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Mortgage Marketing Agency


Why Kaleidico?

Kaleidico creates mortgage marketing strategies that generate online mortgage leads. We’ve generated mortgage leads through booms and busts, since 2005. Our mortgage and fintech expertise is your competitive edge. 

Kaleidico brings deep, unique experience in marketing for mortgage lenders and mortgage lead providers. Over the last 15 years, we’ve crafted and executed marketing strategies through booms and busts, advising large national consumer-direct lenders, mid-market branch lenders, and small savvy fintech startups.

Download Kaleidico’s comprehensive Mortgage Marketing Capabilities Brief to review, and share with your leadership team, our proven strategic process for transforming traditional branch operations to consumer-direct lead generation powerhouses.

Incredible Upside to Most Mortgage Websites

Too many mortgage websites sit idle, online ghosts, that consumers rarely find. Even when they do stumble into many of these neglected sites, they can’t check mortgage rates, run what-if scenarios on a mortgage calculator, or start their mortgage loan application process. 

This is our starting point for most of our new mortgage clients.

Mortgage Marketing Strategies

Most mortgage lenders are sitting in one of these four categories of opportunity:

  1. No Internet mortgage lead generation
  2. Buying all of your leads from lead aggregators or rate tables
  3. Generating all of your leads from direct mail or other offline marketing
  4. All leads are generated by individual branches and loan officers

All of these situations can be fertile ground to create incredible new consumer-direct, online mortgage lead generation.

Marketing Strategy Framework

The mortgage industry has always been a sales-driven business, and probably always will be. 

But, if you want to blow the lid off of your growth then you need to create a mortgage marketing lead generation system to feed your sales process.

Kaleidico’s mortgage marketing framework has been developed over the past 15 years, in good and bad mortgage markets. 

  • Deep dive and custom strategy development – Every mortgage business is unique. Kaleidico takes the time to understand your unique positioning and leverage that in our strategies
  • Lead generation focused web design – Your website should be your most powerful and economically efficient source of mortgage leads. Our mortgage-specific, experienced design team gets you there. 
  • Audience development – All mortgage leads flow from your visibility and positioning in the consumer market. Our expertise in PPC, SEO, content marketing, and email marketing gets you noticed and grows your brand awareness.
  • Conversion rate optimization – Getting consumers to see your brand and visit your website is expensive. That’s why we spend so much time focused on conversion. We specialize in squeezing every dollar of revenue possible out of your marketing budget. 
  • Tight sales process integration – If there is a secret sauce to our framework, it’s our insistence on tight integration and a feedback loop with your sales process. When we deliver a lead we want to help you generate immediate wins. So, we dig in with your sales team to make sure you get great leads and those leads are getting exceptional follow-up and follow-through.

Mortgage Marketing Elements & Strategies

Brand Strategy

Every mortgage marketing plan we design is built to position you for the long-term. We want to give you a strategy that geometrically grows you in booms and sustains you (and gains market share) during inevitable busts.

This is why Brand Strategy is a part of every one of our mortgage marketing engagements.

Audience Development

We do more than drive fleeting web traffic. We develop marketing strategies that grow and capture audiences that are familiar and loyal to your brand. 

Every Google Ads, SEO, content marketing, social media, and email marketing campaign layers on positive impressions in the market. 

Capturing audiences generates referrals, makes sales easier and stocks the pond for leaner times. 

Lead Generation

We don’t do anything without asking, “how does this generate a mortgage lead.” This is our ultimate Key Performance Indicator (KPI) and business objective.

Sales Process

Since we generate sales leads for a living, it’s essential that we are tightly integrated with your sales process.

Kaleidico requires that every lead goes into your CRM and lead allocation and initial allocation are automated. 

We’ll assist you with this, but in our experience, this is critical to maximizing your return on advertising spends – we don’t want you to waste a single dollar.

Uniquely Deep Industry Experience

You’re not going to find a more experienced mortgage marketing team. Bill Rice and the Kaleidico team have been in the mortgage market since 2000! 

We’ve built mortgage marketing and online lending platforms during refi booms, pivoted during “mortgage meltdowns,” and created new and innovative fintech programs in the latest boom. 

We are unmatched mortgage marketing veterans.

Proven Process Yields Consistent Results

Our mortgage lead generation process has been refined and perfected in good and bad mortgage markets from 2005 to the present – from refi boom to mortgage meltdown and back to refi boom.

Kaleidico’s mortgage savvy team combines highly experienced strategists, exceptional web and user experience design, disciplined software development, and data-driven Content, SEO, PPC, and email marketing tacticians.

This combination of a proven process and experienced mortgage marketing team yields consistent lead generation results.

Examples & Services

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90-Day Marketing Plans
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Web Design
PPC
SEO
Content Marketing
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Landing page optimization
Conversion rate optimization
Lead form design and optimization
Custom mortgage rate experiences
Custom mortgage calculators

Schedule your discovery call today

If you’re looking for a bigger and badder growth strategy in the next quarter or year, you need to talk to us. Our initial consultations are free and I guarantee you’ll come away with at least one killer idea.

Schedule your discovery session and we’ll spend 30 minutes together discussing your business objectives and sharing how we’ve helped clients, in the mortgage industry, build more effective brands and lead generation platforms. Pick a time that is convenient for you and your team.

Download and review our mortgage case study deck with your team before our meeting. Come with questions. We love a lively conversation.