Lead generation tips from a trailblazer in the mortgage industry — Daniel Goldsmith

Karishma Rawtani
2 min readMar 31, 2020

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There is a place for everybody in the industry of mortgage lending.

The mortgage industry is already booming, and the competition keeps on rising. More than 17 million people will become first time home buyers by 2023. Most of these people joining the real estate market for the first time will be between the age of 20 and 39. Being more successful than the banks and mortgage companies, Daniel Goldsmith shares a few tips about mortgage lead generation.

The Journey is More Important Than Funnels

‘Mortgages make things so much easier for the buyer who doesn’t have to pay the whole purchase price of a real estate upfront,’ says Daniel. Investing in a home is not an easy task, and it takes a lot of hard work and dedication. Follow up is very important from the side of the mortgage lending marketers. Daniel thinks that engagement with the home buyers to make them understand the market better is the key. He says that the relationship between the home buyer and the mortgage lending marketer is more important than just the sale.

Always Remember the Basics of Marketing

Daniel started everything with promoting, then marketing, and he encourages never to forget the basics of it. Listening to signals of buyers looking to relocate, or refinance to fulfill a buyer’s urgency, can result in a positive experience. The latter can create loyalty and word of mouth promotion, which is where Daniel relies mostly upon. The best home buyers can also be the best lead generators and referral sources.

Listening For Buying Signals

The best mortgage marketers always listen to home sellers and buyers when they are making decisions. This gives them a head start to the competition. By using promotion channels such as social media, websites and mobile applications, Daniel targets the best prospects and tries to learn as much as possible by listening for the newest buying signals. Figuring out what type of lenders are the buyers looking for, and what is their primary necessity gives him leads that his competition might not give importance to.

Daniel specifies how his main goal is to reach as many people as possible. Word of mouth, marketing basics, and placing his attention on mortgage leads have made him one of the best in the industry. The tips he gives hope to shed light on how lead generation works for the mortgage business.

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Karishma Rawtani
Karishma Rawtani

Written by Karishma Rawtani

Karishhma Mago is a former investment banker turned digital marketer.

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