Professional implementation of your marketing resources so you can focus on what matters most.
You Have the Tools. But Who's Running Them?
Your organization invests heavily in marketing infrastructure - CRM platforms, integrated systems, compliant content libraries, approved social media templates, and sophisticated automation tools. Marketing professionals create everything you need to succeed. The resources are enterprise-grade and ready to deploy.
Individual execution falls on you - the loan officer. You're expected to manage campaigns, schedule social posts, coordinate co-marketing initiatives, trigger journeys, and maintain consistent follow-up cadence. But your time is better spent on client relationships and loan origination, not marketing operations. Without dedicated ownership, execution becomes reactionary rather than strategic.
Despite having best-in-class tools, most LOs see inconsistent results. Marketing becomes request-based rather than proactive. Systems sit underutilized. Corporate investments deliver minimal ROI at the individual level. Journeys are started but not maintained. Social presence is sporadic. Reviews aren't systematically requested or responded to, leading to missed SEO traffic. The gap between available resources and actual execution creates ongoing missed opportunities.
No one owns cadence, sequencing, journeys, or follow-through at the individual LO level.
Your Dedicated Marketing Technician
AMA serves as your dedicated marketing operations team - a seamless extension of your business that implements and manages your corporate marketing infrastructure on your behalf. We don't replace your organization's marketing department; we activate their tools and execute their strategies at the individual loan officer level. Every campaign, journey, and touchpoint is managed using your existing approved systems and content.
Everything we execute uses your organization's approved platforms, content libraries, and compliant assets. No rogue tools, no unauthorized content, no workarounds. We maximize the systems your company has already invested in.
Corporate compliance, brand standards, and regulatory guardrails guide every action we take. We understand mortgage marketing compliance and ensure every execution meets your organization's requirements and industry regulations.
Marketing effectiveness requires consistent execution over time. We maintain your cadence, manage your approved campaigns, execute scheduled touchpoints, and ensure follow-through - week after week, month after month. Your existing marketing systems run consistently and reliably.
For Individual Loan Officers
Comprehensive setup, configuration, and ongoing management of your marketing technology stack. We handle all marketing systems implementation, campaign library organization, asset management, and platform integration. Your systems become operational assets rather than dormant tools. We manage permissions, troubleshoot technical issues, coordinate with corporate IT, and ensure seamless data flow between platforms.
We manage your existing marketing automation systems and customer journeys on your behalf. Using the platforms and content already approved by your corporate compliance team, we handle ongoing execution, monitoring, and maintenance of your automated campaigns. Your journeys stay active, data flows correctly, and your marketing automation runs consistently without requiring your daily involvement.
Professional monitoring and response management for your online reviews. We respond to every review with a high degree of consistency and professionalism, ensuring that every review receives a timely, appropriate reply. By maintaining an active, engaged online reputation presence, we help strengthen your credibility and demonstrate your commitment to client satisfaction.
Consistent social media execution using your organization's corporate-approved content library. We select relevant posts from your available assets, schedule them across your platforms, and maintain consistent posting cadence. Your social channels remain active with compliant, on-brand content without requiring your daily attention. We handle post scheduling and maintain your social presence using only pre-approved materials.
Execution support for realtor partnership campaigns using your approved co-marketing tools and materials. We coordinate campaign launches, manage scheduling of co-branded materials (within your compliance guidelines), execute joint promotions, and maintain partnership momentum. We handle the operational details of your referral partner marketing using your organization's approved systems and templates.
Strategic Adwerx campaign setup, targeting optimization, and ongoing performance monitoring. We manage your digital advertising budget to ensure consistent reach to your target audience - homebuyers, homeowners, and referral partners - while you focus on converting leads into closed loans.
Simple, Strategic, Sustainable
We begin with a comprehensive discovery process to understand your current marketing infrastructure, existing systems, and available resources. We audit what you already have access to, identify underutilized tools, and assess your corporate-approved platforms. Within 2-3 weeks, we deliver an implementation roadmap focused on activating your existing marketing assets and ensuring compliance with your organization's standards.
We implement and configure your existing marketing systems using the platforms, content, and automation tools already approved by your organization. Every setup follows your corporate compliance standards and uses your pre-approved asset libraries. You review and approve the implementation plan, then we handle the technical execution. Launch happens seamlessly, with your marketing infrastructure transitioning from setup to active operation.
Marketing operations run on a consistent, predictable cadence. Campaigns deploy on schedule, journeys trigger automatically, social content publishes consistently, review requests send systematically, and co-marketing initiatives stay on track. We handle day-to-day execution while you focus on client conversations and loan origination. Your marketing presence becomes a reliable constant rather than a sporadic effort.
Your marketing operations continue running consistently. We monitor performance data, maintain system functionality, ensure campaigns execute as scheduled, and keep you informed through regular reporting. We coordinate with your corporate marketing team when adjustments are needed and handle the day-to-day technical management so your approved systems stay operational and effective.
Simple, Transparent Packages Designed for Growth
Your Marketing Stack, Operational
Marketing Aligned to Production
Embedded Marketing Operator
| Service / Feature | Foundation | Growth | Elite |
|---|---|---|---|
| Monthly Price | $999/mo | $1,999/mo | $2,999/mo |
| Quarterly Price | $899/mo | $1,799/mo | $2,699/mo |
| Core Services | |||
| Marketing Platform Setup & Management | |||
| Automated Customer Journeys | 5-7 Core | 10-12 Advanced | 15-20 Comprehensive |
| Email Campaign Management | |||
| Social Media Management | 3x/week | 5x/week | Daily + Reels |
| Review Request Automation | |||
| Adwerx Ad Management | |||
| Monthly Content Calendar | |||
| Co-Marketing & Partnerships | |||
| Realtor Co-Marketing Campaigns | — | 2-3 per quarter | Unlimited |
| Partner Expansion Strategy | — | — | |
| Performance Management | |||
| Performance Review Calls | Bi-monthly (30min) | Quarterly (60min) | Monthly (45min) |
| Quarterly Business Reviews | — | — | |
| Campaign Coordination Support | — | — | |
| Campaign Performance Monitoring | — | ||
| Database Segmentation Support | — | ||
| Reporting & Analytics | |||
| Performance Reporting | Quarterly | Monthly | Monthly + Advanced |
| Custom Dashboards | — | — | |
| Market Data Sharing | — | ||
| Support | |||
| Support Response Time | 24 hours | 4 hours | 2 hours |
| Support Channels | Email + Phone | Email + Phone + Priority | |
| Dedicated Account Manager | — | — | |
Terms: 6-month minimum commitment • 45-day cancellation notice after initial term
Expand Your Capabilities with Modular Services
Professional design and copywriting for custom marketing assets that go beyond your corporate content library. We create personalized flyers, social graphics, email templates, landing pages, and promotional materials tailored to your specific campaigns and local market. All content is designed for compliance approval before deployment.
Custom PricingComprehensive multi-channel marketing campaigns for client appreciation events, homebuyer seminars, realtor networking gatherings, or community sponsorships. We handle pre-event promotion, registration management, reminder sequences, post-event follow-up, and ROI measurement. Turn events into lead generation and relationship-building opportunities.
Starting at $750/eventEvery action we take operates within your organization's compliance framework and brand guidelines. We understand that mortgage marketing is heavily regulated, and we treat compliance as non-negotiable. All content comes from your approved libraries, all campaigns use your sanctioned platforms, and all execution adheres to your corporate standards. We activate your organization's marketing investment by implementing it consistently at the individual level - we never circumvent, contradict, or replace your corporate marketing infrastructure.
Stop letting your marketing infrastructure sit underutilized. Let us handle the execution so you can focus on what you do best—building relationships and closing loans.
Contact us to discuss your current marketing challenges, infrastructure, and business goals. We'll determine which service tier aligns with your needs.
We'll deliver a comprehensive proposal outlining services, implementation timeline, deliverables, and pricing. Everything is customized to your specific situation.
Once you approve the proposal, onboarding begins immediately. Within weeks, your marketing operations transform from reactive to proactive, from inconsistent to systematic.
liz@amarketing.agency