Your site is live — now get your first leads
Work these steps over your first two weeks. Most take 10–20 minutes. The chat assistant can help with any of them.
Personalize your site
Add your headshot, a short story, and your “why.” Borrowers choose the loan officer they trust — make it sound like you.
Optimize your Google Business Profile
The #1 free local lead source. Follow the GBP checklist (about 20 minutes).
Share your new site
Put the link in your email signature, text past clients, and post it on social. Your warmest leads already know you.
Lock in one Realtor partner
One good agent relationship = a steady pipeline. Start with how to approach a Realtor.
Post your first content
Consistency builds trust + traffic. Grab one of these 30 post ideas and publish today.
Respond to every lead fast
Your site captures leads 24/7 and auto-replies instantly. The first lender to follow up usually wins.
Ask for your first review
Reviews lift your local rankings. Here’s how to get Google reviews.
Your first 7 days
Day 1: personalize + share your site. Day 2: optimize your Google Business Profile. Day 3: reach out to one agent. Day 4–7: post content, ask for a review, and let the automated follow-up work. You’ll have momentum by week two.
Scale Your Mortgage Pipeline with YPN USA
Automate cold lead acquisition, instant SMS/email follow-ups, and AI workflow management for MLOs.
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