5-Point Checklist for Mortgage Broker Content That Converts

1. Define and speak to distinct client segments

  • Create content paths for your different ideal clients
    e.g. first-home buyers, investors, self-employed, refinancers. 

  • On your website, have separate pages or sections tailored to each segment (pain points, priorities, language) rather than lumping everyone together. 

  • Use client-type language in headings, examples and messaging so each visitor feels “this is for me.”

Why it matters: People’s motivations for a home loan (and their concerns) differ hugely. Generic content speaks to no one. Segmenting ensures relevance, builds trust, and improves conversion.

2. Create content that solves real problems
not just advertises your services

  • Publish in-depth, educational content such as blog posts, guides, FAQs or ebooks that answer the common questions your clients have.

  • Topics should be practical: “how much deposit do I need?”, “what borrowers on low-doc need to know?”, “first-time buyer checklist”, “when to refinance”, etc. 

  • Use interactive or helpful tools (e.g. loan calculators, downloadable checklists) when possible. It will add immediate value and keep people engaged. 

Why it matters: When you help people first (especially with complex decisions)
you build authority and trust. That makes them more likely to reach out for your expertise.

3. Build your human brand
show personality, stories and real clients

  • Use an “About Us” or “Meet the Broker” section that humanises you: your values, background, why you care.

  • Share case studies, testimonials or success stories (with client permission), before/after, journey stories or first-home buyer wins. 

  • Wherever possible, use real images (you, clients, local area) instead of generic stock photos. Authenticity resonates.

Why it matters: Loans are emotional, trust-based decisions. People want to work with someone they feel they know. A human brand helps bridge the “stranger on the internet” barrier.

4. Be consistent
treat content as a journey, not a one-off

  • Build a content schedule: regular blog posts, social media updates, newsletters or periodic guides. Consistency builds familiarity and trust.

  • Think in funnel stages: top-of-funnel educational content (guides, FAQs), mid-funnel helpful resources (checklists, calculators), bottom-of-funnel calls to action (consultations, contact forms).

  • Use follow-up opportunities: email nurture sequences, retargeting or re-engagement. Don’t treat content as “post once and forget.”

Why it matters: People rarely convert the first time they interact. Consistency helps you stay top-of-mind and build a relationship over time, increasing chances they’ll reach out when ready.

5. Leverage SEO and local / market-specific relevance

  • Use SEO: target keywords your ideal clients search for (e.g. “first home buyer loans Brisbane”, “self-employed home loan Australia”) to get found organically.

  • Write content tailored to your local market or common client scenarios. Localised advice resonates and helps you stand out.

  • Interlink content (content clusters) and build a resource-rich site. It helps with Google ranking and demonstrates authority.

Why it matters: In a crowded online space, being findable and relevant is the first step to being considered. SEO + local relevance equals sustainable visibility and qualified traffic.

Quick Implementation Guide (Use This as Your Content Kick-Off Cheat Sheet)

StepWhat to do immediately
1List 3–4 distinct client segments you want to serve (e.g. first-home buyers, investors, self-employed)
2For each segment, brainstorm 5–10 common pain points / questions they have
3Choose 1 of those questions and write a high-quality blog post / guide that answers it clearly, simply, and honestly
4On your homepage / about page, add a human story + real image + testimonial/example
5Set a simple content schedule: e.g. 1 blog post per month + 2 social posts summarising it + monthly email newsletter, then stick to it
6Optimise each piece for SEO and local (city/suburb) terms, and interlink where relevant

Need Help Building Your Marketing Engine?

At PK Creative, we help mortgage brokers implement & execute marketing frameworks through strategy-led, human-centred marketing that converts.

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