Mortgage Brokers & Storytelling

Facts are forgettable. Stories stick.

That’s why storytelling is one of the most powerful marketing tools a mortgage broker can use — especially in a world drowning in content.

But what makes storytelling so effective? And how do you actually do it? Let’s break it down.

At A Glance: Storytelling works because people remember stories more than facts. It can be hard to tell a story in written format - but solutions exist There are different stories you can tell Bring stories to life and always end with hope

Why Storytelling Works For Mortgage Brokers

• It’s memorable → People remember stories long after they’ve forgotten stats.

• It’s engaging → Facts inform. Stories keep people reading, watching, and listening.

• It’s human → Stories show who you are. They make your brand relatable.

• It sets you apart → AI can churn out facts. Only you can tell your story.

• It builds trust → Storytelling isn’t about “selling,” it’s about connecting.

Why Writing a Story Feels Hard

Talking is easy. Writing feels harder. Here’s why:

1. Pressure → Writing feels permanent, so we overthink every word.

2. The inner critic → We edit ourselves mid-sentence, worrying it’s “too much.”

3. Wrong mode → We write like it’s a school essay instead of how we talk.

4. No structure → Without tone and body language, words fall flat.

How to Fix It

• Write like you speak → Short, simple sentences. Everyday words.

• Use a story arc → Intro → Struggle → Turning point → Transformation.

• Separate writing and editing → Get it out first. Polish later.

• Picture one person → Write as if you’re telling it to a friend or client.

What Stories Can You Tell?

1. Your brand story

Why did you become a broker? What drives you? People remember why you do what you do more than what you sell. Share that on your website, socials, and in person.

2. Professional stories

• Challenges you’re tackling right now.

• Lessons from years in the market.

• How the industry is changing and how you’re adapting.
  

3. Personal stories

• Hobbies, local community work, family milestones.

• Anything you’re comfortable sharing that makes you human.
  

4. Relatable stories

• The first time you got a mortgage.

• Struggles or surprises clients often face (without breaching confidentiality).
  

5. Client stories (case studies)

This is the big one. Case studies don’t have to be dry. Frame them as journeys:

• The challenge → What obstacle did the client face?

• The journey → Hurdles + how you helped.

• The solution → The steps you took, the expertise you used.

• The happy outcome → Not just the mortgage, but what it meant: the home, the relief, the fresh start.
  

👉 Always make the client the hero. You’re the guide.

Bring Stories to Life in Different Formats

• Blogs → Full case studies with before/after.

• Social → Short, 3–4 sentence story snapshots.

• Video/testimonials → Let clients tell the story in their own words.
  

Always End With Hope

Buying a home or refinancing is stressful. Your stories should leave readers thinking: “If they did it, I can too.”

✨ Bottom line: Facts tell. Stories sell. Don’t just talk about rates and products. Share the human journeys you’ve helped shape — and watch how much more people connect with you.