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The Complete National Mortgage Broker Day Toolkit Everything You Need to Celebrate July 18 – Free.

Done-for-you social media content, client outreach scripts, media pitch materials, and step-by-step action plans. Download free and start planning today.

100% Free ✓ Instant Download ✓ No Credit Card Required ✓ Unsubscribe Anytime

Celebrate Your Impact

Elevate Your Brand.


National Mortgage Broker Day – July 18, 2026 – is your annual opportunity to do something most mortgage professionals never take the time to do:

  • Thank the clients who make your career meaningful
  • Showcase your expertise to your local community
  • Generate visibility through social media and local press
  • Strengthen relationships with past clients and referral partners
The problem:

Most mortgage professionals want to participate, but don't know how to make it count. They post something generic at the last minute or skip it entirely.


That's exactly why this toolkit exists.

Whether you've been originating loans for 20 years or 20 months, whether you love marketing or avoid it entirely, this toolkit gives you everything you need to show up confidently on July 18. Done-for-you, step-by-step, completely free.

What's Inside the Toolkit

7-Day Social Media Strategy

A complete content calendar for July 12–18 with done-for-you captions, Instagram Reel scripts, Story templates, and carousel slide copy. Customizable in minutes, just add your name and post.

Client Engagement Scripts

Email templates, text message scripts, and phone call guides to personally reach out to past clients and invite them to celebrate with you on NMBD. Relationship marketing made easy.

Complete Media Outreach Kit

A professional press release template, TV pitch email, print/digital pitch email, radio and podcast pitch, interview preparation guide, and talking points cheat sheet. Everything you need to secure local coverage.

Step-by-Step Action Plans

Bronze, Silver, and Gold participation levels so you can choose the depth that fits your schedule. Includes checklists, timelines, and a master implementation guide from now through July 18 and beyond.

This Toolkit Is For You If...

  • You're an independent mortgage broker, bank loan officer, or credit union originator
  • You're brand new to the industry and want guidance on how to show up professionally
  • You're an experienced pro who wants to maximize NMBD without starting from scratch
  • You're not a marketer and want everything done for you
  • You ARE a marketer and want professional-grade templates to customize
  • You work solo or lead a team
  • You help families achieve homeownership, in any capacity

While National Mortgage Broker Day specifically celebrates independent brokers, the strategies in this toolkit work for all mortgage loan originators regardless of where you work. You each help families get home loans. You all deserve recognition for it.

Plus – Join Us Live on July 18th

Every toolkit download includes a complimentary spot at the National Mortgage Broker Day Virtual Celebration:

A 90-minute live event on Saturday, July 18, 2026 at 11:00am Eastern.

Here's what we have planned:

  • A raw and personal keynote talk on what it really takes to build a six-figure mortgage practice
  • A fireside conversation with a special guest on the mindset behind sustainable success
  • Intimate breakout rooms to connect with ambitious MLOs from across the country
  • A community celebration of the profession you chose and the impact you make every day

Your Zoom link will be sent to your inbox before the event.

Save the Date: Saturday July 18, 2026 Time: 11:00am –12:30pm ET Cost: Complimentary, included with your toolkit download

Created by a Former MLO, For Current Mortgage Pros


Hi, I'm Tricia.

I spent seven years in the mortgage industry across four different lending environments: non-profit, mortgage broker, large retail bank, and private bank, where I worked directly with high-net-worth clients and their financial advisors to structure and facilitate complex mortgage transactions.

After building success as an originator, I earned my CERTIFIED FINANCIAL PLANNER® certification and created MLO Advantage, a training platform helping mortgage loan originators build six-figure practices through strategic positioning, niche marketing, and intentional business development.

I built this NMBD toolkit because I believe every mortgage professional in America deserves the tools to celebrate this profession confidently, regardless of their marketing budget or experience level. Whether you use one piece of this toolkit or all of it, my goal is the same: help you shine on July 18.

Let's celebrate the work you do. Together.

Tricia McIntosh, CFP® | Creator, MLO Advantage

Get Your Toolkit Now →

Created by a Former MLO, For Current Mortgage Pros


Hi, I'm Tricia.

I spent seven years in the mortgage industry across four different lending environments: non-profit, mortgage broker, large retail bank, and private bank, where I worked directly with high-net-worth clients and their financial advisors to structure and facilitate complex mortgage transactions.

After building success as an originator, I earned my CERTIFIED FINANCIAL PLANNER® certification and created MLO Advantage, a training platform helping mortgage loan originators build six-figure practices through strategic positioning, niche marketing, and intentional business development.

I built this NMBD toolkit because I believe every mortgage professional in America deserves the tools to celebrate this profession confidently, regardless of their marketing budget or experience level. Whether you use one piece of this toolkit or all of it, my goal is the same: help you shine on July 18.

Let's celebrate the work you do. Together.

 

Tricia McIntosh, CFP® | Creator, MLO Advantage

Get Your Toolkit Now →

Why Download This Toolkit?

Saves You Hours

The content calendar, captions, scripts, and press materials are already written. You customize and execute; no starting from scratch.

Saves You Hours

The content calendar, captions, scripts, and press materials are already written. You customize and execute; no starting from scratch.

Built From Real Experience

Every strategy comes from someone who's worked in this industry across multiple lending environments and now trains originators nationwide. This isn't theory, it's what really works.

FAQs

Ready to Make July 18 Your Biggest Day of Visibility?

Download the complete NMBD Toolkit now, it's free.

✓ Instant Download ✓ No Credit Card Required ✓ Unsubscribe Anytime

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TRICIA MCINTOSH, CFP®

Creator, MLO Advantage
7 Years Mortgage Origination
Teaching Six-Figure MLO Systems

QUESTIONS?

Send me a video message
[email protected]