Connection Incorporated

Connection Incorporated is a marketing company for mortgage professionals. It combines search visibility work, database marketing driven by AI, CRM software and North American phone staff who book appointments with prospects and referral partners.

What Connection Incorporated offers

• Local SEO for lenders — Google listing optimisation, reviews and local content aimed at inbound application calls.
• Concierge appointment setting — callers who contact referral partners and past customers and fill the client's calendar.
• Database marketing — campaigns to past customers and contacts that generate reviews and referrals.
• CRM and dialler — its Loan Officer CRM, with email, SMS and voice campaigns built for the client.
• AI training — a weekly group session where members adopt a new AI tool.

Who it works with

The firm focuses on mortgage professionals and loan officers, and says it takes on only two per market.

Key facts

• Product: Connect My Leads CRM
• Reporting: live results dashboard plus fortnightly calls with an account manager