Start by reaching out to your best referral partners and agents—those who have already brought in solid leads or closed deals with you. You can also use Leadsforge to find companies and agents similar to your best customers. Here is why: Focusing on lookalikes of your best-performing partners increases your chance to connect with others who will respond positively to your messaging and are likely to have similar needs.

Target the followers of competitor real estate and mortgage companies on LinkedIn. All you need to do is share the competitor’s LinkedIn company page URL and website in Leadsforge. Leadsforge will identify the right people so you can reach out directly. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your outreach by types such as top-producing realtors, investor-focused agents, property managers, independent brokers, and self-employed buyers. Use industry (real estate, mortgage brokering), company size (teams vs. solo), region, and even niche focus (first-time buyers, veterans, or investor programs) for better targeting. Here is why: This ensures that your messaging is relevant and increases the likelihood of getting responses by appealing directly to the recipient’s business priorities.

Divide your campaigns into focused verticals: 1) Referral Partnerships (top agents/agencies), 2) Investors & portfolio buyers, 3) Self-employed/complex borrowers, 4) Local first-time buyer and down payment assistance leads. Targeting each vertical separately helps you tailor the message and offer to what matters most for each group.