “what is an SBA loan” and it can be about different types of SBA loans, a guide on how to get approved for an SBA loan, or success stories of small business owners who have utilized SBA loans. In any case, a targeted article should provide value to those who searched for the targeted term. This is the essence of segmented loan marketing.
Your landing page provides more information
Information about the listing and about your brand 100%
Your landing page will have a Contact Form and a Chat
So you don't miss any communication opportunities 100%
Your landing page will be Equipped with Tracking Codes and Pixels
So even if your visitors only viewed the page and haven't made an action, this will still happen: 100%
Online tools for quick building of landing pages that are already equipped with forms and email sync:
4. Use Pay Per Click Ads. Smartly.

Integrate Your Landing Page with Re-Targeting Ads

Even if The Lead's Source is Facebook or Taboola, Google Ads Will Re-Target

Facebook Ad

Facebook Ad

Taboola Ad

Taboola Ad

LinkedIn Ad

LinkedIn Ad

Google Ad

Google Ad

5. Use email marketing to talk with your commercial lending leads about business-loans. Further segment your leads and encourage them to act and explore loan opportunities.

Email marketing is the #1 marketing tool for commercial-loan companies to drive sales

While marketing for lending companies is primarily digital, email marketing should not be overlooked. If generating leads is like inviting potential borrowers to your office, email marketing is the conversation that takes place. It is not just a conversation but a whole process. It is where you can determine the right financial product to pitch at the right time, identify when a lead is ready to move forward, and know when to back off.
Well-planned and well-structured email automation can help boost your numbers, generate new leads and convert them into borrowers. Email automation can also significantly enhance client retention, track and optimize user experience, delegate clients to salesmen, personalize the experience, segment your audience by financing interests, behavior or other characteristics, and more.
Email marketing is also used to generate business-loan leads. Cold email campaigns are a popular lead-generating method among lending and financial service companies that reach out to a large number of businesses to offer financial assistance, loans, and lines of credit.
Email design examples for business loan campaigns:

Email 1: 
Email 2:
Email 3:
Online tools with free ready-made email templates: click HERE

Example of emails that we do

Read about FREE BULK emailing platforms and cost-effective mass mailing!

In addition

Reach Your Leads Faster with ChatBot

ChatBot on your page to allow faster and better communication!

Get a notification everytime a potential buyer lands on your page, and see their behavior!

We would love to help your real estate marketing! Our chat is one click away!

Business Loan Broker? We Build Funnels That Convert