Articles

Octo Strategies branding header for Building Your Personal Brand as a Loan Officer blog
January 19, 2026
Build a personal brand that sets you apart as a loan officer. Learn to establish your online presence, share valuable content, and create a reputation that drives consistent referrals.
Octo Strategies header reading 'Your Next Best Referral Partner Will Never Take You to Lunch
January 10, 2026
AI tools like ChatGPT and Claude are now recommending mortgage lenders to borrowers. Learn how to optimize for AI share of voice and dominate AI discovery in 2026.
Octo Strategies header reading 'Why Your Mortgage Marketing Plan Failed And How to Actually Build On
January 10, 2026
Most mortgage marketing plans fail by February. Learn why plans die and how to build strategy with clear priorities, audience segments, and measurable outcomes.
Octo Strategies header with title 'Measuring What Actually Matters in Mortgage Marketing' on dark bl
January 10, 2026
Stop random acts of marketing. Learn how to set measurable goals, build real strategy, and use data effectively in mortgage marketing for 2026.
Octo Strategies header reading 'The Marketing Plan Everyone Says You Need vs. What You Actually Need
January 10, 2026
Skip the 40-page marketing plan. Learn the six non-negotiables small mortgage marketing teams actually need to execute strategy and drive results in 2025.
Octo Strategies newsletter header featuring 'Why Your Mortgage Brand Matters' on purple  background.
January 10, 2026
Your mortgage brand isn't your logo—it's the promise you make and the trust you build. Learn how to build, protect, and leverage brand equity in a commoditized mortgage market.
You don 't need mortgage content ideas , you need more clarity.
By Kelly Yale May 6, 2025
Struggling to post on social media as a mortgage professional? Learn how to turn everyday client conversations into high-impact content, clarify your online profile for conversions, and repurpose like a pro. This guide reveals how to unlock your existing knowledge to build visibility, trust, and leads—without needing more time or ideas. Perfect for loan officers ready to grow online with intention.
The mortgage market survival guide is pivoting to profit in challenging times.
By Kelly Yale May 6, 2025
Explore eight powerful pivot strategies for mortgage professionals to transform market challenges into competitive advantages in today's difficult lending environment. Learn how to reimagine your target client focus, service packages, marketing position, and professional partnerships to build a sustainable business while competitors retreat. Includes actionable approaches for creating new revenue streams and positioning yourself as an essential financial partner.
How to host winning homebuying events the ultimate loan officer & realtor partnership guide
By Kelly Yale May 6, 2025
Learn how loan officers and realtors can create powerful co-hosted homebuying events that build trust and generate qualified leads in 2025's challenging market. Learn strategies for targeting different buyer personas, leveraging industry partners, tracking meaningful metrics, and implementing effective follow-up systems that transform ordinary presentations into memorable experiences with measurable business results.
A poster for mortgage customer acquisition strategies for a challenging 2025 market
By Kelly Yale May 6, 2025
Discover proven strategies for mortgage professionals to thrive in 2025's challenging market with high rates and cautious buyers. Learn actionable approaches to maximize referral networks through strategic partner programs, leverage your existing database with advanced segmentation, and generate qualified leads by building digital authority. Based on research from top performers who maintain volume despite industry headwinds.
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