Helping Mortgage Companies Adapt since 2012
Work with experts who understand how to streamline processes, cut costs, and find real ways to help you do better business.
We Scale Mortgage Companies
We translate the customer experience into cohesive marketing and technology strategies that streamline mortgage sales. Since 2012, we have guided mortgage companies on how to ethically leverage data, establish tech departments with aligned marketing operations personnel, and generate revenue through proven, repeatable processes.
We can lay the groundwork for recruiting, onboarding, intranet, training, CRM, content management, and sales management. We can fine-tune technology to lower costs while addressing persistent tech challenges. Additionally, we have operated the top digital marketing platform in the mortgage industry for seven years.
Connect with our team to discover the significant advantage of collaborating with a group of C-suite experts, as opposed to merely outsourcing. They will help you drive revenue growth and reduce costs in the upcoming months.
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Brand
ButtonLogo. Tagline. Value Propisition. Company Culture. Swag. Merch. Thought Leadership. Fliers. Business Cards. Print. Mailers.
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Digital & Social
ButtonWeb. SEO. Funnels. Video. Social Strategy. Content. Scripting. Reputation Management. Social Account Management.
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Automation
ButtonConnection. Personalized Customer Journeys. Automated Agent Relationships. CRM Dev.
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Data Curation
ButtonMilestone Credit Data. Behavorial Data. Datbase Mining. Segmenting Professioal Audiences & Future Pipeline.
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Expert Mortgage C-suite to work fractionally with your company
We Provide Services to Support Growth
Recruiting
Create a branded recruiting process, system, advertising, relationship curation, video integration, and strategy for your branches or recruiters.
Onboarding & Training
Onboarding and training automation makes for better hiring. A 90-day success strategy allows new hires to feel successful and part of the culture.
CRM & Marketing
Proven process, automated marketing for data segmentation and curation. Weekly LO strategy for ads, video, content, social, thought leadership, and relationship creation. Website expertise. SEO.
Sales Training
We build individualized, compliant strategies for sales success. Trusted tech stack integrated into CRM with complete customer journey and delivered sales opportunities.
Systems & Tech Management
We review the tech stack, integrate into CRM, collaborate on data security and create one tech team moving in tandem, zero partner redundancy, and full dedication to keep innovating.
Revenue & Strategy
Transparently run the success model and streamlined costs. Teach PNL best practices, outsource needless tasks, and generate revenue.
We Know All Mortgage Tech
2025 will be a defining time for mortgage companies.
How will you manufacture loans leaner, staff well, lure in new talent, and harness technology? With expert help.
We want to help your
company thrive!
We want to help your company thrive
Why people believe in us
“Many people understand marketing, but few people understand sales, process, customer experience and technology the way that Kelly does. Her ability to listen and build tech that inspires originators is unmatched.”
Ryan Grant @ NEO
"Kelly is an exceptional talent in creating and executing effective digital marketing strategies that have generated impressive results. What sets Kelly apart from others is her unique approach to digital marketing that involves a blend of creativity, innovation, and collaboration with clients and team members."
Brian Vieux @ Finlocker
“The strategies, tactics, and mindset that Kelly shares have been tested and proven over more than a decade of successful real-world implementation. The lessons in this book apply from the C-Suite to the branch level Mortgage Advisor. Don’t keep making the same mistakes as your competitors. Read this book.”
Danny Horanyi @ NEO
"I have been working with the team at Octo for 10 years. Their platform development and automation has been a core reason for my mortgage success. I would use any platform they were behind."
Ashley McKenzie-Sharpe @ Highlands
Everyone wants to work for the best company. Yours should be the best.
We Help Define Your Value Proposition & Hire Amazing Talent
We Understand that the Future of Mortgage is Serving People at Scale Through Marketing
Mortgage Social Management
Your online image is crucial for your mortgage business. Let us help you make the most of social media by creating a strategy that boosts your brand's visibility, connects with customers, and helps your business grow.
Let our experts curate tailored content that resonates with your audience across different platforms. We navigate each platform's intricacies, aiming not just for followers but engaged communities that advocate for your brand.
Want to be a THOUGHT LEADER?
We are the voice of many mortgage thought leaders on LinkedIn!
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We understand your WHY & MESSAGING
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We craft compelling messaging on your behalf
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We connect you with the right people & interact as you
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Your reputation and your authority in the industry grows
Mortgage Websites
Your website isn't just a business card – it's your most powerful tool for connecting with borrowers.
Why Your Website Matters:
- Build instant credibility with potential clients
- Streamline the mortgage application process
- Provide 24/7 access to your services
- Custom designs tailored to your brand
- User-friendly mortgage calculators
- Secure loan application portals
From established lending institutions to boutique mortgage firms, we create powerful online experiences that drive results. Every website we build is designed to generate leads, streamline operations, and grow your business.
See Example of Our Websites
Mortgage Branding
Trust is the cornerstone of mortgage lending, and your brand tells your story before you speak a word. At Octo Strategies, we understand that each mortgage business has its own unique DNA - a distinct way of serving clients that deserves to shine through.
Our branding experts craft more than just logos. We build complete visual identities that communicate your stability, expertise, and commitment to clients. Whether you're an established lender looking to refresh your image or a new broker ready to make your mark, we'll help shape a brand that opens doors.
We dive deep to understand what makes your business special, then translate those qualities into designs and messaging that connect. From business cards to billboards, every element works in harmony to build recognition and inspire confidence.
Mortgage CRMs and Systems Integration
Tailored Solutions for Your Unique Needs
Octo Strategies specializes in helping mortgage businesses with CRM solutions and system integrations. Leveraging over 12 years of CRM development expertise, we assist in selecting, building, and implementing the right CRM or system tailored to your company's needs.
Our approach prioritizes optimizing your business operations for success. We provide tailored solutions, comprehensive system integration, and advocate for automation to enhance efficiency and reduce costs.
For more information about choosing the right CRM for your mortgage business click the button below.
Custom Mortgage Content
Octo Strategies excels in crafting custom content tailored specifically for the mortgage industry, offering comprehensive solutions ranging from personalized email and text campaigns to engaging monthly newsletters and insightful blog articles. Our team understands the importance of targeted communication in mortgage marketing and utilizes personalized graphics and compelling calls to action to drive engagement and conversion as well as informative blog posts. Whether it's reaching out to consumers with informative newsletters, establishing rapport with realtors through tailored campaigns, or sharing industry insights through engaging blog content Octo Strategies ensures that every piece of content resonates with the intended audience. With our expertise in content creation and mortgage marketing, we empower businesses to effectively communicate their value proposition, strengthen relationships, and drive business growth in a competitive market landscape.
Listen to the "Minds of Mortgage" podcast for the Most Honest Conversations
Recent Episodes
We are ready.
Are you?
Contact Us