How to Get Clients from Social Media

Josh Pitts joins Geoff to discuss how mortgage professionals can consistently generate business from organic social media — without becoming influencers. The episode covers what to post, how often, which platform to start on, and how to solve the editing bottleneck. LOs who know they should be posting but keep stalling will find this actionable.

Takeaways you can run this week

• Start posting 2-3 times per week on whichever platform you already spend the most time on. Check your iPhone Screen Time to confirm which app that is, then commit to that one platform only for the first 90 days.
• Open Google or TikTok and search 'mortgage' — write down the top 5 questions that appear. Record a short video answering each one. That's 5 pieces of content ready to schedule.
• Shift your content mix: for every mortgage-tip post, pair it with one personal post (a weekend activity, a family milestone, a local event). Mortgage content should not dominate your feed.
• If you have been inactive, record a 60-second 'catch-up' video — what's new in your life, what's going on with the family, what you've been up to — before posting any product content. Re-introduce yourself to your community first.
• Do not hire a random Fiverr editor. Instead, test Shreddit (shreditclips.com/radio, code: RADIO for 15% off) where a human editor learns your voice and returns edited clips within 48 hours — plans start under $400/month.
• At mid-year, audit every monthly subscription you are paying for. Cancel any tool you have not used in 30 days and reallocate that budget toward content production that directly supports lead generation.

The playbook

1. 1. Pick one platform (the one you already use most — check Screen Time on iPhone).
2. 2. Start with 2-3 posts per week — do not jump to daily posting cold.
3. 3. First post: a personal re-introduction video — who you are, what's going on in your life, no mortgage pitch.
4. 4. Build a 10-post content bank using the top 10 questions clients asked you last quarter plus personal/lifestyle moments.
5. 5. Record on your phone — no fancy camera or mic needed.
6. 6. Upload to a human-assisted editing tool (e.g., Shreddit) and get edited clips back within 48 hours.
7. 7. Post consistently for 6 months before evaluating ROI. Target: 10 closed loans per year attributed to social, or roughly one per month.

Worth quoting

“Your brand is your reputation. Your brand is what people are saying about you when you're not in the room.”

“Perfection kills progress. If you're worried about what your first video looks like, you're never going to get to your hundredth.”

Best for

LOs who know they should be posting on social media but are stuck on what to say, how to edit it, and whether it actually produces loans.