Our veteran team delivers more than promises – we deliver results. Since 2014, we've helped mortgage businesses optimize their processes, reduce costs, and unlock sustainable growth. With over $70+ billion in transactions managed through our solutions, we know what works. We don't just suggest improvements – we implement them, creating streamlined systems that drive real revenue growth and operational efficiency.
Brand
Logo. Tagline. Value Propisition. Company Culture. Swag. Merch. Thought Leadership. Fliers. Business Cards. Print. Mailers.
Digital & Social
Web. SEO. Ads. Funnels. Video. Social Strategy. Content. Scripting. Reputation Management. Social Account Management.
Automation
Connection. Personalized Customer Journeys. Automated Agent Relationships. CRM Dev.
Data Curation
Milestone Credit Data. Behavorial Data. Datbase Mining. Segmenting Professioal Audiences & Future Pipeline.
Expert Mortgage C-suite to work fractionally with your company
We Provide Services to Support Growth
Recruiting
Create a branded recruiting process, system, advertising, relationship curation, video integration, and strategy for your branches or recruiters.
Onboarding & Training
Onboarding and training automation makes for better hiring. A 90-day success strategy allows new hires to feel successful and part of the culture.
CRM & Marketing
Proven process, automated marketing for data segmentation and curation. Weekly LO strategy for ads, video, content, social, thought leadership, and relationship creation. Website expertise. SEO.
Sales Training
We build individualized, compliant strategies for sales success. Trusted tech stack integrated into CRM with complete customer journey and delivered sales opportunities.
Systems & Tech Management
We review the tech stack, integrate into CRM, collaborate on data security and create one tech team moving in tandem, zero partner redundancy, and full dedication to keep innovating.
Revenue & Strategy
Transparently run the success model and streamlined costs. Teach PNL best practices, outsource needless tasks, and generate revenue.
From Personal Brands to Enterprise Solutions, OCTO Builds Trust
The Sharpe Mortgage Team
The Sharpe Mortgage Team, a mortgage lender in Winston-Salem, North Carolina, found their unique brand story in their three lovable dogs. We created an endearing brand around this theme and designed a custom website to showcase their services and build SEO. Their trust in us extends beyond design, as we've been on marketing retainer, handling all their marketing needs from social media management to data curation.
Dream Home Lending
Dream Home Lending, a mortgage lender spanning Texas and the Southeast US, needed a brand as solid as the homes they finance. We crafted an encompassing brand identity, designed their website, and even provided physical marketing items like banner stands, business cards, promotional items and yard signs.
Amber Brittain Mortgage Lending Team
The Amber Brittain Mortgage Group, based in Birmingham, Alabama, needed a website to showcase the unique brand of their team. We developed a website that not only reflects their services but also captures the essence of their distinct team spirit, standing out in the competitive mortgage lending market.
FinLocker
Octo Strategies worked with Finlocker to create an email campaign aimed at educating users about the app's functionalities and benefits, with a focus on expanding their referral network. The campaign aimed to encourage users to spend a few minutes each day learning about the app's features to maximize its benefits.
Minds of Mortgage
Minds of Mortgage, a podcast aiming to revolutionize the mortgage industry through introspective and insightful conversations, sought to establish a compelling brand identity and a functional website to host their episodes.
Vault Financial Services
As a new player in the financial services industry, the company required a strong and credible brand presence to attract investors and borrowers alike. Octo Strategies was tasked with developing a complete brand identity and digital footprint.
Processing Mavens
For Processing Mavens, we took their mission of helping mortgage loan officers outsource their loan processing to the digital realm. With a tailor-made website, we showcased their services, simplifying the process for both loan officers and their clients.
Mexican Dream Loan
For Mexican Dream Loan, we harnessed the vibrancy and excitement of Mexico to craft a website that truly captures the essence of this exciting venture. Using bright and lively colors, we showcased their services while maintaining the fun spirit of Mexico itself. Mexican Dream Loan serves as the ultimate concierge, ushering clients into the world of homeownership in Mexico. We designed a website that acts as the perfect guide, assisting clients in their quest to discover and finance their dream homes south of the border.
Impact Loan Team
For Impact Loan Team, Octo Strategies delivered a complete branding overhaul. This included the creation of a modern logo and a user-friendly website that clearly communicates their services and values, positioning them as a trusted partner in the mortgage lending industry.
Wendy Thompson Lending Team
Wendy Thompson Lending Team partnered with Octo Strategies on a comprehensive monthly retainer. We developed a new brand and logo, revitalized her social media presence, and optimized her business operations and technology infrastructure, ensuring a cohesive and efficient workflow.
We Can Help Your Real Estate Partners
The Ashley Lay Real Estate Team
Ashley Lay Real Estate, a prominent team in Winston-Salem, NC, was looking for a website that would not just highlight their services but also introduce their exceptional team, offer valuable moving guides, and integrate IDX and MLS feed through Chime. Our collaboration with them resulted in a website that elegantly brings together all these elements, making the home buying process smoother for their clients.
The Rayner Home Group
The Rayner Home Group, based in Houston, TX, acts as a bridge between homebuyers and home builders, simplifying the process of purchasing new construction homes. In addition to building a brand for them, we created a website that serves as a lead capture tool and educates potential buyers about the advantages of new construction homes.
People Believe in Us
“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
“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
"I have been working with the team at Octo for 10 years. Their platform development and automation has been a core reason for my mortgage success. I would use any platform they were behind."
Ashley McKenzie-Sharpe @ Highlands
