Hey mortgage pros! Let me tell you about a lesson that smacked me right in the face recently. And trust me, even after 27 years in this business, I still mess this up sometimes! 🤦♂️
The Story That Started It All
So here’s what happened. My wife and the amazing gals at Mortgage Mom Squad created this killer post for the Best of Oxford contest. I’m talking picture-perfect image, crystal-clear message, the whole nine yards. It looked absolutely fantastic!
But here’s where we goofed up big time…
The link was hidden in the bio.
Yep, we did that classic “link in bio” move that everyone does. And guess what happened? Not much! 😅
People saw the post, loved it, wanted to vote… and then what? They had to go hunting for that link like it was buried treasure. And you know what most people do when they have to work for something?
They don’t do it at all.
Why This Matters More Than You Think
Look, I get it. We’ve all been there! We make these gorgeous posts, craft the perfect message, and then we make people play detective just to take action. It’s like putting up a beautiful storefront and then hiding the door around back!
Here’s the thing about people today – they’re busy. Really busy. Your clients are juggling work, kids, mortgage applications, and a million other things. The last thing they want to do is go on a scavenger hunt just to click your link.
Did you know that people make decisions in seconds? If something feels even slightly complicated, their brain goes “Nope!” and moves on to the next shiny thing.
The Simple Solution (That Actually Works!)
Instead of making people hunt around, just drop that link right in the post! Or better yet, make it the first comment and pin it to the top. Boom! Problem solved! ✨
Here’s why this works so much better:
• Zero friction – People can click without thinking
• No extra steps – They don’t have to navigate anywhere else
• Instant gratification – Click and go, just like that!
• Mobile-friendly – Works perfectly on phones (where most people are anyway)
Trust me, every time I make it easier for people to take action, I get way better results. It’s not rocket science – it’s just common sense!
Watch the Quick Lesson
The 10% Rule That Changes Everything
Here’s another nugget that’ll blow your mind: Only about 1 out of 10 people see your post the first time you share it. That’s just 10%!
So what does this mean? Post it more than once!
I know, I know. You’re thinking “But won’t people get annoyed?”
Nope! Most people didn’t even see it the first time. And the ones who did? They probably forgot about it already. Our brains are like sieves these days! 🧠
Real Talk for Mortgage Pros
Let’s bring this home to what we do every day. Think about all the ways we accidentally make things harder for our clients:
Application processes – Are there too many steps? Can they do it on their phone?
Document requests – Are your instructions crystal clear? Or are people guessing what you need?
Communication – Are you using mortgage jargon that confuses people?
Follow-up – Are you making it easy for them to get back to you?
Every single touchpoint is a chance to make things easier or harder. And guess which one leads to more closed loans? 💰
The Bigger Picture
This isn’t just about links in posts. This is about how we approach everything in our business!
When clients have questions, do they know exactly how to reach you? When they need to upload docs, is the process smooth as butter? When they want a rate quote, can they get it without jumping through hoops?
If there’s an easy way and a hard way – always pick the easy one!
Your clients already have enough stress dealing with buying a home. Don’t add to it by making them work harder than they need to. Be the mortgage pro who makes their life simpler, not more complicated.
Quick Wins You Can Implement Today
Want to start making things easier right now? Here are some simple fixes:
1. Check Your Social Media
• Put important links right in your posts
• Pin helpful comments to the top
• Use clear call-to-actions (“Click here to apply”)
2. Review Your Website
• Make sure your phone number is visible on every page
• Test your forms on mobile devices
• Cut down on required fields where possible
3. Streamline Communication
• Create templates for common questions
• Use simple language, not industry jargon
• Give clients multiple ways to reach you
4. Follow Up Better
• Send reminders before deadlines
• Include direct links in emails
• Make next steps crystal clear
Don’t Overthink It!
The beauty of this lesson is how simple it is. You don’t need fancy technology or expensive software. You just need to think like your clients and ask yourself: “Is this easy or am I making them work for it?”
Remember, confused people don’t buy houses. Frustrated people don’t refer friends. But people who have an easy, smooth experience? They become clients for life! 🏠
Every time you remove a step, eliminate confusion, or make something more convenient, you’re building a better business. And honestly? Your competitors probably aren’t thinking this way, which gives you a huge advantage!
The Bottom Line
After 27 years in this game, I’ve learned that the little things make the biggest difference. Making people hunt for a link might seem like no big deal, but it’s these tiny friction points that add up.
Your job isn’t just to get people mortgages – it’s to make the whole experience as painless as possible. When you do that, everything else falls into place. More referrals, more repeat business, more success all around!
So next time you’re posting on social media, sending an email, or setting up a process, ask yourself: “Am I making this easy or hard?” Then choose easy every single time.
Your clients will thank you. Your business will thank you. And you’ll sleep better knowing you’re not accidentally driving people away with unnecessary complications! 😴
PS (because I can’t help myself): Unless your goal is to give people a fun little treasure hunt before they work with you… then sure, keep hiding those links and making people jump through hoops! Who doesn’t love a good game of “Find the Mortgage Professional” right? 😂
Ready to make things easier for your clients? Start with one small change today and watch the difference it makes!