As a mortgage broker or loan officer, you know that ultra-high net worth borrowers are a lucrative target for refinance lead generation.
Identifying Ultra-High Net Worth Borrowers
Use publicly available data and property records to identify ultra-high net worth borrowers with mortgages over $2 million.
- Average deal size for ultra-high net worth borrowers is 50% higher than the average deal size for other borrowers.
- Collaborate with real estate agents and property managers to identify potential ultra-high net worth borrowers and provide them with refinance lead generation services.
Target high-balance mortgage refinance leads with lender-specific marketing campaigns, leveraging email marketing, social media, and direct mail.
Refine Your Lead Generation Strategy
Average deal size for ultra-high net worth borrowers is $2.5 million. Focus on closing these deals to maximize revenue.
This means you need a data-driven approach to refinance lead generation that targets the right borrowers with the right messaging.
Use Zillow Group’s Mortgage Market Report and Federal Reserve Economic Data to inform your marketing strategy and identify trends in high-balance mortgage refinance leads.