The people behind the playbooks

Written by people who have filled a pipeline

Every article on this site is filed by one of three subject-matter voices, and each owns a different part of a mortgage marketing stack: the website and the local search around it, the personal brand and the reviews that support it, and the CRM automation underneath.

3 writers · 93 published articles · mortgage only

Jordan Hale

Mortgage Marketing Strategist

Charlotte, NC

Jordan spent nine years helping loan officers and brokerages turn their websites into their best referral source.

Mortgage website conversion
Loan officer lead generation
Local SEO for mortgage

31 articlesRead their work →

Alyssa Romano

Loan Officer Growth Consultant

Scottsdale, AZ

Alyssa came up originating loans before moving to the marketing side, so she knows what a borrower actually needs to see before they apply.

Loan officer branding
Reviews & reputation
Referral-partner marketing

31 articlesRead their work →

Marcus Bell

Mortgage CRM & Automation Lead

Tampa, FL

Marcus builds the systems behind high-volume mortgage teams: CRM pipelines, automated follow-up, and reporting that branch managers trust.

Mortgage CRM pipelines
Marketing automation
Multi-officer & branch rollouts

31 articlesRead their work →

On attribution

Bylines you can trace

Each byline links to the writer who filed it and the area they cover, so you can judge a playbook by who wrote it. These are the site's editorial voices, writing from mortgage marketing and website implementation experience. None of them is a licensed loan originator, and nothing published here is a rate quote, a lending decision, a pre-approval, or advice about a specific borrower's loan.