Mortgage Broker Campaign Launch Checklist

Pull the latest rate data from your lender portal into a CSV, then craft a concise prompt for DesignLumo such as "Create a 1080×1080 social post showing a 3.75% 30‑year fixed rate, using our brand colors #0047AB and #FFFFFF, with editable text layers for rate and date." DesignLumo returns a fully layered PSD in seconds; replace the placeholder rate, adjust fonts to match your Brand Kit, and export PNG for Instagram and a PDF for email. Track click‑through rates aiming for ≥1.5% and iterate weekly. This eliminates manual Photoshop work and keeps assets on‑brand instantly.

Open Canva’s "Infographic" template library and select a 2‑column layout. Replace placeholder icons with mortgage‑specific illustrations from the free library (e.g., loan, house, calculator). Insert data points from your internal loan statistics—such as average closing time or credit score thresholds—using the "Charts" element for a bar graph. Apply your brand palette via Canva’s color picker, then lock all layers and download a PDF for email newsletters and a PNG for LinkedIn. Measure average scroll depth; aim for ≥60% of viewers reaching the bottom of the graphic.

Collect raw testimonial audio or video from satisfied borrowers, then upload to InVideo. Choose the "Short Testimonial" preset, which auto‑adds a lower‑third subtitle track. Replace the stock background with your DesignLumo‑generated branded frame, ensuring the logo sits in the lower right corner. Add a call‑to‑action overlay: "Get your rate today – link in bio." Export in MP4, then schedule on Instagram Reels and Facebook Stories. Track video completion rate; target ≥70% of viewers watching all 15 seconds to maximize referral conversion.

Create a Buffer account and connect Instagram, Facebook, LinkedIn, and Twitter. Upload the rate update PNGs and testimonial clips, then use Buffer’s "Schedule Optimizer" to auto‑pick posting times based on your audience’s historic engagement (e.g., 9 am on weekdays for Instagram). Add UTM parameters (utm_source=buffer&utm_medium=social&utm_campaign=rate‑update) to each post. Review Buffer’s analytics after 7 days; aim for a 10% lift in engagement versus manual posting, and adjust timing based on the top‑performing slot.

In DesignLumo, prompt: "Design a 600 px wide email header for a mortgage rate alert, with editable headline and date, using our brand fonts." Export the layered file, then open Mailchimp’s Campaign Builder. Upload the header as an image block and enable "Replace image" for future campaigns, allowing you to swap the rate text without redesign. Set up a merge tag for the rate (e.g., |RATE|) that pulls from a Google Sheet using Zapier. Monitor open rates; a well‑aligned header should push opens 2‑3% higher than generic templates.

Export the rate‑update and testimonial graphics from DesignLumo as 1200×628 JPGs. In Facebook Ads Manager, create a "Custom Audience" of website visitors from the past 30 days. Build a carousel ad using the two graphics, each with a distinct CTA: "Lock your rate" and "Read our success story." Apply the audience and set a frequency cap of 2 impressions per week. Track Cost‑Per‑Lead; aim for ≤$25, which is typically 30% lower than static‑image campaigns because the assets are fresh and brand‑consistent.

Use Google's Campaign URL Builder to generate UTM tags for every creative (source, medium, campaign, content). Feed the links into a GA4 custom report that shows sessions, conversions, and loan‑application completions by content type. Set a goal value of $1,200 per loan origination fee. Compare the ROI of rate updates vs. testimonial videos; if a creative’s cost per acquisition exceeds $500, pause and re‑allocate budget. Review this dashboard weekly to keep CPA under target thresholds.

Install Hotjar on your mortgage‑calculator landing page. Activate Click, Scroll, and Move heatmaps for the page sections that host your DesignLumo‑generated rate banner and CTA button. Identify dead zones where users stop scrolling before the CTA; if scroll depth falls below 70%, move the CTA higher or replace the banner with a more compelling offer. Aim to increase the conversion funnel completion rate by at least 15% within a 30‑day test period.

Duplicate your retargeting ad set and swap the DesignLumo‑generated rate graphic for a Midjourney‑styled static image (same dimensions, no layers). Use Facebook’s built‑in A/B test feature, running each variant for 7 days with a $500 spend cap. Measure Cost‑Per‑Lead and ROAS; if the AI‑generated editable asset outperforms the static Midjourney image by ≥10%, standardize on DesignLumo for future creatives. Document findings in a shared Google Sheet for cross‑team visibility.