LO/Advantage Marketing

Your marketing team, without the overhead.

Flyers, social posts, video, email templates, presentations, database cleanup, and CRM setup, all handled by a team that already knows the Mortgage Planner system. You focus on relationships. We handle the rest.

Choose your plan See what we create

Two ways to work with us

VIP

$297/month

Two to four hours a week of marketing, design, and tech support. Built for loan officers who want steady momentum with a team behind the scenes.

Get VIP
All access

Unlimited

$997/month

Anything you need, whenever you need it, with no hour limits. Hand off your marketing completely and keep your time for clients and partners.

Get Unlimited

Both plans include

  • A monthly strategy review call with The Mortgage Planner Group
  • Referral, WOW, and campaign tools
  • Everything built around your Before, During, and After system

Requires a Mortgage Planner Membership or One-on-One Coaching.

What we create for you

  • Video

    • Brand intros and outros
    • Welcome video
    • After-approval video
    • After-closing video
    • Promotional content
    • Editing and polish, ready to upload

  • Graphic design

    • Branding
    • Program flyers
    • Co-branded flyers
    • Social media posts
    • Open house content
    • PowerPoint presentations

  • CRM & automation

    • Email templates
    • Autoresponders
    • Landing pages
    • Automated workflow setup
    • Database cleanup
    • Team trainings

  • Social media

    • Facebook and Instagram ads
    • Audience targeting
    • Regular posting
    • Story designs
    • Social video designs

Marketing built on Before, During, and After

Everything we create fits the Mortgage Planner system, so every piece works toward one goal: steady, high-quality referrals.

  1. 1

    Before

    Position yourself as a Mortgage Planner, not just a loan officer. Set expectations, show your value, and open the door to referrals from the first conversation.

  2. 2

    During

    Keep clients and partners engaged through the loan with planned touchpoints and value-adds that spark introductions and repeat business.

  3. 3

    After

    The loan closes, but the relationship doesn’t. Stay top of mind long after closing so your pipeline keeps filling with repeat and referral clients.

See our latest work on Instagram

@themtgplanner

Flyers, social posts, videos, and WOW moments we create for loan officers, posted as we make them.

Follow on Instagram

Hand off your marketing this month.

Choose VIP or Unlimited and start getting finished, on-brand marketing back while you stay with your clients.

Choose your plan
Charleston eats and drinks very well this weekend. 🍷 The Food & Wine Classic in Charleston runs Friday, Nov 13 through Sunday, Nov 15 at venues across downtown Charleston. The weekend brings more than 40 cooking demonstrations and beverage sem
Golf course green in the backyard, screened porch in between. 🏡 This home in Wescott Plantation sits on a 0.36 acre corner lot backing directly to the golf course, with one story living plus a flex room upstairs. 📍 Wescott Plantation, Summerville
Holiday season starts this week in Charlotte. 🎄 The Southern Christmas Show opens Wednesday, Nov 11 and runs through Sunday, Nov 22 at The Park Expo and Conference Center in Charlotte. Hours on opening day are 10 AM to 9 PM, Thursday to Saturday 10
Business Spotlight: Cocotte, Cornelius. 🥐 Cocotte is an artisan French bakery where everything is made and baked fresh on site daily. No frozen pastries, no shortcuts, and most items sell out, so go early. Owner and head baker Alexandre is French,
Condo buyers, this is your leverage moment. In September, condo sellers outnumbered buyers by 162.9% in Charlotte. Nationwide, there were 123% more condo sellers than buyers, the widest gap in Redfin records going back to 2013. There were 197,248 co
Carolinas investors: most investors lose money before they ever close, at the moment they pick the wrong property. The Investment Property Gains Seminar walks through how an acquisition gets evaluated after owning 100+ single-family homes and comple
The backyard is the headline. Wait until you see the pool. Open house this Saturday, November 7, 10 AM to 12 PM in Seven Springs, and our special makes year one easier: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at
First year, handled: a lender-paid buydown and your HOA covered. Bradley Roche put together the financing preview on this Patriot Park townhome: a lender-paid 1/0 rate buydown plus the first year of HOA dues covered by the lender. In the example on
Charleston style, double porches, and an open house this Sunday. Our special on this Carnes Crossroads home: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at $2,265 a month in year one instead of $2,510, saving $245 a
The October numbers describe a market holding its breath, not falling apart. Pending sales fell 10.5% from a year ago, the biggest annual drop since October 2023. New listings fell 7.5%. And more than 1 in 5 active listings took a price cut, the mos
The median first-time homebuyer is now 40 years old. That is an all-time high, from the National Association of REALTORS 2026 Profile of Home Buyers and Sellers, released this week. First-time buyers were just 22% of all purchases, up a point from l
The seller is putting $20,000 on the table. Here is one smart way to spend it. This Monteith Place seller is offering up to $20,000 in buyer closing cost assistance, and our sample puts it to work on a seller-funded 2/1 rate buydown. In the example
Ranch living, with a first-year assist from the lender. Our special on this Atwater Landing ranch: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at $2,093 a month in year one instead of $2,319, saving $226 a month whi
This Saturday, tour it in person and take $5,000 off your closing costs. This freshly updated Lake Norman estate is on the Luxury Open House Tour this Saturday, November 7, 10 AM to 12 PM, and buyers who finance their purchase with The Mortgage Plan
This Saturday, tour it in person and take $5,000 off your closing costs. This waterfront estate at The Point is on the Luxury Open House Tour this Saturday, November 7, 10 AM to 12 PM, and buyers who finance their purchase with The Mortgage Planner
The Charlotte holiday season is officially stacked. 🎄 Save this post, because these six carry you from mid-November straight through the New Year: 🛍️ Southern Christmas Show · Nov 11 to 22 The Park Expo & Conference Center. 400+ vendor
Coming soon to Lake Norman, with a first-year gift from the lender. Our special for this Northview Harbour home: a lender-paid 1/0 rate buydown. Your rate starts 1% lower for the entire first year, then settles at the note rate for the remaining ter
Lake life, with a first-year assist from the lender. Our special on this Lake Norman waterfront home: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at $7,389 a month in year one instead of $8,186, saving $797 a month
Home for Christmas, with a gift from the lender. Our Christmas special for this China Grove brick home: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at $1,724 a month in year one instead of $1,910, saving $186 a mont
Home for Christmas, with a gift from the lender. Our Christmas special for this Newton ranch: a lender-paid 1/0 rate buydown. In the example on slide 2, the payment starts at $1,133 a month in year one instead of $1,255, saving $122 a month while yo

Sample Passport to The Carolina’s Social Page