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Insights for consumer-direct growth

Expert insights on consumer-direct lending, data-driven marketing, and growth strategy.

Conventional Cash-Out: the Pipeline Builder You’ve Been Under-Marketing

Rates move. Purchase seasons swing. But homeowners’ need for liquidity? That’s stubbornly consistent. Conventional Cash Out is sill the largest cash out opportunity.

Term Reduction: The Undermarketed Refi Campaign That Produces Warmer Calls and Better Conversions

How direct-to-consumer lenders can turn “not enough savings” into a high-intent pipeline

Understanding the 5 Reasons Homeowners Refinance

A DTC Thought Leadership Series by Richard Aziz Grieser & Snizhana Birkus.

19 Best Resources for Loan Officer Training on the Fly

We get it. You’re on the phone 12 plus hours a day. How the hell are you supposed to take time out for training? Well wakey wakey frosted flakey, you can’t afford not to.

Direct Mail News: Top Takeaways from the 2022 Postal Service Reform Act

The legislation mandates that USPS deliver mail and packages six days a week—excluding federal holidays, natural disasters, and animals on the loose. In years’ past, cost-cutting plans have threatened Saturday service.

Lead Generation During a Rising Rate Market

With refi mortgage applications down 52% from last year and rates inching over 4%, many lenders have begun the rising rate shuffle. We've all seen this dance before. It starts by changing things slightl

Direct Mail Marketing Data Gets A Much-Needed Infusion of Technology

Consumers today are accustomed to personalized experiences across the board – even in advertising – and mortgage lenders need to keep pace with those expectations to gain business. By applying proprietary technology to the same data us

Monster Makes Inc. 5000 List

NEW YORK, August 12, 2020 – Inc. magazine today revealed that Monster Lead Group is No. 4137 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic se

Better Lead Generation Campaigns for Mortgage Lenders

Delivering direct mail mortgage acquisition campaigns is tough. From designing the marketing creative to working with mail houses, mortgage professionals struggle with the amount of effort involved to get to the point where the envelopes are ready to be metered for postage.

Maximizing Capacity with Better Marketing

Things are great, right? Now, more than ever, prospective mortgage buyers and refinancers are everywhere. Just recently, industry experts identified more

4 Tips to Effectively Manage Non-remote Remote Teams

First and foremost, I hope everyone out there reading this is staying sane, practicing social distancing, and learning some useful techniques for emotional well-being while trapped in the house for significant periods of time.

What the Top 5 Lenders Don’t Want You to Know About Conventional Loans

Everyone desires to be ahead of their competitors and I’m going to show the best way to deal with conventional loans, especially the core ideas top lender uses.

How to Market, Sell & Close More Mortgage Loans in Any Market

In this video, mortgage industry sales guru Daniel Nicart (SalesRemastered.com) and mortgage marketing expert and CVO Ken Bartz (MonsterLeadGroup.com) reveal the secrets of predictable, repeatable sales for both Sales Managers and MLOs.

The Secret to Selling Loans in a Rising Rate Market

With consumers hanging onto low interest rates, many mortgage professionals are strategically focusing on sales of cash-out refinance options. Pivoting toward these alternative options is definitely a step in the right direction.

Sometimes Risk is Your Safest Bet

There have always been times and situations in which taking a risk is the least dangerous thing to do—rock-hopping across a deep, fast-moving mountain river when a grizzly's after you, for instance, or climbing a cliff when you've been trapped in a sandy cove by the incoming tide. But the contemporary business world, as Zuckerberg notes, while no

AI And The Future Of The Mortgage Industry

The technology space is constantly evolving — but it’s one space where many feel the mortgage industry is behind the power curve. But now powerful tools like artificial intelligence and machine learning — once the stuff of science fiction — are becoming reality. And that’s one area where the industry needs to be at the cutting edge.

How To Keep Doing More Than $10M a Month in Loan Volume

The famous English actor Lawrence Olivier, so the story goes, had just pulled off the performance of a lifetime. After four curtain calls to standing ovations and raucous cheers from the audience, Olivier, to the surprise and bafflement of his fellow cast members, dashed backstage to his dressing room, locked the door, and refused to talk to anyone.

Frequently Asked Questions

Answers to the most common questions from lenders making the shift to smarter marketing.

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