(Because your rate on relationship-building should always be 0% APR.)
Mortgage Professional Month might not be on every calendar, but that’s exactly why it’s a golden opportunity. It’s unexpected, lighthearted, and gives you a reason to connect with clients, referral partners, and your community in a memorable way. Think of it as your chance to celebrate the people you help every day—while showing off your expertise without sounding salesy.
Drop off mini goodie bags to referral partners or past clients with a small snack and a note:
“We’re serving up the sweetest rates—Mortgage Professional Month edition!”
Treat ideas: Chocolate coins (“saving you money”), cookies, or coffee gift cards.
Purpose: Keeps you top of mind while adding a fun twist.
Partner with a coffee shop for one morning and cover the first 10–20 coffees for patrons. Add a small sign at the register:
“Your morning pick-me-up is on your friendly neighborhood Mortgage Pro. Ask me how I can fuel your home dreams!”
Bonus: Wear a branded shirt and mingle with customers.
Hand out small branded notepads or magnets that say:
“Notes on Your Next Home? Let’s Talk.”
Tie in a short blurb about Mortgage Professional Month on the back.
Keeps your name in people’s homes long after the event.
Run a short, fun poll in your Stories:
“True or False: You need 20% down to buy a home.”
Follow up with the correct answer and a brief tip.
Film quick clips of your workday (coffee, phone calls, meeting clients, signing docs) with a playful caption:
“It’s Mortgage Professional Month—come along for the ride!”
Keeps your brand authentic and relatable.
Host a small giveaway (coffee gift card, home décor item) with an entry requirement:
“In honor of Mortgage Professional Month, tell me your dream home feature in the comments!”
Increases engagement and conversation.
“Celebrating Mortgage Professional Month—because your dream home deserves a dream loan.”
“Mortgages made simple, service made special.”
“Helping you feel right at home—every month of the year.”
Mortgage Professional Month is more than just a quirky holiday—it’s a strategic chance to make warm, memorable touches with your network. Whether you’re popping by with a small gift, sparking conversation online, or showing your personality through fun content, you’re strengthening relationships that matter. And when the time comes for someone to buy or refinance, they’ll remember the mortgage pro who knew how to lock in both great rates and great connections.
