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In this 3-part guest blog series, we sit down and talk to one of our Totus subscribers in the mortgage industry. Operating in over 40 states and employing approximately 150 loan officers in the field, they were in a pivotal position of growth and were looking for technology to help them scale easily. This is their journey to the discovery of marketing automation and how it helped transform their business.

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In this 3-part guest blog series, we sit down and talk to one of our Totus subscribers in the mortgage industry. Operating in over 40 states and employing approximately 150 loan officers in the field, they were in a pivotal position of growth and were looking for technology to help them scale easily. This is their journey to the discovery of marketing automation and how it helped transform their business.

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The mortgage industry is one of many that are enjoying the benefits of marketing automation. While additional nuances and government regulations can be a challenge, the mortgage industry has found a way to benefit from the efficiency and scalability of this powerful technology. More and more mortgage companies have seen the benefits of marketing automation and are looking for more ways to expand on that growth.

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Please join us for Part 2 of our webinar series - A Mortgage Marketer’s Journey to Automation: Using the Platform. In the first installment of this webinar series, we heard one marketing director’s journey starting with learning what marketing automation is and why it is needed, to choosing a vendor and implementing the solution. This next installment will focus on best practices for using a marketing automation platform in the mortgage industry to reduce cost and increase revenue.

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As companies continue to move towards providing personalized and targeted marketing experiences, reaching customers across multiple-channels, ensuring that these marketing and advertising innovations meet industry defined compliance standards is essential. Marketing compliance standards require companies to abide by advertising and marketing laws, created to protect consumers from deceptive and unfair messaging. If your company were to receive notice that a marketing compliance audit would be conducted one week from now, would you be prepared?

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