My 4 step system to crushing newsletter marketing as a Modern Loan Advisor

I love traffic.

And no - not the kind that makes you hate your commute.

The kind that builds your business.

We can break down that traffic into 3 categories:

TRAFFIC WE RENT: Organic followers on social media.

TRAFFIC WE LEASE: Paid leads (Zillow, etc.).

TRAFFIC WE OWN: Transacted Database & Email List. 

And today, I ‘m going to dive deep into that last one.

Owning your traffic isn’t just about control; it’s about having direct access to your audience, so you’re not at the mercy of changing algorithms or costly ads.

Because, I don’t know about you, but I don’t trust Mark Zuckerberg. 

These are the people who know you, like you, trust you, and most importantly, listen when you speak. 

They're your past clients (ahem: current clients) your peers, referral partners – your email list is gold. 

But in the words of Voltaire (not from Spiderman lol)...

“With great power comes great responsibility.”

This means engaging your list with intention and consistency – so how do we do that?

Email Newsletters (just like this one you’re reading)

They’re powerful tools for delivering value, branding yourself as an expert, and staying top of mind, all while building trust. 

Here are the 5 key ingredients to make them effective:

  1. An Attention-Grabbing Subject Line: First impressions matter, this is like the hook for a video and substantially increases your open rate. 
  2. Informative Content: Keep it relevant and packed with value. 
  3. Brevity is King: Value their time. Aim for a 5-minute read or less, keep it to ONE topic. 
  4. Strong CTA: Always include a call-to-action. What's the next step for your reader?
  5. Consistent Delivery: Timing is crucial. Opt for weekend or early week mornings delivery. 

For us LOs, we typically have two main audiences: B2B and B2C.

Our B2Bs are people like Realtors, Financial Advisors, Accountants, Attorneys, Insurance… people who refer us business, essentially. 

I like hitting them 1x a week with relevant industry news, value-based topics, sales tips, etc. 

AND it allows me to go into my Voice-to-Voice phone power hours with confidence as I have already sent something specific of value in advance. 

It’s a “pre-suade” before I persuade.

Then there’s B2C: our leads, prospects, customers, clients. People who give us business. 

You don’t want to overwhelm them - so I aim for 1x a month at first, at then bi-weekly, with market updates, story selling, success stories, educational content and such. 

You can also build up your subsription count by teasing your Social Media audience the week by posting run up content. 

For example, talking about the most effective questions top producing Realtors deploy at listing consultations on a Reel and having the CTA be something like:

 “I dive more deep into this topic in my newsletter this week, keep an eye out or sign up to receive them. Link in bio to subscribe.” 

This is a pretty helpful cycle for overall content creation – if I have no idea what my newsletter should be, but I have a whole lineup of social content, I’ll just cherry pick one I can elaborate more on email (and vice versa). 

As for other ways to boost newsletter creation… I’ve got a 4-step process for that. 

Step 1: Ideate & Batch Topics

  • Invest 30 minutes every morning for consumption 
  • Bookmark 5-7 go-to news websites
  • Create an email folder: “Articles for Content”
  • Look into social media trends/hot topics
  • Who have you helped recently that you can story-sell about 
  • Aim to jot down 2-3 ideas daily

Step 2: Create Your Template

News-Based Template:

  • Intro/personal message
  • National trending headline
  • Local real estate update/trending topic
  • Rate update 
  • Link to value bomb/playbook/scripts 
  • Hyperlink to recent IG & YT videos
  • CTA (if appropriate)

Value-Based Template:

  • What problem are you solving? 
  • Explain why most people fail or are struggling
  • Share what is working for you or others
  • Explain why this is important to the reader
  • Provide a bulleted list of takeaways at the end
  • CTA: Call-to-Action

Step 3: Create Your Subject Line

Think of it as your “hook” to draw the reader in. It has to elicit curiosity, pique interest, or create excitement.

Boring examples:

  • Tony’s Mortgage Update
  • Weekly Update 4-26
  • Your Mortgage Minute

Better examples:

  • The Top 3 Things Thriving Realtors Are Doing in 2024
  • Don’t Make These 3 Homebuyer Mistakes
  • This Database Strategy Will Generate 10 Seller Leads

Look back at the kinds of articles and emails that got you to click – you’ll learn a thing or two. 

Step 4: Edit Your Newsletter

Measure Twice, Cut Once 

  • Re-read it twice to check for spelling and grammatical errors
  • Use a free editing tool like Grammarly
  • Make sure all hyperlinks are working

5 Questions to Ask Yourself

  • Have you added appropriate visuals?some text
    • Avoid text-heavy newsletter formats 
  • Are sentences concise, grammatical, and understandable?
  • Did you stick to the main topic?
  • Did you deliver what is promised in the headline?
  • Would YOU read this? 

Owning your traffic isn't just a strategy; it's the backbone of sustainable growth. 

If you're not already building your empire with newsletters that pack a punch… get to work.

I gave you the formula. Now it’s your turn to execute. 

Stay driven, stay consistent, stay relevant.

- Amir