The mortgage industry is a competitive one, with many players and lenders constantly trying to outdo each other. If there is one way to stand out and make some impact, it's by using personalized videos!

Mortgage companies are always looking for new ways to personalize their services. One idea that they are slowly adapting to is using videos to sell their services.

But personalizing the videos is still to be explored and not used at large. You have a competitive advantage if you adopt video to promote your products and services.

Check out these ideas for how you can make your video more personable and engaging to sell a mortgage or loan and create a personal connection with your customers.

10 Personalized Video Ideas to Stand Out in Your Market

The mortgage market sees an exchange of billions of dollars every year, and the market accounts for about 16 trillion USD in primary markets alone.

There are several banking & financial institutions offering competitive financial products with attractive loan rates. Standing out among all of them and attracting customers towards your products is a challenge. How you overcome the competition is definitely something to think about.

Here are some personalized video ideas for mortgage industry to make a personal connection with your clients and prospects and thereby have a chance at sealing the deal.

1. Welcome Message

The first thing that you should do when a customer walks into your office, visits your website, or drops an inquiry is to get their name, email address, and phone number. The information will be needed for future contact, so keep it handy!

Imagine you just dropped an inquiry, and you've just been welcomed into the mortgage industry with a personalized video message. Now make a video welcoming the client. Who doesn't love a good welcome message? It definitely creates an impact.

  • Make sure your welcome message is not too pushy. Add some interesting facts about the loan process and rates and benefits of associating with your company and taking the loan from you! It has to be introductory, informative, and engaging.
  • Now when the welcome base video is done with, all you have to do is add personal details of your clients like their names, email and a personalized video will be shared with 100's and 1000's of your customers. This isn't any magic. It's all possible with a simple tool at Videoform.

For example: Add customer name and brand logo on the buildings with dynamic personalization.

Video Personalization for Mortgage Industry

2. Explain Mortgage Process

The mortgage process can seem like an insurmountable feat, but with the right tools and knowledge, you are capable of achieving your goals. The first step in any successful home purchase should be looking at videos that demonstrate how it's done!

For example: See how you can add a custom price for the customer:

Custom price for the customer

Mortgage process is not a one-size-fits-all. There are many different factors that go into getting your loan approved, and each person's situation requires an individualized approach from start to finish - which means you'll want our help if this sounds like something familiar!

  • Use video messages for more personalized communication with prospects who might be interested in what the process is at your company.
  • Break down the process into simple steps, explain the process using animation and make an educational and informative video.

3. Personalized Video to Give Loan Rate Updates

Loan rates are not constant and are subject to fluctuations. Mortgage companies have been making an effort to be more personalized with their videos. In order for them to reach out even further, they've started creating personal video updates on how things are going financially and on loan rate updates.

Providing news about loan rates seems like such a small thing, but it can have huge benefits for those who receive them. Plus, it builds an emotional connection between your company and your prospects.

Also Read: Video Personalization: The Ultimate Guide

4. Industry News

The mortgage industry is changing at an alarming pace, and it's important that you stay on top of trends. This video can help!

Industry news

Make a video to share what's the latest in mortgage-related news if there is a new trend that your customers should be aware of, and or if something is happening with the bank.

5. Personalized Video For Real Estate Agents Onboarding

Real estate agents are your personal sales agents and loan officers. They have tons of data about your prospecting customers and people looking for loans. So, it makes sense to get the real estate agents onboarded and to get them associated with your brand.

Agents onboarding

Make a video listing all the benefits they would receive by being associated with your brand and pitch a proposal that they can't refuse, using video and personalizing it for every agent.

6. Educational Videos

Share educational and informational videos on how to buy a property and how to apply for a loan or a mortgage. The checklist and documents one needs to have to qualify for it and the options available. You will be helping your potential customers in choosing the right kind of financial product or service.

5 Ways to Use Video To Promote Your Mortgage Business
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7. What Not To Do When Taking A Mortgage Video

Everyone preaches on what to do! But there is very little information on what not to do when taking out a loan or a mortgage.

Make use of it and be the first to create content regarding the things to avoid. You can make a video with a list of things not to do and share it with your clients and prospects.

8. Loan Anniversaries

Because a happy customer is a returning client, you must wish your customers on their loan anniversaries. Making them feel special and retaining them for life will allow more opportunities to grow with this company! Send out videos or pictures of how much your team appreciated that your loan was sanctioned.

For example: Take a look at how the number of years is added dynamically on a wooden board.

Dynamic video personalization

9. Loan Status Updates

Once the loan is sanctioned, you can use video to let your customers know about the status of the loan. Assure your customers of good customer service so they'll put in a good word to others. This also ensures or creates an opportunity for new sales and cross-selling.


10. Holiday Greetings

Video communication is more than just an effective way to share your message with the world; it's also a brilliant marketing tool.

Whether you want to wish someone a happy birthday or thank them for their support or holiday greetings, video can do everything!

Create holiday messages with video, add personalized elements, and share across your clients and prospects.

What's Next?

We hope you enjoyed this blog post about video personalization ideas for companies and brands in the mortgage industry and noted some key takeaways about using personalized video campaigns in marketing efforts.

If you're in need of some more information on how to create videos that are tailored to your audience, we've got you covered. Talk to us!

Personalized Videos for Sales & Marketing - Videoform
Videoform is video platform for creating personalized videos to be sent in emails, Linkedin & CRM platforms. Convert leads & accelerate pipeline with personalized videos.