Skip to main content
Graphic showing a calculator and various graphs

What do clients want from a mortgage broker?

Posted:
June 28th, 2024
Share

With mortgages being the biggest financial commitment homebuyers make, it’s important you know what your clients are looking for when they use your services as a mortgage broker. Navigating the world of home buying and mortgages is a complicated and scary journey for your clients. Some will be quite knowledgeable whilst others will be new to the process. You need to know what clients are looking for in a mortgage broker to ensure they have the best possible experience, and they keep coming back to you. So, here’s the top qualities clients are looking for in a mortgage broker:

A broker who offers whole of market advice and products    

Every person’s situation is unique. Your clients may be first time buyers looking for a high loan to value mortgage. Or, they may have complicated financial earnings such as self-employment and are looking for specialist lenders who will loan money to them. They may also have already been refused a mortgage from high street lenders and therefore are looking for specialist advice.

Whatever their situation, they’ll be looking for someone who has access to the right mortgages for them and their needs. You need to convey through your online marketing messages how you search the whole market and have access to a wide range of products to reassure clients that you will get them the most suitable deal.

A broker with experience, expertise and a good reputation

A knowledgeable mortgage broker with experience, expertise and a good reputation will instil confidence in their clients. There’s nothing more satisfying to clients than when they hear how you know of just the right lender for their particular circumstances, how you can overcome their challenges so they can get their dream house or have found the best mortgage deal for their specific needs.

A broker with experience, expertise and one who takes the time to understand each clients’ unique circumstances will have clients coming back to use them time and time again.

A broker with exceptional communication skills

Mortgages are complicated. Clients want a mortgage broker who will take the time to talk through complex jargon and translate it into something easier to understand. They want to be kept informed at every step in the journey and be supported too. They may also need your help in filling out paperwork.

Clients are looking for transparency and honesty in all communications with you. They want to know about any upfront fees, additional charges and commission that you may receive.

A broker who is available when they are

Most clients will be people who are employed so they may not be able to see you during normal business hours. You need to work flexible hours and be available for consultations in the evenings and weekends.

WEBPRO Mortgage’s specialist team can help you market your mortgage broker business and attract clients looking for you. Contact us to find out how.

How to use your website to show clients what they are looking for

It’s great if you are a mortgage broker that is all of the things that clients are looking for but, how do you show them that you are before they have interacted with you? The answer is, through your website and marketing materials. You need to advertise yourself and your services in such a way that shows potential clients that who you are and how you will look after them. You need to demonstrate your experience and expertise, you need to show that you are trustworthy. This can be difficult to achieve but don’t worry, WEBPRO Mortgage can help, whether you already have a website or you are just starting out. Get in touch and we’ll talk you through what you need to do to attract more leads.

Recap: Navigating the world of mortgages is complicated and scary for your clients so they’re looking for a mortgage broker who can make it easy and less stressful. Clients are looking for an experienced broker who offers whole of market advice and products and that really takes the time to listen to their specific situation and challenges to offer competitive products that take their needs into consideration. Clients looking for a mortgage broker need someone who has exceptional communication skills and is flexible with their working hours. In order to get new leads coming in, you need to demonstrate that you are all of these things using your website.

WEBPRO knows

88% of consumers trust word of mouth referrals. Make sure you’re giving clients what they want from your mortgage broker service and you will increase your chances of getting new clients in a crowded marketplace.

WEBPRO Mortgage NEWS & BLOG

Contact WEBPRO Mortgage today for help with attracting clients to your website.

Drop us a message