RateSmart Mortgage: $234M Loan Volume

Rate-triggered ad campaigns plus existing customer refinance outreach.

Mortgage Refinance
0$M 0$M
Loan Volume
0+ 890+
Loans Closed
0% 67%
Refi Clients
$234M

Loan Volume

The measurable impact we delivered for Mortgage business growth in just 12 Months

What They Were Facing

Rate-sensitive market with narrow windows of opportunity.
Challenge faced by Mortgage business

Pain Points We Addressed

Low Online Visibility

Struggling to appear in local search results when mortgage customers needed their services

Inconsistent Lead Flow

Unpredictable customer inquiries making it difficult to plan and scale

Slow Growth Rate

Competitors gaining market share while growth remained stagnant

The Solution

Our Proven Methodology

Discovery & Audit

Comprehensive analysis of RateSmart Mortgage's current performance, competitive landscape, and growth opportunities

Strategic Planning

Custom PPC + Email roadmap built on The Three H's: Honesty, Humility, and Hard Work

Implementation

Rate-triggered ad campaigns plus existing customer refinance outreach.

Optimization & Scale

Continuous monitoring, testing, and refinement to achieve $234M Loan Volume

Transformation Overview

Before Optymizer

  • Limited online visibility
  • Few qualified leads
  • Unpredictable growth
  • Manual processes

After Optymizer

  • $234M Loan Volume
  • Consistent lead pipeline
  • Predictable revenue growth
  • Automated systems
"Working with Optymizer has transformed our digital presence. Their team's expertise in PPC + Email and dedication to results is unmatched. We achieved $234M Loan Volume in just 12 Months."

Business Owner

Mortgage, Professional Services

Key Success Factors

What Made This Work

Strategic Focus

Data-driven PPC + Email approach targeting high-value opportunities with measurable KPIs

Continuous Optimization

Ongoing testing and refinement based on real performance data

Partnership Mindset

Collaborative approach aligned with RateSmart Mortgage's business goals and growth targets

Ready to Achieve $234M Loan Volume?

Let's discuss how our proven PPC + Email methodology can deliver similar results for your Mortgage business.

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(719) 440-6801