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How to Get More Leads on Meta: Frequently Asked Questions

Mortgage and finance brokers often grapple with how to effectively attract and convert leads in a digital world. At CMO Online, we are often asked 'How do I get more leads on Meta?'. Meta (Facebook and Instagram) can be one of the most effective and efficient lead generation platforms for brokers if utilised correctly. If not, it can be a costly waste of time and money. To better answer the question of 'How to get more leads on Facebook and Instagram', we breakdown the question into 7 smaller, targeted questions and solutions. Read on for useful tips to maximise your ad campaigns on Meta.

How to get more leads on Meta

Question: How Can I Better Understand My Audience on Meta Platforms?


  1. Utilise Meta’s Audience Insights Tool: Start by digging into demographic, interest, and behaviour data to pinpoint your ideal client profiles—be it first-time homebuyers, refinancers, or real estate investors.

  2. Segment Your Audience: Create tailored messaging for different groups within your audience to increase relevance and engagement.

Question: How Do I Increase My Ad Efficiency on Meta?


  1. Create Custom Audiences: Target ads to users who have already interacted with your content or visited your website to boost conversion rates.

  2. Develop Lookalike Audiences: Expand your reach by targeting new users who share characteristics with your best existing customers.

Question: What Type of Content Captures Leads Best?


  1. Focus on Value-Driven Content: Produce ads that offer clear, informative, and engaging information about mortgages and financing. Think about addressing common questions or concerns.

  2. Experiment with Ad Formats: Use a mix of photos, videos, carousels, and stories to keep content fresh and engaging. Videos can be particularly powerful for explaining complex topics simply.

Question: How Do I Optimise Ads for Mobile Users?


  1. Design for Small Screens: Ensure that your visuals and text are compelling and easily viewable on mobile devices.

  2. Optimise Landing Pages: Make sure that any landing page linked from your ads is mobile-friendly, with fast load times and straightforward navigation.

Question: How Can I Know If My Ads Are Working?


  1. Employ A/B Testing: Regularly test different versions of your ads to find what resonates best with your audience.

  2. Use Meta’s Analytics Tools: Track your ad performance rigorously to understand engagement and conversion metrics, and adjust your strategies accordingly.

Question: What Are Best Practices for Compliance in Advertising?


  1. Follow Advertising Regulations: Always be transparent about terms, fees, and risks associated with your financial products. Avoid misleading claims in your ads.

Question: How Should I Handle Leads from Ads?


  1. Respond Quickly: Implement a system for rapid response to new leads, possibly using automated tools for the initial contact and personal follow-up for further engagement.


Navigating the Meta network effectively involves understanding your audience, leveraging advanced targeting tools, creating engaging content, and being proactive in lead management. By asking the right questions and applying these solutions, mortgage and finance brokers can maximise their advertising impact and ultimately grow their client base.

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