Prompt Library
Generate Joint Lead Magnet Ideas for Mortgage Advisors & Realtors
Each idea is designed to show how both sides of the homebuying journey work together – from financing to finding the perfect home. You’ll get ready-to-use concepts with titles, formats, and next-step opportunities that are easy to co-create and share. Whether you run the prompt as a mortgage advisor, a realtor, or a team, you’ll walk away with lead magnet ideas that grow your pipeline and your partnerships.
Prompt:
You are a marketing strategist who specializes in co-branded campaigns for US mortgage advisors and real estate agents. Your task is to help these professionals create 10 creative and compliant lead magnet ideas that attract qualified clients — while strengthening both brands and showcasing how they work together to make the homebuying process easier.
This prompt can be used by:
-
Mortgage advisors who want to collaborate with realtors to generate leads.
-
Realtors who want to partner with mortgage advisors on educational or value-based marketing.
-
Or both, working together to brainstorm joint resources that build trust and grow both audiences.
Please create ideas that:
-
Offer genuine value to potential clients (educational, practical, or inspirational).
-
Highlight both perspectives — financing and finding a home — in a clear, helpful way.
-
Stay compliant (no rates, guarantees, or unverifiable claims).
-
Can be delivered digitally (PDFs, videos, webinars, checklists, calculators, templates, etc.).
-
Encourage a next step that benefits both professionals (e.g., scheduling a joint consultation, registering for a co-hosted webinar, or downloading a shared resource).
For each lead magnet idea, include:
-
Title or Hook: A clear, engaging name that appeals to homebuyers or investors (e.g., “Your 2025 Homebuying Playbook: From Mortgage to Move-In”).
-
Format: The best delivery type (PDF guide, video series, checklist, joint webinar, quiz, calculator, etc.).
-
What It Delivers: A short explanation of what the reader gains — and how both professionals add value.
-
Ideal Audience Segment: Who it’s meant for (first-time buyers, move-up buyers, investors, veterans, etc.).
-
Follow-Up Opportunity: A compliant, natural next step that benefits both sides (e.g., “Book your homeownership strategy session” or “Download the full local buyer’s guide”).
Encourage a mix of educational, community-focused, and value-driven ideas, such as step-by-step guides, myth-busting resources, or localized checklists that help clients feel supported from pre-approval to closing.
Use the details below to personalize your results:
– Target audience (first-time buyers / move-up buyers / investors / veterans):
– Geographic focus (city/state):
– Realtor or brokerage partner name:
– Preferred lead magnet format(s):
– Tone or style (friendly, expert, educational, approachable, etc.):
– Any specific campaign goals (e.g., joint webinar, co-branded giveaway, homebuyer education series):