Loan Officer Business Plan Template [Updated 2024]

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VI. Marketing Plan


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Client-focused loan officer services, where the Company’s interests are aligned with the customer
  • Service built on long-term relationships
  • Big-firm expertise in a small-firm environment

Promotions Strategy

[Company Name] expects its target market to be residents living within a ten-mile radius. [Company Name]’s promotion strategy to reach these potential customers includes:

Website/SEO
[Company Name] will develop a professional website that provides information about the mortgage process, what we do, and how we can help our clients. It will also invest in SEO so that the company’s website will appear at the top of search engine results.

Social Media
[Founder’s Name] will create the company’s social media accounts and invest in ads on all social media platforms. The company will use targeted marketing to appeal to our target demographics.

Referrals
[Company Name] understands that the best promotion comes from satisfied customers. The company will encourage its clients to refer their friends and neighbors by providing discounts for new clients. This strategy will increase in effectiveness after the business has already been established.

Advertising
[Company Name] will initially advertise in local newspapers and sponsor community events in order to gain awareness.

Publications
[Company Name] will place print advertisements in key local publications, including newspapers, area magazines, and local sport programs. Additionally, the Company will print brochures and place them in specific locations frequented by target individuals, such as premium stores and professional service providers.

Direct Mail
[Company Name] will use a direct mail campaign to promote its brand and draw clients, as well. The campaign will blanket specific neighborhoods with simple, effective mail advertisements that highlight the credentials and credibility of [Company Name] as a loan officer.

Pricing Strategy

[Company Name] will charge a 1% commission for each loan that is approved.

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