For mortgage brokers and loan officer team leads
More booked consultations. Every funded loan traced to its ad.
Neyo runs your ads, follows up with every new borrower right away and books the consultation. Every ad goes through your compliance review before it runs. A strategist who knows the mortgage business manages it and answers for funded loans, not clicks.
Book a call- First-time buyer, purchaseGoogle SearchPre-approved$365,000
- Cash-out refinanceMetaConsultation booked$280,000
- VA purchaseMicrosoft AdsIn underwriting$410,000
- Move-up buyer, jumboGoogle SearchFunded$920,000
- Ad click
- Instant reply
- Pre-approval
- Funded in Encompass
Loan amounts from Encompass
01 · The problem
Most mortgage marketing stops at the lead.
What most mortgage brokers do
Lean on realtor referrals, buy rate-shopper leads, and run a few ads judged by clicks and cost per lead.
Why it fails
Rate shoppers fill out forms with several lenders at once, and purchase buyers can take months to find a home. None of it connects to your loan software, so a lead that never answers looks the same as a funded loan.
What it costs you
Borrowers who wait for a call often go with the lender who reached them first. Pre-approved buyers go quiet while they search, and nobody can say which marketing led to a funded loan.
What Neyo does instead
Every ad, reply and consultation is tied to the loan it produced in your loan software, however long it takes to fund. Your strategist moves budget toward the campaigns that fund loans, and between purchase and refinance as the market shifts.
02 · What we run
Everything between the ad and the funded loan.
One system, run by software every day and managed by a strategist who knows how borrowers shop for a mortgage.
Ads
Google, Meta and Microsoft ads for the loans you want most: purchases for first-time and move-up buyers, refinances and VA loans.
Landing pages
Pages for each loan type and each market you're licensed in, built to start a pre-approval or book a call.
Instant follow-up
Every new borrower gets a text or email right away, through channels your compliance team approves, before another lender reaches them.
Booking
Borrowers book a consultation with a loan officer directly, without the phone tag.
Revenue attribution
Each funded loan in your loan software is traced back to the ad that started it, even months later, so you see funded loans by campaign.
Your strategist
Knows the mortgage business, manages the whole system with you and answers for booked consultations and funded loans, not clicks.
03 · Measurement
How we measure success for mortgage brokers.
Every number comes from your loan software and your ad accounts, not estimates. These are the ones your strategist reports on.
Booked consultations by campaign
How many consultations each campaign put on your calendar, not how many forms it collected.
Pre-approvals by campaign
Which campaigns bring borrowers who are ready to buy, not just people checking rates.
Funded loans by campaign
The loans in your loan software traced back to the ad that started each one, however long they took to close.
Cost per funded loan
What you paid in ads for each loan that funded, by campaign and by loan type.
Funded volume for every ad dollar
So you know which campaigns to grow and which to cut.
Time to first reply
How fast new borrowers hear back, before they talk to another lender.
04 · How it works
From first call to funded loans in three steps.
- 1
Connect your loan software and ad accounts
We connect Neyo to Encompass, Arive or Jungo during setup, so every funded loan is traced back to the ad that started it. Your ad accounts and data stay in your name.
- 2
We launch and run it
Your strategist builds the plan around the loans you want and the markets you're licensed in. The platform runs the ads, the follow-up and the booking.
- 3
You see funded loans by campaign
See consultations, pre-approvals and funded loans for every campaign, straight from your loan software.
05 · Comparison
How Neyo compares for mortgage brokers.
| AI-only marketing tools | Typical agency | Neyo | |
|---|---|---|---|
| Who runs it | You do, inside the software | An account team that also serves other clients | The platform, every day, managed by your strategist |
| Who answers for results | Nobody | An account manager, once a month | A strategist who knows the mortgage business |
| What counts as success | Clicks and form fills | Leads and cost per lead | Consultations, pre-approvals and funded loans in your loan software |
| New lead follow-up | Not included | Left to your loan officers | A text or email right away, then a booked consultation |
| Knows your business | No | Sometimes | Built around how borrowers shop, from the first rate check to pre-approval |
Who runs it
- AI-only marketing tools
- You do, inside the software
- Typical agency
- An account team that also serves other clients
- Neyo
- The platform, every day, managed by your strategist
Who answers for results
- AI-only marketing tools
- Nobody
- Typical agency
- An account manager, once a month
- Neyo
- A strategist who knows the mortgage business
What counts as success
- AI-only marketing tools
- Clicks and form fills
- Typical agency
- Leads and cost per lead
- Neyo
- Consultations, pre-approvals and funded loans in your loan software
New lead follow-up
- AI-only marketing tools
- Not included
- Typical agency
- Left to your loan officers
- Neyo
- A text or email right away, then a booked consultation
Knows your business
- AI-only marketing tools
- No
- Typical agency
- Sometimes
- Neyo
- Built around how borrowers shop, from the first rate check to pre-approval
06 · Questions
Questions brokers ask us.
Who owns the ad accounts and the data?
You do. Your ad accounts, tracking and customer data stay in your name, and you keep all of it if you ever leave.
Can you target first-time buyers by age or zip code?
No. In the US, Google and Meta don't allow mortgage ads to be targeted by age, gender or zip code. We reach buyers through what they search for, such as pre-approval or first-time buyer programs, across the areas you're licensed in.
Does our compliance team see ads before they run?
Yes. Every ad, landing page and follow-up message goes through your compliance review first, and nothing runs until it's approved.
What do you need from me to start?
Access to your loan software and ad accounts, the loans and markets you want to grow, and a kickoff call with your strategist.
How fast will I see results?
Purchase loans can take months from first click to funding, so we track booked consultations and pre-approvals first, then funded loans. Your strategist gives you a realistic timeline on the first call.
What does it cost?
It depends on your goals, your market and your ad spend. We walk through the options on the call.
07 · Book a call
Book a 30-minute call.
Four quick questions, then pick a time. We'll look at where your loans come from today and show you how Neyo would run your marketing.
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