Growth Marketing Strategies for Modern Mortgage Companies
I work with mortgage executives and in-house teams to turn marketing into a revenue driver, not a support desk. I help align brand, strategy, and systems with how borrowers actually find and choose lenders today.
My goals are to:
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Bring structure to fragmented or reactive marketing
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Align marketing priorities to revenue and business goals
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Build borrower-first brands that show up earlier in the journey
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Create systems that scale instead of relying on constant hustle
How We Can Work Together
I offer two ways to work together, depending on your needs and readiness:
Fractional CMO
Ideal for mortgage companies with existing marketing teams that need experienced, ongoing marketing leadership and accountability.
Typically includes:
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Acting as an extension of the executive team for marketing leadership and decision-making
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Developing a clear strategic roadmap tied to company goals
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Aligning team structure, roles, and performance expectations
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Providing oversight across brand, content, and demand generation efforts
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Ensuring marketing initiatives stay connected to revenue, pipeline, and borrower experience
Strategic Advisory & Consulting
Ideal for leaders who want experienced perspective before making decisions, without handing off full ownership.
Typically includes:
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Marketing audits and high-level diagnostics to identify gaps and misalignment
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Strategic guidance for planning, prioritization, or repositioning
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Advisory sessions with executives or in-house marketing leaders
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Short-term problem solving around specific initiatives, tools, or team challenges, including brand identity, CRMs, content strategy, workflows, systems, and sales enablement
Every Mortgage Brand Is Different. Your Strategy Should Be Too.
There’s no one-size-fits-all mortgage marketing playbook.
Every company has a different identity, markets, products, team structure, and growth goal. What works for one lender, or one stage of growth, won’t automatically work for another.
My approach starts with your reality, not a template — building clarity and systems that fit your brand and support sustainable growth.
Before We Connect
I don’t offer traditional discovery calls right away. Instead, I first use a short intake form to understand:
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Your business goals
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Your current marketing reality
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Whether a fractional or advisory engagement makes sense
let's Turn Your Marketing Department Into a Growth ENgine
This form helps me understand a bit about your business, your challenges, and what kind of support would actually be valuable. It also helps protect both of our time by making sure there’s a fit.
Not sure yet? Connect on LinkedIn, and reach out when the time is right.
