How to Use Instagram to Grow Your Mortgage Business
Instagram is hands-down one of the best tools out there for mortgage advisors who want to grow their business. It’s not just about pretty pictures or going viral; it’s about building real connections, showing your expertise, and driving leads. Let me walk you through how I help brokers like you get the most out of Instagram, step by step. Whether you're looking for Instagram strategies for mortgage brokers or just starting out, this guide is for you.
How Do You Optimize Your Instagram Profile?
If you’re unsure how to start, grab my 🎉FREE Mortgage Marketing Blueprint. It’ll walk you through the basics and more advanced strategies.
Your profile is your digital shopfront. You’ve got a few seconds to make a great impression, so let’s make it count. If you're wondering how to use Instagram for mortgage leads, it starts here.
1. Your Profile Picture
Use a clear, professional photo of yourself.
Skip the group pics, pets, or celebrity snaps.
Keep the same photo across all your platforms for consistency.
Think of your profile picture as your handshake. It’s the first thing people see, and a clean, professional shot says, "I’m someone you can trust."
2. Your Name and Handle
Use your name and something searchable, like "Mortgage Broker."
Example: "Ash Borland | Mortgage Business Coach"
Keep your handle simple and easy to remember (@ashborland).
Instagram’s search bar works a bit like Google. If you’ve got "Mortgage Advisor" or "Mortgage Broker" in your name field, people looking for help are more likely to find you. Your handle is how people tag you, so make it snappy and relevant. Long-tail keywords like "Instagram marketing for mortgage brokers" help with searchability.
3. Your Bio
Break it into short, clear bullet points:
Who you are: "Mortgage Advisor"
What you do: "Helping first-time buyers, home movers, remortgages"
How you help: "Stress-free mortgages made simple"
Call-to-action: "Book a call now"
Include a link to your website or booking page (I love using Calendly for this).
Your bio is like your elevator pitch. Make it easy to read and actionable. For more ideas on how to craft the perfect bio, check out my Work With Me page for personalized tips. If people know what you do and how to contact you in under five seconds, you’re winning. This is crucial if you’re looking to attract mortgage clients on Instagram.
4. Highlights
Use them to show off your best stuff:
Client success stories
Testimonials
FAQs
Educational content
Highlights are like the chapters of your Instagram story. They’re a quick way for people to learn about you without scrolling through your entire feed. For example, "Instagram tips for mortgage advisors" could be one highlight category.
What Content Should Mortgage Advisors Post on Instagram?
Content is king on Instagram. But what should you actually post as a mortgage advisor? Let me break it down.
1. Reels Are Your Best Friend
Reels are short videos that reach new audiences.
Aim for 5-7 reels per week.
Keep them simple: talk to the camera, share tips, or showcase client wins.
Reels are a game-changer. They’re quick, easy to make, and Instagram loves pushing them to new people. If you’re looking for specific content ideas, my 🎉FREE Mortgage Marketing Blueprint can help you brainstorm. It’s not about fancy production—it’s about value and consistency. If you're wondering, "What reels ideas for mortgage professionals work best?" consider tips for first-time buyers or explaining remortgage options.
2. Focus on Consistency, Not Virality
Don’t stress about going viral. Instead, aim for steady engagement (think 500 views per reel).
Consistent views mean you’re connecting with your core audience.
Forget the big numbers. What matters is reaching the right people, not everyone. Consistency builds trust, and trust leads to business.
3. Educate and Relate
Share tips and answer common questions about mortgages.
Use everyday language—no jargon.
Your audience doesn’t need to be entertained; they need to be informed. Explain things simply and show them you’re the expert they’ve been looking for. This is the heart of "engaging Instagram content for brokers."
4. Post Daily
One reel a day is ideal.
Mix in testimonials, FAQs, and client success stories.
Daily posting might sound intense, but it’s the best way to stay visible. If you’re stuck for ideas, head over to my Instagram for inspiration or grab my Blueprint for free. And once you get into a rhythm, it’s easier than you think. Consistency is key to boosting your mortgage business with Instagram.
How Can Instagram Stories Help You Connect with Clients?
Stories are where the magic happens. They let you show your personality and keep your audience engaged. If you're asking, "How to use Instagram stories to nurture clients?" here’s your answer.
1. What to Post
Behind-the-scenes moments
Personal updates (your hobbies, family, etc.)
Client wins and testimonials
Polls and Q&A sessions
Stories are raw and real. They’re where you can show the human side of your business and build trust with your followers. For examples of how to use stories effectively, check out my Instagram. Think of them as part of your Instagram strategies for first-time buyer advisors.
2. How Often to Post
Aim for 5-10 stories a day.
Mix personal and professional content.
A steady stream of stories keeps your profile active and interesting. Plus, it helps you stay top of mind with your followers.
3. Linking Out
Use the link feature to send people to your website, booking page, or free resources.
Links in stories are gold. Use them to guide your audience exactly where you want them to go. This feature is perfect for "daily Instagram post ideas for mortgage brokers."
What Can You Learn from Anish Patel's Instagram Success?
Let me tell you about Anish Patel, one of my long-term clients. He’s a mortgage broker who gets 90% of his business through Instagram. Here’s what he’s doing right:
1. A Killer Profile
Name: "Anish Patel | Mortgage Broker"
Bio: "Get your mortgage ready | Clear, transparent advice | Book a call"
Highlights packed with client wins and FAQs
Anish’s profile is optimized to convert. His bio is clear, his highlights build trust, and his name makes him easy to find. You can learn more about creating a winning profile like Anish’s in my 🎉FREE Mortgage Marketing Blueprint. His "Instagram profile for mortgage advisors" sets the standard.
2. Consistent Content
Posts 5-7 reels a week, focusing on mortgage tips.
Shares personal moments and client testimonials in stories.
Anish doesn’t overcomplicate it. His content is simple, relatable, and speaks directly to his ideal clients.
3. Engagement Over Virality
He’s not chasing big numbers—he’s focused on steady, meaningful engagement.
His authenticity shines through, and that’s what resonates with his audience.
What Is My Instagram Strategy for Mortgage Brokers?
Here’s the formula I recommend to every broker I work with:
Optimize your profile with a great photo, clear bio, and strong CTA.
Post one reel a day to attract new followers.
Share 5-10 stories daily to nurture your audience.
Use CTAs to guide people to book calls or access your services.
It really is that simple. You don’t need to overthink it or spend hours creating content. Just be consistent, be yourself, and provide value. These steps work seamlessly with Instagram strategies for mortgage brokers.
If you want to dive deeper, check out my 🎉FREE Mortgage Marketing Blueprint. It’s packed with strategies and tips, and you can also connect with me on LinkedIn to see how others are implementing these ideas. It’s packed with strategies and tips to help you make the most of Instagram. Let’s get those leads rolling in!
