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Sphere Marketing Network

What is Sphere Marketing Network?

Your next client might not know you yet, but someone in your network does. This play helps you stay visible with your broader sphere— friends, family, and local pros—so you’re the first call when someone in their circle needs a mortgage.

The Right Audience

Past clients, referral partners, and professionals such as real estate agents, CPAs, insurance advisors, and financial planners. This audience values trust and consistency, and they often generate repeat business or referrals through strong relationships. Past Client Static List Referral Partners Static List

The Right Message

Outreach should feel genuine, helpful, and relationship-first. Provide useful updates, check in regularly, and position yourself as a trusted mortgage advisor. Subtle reminders of your availability for referrals keep your services top of mind without feeling pushy.

Key Themes

Show genuine care and support
Provide useful financial insights
Invite referrals in a natural way

Calls to Action

Schedule a friendly check-in call
Share referral form link
Attend appreciation event

Browse Sphere Marketing Network Templates in our Marketplace

Example Templates

Outreach Channels

Email and Direct Mail are best for consistent touchpoints|Phone Calls add a personal touch|while Social Media and Networking Events expand visibility. Combine light-touch digital outreach with personal conversations to keep relationships strong.

Recommended

Email
Direct Mail

supporting

Phone
Social Media
Networking Events

Measuring Success

Success is measured by repeat client activity, number of referrals received, and engagement with outreach. Referral-driven business and sustained client loyalty indicate the play is working.