Mortgage Marketing Optimization

Objective

To create a live representation of marketing efforts and key performance indicators to make rapid decisions in a competitive market to continually improve campaign performance.

Process

Create data warehouse infrastructure and integrate data feeds with existing systems, including data vendor(s), CRM, inbound and outbound telephone systems and loan processing software.

Result

Provided actionable insights at a pivotable micro-level. As a result, we advised client to implement changes to marketing strategy, leading to tripled response over the course of 3 months.