10 Lead Magnet Ideas for Loan officers

An interactive calculator that inputs income, debts, down payment, and loan terms to project monthly P&I, taxes, insurance, and PMI. It returns an affordability range and a recommended pre-approval tier, encouraging users to share email for a full report.

A 7-step guide covering pre-approval, budgeting, credit tips, shopping for loans, and closing costs, plus a printable checklist. It positions you as a trusted guide and drives signups as users want the downloadable workbook.

Cheat sheet of down payment options, grants, and timeline impact; includes quick calculation to see how different options change monthly payments. Great for converting visitors who want immediate options and leads to a consult.

One-page checklist to gather docs, verify credit, and pre-approval steps with a ready-to-apply score. Users who complete the checklist are more likely to convert to a meeting; capture email.

A White-labeled AI assistant that answers common mortgage questions in plain language and offers personalized next steps. Collects contact info for deeper tailoring and invites users to schedule a consult.

A curated directory of family-friendly neighborhoods with price ranges, school info, commute data, and estimated mortgage payments. Helps buyers narrow options and positions you as a local expert; gated behind email sign-up.

Interactive slider showing how different credit scores affect rates and monthly payments, with actionable tips to improve score. Encourages users to contact you for personalized rate forecasts.

A short drip course delivering daily or 2-3 day lessons on pre-approval steps, financing options, and myth-busting, sent to subscribers. Builds trust and nurtures leads toward a lender appointment.

State-by-state guide to down payment assistance programs, eligibility, and application steps, with quick-match filters. Helps users quickly discover potential help and contacts you for final qualification.

A workbook that helps buyers estimate closing costs by loan type and location, plus a saved version they can export. Helps users plan early and shows value, boosting opt-ins for personalized quotes.