For effective outbound, start by targeting prospects who most closely resemble your best current customers. This means focusing on real estate agents and broker partners that have historically delivered strong referral volumes, local builders and contractors you’ve had successful deals with, and investor groups who’ve used your specialty programs (like DSCR or jumbo loans). Here is why: These groups are already familiar with your digital tools and service model, making them more likely to engage. You can quickly find more like them by using Leadsforge: simply upload a list or describe your strongest current partners, and Leadsforge will help you discover others in the same market, niche, or professional networks.

You can build highly relevant prospect lists by identifying professionals who follow or engage with your competitors or similar mortgage lenders on LinkedIn. This allows you to tap into an audience already interested in mortgage solutions like yours. Here is why: These professionals are often exploring multiple lender options and are more receptive to approaches from new partners. Just share your competitor’s LinkedIn company page link in Leadsforge and it will help you build your targeted list swiftly.

Segment your campaigns by 1) Real estate agents and brokers by city/metro 2) Real estate investors and short-term rental owners 3) Past leads and refinance candidates 4) VA/first-time buyers and foreign nationals Here is why: Segmentation enables you to tailor your sequences and offers, ensuring each target group receives the most relevant messaging—increasing engagement and conversions.

Break down your market further by 1) Residential vs. commercial mortgage prospects 2) New agent hires vs. established top performers 3) B2B partners (realty offices, builders, property managers) vs. direct consumer segments (homebuyers, refinancing owners) Here is why: Vertical segmentation allows for highly focused campaigns that address the specific pain points and priorities of each group.