Tactics to Attract and Educate First-Time Homebuyers

Tactics to Attract and Educate First-Time Homebuyers

How to Generate High Intent Leads with First-time Homebuyer Workshops

Brian Vieaux, President & COO, FinLocker

Online webinars and in-person workshops are a powerful opportunity to attract and educate high-intent prospective homebuyers. When co-hosted with a real estate agent and other industry partners, this collaborative approach enhances the value of the content for the attendees.

Co-hosting with referral partners 

Mortgage originators should partner with local real estate agents to discuss topics such as searching for a home, making an offer, and other related home buying related topics. This will enable you to split presentation duties and double marketing efforts.

Also considering adding a home inspector, home insurance agent, building contractor to discuss renovating or remodeling.

Location

Originators focusing on a specific city or town can leverage their local knowledge as a unique selling point. By hosting in-person workshops in their community, you can establish yourself as trusted advisors and attract homebuyers who value local insights.

If your office building doesn’t have a large meeting room, bring the workshop to the neighborhood. Venues, such as libraries, church meeting rooms and co-working spaces, are often free or a minimal charge. 

Marketing your first-time homebuyer workshops

  • Email invitations to prospects in your pipeline.
  • Promote the workshop on social media to attract early journey homebuyers.
  • Email invitations to clients you are servicing or have closed. They might be considering buying another home this year or can refer someone who is.
  • Every agent who is co-hosting a workshops should also invite their clients, and can be given a personalized digital business card so they will be the agent in their client’s app.
  • In-person and online educational workshops can be promoted in similar ways:
  • Create a free event listing on Eventbrite to gain additional exposure
  • Create social media posts with hashtags like #FirstTimeHomebuyerWorkshop, #HomebuyingProcess, #MortgageProcess, and #FirstTimeHomebuyerEducation
  • Record the presentation and send the on-demand link to attendees to rewatch the seminar with a reminder to continue using your FinLocker to get mortgage ready and buy a home
  • Send registrants who did not attend a different email message with the recording link and an invitation to download your app.
  • To attract homebuyers moving to your region, record the workshop and publish it to YouTube.  Title the workshop with your city, such as "St Louis First-time Homebuyer Workshop," so homebuyers can easily find it on YouTube or online.

Workshop Content Here

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Coby Hakalir

Lead Consultant at T3 Sixty | 28+ Years of Transformational Leadership in Mortgage Banking & Tech | Industry Writer & Advocate | Strategic Growth Architect | Expert in Talent Optimization & Go-To-Market Strategies

2mo

I've been involved with, or one of my loan officers has been involved with, countless first-time buyer workshops/seminars. Not every one was well-attended. However, there was not a single one that didn't serve to strengthen the relationship between the loan officer and Realtor, and for that reason alone, every single loan officer out there needs to be involved in these. The planning, the coordination, the "in it together" mentality that comes along with planning and executing these is perhaps the biggest rapport builder there is.

Mark StPierre MBA, MA.

Experienced Business Banker specializing in helping small to medium sized businesses grow. Over 20 years for lending experience. NMLS#2560859

2mo

Wow. Thank you. This is exactly what I needed and was searching for!

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