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How to Use ClickFunnels for Mortgage Brokers

How to Use ClickFunnels for Mortgage Brokers

The most important thing to Home loan brokers is to get more and more clients, which in marketing is called “generating leads”. ClickFunnels strategies for mortgage broker success leverage the power of sales funnels, a tool that helps attract and nurture leads with the ultimate goal of converting them to paying customers. By implementing ClickFunnels strategies, mortgage brokers can consistently attract clients and effectively convert them into valuable clients, optimizing their path to success in the competitive Home financing industry

Using ClickFunnels for Mortgage Brokers: A Step-by-Step Guide

What are ClickFunnels?

Earlier in this post, we talked about sales funnels. In simple terms it is an idea in marketing that shows all the stages which customers pass through before they convert, that is, make a purchase or a sale.

There is the awareness phase, which is when a potential customer is just getting to know about a particular product or in this case, a personal brand’s service.

There’s the interest phase, which is when the person has little or enough information about the product or service to become interested in it. Here, the person would want to know more about it and would appreciate any further information he can find.

There’s also the desire phase, which is when the person wants to purchase or get the product. And there’s the final stage – action when the person finally makes a purchase.

sale funnels help marketers understand what makes every potential lead become a client.

These funnels have exploded in recent years as numerous people have documented positive results using this simple tool.

There are various processes involved in creating a purchase funnel. ClickFunnels is a tool that automates and scales the entire process for you easily. 

This tool by Russell Brunson, has become a trusted tool in the industry as more than 50% of marketers use it. There are also evidence and testimonials of Clickfunnels customers who have made $ 1 million and more with just a single sales funnel.

What is a Mortgage Funnel

As the name implies, a mortgage funnel is a sales funnel for home loan brokers or individuals in the mortgage industry.

According to Empower Funnels, a Loan officer’s Marketing funnel is the process a Property purchaser takes to go from thinking they might want to buy a home to finally signing the paperwork on closing day.

Much like in a regular Sales process, these special funnels for Home loan borrowers attract leads and nurture them to paying clients.

ClickFunnels introduced what they call the Mortgage Brokers Template, which is their version of a purchase funnel for Home financing experts.

Let’s look at how to use the ClickFunnels Mortgage Brokers Template to get Loan candidates.

How to Get More Leads with ClickFunnels for Mortgage Brokers

How to Use Click Funnels for Mortgage Brokers

1. Mortgage Brokers Template: 

This template was specifically created for Property buyers.

It follows the general idea of a sales funnel but is more tailored for mortgage brokers’ clients and their buying patterns.

To create this template, all you have to do is log in to your Click Funnels account and select it under ‘Templates’. Follow the instructions and input your terms like your name, location, contact number, land information, etc.

You can purchase a Click Funnels plan and implement the template in different areas of your website to get Real estate borrowers’ clients

2. ClickFunnels Sales Funnels Template:

 Use Click Funnels for Mortgage Brokers

Source: Click Funnels


Even though it is not specifically made for mortgage brokers, this award-winning sales funnel can yield positive results if used properly.

Being able to understand your clients’ buying patterns gives you leverage over competitors and makes them more likely to hire you as you build trust in them.

This funnel is also available in the Click Funnels tool. Make sure to include all the pain points of your potential clients when creating the funnel. Also, take note to launch them in the various places with identity as buyer phases in your website or blog.

3. ClickFunnels Squeeze Page Template:

Click Funnels Squeeze Page Template

Source: Click Funnels


Just like the name implies, this template is designed to get or ‘squeeze out’ information from your clients like their names, location, budget, and most importantly, email for future marketing campaigns.

This kind of information is very important in marketing campaigns as it can be used as future references. For potential clients who are not ready to buy yet, you can send them emails about related, relevant information on lands or property that might interest them. 

This helps to build trust so whenever the client is ready to purchase, he’ll most likely choose you.

You can also use information like their names and budget to find and identify offers that they would most likely be interested in. This will increase your conversion rates.

When using this template, lure your potential clients with free and relevant industry information. You can’t just ask for their personal information without offering anything.

Look at your competitors, do your research, and try to gather relevant information you think your potential clients would like to know and offer it to them in exchange for their email, names, etc.

Frequently Asked Questions

Is the ClickFunnels Sales Funnel Template Free?

To use any sales funnel from ClickFunnels, you’ll need to have an account with them.

Luckily, ClickFunnels offers a 14-day FREE trial which gives you access to over 100 sales Funnels ready for use in any industry.

When in doubt, you can always try their free trial and see for yourself if it works.

Does ClickFunnels Generate Leads?

Statistics show that 50% of marketers prefer to use ClickFunnels for mortgage lead conversion over other tools. That’s because it delivers positive results. It has a 4.7 rating on G2, an 8.6 out of 10 rating on Trust Radius, and a 4.8 rating on Trust Pilot. Moreover, if you go online and type in ‘ClickFunnels success stories’ and Google it, you’ll find many testimonies of people who have made numerous sales and converted plenty of clients using ClickFunnels for mortgage lead conversion.

What is the Difference Between a Sales Funnel and a Marketing Funnel?

According to 8×8, real-state marketing with ClickFunnels advertises a product or service to give leads a reason to buy. While a purchase funnel deals with the leads from the marketing funnel enticing them to buy, not once, but as many times as possible.


If you’re a Home loan consultant looking to maximize client acquisition with online marketing, one simple way to do it is to use tools that have proven to deliver results.

The Mortgage Funnel by ClickFunnels has all the characteristics and lures that mortgage lenders will appreciate and will help you as a Home loan broker to attract clients.

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