Start by reaching out to companies and professionals who resemble your current best mortgage broker partners, or your ideal imagined broker partner. Focus on high-producing and highly engaged brokerages and correspondent lenders you would most want as clients. Leadsforge makes it simple to find more contacts just like your top partners. Here is why: Building lookalike lists based on your most successful relationships helps you focus on high-probability targets and scales your outreach efficiently. Leadsforge can automate this process for you as you expand within your channel.

Want to reach brokers who already follow your competitors? Simply provide Leadsforge with the LinkedIn company page of your competitor (for example, other wholesale lenders), and Leadsforge will find the followers for you. Here is why: These followers are likely to be in your target audience and already show interest in wholesale lending. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your outreach by seniority (Owner, CEO, Ops Head), company size (small broker shops, mid-sized brokerages, enterprise networks), and geography (top 6 licensed states first). You can further segment by product fit (standard vs. specialty programs) to keep communications relevant. Here is why: Segmented outreach increases your chance of getting responses because your messages match the recipient’s priorities and location.

Consider breaking your broker target list into vertical slices such as specialty underserved-focused brokers, large multi-state brokerages, and boutique shops. You could also have a segment dedicated to brokers seeking new product offerings or compliance updates. Here is why: Tailored messaging for each vertical speaks directly to their pain points and increases engagement.