Marketing & technology

industry leading technology and in-house marketing support to deliver results

Your All-Inclusive Marketing & Technology Toolbox

In today’s competitive mortgage market, having the right tools and marketing strategies can make all the difference. We equip our Loan Officers with cutting-edge technology and expert marketing support to help them attract more clients, nurture relationships, and close deals faster.

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In-House Branch Marketing

We have a dedicated in-house Branch Marketing Manager who collaborates closely with each Loan Officer to develop personalized marketing strategies and execute tailored campaigns that align with your individual business goals and target audiences.

Comprehensive Toolbox

Our marketing approach is designed to provide you with a comprehensive toolbox of resources, including a robust customer relationship management system, pre-approved marketing materials, social media automation, and an extensive content library to help you build and strengthen your personal brand.

Personalized Support

Whether you need help crafting client-facing communications, developing a targeted lead generation strategy, or enhancing your online presence, our marketing team is dedicated to supporting you every step of the way.

Encompass Customization

Our Encompass platform is fully customized to streamline workflows and enhance efficiency. Our dedicated IT team provides local support and a direct hotline for any Encompass-related questions or issues.

Optimal Blue Integration

We have a seamless integration with Optimal Blue, allowing our Loan Officers to access accurate, up-to-date pricing and product information at their fingertips.

AUS Flexibility

Our Loan Officers can order unlimited Fannie Mae and Freddie Mac AUS Findings. Ability to run AUS in the pre-approval state with a property address to determine PIW eligibility allowing clients to write a more compelling offer.