What's in this article?

Introduction to mortgage marketing in 2024
The top 10 mortgage companies and mortgage platforms of 2024
The email marketing tools that all mortgage marketing companies need in 2024 
Get your free 90-day mortgage marketing plan
The best mortgage call centers
The top mortgage CRMs, lead conversion tools, and messaging platforms
Kaleidico: mortgage marketing agency—book your Discovery Session today!

The mortgage industry has undergone significant changes in recent years, beginning even before the pandemic hit, to say the absolute least. Mortgage marketing companies have had to adapt to the ever-changing landscape and it can be overwhelming to stay on top of both market—and marketing—trends.

Prospective homebuyers and home refinancers are now looking for consumer-direct mortgage experiences to streamline the mortgage application process, compare more loan options, and track their mortgage statuses online.

Your customers are also becoming used to faster and better customer experiences. With new mortgage marketing platforms and tools, the loan cycle time has been reduced by 4-6 days

It shouldn’t be surprising that 61% of borrowers applied for a mortgage online, as opposed to in person. Does your mortgage website have an easy application process?

Graphic by Kelly Halloran

For loan officers and mortgage lenders, working with a mortgage marketing company can help drastically to improve lead generation, improve customer experience, increase efficiency, and help close more sales.

In this guide, I’ve compiled the best mortgage marketing companies, all-in-one mortgage marketing platforms, and essential tools and services you need to be aware of in 2024.

We’ll also cover the basics that you need to know as a loan officer, mortgage broker, or money lender to find the best mortgage marketing company to generate high-quality leads for you. 

Additionally, I’ll give suggestions on the most important software platforms and marketing tools that loan officers and brokers can use to support their own businesses. Especially if they work remotely or as sole proprietors of their own mortgage broker business.

We know mortgage. Stop babysitting and teaching your agency the mortgage business. Get 20 years of mortgage lead generation experience with Kaleidico.

Introduction to mortgage marketing in 2024

As you may have heard in the news, both the mortgage industry and lead generation industry are poised for big changes in 2024.

With the FCC (Federal Communications Commission) beginning to crack down on third-party lead providers selling leads, many mortgage companies should look for alternatives to buying mortgage leads.

As a way to differentiate themselves from their competitors (and to stay compliant with the FCC), lenders are turning to mortgage marketing companies and website builder platforms to handle all aspects of their digital marketing strategies, including:

  • Designing and building conversion-optimized mortgage websites
  • Generating high-quality leads (with compliant methods)
  • Researching the target audience to find prospective homebuyers and home refinancers
  • Search engine optimization (SEO) to improve a mortgage website’s visibility in Google searches
  • Writing valuable content and blogs to attract buyers through Google searches
  • Analyzing data and analytics to measure and refine marketing performance
  • Setting up pay-per-click (PPC) ad campaigns, such as Google Ads, Facebook Ads, and Bing Ads 
  • Running email marketing, social media marketing, and other digital marketing campaigns

The top 10 mortgage companies and mortgage platforms of 2024

Many mortgage companies lack an in-house marketing team that can handle managing their digital marketing strategies and web presence.

That’s why I’ve put together the list of top mortgage marketing companies and mortgage platforms in 2024 that will be able to handle most, if not all, of your digital marketing tasks.

1. Kaleidico

Kaleidico is a lead generation company for mortgage lenders and financial technology companies.

As a full-scale digital marketing agency, Kaleidico can handle all aspects of digital marketing necessary for generating high-quality mortgage leads, including:

  • Website design and development
  • Graphic design
  • Search engine optimization (SEO)
  • Content marketing, such as writing blogs, lead magnets, and other valuable content
  • Designing and running email marketing campaigns
  • Social media management
  • PPC advertising 

Over the last 15 years, Kaleidico has crafted and delivered exceptional marketing strategies through mortgage booms and busts and has delivered its own proven mortgage marketing program.

2. LenderHomePage

LenderHomePage created an all-in-one digital mortgage platform that helps mortgage companies set up and manage lender websites, apps, and consumer-facing marketing campaigns.

LenderHomePage is not a full-service marketing agency that offers personalized services, but instead created a platform and tools that help loan officers manage and design their own website themselves.

If you’ve ever needed help creating your mortgage website’s landing pages, web design, or improving SEO, then LenderHomePage’s platform might be for you.

LenderHomePage has 45 website templates to choose from including:

  • Mobile responsive designs
  • 17 mortgage calculator widgets 
  • Content management system for organizing website copy and blog content
  • Rate table widgets

3. Vonk Digital

Like LenderHomePage, Vonk Digital created a mortgage website platform that makes it easy for loan officers to set up and manage their website and web presence.

As part of their monthly or annual plan for hosting websites, there are included tools to assist with web design such as:

  • Customizable lead forms
  • Mortgage calculators
  • Blogging platform
  • Built-in loan application (Form 1003)
  • Loan program content to build landing pages
  • Thank you pages

Again, like LenderHomePages, Vonk Digital is not a full-service marketing agency but creates a platform that enables loan officers to manage their own website and lead generation tasks.

4. lenderd

Specializing in quick-launch websites, lenderd created its own mortgage website platform that offers sleek and mobile responsive designs for small-to-mid-sized law firms.

Additionally, its enterprise platform is built for companies with 20+ loan officers to offer automation at scale, according to its website.

Whereas lenderd is not a full-service marketing firm, they offer each client a team of personal representatives who can make adjustments to your mortgage website, usually within one business day.

lenderd’s mortgage website builder includes:

  • Mortgage rate tools
  • Social media automation
  • Mortgage calculators
  • Local SEO tools
  • Landing page creators

Choose from quick-launch, custom, or enterprise-level mortgage websites that are feature-rich and integrate with several CRMs and marketing platforms.

5. leadpops

According to leadpops, they have built the only full-service marketing platform designed specifically for mortgage loan officers.

Leadpops offers three different level tiers for individual loan officers, small-to-mid-sized teams, and large teams and enterprises.

Included in every bundle are:

  • Conversion Pro website
  • 75+ built-in lead funnels and lead paths
  • Built-in conversion funnels
  • Local SEO tools
  • Digital advertising tools
  • Integrations with CRMs and other tools
  • A personal representative “Success Coach” to assist clients

Leadpops does not sell leads but instead helps mortgage lenders and loan officers set up their own semi-customizable websites that also include free features such as home insurance quotes, mortgage calculators, updated mortgage rates, and pre-approval letters.

For an extra fee, clients can access their “Do-It-For-Me” marketing services which include paid ad management, local SEO, retargeting ads, reputation management, and content marketing (blogging).

6. Good Vibe Squad

According to Good Vibe Squad, their service is “the only mortgage marketing company that provides a complete Done-For-You Fractional Chief Marketing Officer (CMO).”

What this means is they provide several mortgage marketing and e-learning services to help loan officers and mortgage brokers generate more leads and close more sales. Think of Good Vibe Squad as your own personal chief marketing officer who handles all of your marketing for your money lending company.

Their services include customized lead generation programs that involve a hybrid automation system to generate leads and warm them up before entering them into book appointment slots, sales coaching, a proprietary CRM, and loan officer coaching.

7. Mortgage Coach

Mortgage Coach provides a software platform called “Total Cost Analysis” that gives mortgage lenders a personalized profile and an intelligent platform for showing mortgage costs to customers.

Mortgage Coach does not provide web design services, instead, its smart platform allows loan officers to upload their photos and create a profile that displays total cost analysis.

This platform is used to communicate with potential buyers and enhance the borrowing experience by displaying smart calculators, charts, and data to show customers their mortgage options and costs over time.

Think of Mortgage Coach as a tool that helps close more sales and helps steer the conversation about the price to advice on getting a mortgage.

8. Sales Boomerang

Sales Boomerang’s intelligence platform is used for improving conversions and showing mortgage rates all in one.

In fact, Sales Boomerang has actually merged with Mortgage Coach to create the new Sales Boomerang Product Suite that’s used for displaying rates and terms, cashout, and other database intelligence reports.

As of right now, however, both websites remain as separate URLs and domain names but know that Sales Boomerang and Mortgage Coach have recently merged in late 2022.

9. Roar Solutions

Roar Solutions is a professional website design and digital marketing agency for mortgage brokers, mortgage agents, loan officers, and real estate brokers.

Unlike many others on this list, Roar Solutions is a marketing agency that will assist and perform much of the website creation and digital marketing for loan officers — not just a do-it-yourself platform for loan officers.

Roar Solutions offers a variety of digital marketing services such as:

  • SEO
  • Social media management
  • Landing page creation
  • Tons of templates for customizable and semi-customizable websites
  • Lead paths, funnels, and contact forms

10. Mortgage Broker Marketing

Mortgage Broker Marketing is a San Diego-based online marketing and web design agency for mortgage brokers.

MBM’s main goal is to generate high-quality mortgage leads for their clients by offering:

  • A custom mortgage broker website
  • SEO
  • Social media marketing
  • Reputation management
  • Email marketing
  • Retargeting and paid ads 

Additionally, they offer a training guide filled with blog posts, training guides, and videos.

Schedule a strategy session with Kaleidico to fill your pipeline in 2024.

The email marketing tools that all mortgage marketing companies need in 2024 

You already know that most people are not ready to close a mortgage on the first phone call or consultation. 

That’s why you need to use email marketing platforms to automate lead nurturing and follow up with your leads.

Below are our top email marketing platforms to help you get in more touch points with your leads until they’re ready to close their mortgage.


Mailchimp is the biggest name in email marketing platforms and is the lead all-in-one marketing and commerce platform for entrepreneurs, including mortgage brokers, loan officers, and money lenders.

Mailchimp’s platform includes:

  • Marketing automation
  • Email marketing
  • CRM
  • Analytics
  • Small business marketing
  • Landing page creation
  • Digital ads
  • Insights and analytics

You really can’t go wrong with using Intuit’s MailChimp email marketing and CRM platform. It has everything you need.


ActiveCampaign is a cloud-based software platform for email marketing, sales automation, and CRM.

If you research ActiveCampaign vs. MailChimp, you’ll see these two options go toe-to-toe. On one hand, MailChimp is simpler whereas ActiveCampaign is more robust with advanced features.

Both options have all the basic features that you’d need in a CRM and email marketing platform, it just depends on the level of advanced features you need.

For example, with ActiveCampaign you can include SMS messages as part of your automated campaigns — MailChimp is a bit more limited when it comes to texting.

In short, ActiveCampaign and MailChimp both have pretty much all the same features that you’d want for mortgage marketing. Given the choice between the two, it’s completely up to you, but if you’re more experienced with email marketing, I’d say choose ActiveCampaign. 

If you’re looking for something easier, then choose MailChimp. Otherwise, they’re both great CRMs.

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The best mortgage call centers

If your mortgage company isn’t equipped to handle a large volume of incoming phone calls, then you may want to consider outsourcing phone calls to these mortgage call centers so you never miss another phone call again.

Squeeze Media

Squeeze Media is a call center and business process outsourcing service provider in Utah.

Their goal is to help “accelerate sales, grow revenue, and increase profitability” by letting your sales team focus on closing sales while they handle incoming phone calls and new leads.

According to Squeeze’s website, they will maximize lead conversion by warming up leads and setting up live phone transfers to your sales team to finalize the sales process.

If you need more help answering phone calls, then consider hiring Squeeze Media to handle new customer acquisition, portfolio retention, and customer service.

Anomaly Squared

Anomaly Squared is a call center and customer contact service provider for sales teams, including mortgage brokers.

They will handle inbound calling and outbound calling, sales lead management, lead qualification, and pre-screening.

Don’t let your new leads reach a voicemail again. Improve your conversion rates by directing your callers to Anomaly Squared’s inbound call center to warm up new leads before you reach out to them.

Get 50+ Mortgage Marketing Ideas from Kaleidico.

The top mortgage CRMs, lead conversion tools, and messaging platforms

A customer relationship management (CRM) system is important for mortgage brokers to help them manage and organize customer interactions so they never let a lead slip through the cracks.

CRMs let you track leads, view loan applications, view communication history, and follow up all from the same platform.

Below are our recommendations for the best CRMs and lead conversion tools for loan officers, money lenders, and mortgage brokers.


Botsplash is a software company that created an omnichannel consumer engagement platform used to automate chatboxes. In other words, they created the ultimate chatbox software that lets you use Facebook Messenger, text, Google Business Messages, voice and video calls, and more messaging services all from the same platform. Now instead of having to log in to all of those sites at once, you can log into Botsplash to monitor all of your incoming and outgoing chat messages. 

With Botsplash’s platform, business owners can use automated live chat or monitor chats personally, or set up canned responses for when they’re out of the office, never missing another incoming chat again.

You can also use Botsplash’s outbound SMS campaigns to send texts, see their open rates, and see your spam rates.

If you need a platform that can handle chat capabilities for your website and social media all in one, then consider using Botsplash.


BNTouch is the most feature-rich mortgage CRM on the market according to its website.

The BNTouch Mortgage CRM includes a full suite of features to stay in contact with leads through email, live chat, and SMS messages.

The platform even can build websites, distribute leads among a sales team, and has many built-in features necessary for mortgage websites such as:

  • Digital 1003 application
  • Customized video marketing
  • Integrations with tons of marketing platforms, such as Outlook, Zapier, LOS

BN Touch Mortgage CRM can handle:

  • Email marketing
  • Document management
  • Contact management
  • Sales pipeline management
  • Lead management
  • And more


Verse is an automated SMS message service that uses AI and machine learning to “capture, engage, and convert more customers with SMS conversations” according to its website.

Because text messages receive drastically higher open rates (around 98%) loan officers have increasingly tried to use SMS messaging to close sales. Essentially, you’re using Verse’s AI program to send text messages and chat with customers while you’re busy closing more sales.

The problem is loan officers aren’t always able to send texts as rapidly as new leads come in. This is where Verse’s automated SMS messaging service works to send instant 24/7 responses and consistent follow-ups with leads using AI bots to chat with your prospective customers.

Kaleidico: mortgage marketing agency—book your Discovery Session today!

Kaleidico is a leading mortgage marketing agency and lead generation firm for mortgage brokers, loan officers, and financial technology companies.

We’ve generated mortgage leads through booms and busts since 2005, and we’ll help you generate more high-quality mortgage leads to fuel your mortgage business in 2024.

You handle the sales, loan application, and processing. We’ll bring the leads. Schedule a strategy session with Kaleidico’s mortgage marketing team today

Photo by Anna Shvets from Pexels

About Matthew Dotson
Matthew Dotson is a freelance writer experienced in blog, copy, and technical writing. He covers everything from marketing and digital advertising to technology and senior living. Previously, he worked for a Y Combinator tech startup in the Silicon Valley and traveled the country covering auto shows for Ford Motor Company. Matthew is also a multi-instrumentalist who composes, produces, and records original music. He enjoys photography, videography, fine art, and cinema.

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