Nerdy Joe — cold email and email marketing agency

How would your mortgage business change if you could get 3 to 5 leads per week?

Looking for a battle-tested agency to get you meetings with potential mortgage clients? We have set over 300 meetings in the last quarter for our mortgage clients, so let us run your cold email campaigns for you. We'll regularly add 3 - 5 meetings with qualified potential clients on your calendar every week.

lead gen

We secured meetings at these companies for our clients:

cold email strategycold email agency near meemail marketing companyour lead generation process is perfect and generate leads like crazycold email marketinglead generation program to get qualified leads

Here's how we can boost your mortgage company's sales in 2023…

Why go through trial and error in running your cold email campaign when you can let us, who have already generated over 1,000 leads with a solid cold email strategy, manage it for you? Here's how we can help your mortgage business.

cold email marketing

We'll target the right prospects

We'll manually build a prospect list that factor in your mortgage business's right ICP, buying committee, and market segment. We'll also ensure every prospect matches certain intent and psychographic criteria.

lead generation company

We'll create compelling offers

We’ll determine what’s our ICPs’ pain points for mortgage companies, what emotions each of the pain points triggers, and how this is key to the success of their job. We’ll then craft an offer that fits, and they can’t say no to.

email marketing agency

We'll set meetings and close deals

With the perfect offer in place, we'll schedule sales calls with potential clients, add them to your CRM, and let you excel in your area of expertise: showcasing your business as the top choice.

Want a more in-depth look into our cold email process? Here are some of our cold email case studies...

These cold email case studies go through our approach and how it applies to some of our mortgage clients.

how to email a ceo: the strategy we use to get replies from $10M+ company ceos

How to Email a CEO: The Strategy We Use to Get Replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs  

Want to know the strategy we use to get replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs? Learn here how to email a CEO. 

Read the case study
Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Wondering how to promote your event using email marketing? Here's a case study on Event Email Marketing, and we generated 1,200+ event attendees in a week.

Read the case study
Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Want to get positive replies from your cold emails to executives or c-levels? In this case study, you'll learn how to write executive emails that work and generate leads.

Read the case study

How does our cold email agency for Mortgage companies work?

Subscribing to our cold email agency for mortgage companies is pretty straightforward. See it for yourself 👀.

high quality leads and more leads from ideal prospects

1 Choose a subscription and pay

our email marketing and sales funnel is on point and gets you ideal clients

2 Get a Basecamp invite

our email marketing and sales funnel is on point and gets you ideal clients

3 Campaign launch

our sales funnel and email marketing is focused on personalized messages and generating leads for your sales team

4 Get results

Choose a B2B appointment setting plan that's right for you.

Each of our plans runs in a 1-month cycle and comes with a money-back guarantee.

See what our mortgage customers say about us...

Great cold email campaign is 30% writing, 30% targeting the right people, 40% understanding the target audience and their pain points. Our customers, mortgage companies like yourself, love that we tick these boxes.

Mackenzi's testimonial for Nerdy Joe, e-commerce marketing agency

Mackenzi Leinder

Director of Sales at MindFire, Inc.

The copy Ernest writes is engaging, creative, relevant, timely, amazing at eliciting response and motivation of action, the list goes on. Beyond the work he produces, Ernest is a pleasure to work with! He's kind, a team player, full of ideas, and an asset to the team.

Irina's testimonial for Nerdy Joe, e-commerce marketing agency

Irina Maltseva

Head of Marketing at

Ernest is a very talented writer and online marketer. While working on the content for Hunter, I was amazed at how easily Ernest explains complex things, illustrating them with examples based on his diversified experience. It's always a pleasure to work with him.

What the FAQ

Have a question in mind about our cold email agency for mortgage businesses but can't see it listed? Chill, just click on the "Check all FAQ" button, and you're all covered.

0 - What is cold email?

When you communicate with a recipient you have never met before, you are sending a "cold email". A "cold" email is one in which the recipient did not anticipate receiving it and did not request any information from the sender. It is a comparable idea to cold calling, which is when a salesperson contacts a potential consumer without first speaking to them.

Cold emailing is a common sales and marketing strategy to establish a professional rapport with a potential client, investor, or other business contact. As a result, it is widely regarded as one of the best lead generation strategies, even outperforming LinkedIn outreach and cold calling.

Therefore, for your Mortgage Industry business, that means we will use cold email as an outreach channel to contact potential customers, be they businesses or individual Mortgage Industry who fit your ICP, and introduce your company while highlighting your unique value proposition in order to pique their interest and bring you hot leads you can sell to.

1 - How much do cold email agencies specialized in the Mortgage Industry charge?

Companies from different industries and countries use the services of cold email companies. Given this, there is no standard price for cold email services, regardless of the sector or the country. 

You may tell if you've ever been there by visiting the price page of any service that sends out cold emails. On their website, they don't make the prices for the different service tiers really clear. 

Due to the state of the economy right now, a wide range of businesses in the Mortgage Industry as well as other commercial sectors offer their cold email services. Pricing is typically impacted by the team size, amount of expertise, technical stack, needs for a cold email campaign, and projected results. 

A variety of cold email pricing schemes may be used by businesses. Depending on the firm you deal with, you may be obliged to pay a flat fee for all of their services, while some businesses may want to be paid on a pay-per-lead basis

Even worse, some businesses charge you according to the number of cold emails they send on your behalf. Additionally, there are numerous cost structures that are determined by the duration of the campaign, the volume of labor required, or even the size of the project. 

But according to our experience, the monthly cost of cold email services can range from less than $1,000 to $50,000. The choice of agency, the desired results, and the scale of your business all have a big influence on the ultimate price.  

It's interesting to note that before you begin working together, you can also be requested to pay upfront investment fees or pay for specific minimum commitment durations, depending on the company you're working with and their philosophy on cold emailing.

Here at Nerdy Joe, we advocate for transparent pricing. We are aware that you are hiring a cold emailing service to create leads for your Mortgage Industry business, get qualified leads into your sales funnel, and set up appointments or potential sales opportunities with really interested clients.

With this in mind, we have four straightforward monthly packages at set rates. These packages are $1,799 for 10 sales-qualified leads, $2,199 for 15 sales-qualified leads, $3,099 for 15 sales-qualified leads, and $5,099 for 50+ meetings with sales-qualified leads.

These bundles, which were thoughtfully created with the specific market conditions of your Mortgage Industry Organization in mind, offer, in our opinion, excellent value for your business. Our pricing is transparent, competitive, and designed to optimize returns on investment.

2 - Do you provide Mortgage Industry Lead data when doing outbound cold emails?

Yes. The following is what we do.

Contrary to what most cold email agencies and gurus recommend, our agency's cold email campaigns are based on the idea that you shouldn't rely on client data or use data or sales intelligence tools like ZoomInfo or Apollo to quickly compile lists of people before blasting them with generic, ineffective cold emails.

The basis of our effectiveness in cold emailing is our methods for finding and successfully concentrating on a particular group of prospects. And in order to do this, we interview you and ask you a series of probing questions that help us understand who your product or service benefits and why they are your ideal clientele.

Your responses might contain the vast majority of information about your product and its best uses. Additionally, when we evaluate the data from your replies, we do in-depth research to find potential prospects in your target market. 

In order to engage with and entice these leads to your business, we then launch a tailored cold email outreach campaign.

3 - How does your cold email outreach process allow you to be compliant with international data privacy laws?

Data privacy is extremely important to us at Nerdy Joe, and we abide by all applicable local, national, and international data privacy laws. Our cold email outreach strategy is built on ethical data collection and use practices. 

We steadfastly uphold laws like the CCPA and GDPR, ensuring that all of our communications are morally righteous and protect the privacy of the recipients. This dedication to data privacy laws promotes trust among their potential customers while also protecting our clients in the Mortgage Industry sector.

4 - What are the best cold email agencies for Mortgage Industry Companies?

Serving the Mortgage Industry market are a number of skilled cold emailing companies. Below is a list of the most prominent examples:

  • Nerdy Joe
  • Belkins
  • Cleverly
  • Martal Group
  • Lead Fuze
  • Growth Rhino
  • Abstrakt Marketing Group
  • MediaBoom 

It is common knowledge that any lead generation company will market itself as the best cold email solution for your Mortgage Industry company's business. We have great expectations for them and are sure they will be successful in this regard. They serve a variety of industries, thus they don't view it as a specialization. 

Our business, Nerdy Joe, distinguishes itself by providing a more customized, results-driven approach. We create cold email campaigns with a high conversion rate based on the particular needs of your Mortgage Industry. 

5 - What is a cold email agency, and why do I need one for my Mortgage Industry Business?

A cold email agency is a lead generation entity that excels in assisting businesses in contacting prospective customers via cold emailing. They offer a completely managed service and handle every part of cold email marketing for organizations, including research, implementation, and oversight.

These companies are made up of professionals in outreach and copywriting who have knowledge of email marketing, prospect analysis, and campaign management. They can assist you in making connections with important stakeholders you haven't previously interacted with, such as potential customers, investors, partners, or partners. 

Your sales funnel will fill up on its own as you simply sit back and wait for the leads you can sell. You can enlist their assistance in your cold outreach initiatives. Without having to bother about lead creation, you may obtain qualified leads that are ready for sales. They provide your sales staff significantly more time to concentrate on their primary responsibilities, which include holding meetings and concluding deals. 

6 - How do you get qualified leads for Mortgage Industry Companies with cold email?

Regardless of the target industry, Nerdy Joe firmly believes that developing a perfect client profile that is in line with your goals and product is the key to a successful cold email campaign.

Nerdy Joe therefore values having a thorough grasp of your product, its particular target market, and their needs. For this, we developed a special framework. Even the main justifications for your company's existence will be covered.

As a result, our strategy would require extensive research to identify the relevant individuals from that industry (who coincide with your ICP) if your target market consists of businesses related to restaurants and catering services. After that, we'll create a customized plan to get in touch with them and convert them into leads for your company.

7 - How do I start a cold email campaign for my Mortgage Industry Firm?

There are several tasks that can be divided into phases when starting and managing a cold email campaign. Generally speaking, they entail locating your target market, developing a persuasive message, and constantly refining based on feedback.

Simply select one of the three packages from our price page that best suits your company's needs and your financial constraints to start your journey with Nerdy Joe.

When you join up, we instantly start working on your Basecamp project and send you an invite email. Then we begin a chat to learn more about your requirements and crucial information like your target market and ideal customer profile, among other things.

Afterwards, we essentially put everything in place, lay the foundation for new domains, make outreach lists, conduct prospect research for data enrichment, and draft cold emails. We show you how we operate and provide you the resources you need to monitor all of our operations in real time.

8 - How does Nerdy Joe work?

Nerdy Joe usually starts his approach to brand-new cold emails by thoroughly researching the specifics of our client's business and the unique selling points of their product or service. This allows our experts to more fully appreciate their unique needs and cold email marketing goals.

In order to properly personalize our strategies and efforts for your specific organization, we then hold extensive talks to completely grasp your objectives and goals. We'll do a full market study to establish your ICP and develop a buyer profile.

At the same time, we provide the groundwork for enhancing your levels of engagement. This involves activities like building outreach lists, looking into potential clients, and setting and warming up new domains to ensure the maximum email deliverability.

Our experts will then develop the outreach messages and sequences, which are all meticulously made to appeal to each member of your target audience. We strive to establish relationships and nurture leads in order to motivate further involvement and make connections that lead to conversions.

We also run A/B testing campaigns while testing different offers, mailing times, message formats, and other variables. This is based on the idea that you should identify the go-to-market strategy that is most effective for your target market. 

Additionally, we embrace transparency and provide our clients with frequent, comprehensive reports that contain data on campaign effectiveness.

9 - How long will it take to get results?

You may already be aware that every B2B lead generation campaign starts with a few days of testing, data analysis, and strategic fine-tuning. This process aids in our ability to pinpoint the strategy that will result in the greatest results.

The length of time it takes for each business to notice results will therefore vary. While some firms might start to see results during the first week of the campaign, others might need to wait a few weeks before making any substantial progress.

Nerdy Joe, however, guarantees that you will start to see results within the first month of your campaign, so that much is definite.

10 - How fast do you start working?

When you first join us, we welcome you with a barrage of animated emoticons in our Campfire chat. After that, we design a unique project on our Basecamp that is personalized particularly for your company, and you will get an invitation to join.

The conversation then shifts to discussing the goals, ICP, and other crucial components of your campaign. We'll either ask for access to your current domains or create new ones as necessary to ensure they accurately represent you and your business.

After laying a solid foundation, we immediately begin testing a variety of messages and offers to see which ones connect most strongly with your audience. That suggests that the work started as soon as you entered.

11 - What is your cold email process, and what makes you different?

To explain every step of our procedure, a separate, in-depth post would be required. But we could compress the key components of our cold emailing procedure. Here is a quick synopsis of our plan:

Pre-campaign phase

Before starting a cold email marketing, these are the measures that are taken: 

  • Product research: We make a comprehensive study in order to comprehend your merchandise fully. Based on who needs it, the best sales plan may subsequently be identified. 
  • Domain setup and warm-up: In order to ensure that the campaign's special domains are ready for high deliverability rates, we build and warm them up beforehand. 
  • ICP identification and buyer persona development: We will collaborate with you or your sales staff to determine which clients are your best, and we will build the greatest connections possible at each organization to maximize engagement. 
  • List building: Based on the agreed upon ICP and buyer persona, our team will manually identify leads and build the outreach lists
  • Prospect research and icebreaker creation: We research each individual on our list for personalization. We utilize the data collected to create unique points of contact in the emails, or "icebreakers." 
  • Email samples and sequence creation: We write the cold email copies and sequences, ensuring they are all uniquely personalized to each recipient.

Campaign phase

  • Monitoring campaign: Here, we assess the campaign's performance and take notes. We separate the prospects into several funnels or groups based on how engaged they are. 
  • Improving: On the basis of the data we gather, we identify opportunities for improvement and take action to get the best results.

Post-campaign phase

  • Reporting: At the end of the campaign, we provide your business with the leads we have created. Instead, we will describe any issues that surfaced and how we are fixing them. 
  • Improving: If adjustments are necessary, we make them to the campaign for the greatest results. 
  • Repeat: We continue the process in order to provide the customer with more leads.

That’s pretty much about it. What makes us different from the cold email agencies you see out there is our commitment to thoroughly understanding your target customers before crafting a single cold email.

A mass email campaign is another thing we don't do. Each applicant that we add to our targeted list is carefully chosen and vetted. We also compile information about them so that we may customize each email we send to them and the offers we include to their needs. We never make use of templates and never communicate with the same prospect in the same way via email. 

In order to convert them to your business, we focus on small lists of prospects and take our time with it. We do not have to get in touch with tens of thousands of people just to give you a few leads that you might not be able to convert into clients. 

The ideal scenario would be to compile a list of 20 prospects, properly assess each one of them before beginning the campaigns, and then produce specially tailored cold emails for each of them. Your sales team will receive 15 responses—10 of which will be positive—as well as 6 leads that are ready to be used right away. 

We run all of our activities manually to ensure top-notch of accuracy and efficiency. We don’t rely on any data intelligence tools or pay people on UpWork or Fiverr to hastily build lists. 

12 - How to hire a cold email agency?

As we see most of our customers do, we believe the best approach to hire a cold email agency is to reach out to various cold email agencies that resonate with your brand.

Consider their qualifications, previous customers, track record of success, skill set, and any guarantees they may be prepared to make. Your personal goals and budget should also play a significant role in the decision-making process.

Be sure to obtain detailed details about the number and quality of leads they are capable of creating, the associated costs, and the potential conversion rates.

We also welcome you to have a conversation with us (pick a time on our calendar). We're ready to answer all your questions and provide the necessary information to help you make an informed decision.

13 - Why should I hire a Mortgage Industry Companies-specialized cold email agency?

You may take advantage of a workforce that is familiar with the business environment and raise your chances of obtaining high-quality leads by working with a cold email company with expertise in the Mortgage Industry Sector.

It is a fact that your Mortgage Industry businesses will not be given a niche focus by the majority of top-tier companies. The main factor is the agency's expertise in your target market, which includes its ability to quickly locate and establish contact with the most important prospects, wherever they may be.

For businesses that provide services to the Mortgage Industry or sell CBD products, Nerdy Joe is the finest choice for cold email marketing. This is as a result of our thorough lead research and definition of your ideal customer profile.

Prioritizing your services and selecting the appropriate contacts to reach out to are always two of our top priorities. With this method, we can consistently deliver exceptional results regardless of the industry we are working in.

14 - How many cold emails can I send per day?

Technically, there is no cap on the number of cold emails you may send each day, but it's crucial to avoid doing anything that could label your domain as spam. For new domains, it's often better to start small (about 20–50 emails each day), then gradually scale up. 

To avoid having your emails marked as spam, the best strategy is to limit the number of emails you send. Nerdy Joe meticulously prepares the quantity of emails we send out, taking into account significant variables and peak interaction times, in order to optimize the impact of our outreach.

15 - Can I send cold emails with Gmail?

Yes, you are allowed to send cold emails using Gmail. However, Gmail does have a daily email limit in place to protect both its and your reputations from being tarnished by being labeled as spam. 

The daily email limit for standard accounts is around 500, while users of Google Workspace are permitted up to 2,000. Nerdy Joe employs specialist email systems made exclusively for cold emailing in order to get over these limitations and guarantee the best deliverability.

The problem is that sending a single or two cold emails using Gmail is problematic. However, if you want to run longer-lasting cold email campaigns and gather data, we suggest using an email provider like lemlist or 

16 - How successful are cold emails?

The success of cold emails depends heavily on your strategy — the right targeting, compelling content, and diligent follow-up can yield impressive results. Industry benchmarks suggest a 15-25% open rate and 2-3% response rate. 

The relevance of the targeted audience, the effectiveness of the messaging strategy, and the suitability of the offer given the prospect's problems are just a few of the crucial factors, in our opinion, that determine how effective cold email marketing is.

The highest conversion rates and engagement are guaranteed at Nerdy Joe. We are certain that we can generate leads for any business that offers a products or service that fulfills a genuine need and has established a successful product-market fit.

Any strategy for outbound marketing must have a good match between the product and the market to succeed. We might not be the best option for you if your company is still figuring out how to find a product-market fit. 

17 - How can I make sure recipients open and read my cold email?

Generally speaking, the best strategies for grabbing attention in cold emails include an attention-grabbing subject line and emails that are packed with information. 

This tactic does not always work, especially if the recipient is not familiar with your business, as our experience with Nerdy Joe has demonstrated.

During cold outreach, your initial impression will determine whether a lead replies to your email or deletes it. Since we are aware of this, it is crucial for us to comprehend your ICP and identify the accounts or individuals that correspond with it.

Our experts carefully review each potential lead and collect important information. We use this data to greatly tailor our messages, allowing us to consistently grab and retain the recipients' attention.

18 - Is cold emailing more effective than cold calling?

Both approaches have a possibility of succeeding, however cold emailing is frequently more effective and less intrusive than cold calling. 

Cold emailing can help you reach more people more quickly and gives the recipient the flexibility to respond whenever they would like. It allows you more room to convey your message and describe your value proposition. 

For Nerdy Joe, cold emailing has been a very effective strategy for developing customer relationships and generating leads for businesses serving the mortgage Industry.

19 - How do you measure whether a cold emailing campaign is effective?

At Nerdy Joe, we measure the success of our cold email marketing efforts through impactful metrics such as the agreed-upon number of generated leads, the quality of these leads, and their conversion rates.

Every time we work together, we get to know your objectives and what you would consider a significant business achievement to be as a result. According to us, the most important metric of a successful cold email campaign is the number of leads produced.

The most important metrics for your business include, for instance, the number of healthcare organizations that sign up for your offer, the number of businesses that request a demo, and the number of people willing to discuss business or sales.

The success of a campaign isn't necessarily indicated by data like reply rates or open rates, even if they may guide improvements and guide our future endeavors. Sadly, a lot of cold email services only offer these statistics when reporting results.

20 - Do I need to outsource my cold emailing?

While managing cold email campaigns internally is possible, outsourcing to a specialized cold email agency like Nerdy Joe brings several advantages and improved outcomes.

Research shows that sales teams usually spend the bulk of their time finding and reaching out to new clients via cold emails, leaving little time for making sales calls and concluding deals. An email marketing company might be of assistance here.

We handle these time-consuming tasks when you commission us to handle your cold email marketing. Our quick discovery and contact of potential consumers frees up your sales team's time and resources.

This ensures a more effective cold email marketing process while also reducing the extra work required of your staff. Your sales team can then focus on what they do best, which is engaging in direct sales conversations with prospects and closing deals, after this has been completed.

21 - How do I increase my cold email response rate?

A few of the reasons why cold email campaigns fail to succeed include vague targeting, an offensive sender profile, poor language, an inability to recognize audience preferences, or inappropriate offers.

Nerdy Joe aggressively resolves these potential problems before they even arise. We employ A/B testing as one of our strategies to identify which offers and communication formats are most appealing to your specific target audience.

We can hone our strategies and increase the efficacy of the campaign through this procedure. Because your target market might not exclusively utilize email for business communication, we usually consider alternative methods of reaching out to them. One of these methods is LinkedIn.

Our goal is to develop a go-to-market strategy that takes into account both the requirements of your business and the particular Mortgage Industry target market.