Turn Your Mortgage Podcast Into a Weekly Email

Why a weekly email works for loan officers

Buyers call the loan officer they remember

Most people only think about a mortgage when they're ready to move or refinance. A short, useful note each week keeps your name in front of them when that moment arrives, and in front of past clients when a friend asks who they used.

Referral partners need a reason to think of you

Agents, planners and builders work with many lenders. A plain-language email they can forward to their own clients gives them an easy, helpful reason to mention you.

Each episode is already the material

One episode usually holds a clear explanation, a common mistake and a question buyers keep asking. Someone just needs to pull out the main point and write it down plainly, in your voice.

What goes in each email

Keep each email short, about 300 to 500 words:

• One idea from the episode, stated in a plain first sentence.
• One thing a reader can do this week, such as gather a document, check a date or write down a question.
• A link to the full episode.
• A simple way to reach you for a conversation.
• The licensing details, disclosures and small print your company requires.

A 6-week email plan for loan officers

1. Week 1: Getting ready to buy. Turn an episode about preparing for a purchase into a short note on what to gather before talking to a lender.
2. Week 2: A term explained. Pick one word buyers often mix up, like pre-qualification and pre-approval, and explain it in plain language, in general terms.
3. Week 3: A guest's best point. If you interviewed an agent, an inspector or a planner, share their single most useful idea and credit them.
4. Week 4: A question buyers ask. Answer one thing people often ask, with a reminder that the details depend on their own situation.
5. Week 5: From contract to closing. Share a short list of the steps between an accepted offer and the keys, and what the buyer can do to keep things moving.
6. Week 6: A simple invitation. Recap the last few ideas and invite readers to reply with a question or book a conversation.

A version for referral partners works too: keep the same ideas and add one line on how the agent or planner can share the email with their own clients.

How to make it in about 10 minutes a week

You don't need to write. Send the link to this week's episode, and the email, a blog version and a few social posts can be written from what you actually said. If you skip a week, a short voice memo or a quick phone interview works just as well: someone asks a few questions and the email is written from your answers.

Pre-send checklist

• ☐You've read it and it sounds like you, not a template.
• ☐It explains lending in general terms and doesn't promise approval, a rate or a closing date.
• ☐There are no interest rates, APRs, payment examples or program terms unless your compliance team has approved them with the disclosures your rules require.
• ☐Your name, NMLS ID and any company details your rules require are included.
• ☐No borrower is named or their file described unless they clearly agreed.
• ☐It has gone through any marketing review your company requires, and any co-marketing with a referral partner follows your company's rules.
• ☐Dates, links and guest names are correct.
• ☐The email has an unsubscribe link, and everyone on the list asked to hear from you or has an existing relationship with you that your local email rules allow.

See an example

Want to see what this looks like? See our mortgage example for a full week of content made from one episode, read our real estate guide for the agent side of the same plan, or follow our podcast to newsletter guide for the full process.