Elevate Your Mortgage Business:
Tailored Strategies for Growth and Efficiency
What We Offer
STRATmkg specializes in delivering comprehensive solutions tailored specifically to the mortgage sector.
Offering services ranging from self-lead generation and targeted digital marketing to CRM integration and tech stack optimization.
By focusing on your unique challenges and opportunities within the mortgage industry, we ensure that you achieve measurable improvements in efficiency and business growth.
Learn more about how we can help you.
GENERATE
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Self Lead Generation
Unlock Your Potential with In-House Lead Generation
Self-lead generation is at the core of a successful mortgage business. At STRATmkg, we help you develop and implement strategies to attract and convert leads on your own terms. By leveraging targeted campaigns across platforms like Meta Business, LinkedIn, and Google, we empower you to build a steady stream of qualified leads. Our approach ensures that you’re not just relying on external sources but actively driving your growth through effective lead generation techniques.
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Digital Marketing
Maximize Your Reach with Tailored Digital Strategies
Our digital marketing services are designed to enhance your online presence and engage potential clients effectively. From crafting compelling ad creatives to optimizing your campaigns across various digital channels, we provide a full suite of services to elevate your brand. By leveraging data-driven insights and innovative tactics, we help you capture and convert your target audience, ensuring that your marketing efforts drive meaningful results.
OPTIMIZE
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Conversion Optimization
Transform Leads into Loyal Clients
Conversion optimization is essential for maximizing the return on your marketing investments. At STRATmkg, we analyze your current processes and implement strategies to enhance your lead-to-client conversion rates. By optimizing your website, lead funnels, and follow-up strategies, we ensure that you’re not just attracting leads but converting them into valuable clients. Our focus is on refining your approach to boost efficiency and achieve higher success rates.
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Tech Stack Optimization
Streamline Operations with Advanced Tech Solutions
A well-integrated tech stack is crucial for the seamless operation of your mortgage business. We specialize in optimizing your technology infrastructure to improve efficiency and performance. From CRM integrations to system enhancements, we ensure that your tech solutions are fully aligned with your business needs. Our goal is to help you leverage technology to its fullest potential, driving better outcomes and supporting your overall business strategy.
IMPROVE
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CRM/Tech Migration and Integration
Seamlessly Transition and Integrate Your CRM Systems
Effective CRM/Tech systems are vital for managing client relationships and data. We offer expert migration and integration services to ensure a smooth transition from your existing system to a new one. Our team leads the migration process with precision, ensuring that all your data is accurately transferred and integrated into your new system. We provide ongoing support to optimize your CRM/Tech setup, helping you get the most out of your investment and improve your operational efficiency.
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Consulting
Expert Guidance for Strategic Growth
Our consulting services provide you with the expertise and insights needed to navigate the complexities of the mortgage industry. Whether you’re looking to refine your business strategy, optimize your tech stack, or improve lead generation and marketing efforts, our team offers tailored advice and actionable recommendations. We work closely with you to address your unique challenges and opportunities, helping you achieve your business objectives with confidence.
Ready to Elevate Your Mortgage Business?
Take the next step toward transforming your business. Contact us today to learn more about how our tailored solutions can benefit you.
Case Study Deep Dive
Optimizing Lead Generation and Tech Efficiency for a Team of Loan Officers
Client Profile:
Team Size: 6 loan officers
Company Type: Mid-sized mortgage brokerage firm
Licensing: Licensed in 24 states
Lead Focus: Generating purchase leads and refinancing leads
CPF Target: Aiming for a cost per funded loan (CPF) of $1,000
Challenges:
Inconsistent and Low-Quality Traffic from Third-Party Lead Providers: The team experienced unreliable and poor-quality leads from third-party sources, impacting lead volume and conversion rates.
CRM System Improperly Set Up: The existing CRM system lacked effective follow-up sequences and action plans, resulting in delays and inefficiencies in managing leads.
Fragmented Tech Stack: The tech stack lacked integration between marketing tools and the CRM system, affecting overall productivity.
Our Approach:
Self Lead Generation:
Developed and implemented a comprehensive self-lead generation strategy targeting purchase and refinancing leads through Meta Business, LinkedIn, and Google.
Crafted targeted ad creatives designed to attract potential clients interested in purchasing homes or refinancing their loans.
Utilized advanced tracking and analytics to monitor lead quality and campaign performance, allowing for continual adjustments and optimization.
Digital Marketing:
Revamped digital marketing efforts focusing on SEO, PPC, and social media campaigns specifically tailored to purchase and refinancing opportunities.
Created engaging content and optimized landing pages to effectively capture and convert leads across the 24 states they serve.
Conducted A/B testing and ongoing optimization to enhance marketing ROI and address regional preferences.
Conversion Optimization:
Improved lead funnels to enhance conversion rates for both purchase and refinancing leads.
Implemented automated workflows and personalized follow-ups to streamline the lead-to-client conversion process.
Optimized the client’s website and landing pages to increase conversion rates and enhance the user experience.
Tech Stack Optimization:
Evaluated and optimized the tech stack to ensure seamless integration and efficiency across the states they operate in.
Upgraded systems and tools to better support the team’s focus on purchase and refinancing leads.
Provided training and support to ensure effective use of new technologies and improved operational workflows.
CRM Migration and Integration:
Managed the migration from the old CRM system to a more advanced platform with enhanced capabilities.
Ensured smooth data transition and integrated the new CRM with existing marketing and sales tools to support operations.
Customized CRM functionalities to improve management of purchase and refinancing leads and enhance data handling.
Results:
Increased Lead Generation: The team experienced a 40% increase in qualified purchase and refinancing leads within the first three months, driven by the new self-lead generation strategy.
Enhanced Conversion Rates: Improved lead funnels and follow-up processes resulted in a 25% increase in conversion rates for both purchase and refinancing leads.
Streamlined Operations: Tech stack optimization and CRM integration led to a 30% boost in productivity and operational efficiency.
Improved Marketing Performance: Enhanced digital marketing efforts resulted in a 50% increase in website traffic and higher engagement with potential clients.
Achieved Target CPF: The team effectively managed to target and maintain a cost per funded loan (CPF) of $1,000, aligning with their profitability goals while benefiting from optimized lead generation and tech strategies.
Outcome:
The team of loan officers achieved significant growth and operational improvements. By leveraging STRATmkg’s tailored solutions, they enhanced their lead generation capabilities, optimized their tech stack, and improved overall efficiency, setting the stage for long-term success in the competitive mortgage industry while successfully targeting their CPF goal.
Ready to Optimize Your Mortgage Business?
Discover how our tailored solutions can help your team achieve similar results. Let’s talk about how we can take your lead generation and tech efficiency to the next level.
Our Trusted Tech Partners
At STRATmkg, we collaborate with industry-leading tech partners to provide our clients with the best tools and platforms. These partnerships enable us to deliver seamless integrations, advanced analytics, and efficient automation, ensuring your business thrives in a competitive market.