Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

Young broker turns Facebook into lead generator

matthew fitzpatrick  x matthew fitzpatrick  x
Georgia Brown 6 minute read

A young Sydney broker has generated an additional 30 leads per month using a social media campaign that targets Gen Y clients looking to refinance.

Loan Market’s Matthew Fitzpatrick launched the campaign on Facebook in October 2015 to educate Millennials about the potential savings refinancing can offer.

A post shared on Mr Fiztpatrick’s Facebook page redirects clients to a website that offers information on refinancing, along with a ‘mortgage health check’ calculator.

“Clients can punch in what their rate is, what their balance is, what they’re currently paying, and it spits out what they could be saving,” he told The Adviser.


“That’s in the thousands sometimes, so that entices them to put their details in, and then I give them a call.”

Mr Fitzpatrick said he has received very positive feedback from clients who have used the online tool.

“A client of mine mentioned that she was on Facebook one evening when she saw my ad, and casually put her details in,” he said.

“When the amount she could be saving in repayments came up on the screen, she was shocked. She is about to have her first child, so the savings on her mortgage repayments will really come in handy.”

Marketing his business as a one-stop shop for his clients, Mr Fitzpatrick said his decision to diversify into multiple revenue streams has also helped him attract and retain more clients, with his business offering construction and personal loans, vehicle finance, and SMSF lending in addition to mortgages.


“By offering a more diverse range of services I've built a far better relationship with my clients than I would have if I had just offered home loans,” he said.

“It also means that I get to see my clients on a more regular basis.”

Mr Fitzpatrick added that becoming a one-stop shop has improved his industry knowledge and significantly boosted his revenue.

“For example, on average clients purchase a new car every four to five years. This equates to thousands of dollars worth of extra income for my business that would otherwise be missed out on,” he said.

The Adviser has recently launched a new six-week course that will deliver practical digital marketing skills, techniques and strategies to grow your business. Click here to book your spot today.

[Related: Why social media should be part of every broker's business]

Young broker turns Facebook into lead generator
matthew fitzpatrick  x
TheAdviser logo

If you have ever considered how you could better service your SME clients but lack the knowledge or confidence to do this beyond referring them on, this is a must-attend event for you. Don't miss SME Broker Bootcamp, a jam-packed, free-to-attend, practical workshop. Register today and secure your place at this interactive, flexible, must-attend event.

matthew fitzpatrick  x
James Mitchell

James Mitchell

James Mitchell has over eight years’ experience as a financial reporter and is the editor of Wealth and Wellness at Momentum Media.

He has a sound pedigree to cover the business of mortgages and the converging financial services sector having reported for leading finance titles InvestorDaily, InvestorWeekly, Accountants Daily, ifa, Mortgage Business, Residential Property Manager, Real Estate Business, SMSF Adviser, Smart Property Investment, and The Adviser.

He has also been published in The Daily Telegraph and contributed online to FST Media and Mergermarket, part of the Financial Times Group.

James holds a BA (Hons) in English Literature and an MA in Journalism.



more from the adviser
data banking CDR

Breaking News

Sherlok secures access to open banking data

The mortgage technology provider has tapped into open banking dat...

money grants

Breaking News

Grow Finance concludes $35m capital raise

The lender’s co-chief executive believes this will sustain gro...

Siobhan Williams 850 ta

Breaking News

Pepper names mortgages head

The non-bank lender has appointed a new head to lead its residen...