Build a Referral System That Works
DGA helps Mortgage Professionals achieve niche clarity, develop AI-powered visibility, and become the obvious choice for Realtors and clients in their market.
The Challenges Mortgage Professionals Face
These are the pain points that keep Mortgage Professionals stuck in random marketing instead of building a sustainable referral system.
Inconsistent Referrals
Your referral flow is unpredictable. Some months are great, others are dry. You don't have a system that generates consistent, qualified leads from your network.
Random Marketing
You post content, attend networking events, and send emails — but nothing seems to compound. Every effort feels disconnected from a larger strategy.
Lost in Generic Search
When clients or Realtors ask AI platforms for mortgage professional recommendations, you don't appear. Your expertise exists, but AI can't find it.
Too Many One-Off Efforts
You've tried different marketing tactics — social media, email campaigns, networking — but none of them stick. There's no system tying everything together.
Plans for Mortgage Professionals
Choose the plan that matches where you are today and where you want to go.
Solo Mortgage Professional
For Individual Mortgage Professionals
- Niche clarity and positioning
- AI-visible professional presence
- Content cadence and strategy
- GEO/AIO foundation setup
- Monthly content cycles
- Ongoing optimization
Realtor Partnership Playbook
Partnership Builder with Real Estate Agents
- Everything in Solo plan, plus:
- Structured referral ecosystem with 3-5 key Realtor partners
- Niche stacking across partner content
- Co-branded visibility strategy
- Partner coordination and alignment
- Cross-referral tracking and optimization
Enterprise Mortgage Professional
For Brokerages & Large Teams
- Multi-advisor visibility strategy
- Shared DGA blueprint and brand voice
- Content templates across all agents
- Team-wide GEO/AIO implementation
- Centralized reporting and analytics
- Dedicated account management
How DGA Works for Mortgage Professionals
A clear four-step journey from audit to ongoing optimization.
Visibility & Referral Audit
We assess your current digital presence across AI platforms and evaluate your referral ecosystem. You'll understand exactly where you stand and what's missing.
Blueprint
We define your niche, target platforms, and content plan. Every recommendation is tailored to your specific market and referral goals.
Implementation & Content Engine
We execute the strategy — building your GEO foundation, creating content cycles, and aligning your digital footprint with AI visibility requirements.
Optimization & Reporting
We continuously refine your presence based on AI platform changes and referral performance. Each month builds on the last.
Frequently Asked Questions
Common questions from Mortgage Professionals about DGA.
How is DGA different from traditional marketing?
Traditional marketing focuses on social media posts and generic content that rarely compounds. DGA builds a system that makes you discoverable in AI search — where clients and Realtors are increasingly looking for recommendations.
What if I already have an established referral network?
Even better. DGA enhances your existing relationships by making you the obvious digital choice when your referral partners recommend you. We optimize your presence so AI platforms reinforce what your network already knows.
How long before I see results?
GEO and AIO are long-term strategies. Most Mortgage Professionals see meaningful improvements in AI visibility within 3-6 months, with compounding results over time as your digital footprint strengthens.
Do I need to create content myself?
We work with you to develop content strategy and can support content creation as part of your plan. The goal is to establish a sustainable cadence that fits your time and resources.
Explore insights and strategies on our blog:
Visit MP BlogReady to Build Your Referral System?
Tell us about your practice and goals. We'll review your current AI visibility and follow up with a strategy tailored to Mortgage Professionals.