Module 4: Direct to Consumer Marketing for Reverse

Support Files for this Module - Please note: Download the files to your computer before modifying them.

  1. Presentation Slide Deck
  2. 10 Social Media Post Ideas
  3. 3 Video Scripts for Social Media Ads
  4. Social Media Ad Copy
  5. Landing Page Template
  6. Email Nurture Sequence
  7. Consumer Direct Message (DM) Script
  8. Retirement Mortgage Review Appointment Script

Waiz Media - Suggested lead provider if you want it done for you

AllClients - The CRM and marketing automation tool I use

✅ Module 4 Summary & Execution Plan

Theme: Generate consumer leads by posting valuable content and running scalable ads using the HECM Tool.

🔹 Week 1 Action Items

📍Free Content (Organic)

  1. Create 3 HECM Tool Reports

    – Real borrower scenarios (payoff, LOC, purchase, etc.)

  2. Record 3 Short Videos (30–60 sec each)

    – FAQ (e.g., “Do I still own my home?”)

    – Myth-buster

    – Walkthrough of a HECM Tool report

  3. Post 2x per week for 4 weeks

    – Facebook = Priority

    – Instagram = Secondary

    – LinkedIn = For referral partner visibility

  4. Engage Daily

    – Reply to comments

    – DM anyone who reacts (use “Reply with ‘Review’…” script)

📍Paid Ads (Scalable)

  1. Choose and Launch 1 Ad

    – Video ad or image-based lead magnet

    – Use our provided templates

  2. Build or Customize Landing Page

    – Free Case Study or Custom Report opt-in

    – Follow with a short video explanation

  3. Set Budget & Launch

    – Start with $10/day for 10 days

    – Monitor CPL (cost per lead) and booked reviews

  4. Optional:

    – Launch retargeting ad to video viewers or landing page visitors

🔹 Partnership & Workshop Options

  1. Book 1 Joint Event

    – With a financial advisor or estate attorney

    – Webinar or in-person workshop for homeowners 55+

  2. Research Local 55+ Communities

    – Look for opportunities to sponsor or host in-person events

    – Bring printed HECM Tool reports for live walkthroughs

🔁 Weekly Maintenance (Ongoing)

  • Continue posting 2x per week
  • Batch record videos monthly
  • Update your landing page/test new headlines
  • Nurture leads via follow-up emails + booked calls