Why Most Mortgage Pros Struggle with Social Media


If you're in the mortgage industry and feel stuck trying to figure out what to post, you're not alone.


But here’s the truth: You don’t have a content problem—you have a clarity problem.


Your ideas are already there… In your conversations, Your inbox, Your Zoom calls, Your DMs.


You're sitting on a goldmine of content, you just need a way to extract it and turn it into momentum online.


Step 1: Build from What You Already Know

Think about your last borrower conversation.


Did they ask questions? Did they have an “a-ha” moment? Did you help them navigate something that felt impossible?

That single interaction can fuel an entire week of content.


Content tip: You’re not creating. You’re documenting. You’re showing people how you help every day.


Step 2: Clarify Your Profile and Positioning

Now that you're sharing content, ensure your profiles work for you, not against you.


Your online profile is your digital handshake. It's the first impression for future clients, partners, and referrals.


Here’s a simple tune-up checklist:


Profile Picture: Clear, confident, approachable Headline (or IG Bio): Whom you help and how


“Helping first-time homebuyers in Arizona get approved without the guesswork.”


Cover Photo: Use social proof: client stats, awards, testimonials. Pinned Post or Story Highlight: A buyer success story or breakdown of your process Call to Action: Make it easy to connect:


“DM me ‘home’ if you’re buying in 2025”


Pro tip: Your content gets them interested. Your profile closes the loop.


Step 3: Multiply Your Momentum

Here’s where most mortgage pros drop the ball—they post once and move on. But your audience doesn’t all see you at the same time.


So, how do you get more mileage from your best ideas?


Repurpose Like a Pro:


Turn one client success into:

  • A reel
  • A testimonial carousel
  • A quote graphic
  • An email tip
  • A LinkedIn post


Space it out over a few weeks. Repetition isn’t annoying, it builds recognition.


Share It Strategically:


  • Post across LinkedIn, Instagram, and Facebook
  • DM your post to a Realtor you’re partnered with
  • Add it to your email newsletter
  • Tag clients (with permission) or referral partners
  • Share it in local business groups


You worked hard to help someone, so make sure others see it.


Collaborate and Expand Your Reach:


  • Team up with a Realtor for a joint post
  • Go live on Instagram about “Buying in Today’s Market”
  • Join a podcast or be a guest in a Facebook group
  • Comment on local or industry posts to be seen in the right places


Visibility = Trust. Trust = Leads. Leads = Closed Loans.


Final Thought: You Already Have the Content. Now, Build the Momentum.


At Octo Strategies, we believe your best content is already inside you. To turn experience into influence, you don’t need more time or talent, but rather an innovative system.


We'd like to help you build that system.


Want a custom content calendar, Canva templates, or a complete social media game plan for your brand?


Let’s talk. Because if more people knew how good you are at what you do, you'd never have to worry about where the next client comes from.