5 Social Media Action Steps

Every Loan Officer Needs to Take Now

Social media isn’t just another marketing tool — it’s your most powerful relationship-building engine. Yet, many loan officers are still stuck treating it like a digital billboard, shouting rates and hoping for leads. If that’s you, it’s time to pivot.

Here are five actionable steps we gathered from Coach Kyle Draper to help you master social media the right way — by building trust, showing up authentically, and creating a long-term referral machine.

1. Shift from Sales Mode to Connection Mode

Action: Show who you are, not just what you do.

Your social feed shouldn’t look like a mortgage flyer. It should look like you. People do business with people they know and trust — not with logos or rate sheets.

Post ideas:

  • Share why you got into lending.

  • Show family moments or hobbies (golf, dogs, baking — whatever is you).

  • Mention lessons learned from tough days on the job.

When people relate to you, they remember you — and they refer you.

2. Send Personalized Videos That Build Loyalty

Action: Commit to 5–10 personal videos each week.

Video messages create unforgettable moments. A “happy birthday” selfie video or “just checking in” message hits way harder than a text.

Quick wins:

  • Send video updates at loan milestones (“You’re cleared to close!”).

  • Congratulate clients on their new home anniversaries.

  • Shoot 30-second updates to referral partners.

One loan officer reportedly generated $3M in business just from birthday videos. The key? Consistency.

3. Educate Simply. Answer the Questions You Hear Every Day

Action: Turn common client questions into short, helpful videos.

If you’ve explained “What’s earnest money?” more than three times this week, it’s time to make a video. This positions you as an expert and builds trust.

Topics to tackle:

  • “What’s the difference between pre-approval and pre-qualification?”

  • “How do I cancel PMI?”

  • “What does ‘clear to close’ really mean?”

These don’t need to be polished. Just be clear, kind, and you.

4. Be Authentically YOU — Even if It Repels a Few People

Action: Stop worrying about pleasing everyone. Focus on your tribe.

Loan officers often ask, “What if I lose followers?” Here's the truth: You want to attract the right people, not all people. If you're into fitness, faith, or Star Wars, let that show.

Lean into your identity:

  • If you're a parent, post about that experience.

  • Love cooking? Show your weekend meals.

  • Are you the funny one in the office? Lean into humor in your content.

You’ll start attracting people who genuinely vibe with you — and that’s where long-term loyalty begins.

5. Create a Repeatable Weekly Rhythm

Action: Build a 90-day routine and stick to it.

You don’t need to go viral. You just need to show up. Think of social media like the gym — results come from showing up regularly, not from one big moment.

Suggested weekly rhythm:

  • Monday: 1 educational video

  • Tuesday: Personal moment (family, hobby, or celebration)

  • Wednesday: DM 5 clients/referral partners

  • Thursday: Behind-the-scenes or FAQ

  • Friday: Celebrate a win or a client story

Track your engagement and adjust as needed — but stay consistent.

Final Thought: This Isn’t About Likes — It’s About Legacy

Every post, video, and comment is a small investment in your reputation. When you show up consistently and authentically, you’re not just marketing — you’re building a legacy.

Your challenge: Try these five steps for 90 days. Watch what happens to your referrals, your confidence, and your client relationships.