Key Takeaways
- A mortgage content calendar saves time and ensures consistency.
- Use 3–5 content pillars to keep messaging focused.
- Plan content in 1 hour by batching idea generation and scheduling.
- Repurpose existing materials to speed up creation.
- Review performance monthly to improve results.
Mortgage Content Calendar Template: Plan a Month in 1 Hour
In the mortgage industry, consistency is one of the biggest drivers of trust and visibility. Yet many loan officers and broker teams struggle to post regularly because planning content feels overwhelming.
A content calendar eliminates this problem. By dedicating a single hour to mapping out your posts for the month, you can ensure your marketingstays on track, your messaging stays cohesive, and you free up more time for client work.
Below is a step-by-step guide to building a mortgage content calendarthat’s fast to create, easy to follow, and tailored to generating leads.
1. Why Mortgage Professionals Need a Content Calendar
A well-planned calendar helps you:
- Stay consistent with your marketing
- Avoid last-minute content creation stress
- Balance educational, promotional, and personal brand posts
- Keep your team aligned on campaign priorities
- Track performance and make data-driven adjustments
Without a calendar, content creation often becomes reactive—and that can mean missed opportunities to connect with your audience.
2. Decide on Your Core Content Pillars
Content pillars are the main categories you’ll post about. For mortgage professionals, common pillars include:
- Loan Education(FHA, VA, Conventional, Jumbo)
- Market Updates(rates, housing trends, industry news)
- Homeownership Tips(maintenance, budgeting, refinancing)
- Client Stories & Testimonials
- Local Community Content(events, neighborhood spotlights)
Having 3–5 pillars ensures your content stays diverse but focused.
3. Choose Your Posting Frequency
Decide how many times a week you can realistically post. Common schedules:
- 3x per weekfor smaller teams or solo loan officers
- 5x per weekfor those actively scaling lead generation
- Dailyfor high-visibility campaigns or paid ads support
Your calendar template should reflect the exact number of posts, so it’s easy to fill in and follow.
4. Select the Right Content Formats
Not all posts should look the same. Mix and match:
- Blog posts
- Short social posts
- Infographics
- Videos or Reels
- Carousels or Slideshows
- Client testimonials (text or video)
This variety keeps your audience engaged and gives you more chances to rank in different search formats.
5. Align With Seasonal & Market Trends
Mortgage content performs best when it’s timely. Consider:
- Seasonal homebuying cycles(spring buying season, year-end tax tips)
- National housing reports
- Rate announcements from the Fed
- Local housing events or open house weekends
Add these to your calendar so you can post ahead of the curve.
6. Use the 1-Hour Planning Method
Here’s how to fill your mortgage content calendar in 60 minutes:
- Minute 1–15:Review your content pillars and jot down post ideas under each one.
- Minute 16–30:Assign post types (blog, video, social) to each idea.
- Minute 31–45:Slot each idea into your calendar dates.
- Minute 46–60:Write short captions or headlines for each post to make creation faster later.
7. Repurpose Existing Mortgage Content
Don’t reinvent the wheel every month. Repurpose:
- Loan guides into shorter posts
- Past client success stories into case study blogs
- Market updates into quick video explainers
- Webinar recordings into short educational clips
This speeds up planning while keeping your content relevant.
8. Example Mortgage Content Calendar Template
Here’s a simple layout you can use in Google Sheets, Excel, or Trello:
| Date | Content Pillar | Format | Topic / Title | Notes |
| Sept 3 | Loan Education | Blog Post | FHA Loan Guide for First-Time Buyers | Link to lead form |
| Sept 5 | Market Update | Video | Weekly Mortgage Rate Update | Include CTA |
| Sept 7 | Client Story | Carousel | How the Smiths Bought Their First Home | Use testimonial quote |
9. Assign Deadlines and Roles
If you work with a team, assign who is responsible for creating, reviewing, and publishing each post. This ensures nothing falls through the cracks.
10. Track and Optimize Your Calendar
At the end of each month, review:
- Which posts got the most engagement or leads
- Which topics drove the most traffic
- What formats performed best
Use this data to adjust next month’s plan.
Ready to Fill Your Mortgage Content Calendar?
If you want a plug-and-play content calendar built specifically for mortgage professionals, our team can create one tailored to your loan products, target audience, and market trends.
