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Mortgage Tech Marketing Agency · For vendors selling to lenders

The mortgage tech marketing agency that builds pipeline, not just campaigns.

We help mortgage technology vendors turn conservative, slow-moving lender buyers into pipeline — with GTM strategy, SEO and content, founder-led video, and fractional CMO leadership. Twenty years inside mortgage origination, servicing, and capital markets. We speak the language and know the constraints.

Book a Discovery — 45 minSee the work
Trusted byFigureProPair20+ years inside mortgage

Why you're looking for a mortgage tech specialist

Generic B2B marketing doesn't survive contact with mortgage.

Lenders are conservative buyers in a relationship-driven, heavily regulated industry. Buying committees stretch for months. Your product sounds like every other vendor in the booth. Most agencies that say “we do mortgage” mean they have marketed a loan to a consumer — a completely different motion from selling technology to the lender.

Marketing that works in mortgage tech requires industry expertise on the vendor side, not just execution capacity. That is the entire reason this firm exists.

Why teams choose us

The bars we hold ourselves to — use them on any agency.

These are the same criteria we tell prospects to grade every firm against, including this one. If a larger execution shop or an in-house build serves you better, our guides will help you see that.

Operated inside mortgage, not just marketed to it

Twenty years inside mortgage origination, servicing, and capital markets. Domain fluency is the difference between months of ramp and a running start.

We market the vendor side, not the lender side

We work with the picks-and-shovels companies selling into lenders — not lenders themselves. Your buyer is a VP of Marketing, a CMO, or a founder making the demand-gen call, and we build for exactly that committee.

Built for skeptical lender buying committees

Mortgage buyers are conservative, risk-averse, and slow to switch. Content and outreach that earn credibility with that committee — not top-of-funnel volume that never converts a single lender.

Senior people do the work

A small, senior firm — you are not handed to a junior account team. The people in the room are the people on the account.

Compounding systems over one-off campaigns

Inbound, video, and outbound run against one ICP with one set of pipeline numbers — an engine that compounds, not a project that ends.

Named, checkable outcomes

Real engagements you can verify by name — Figure, ProPair — not anonymized logos in a deck.

How engagements work

From first call to a compounding engine.

01

Discovery

Forty-five minutes on Google Meet. We cover your current pipeline, your ideal lender buyer, and where next quarter's growth is supposed to come from. If we're not the right fit, we'll point you to a better resource.

02

90-day diagnostic sprint

Audit your current state, sharpen the ICP, fix the positioning that has your product sounding like every other vendor, and stand up the first motion — so you see traction inside a quarter, not a year.

03

Build the engine

The compounding inbound engine, the founder-led video motion, and outbound go live against the same ICP — one brief, one set of pipeline metrics.

04

Compound

Content rankings stack, the founder's audience grows, outbound dials in, and reporting ties marketing to pipeline. The system gets cheaper per lead as it matures.

Investment

Senior work, priced below a full-time hire.

Typical engagement

Starts at $8–15K/mo

Roughly 30–40% of a senior full-time hire. 90-day commitment to start, then month-to-month. Scope scales with whether you need GTM strategy, inbound, founder-led video, fractional leadership, or the full engine.

Not sure where to start? Compare fractional CMO vs. agency vs. in-house or read our mortgage tech industry overview to see where we fit.

Questions

Mortgage tech marketing agency FAQ

What makes a mortgage tech marketing agency different from a generalist B2B agency?

Mortgage is a conservative, relationship-driven, heavily regulated industry, and lender buying committees are slow to trust a new vendor. A generalist agency runs the same B2B playbook with a mortgage logo in the deck. A mortgage tech marketing agency already knows how lenders evaluate vendors, speaks the language of origination and servicing, and builds for long, multi-stakeholder sales cycles from day one.

Do you work with lenders or with mortgage tech vendors?

Vendors. We work with the technology companies selling into mortgage — AI and data, origination tooling, point-of-sale, lead-gen, compliance, and post-close — not the lenders buying it. Everything we build speaks to the lender as the buyer, which is a fundamentally different motion from marketing a loan to a consumer.

What does a mortgage tech marketing agency engagement cost?

Most engagements start in the $8–15K/month range and scale with scope. That is roughly 30–40% of a full-time senior marketing hire. Engagements typically begin with a 90-day commitment, then move month-to-month. The exact number depends on whether you need GTM strategy, inbound, founder-led video, fractional leadership, or the full Founder's Marketing Office bundle.

How fast will we see results?

Repositioning and outbound pipeline can begin generating meetings within the first quarter. SEO and content compound more slowly — typically meaningful traffic and inbound by months 4–6 — but they keep paying off long after the spend stops. The 90-day diagnostic sprint is designed so you see traction inside a quarter.

What kinds of mortgage tech companies do you work with?

Mortgage and fintech vendors — typically Series A through PE-owned mid-market — that have outgrown founder-led marketing but aren't ready for a full in-house team. AI, data, and predictive analytics; origination and point-of-sale; lead-gen and CRM; compliance and post-close; and HELOC and home-equity platforms.

Should we hire an agency, a fractional CMO, or build in-house?

It depends on whether you need execution capacity, senior strategic leadership, or a permanent team. We help you see that clearly even when the answer isn't us — see our fractional CMO vs. agency vs. in-house comparison, and our mortgage tech industry overview for where we fit.

A Discovery is forty-five minutes on Google Meet. No slides.

We cover your current pipeline, your ideal lender buyer, and where the next quarter of growth is supposed to come from. If we're not the right fit, we'll point you to a better resource. Either way you leave with something useful.

Book a DiscoveryGet The Lead Brief first