Marketing Strategies
Discover proven strategies to generate high-quality leads, enhance customer engagement, and boost ROI.
Build Future Tech
Learn innovative strategies in mortgage tech to set you apart in the industry.
Homebuyer Behavior
Revolutionary ideas, expert tips, and actionable data strategies tailored for the modern homebuyer.
Referral Partners
Cultivate enduring referral partnerships to boost mutual business opportunities.
Empower Your Mortgage Business with Proven Strategies and Expert Insights
Mastering Mortgage Marketing is your comprehensive guide to navigating the dynamic world of modern mortgage marketing. Whether you're a seasoned loan originator, CMO, or mortgage tech industry expert, this book is your key to unlocking unparalleled success in the mortgage business.
KELLY YALE
Mortgage Marketing & Technology Expert
Kelly Yale, a veteran in the mortgage industry with over a decade of expertise in seamlessly integrating mortgage technology and crafting exceptional customer experiences, is the author behind this book. Drawing from her extensive background, she shares valuable insights derived from successfully navigating the dynamic realm of mortgage marketing. Renowned for her role in developing an integrated CRM and digital marketing solution for the nation's largest retail lender, Kelly has garnered remarkable insights into the behaviors of referral partners and homebuyers. She is a trailblazer in demonstrating how data and strategic decision-making can generate opportunities, fostering a lucrative pipeline for mortgage professionals.
See what industry leaders are saying about
Mastering Mortgage Marketing
“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
“Mastering Mortgage Marketing is a must read. 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
“Kelly is always two steps ahead of the curve. She understands how to leverage data and technology in a way that drives results. If you are looking to win in '24 and get out in front of the competition, start here!”
Spencer Dusebout @ Aidium
Generate great results for your business
There is only one reason to do marketing, and that is to generate great results for your business. PERIOD. When it comes to Mortgage Marketing Kelly has mastered the F#@K out of it. She knows how to get the results and measure them and then improve them. Now that’s a one-two punch that even Mike Tyson would respect.
Alex Kutsishin, Trust Engine
