Mortgage brokers

First-time buyer guides and process videos that earn the call

Borrowers have the same fears before they speak to a broker: will I be approved, what documents do I need, what does the process cost in time. A short video answers all three and makes the first call easier. Chitrio drafts the script from your process notes, narrates it with a clear voice and adds captions, so a broker with a full pipeline can still publish a video a week. Many borrowers watch several videos before choosing a broker, so a small, consistent library can be the reason they pick up the phone.

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Straight answer: Mortgage advertising is regulated, and rates and rules change often. Do not promise approval or quote rates without current data and the required disclosures. Keep videos educational and have them reviewed by whoever handles compliance for your licence.

How it works

  1. 1

    List the questions at the first call

    Deposit size, documents needed, how long approval takes, what affects the rate.

  2. 2

    Add current facts and disclosures

    Insert the figures and wording your compliance person approves. Date-stamp any rate commentary.

  3. 3

    Render and share

    Put the videos on your site, email them to new leads and post vertical versions to social.

  4. 4

    Build trust with your story

    Add a short introduction video so borrowers know who they will be speaking to and how you are paid.

  5. 5

    Follow up with the right clip

    Send the matching guide after each enquiry, such as the document checklist for someone who is ready to apply.

What people make with it

First-time buyer guide

The path from pre-approval to keys, in order.

Document checklist video

What to gather before the application.

Rate update explainers

Dated and general, never a quote.

Refinance explainers

When refinancing may make sense and what to compare.

By market

US brokers explain pre-approval and credit; UK brokers explain agreement in principle; Canadian brokers explain stress tests and provincial rules; Australian brokers explain deposits and first-home buyer schemes.

Referral partner video

A short explainer for estate agents and builders who refer clients to you.

Questions, answered

Can it include current rates?

Only if you add them. Update or remove them when they expire.

Can I show my licence number?

Yes, on the closing card.

Will it sound trustworthy?

A calm voice and plain language do most of the work. Preview voices before you decide.

How many videos do I need?

Five to ten core explainers cover most borrower questions.

Can I send the videos by text or email?

Yes. Download the file or share the link.

Related pages

Draft a borrower guide

Add your process notes and review the script.

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