With so many loan officers building their businesses on Morty, we’ve had a front-row seat to what works. And when it comes to sales enablement, a few tools consistently rise to the top.
In this post, we’re sharing the most downloaded sales tools on the Morty platform — what they are, how to use them to stand out, and why they’ve become go-to resources for top-performing LOs.
1. Business Collateral Templates
What it is: Professionally designed templates for business cards, email signatures, and digital flyers.
Why it matters: You never get a second chance to make a first impression. These materials help ensure your brand looks polished and trustworthy across every touchpoint.
How to use it:
- Customize your business card and have it printed professionally.
- Add your email signature to all outbound communications.
- Use the flyers at open houses, co-branded partner events, or prospecting meetings.
Explore Business Collateral Templates →
2. Social Media Launch Kit
What it is: A done-for-you kit to launch your LO brand on social media. Includes bio templates, profile photo guidance, brand messaging tips, and content prompts to help you start strong.
Why it matters: First impressions matter on social, too. A polished, consistent presence helps build trust and attract your ideal audience from the start.
How to use it:
- Use the kit to update or create your LO profiles on platforms like Instagram, Facebook, and LinkedIn.
- Follow the bio templates and image guidance to stay on brand.
- Use the prompts to plan your first 5–10 posts.
Explore the Social Media Launch Kit →
3. Lead Engagement Workbook for Mortgage Professionals
What it is: A done-for-you guide to help you follow up with leads consistently and effectively. Includes email, text, and call templates, plus a plug-and-play follow-up cadence.
Why it matters: Most LOs give up on leads after just one or two touches. But it often takes 5–8 follow-ups to close the deal. This workbook helps you stay organized and persistent — without being annoying.
How to use it:
- Use the pre-written templates to respond to cold or warm leads quickly.
- Stick to the included follow-up cadence to improve your contact-to-close rate.
- Use the tracker to log outreach and avoid dropped leads.
Explore the Lead Engagement Workbook →
4. Client Retention Playbook for Loan Officers
What it is: A comprehensive guide to building long-term client relationships that lead to more referrals, repeat business, and better reviews.
Why it matters: Most LOs focus on new leads — but top LOs know that past clients are your biggest untapped opportunity. Nurturing your closed pipeline can fuel sustainable growth.
How to use it:
- Set up automated check-ins and milestone emails post-closing.
- Use the referral prompts and holiday messages to stay top-of-mind.
- Keep the retention tracker updated so you can measure what’s working.
Explore the Client Retention Playbook →
5. Open House Mortgage Flyers
What it is: Ready-to-edit flyer templates that help you co-brand with agents and stand out at open houses.
Why it matters: Open houses are a golden opportunity to build referral relationships and meet buyers face to face. These flyers give you a polished presence and show you’re ready to add value.
How to use it:
- Customize the flyer with agent and listing details.
- Print and bring to open houses or share digitally.
- Use them as a conversation starter with real estate partners.
Explore Open House Mortgage Flyers →
Bonus: Networking Tracker
What it is: A simple tracker to help you stay organized when building and nurturing referral relationships.
Why it matters: Growing your business isn’t just about leads — it’s about partnerships. The best LOs are in constant conversation with realtors, financial planners, attorneys, and past clients.
How to use it:
- Set weekly goals for outreach and track who you’ve connected with.
- Keep notes on conversations and potential follow-ups for your CRM.
- Review your activity monthly to spot gaps or new opportunities.
Explore the Networking Tracker →
Want to uplevel your own sales toolkit?
You don’t need dozens of tools to grow — just the right ones. These downloads are all part of Morty’s Sales Tools collection, designed to help you work smarter, close more deals, and build a business that lasts.
