How well does your mortgage marketing actually execute?
Built for mortgage marketing leaders, executive sponsors, and producing managers at IMBs, banks, and credit unions who need a straight answer on where their client and referral marketing is losing to inconsistency.
Some structure, inconsistent execution
- Contact cadence is inconsistent across LOs
- Messaging isn't tied to real milestones
- No consistent compliance review before send
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What we analyze
Three pillars that decide whether marketing actually runs
We score your team on Data & Sync — whether your client and referral data is centralized, current, and segmentable; Orchestration & Automation — whether your team's outreach runs consistently on milestones and cadence rather than individual effort; and Compliance & Governance — whether every borrower-facing send is on-brand, reviewed, and carries the right disclosures. Each answer maps to a deterministic score, a named gap, and a specific next action.
Why trust this assessment
You're not filling this out for a generic marketing tool
20+ years serving IMBs, banks, and credit unions — never a retrofit.
Approvals, controlled templates, and disclosures baked in — not bolted on.
Scoring reflects what top lending teams actually do to win production.
From assessment to plan in 3 minutes
No fluff. Every answer maps to a score, a gap, and a specific next action.
Take the assessment
Answer 12 current-state questions across data, orchestration, and compliance.
Get a deterministic score
0–100 overall, plus sub-scores for Data, Orchestration, and Compliance.
Receive your 14-day plan
Top 3 gaps, fix order, business impact, and a concrete first-win cadence.
Find your biggest marketing bottleneck
See exactly where your team is losing consistency — and the fastest path to fix it. Most leaders finish the assessment in under 4 minutes.
Start the analyzer