Refinex Media Index
№ 00Home № 01B2B advertising № 02Lead generation № 03Partner programs Book a call
Industries/Mortgage & lending

Mortgage &
lending.

Compliant funnels, precise intent signals, and applicants that clear your qualification bar — exclusive to you, never resold.

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Mid-century bank hall
A — The playbook

Four levers we pull for mortgage & lending.

01

Rate-intent search

Purchase and refi keywords captured with compliant creative and rate-accurate landing pages.

Google Ads · Purchase · Refinance
Search ads
02

Life-event social

Movers, first-time buyers and equity-rich households reached on Meta with pre-qualified forms.

Life events · Meta · Pre-qualification
Social ads
03

Market targeting

Branch-level geography and home-value data aim spend where you actually lend.

Branch-level · Home values · Geo
Programmatic ads
04

Compliance & tracking

Disclosures handled, events tracked, every funded loan attributed to its source.

Compliance · Attribution · Funded loans
AI implementation
B — The record

What a lending engagement looks like.

Qualified applicants delivered exclusively, measured to funded loans.

100%
Exclusive applicants
47s
Median AI-powered Speed to Lead
−20%
Cost per lead, 90 days
The hallWhere loans get funded
C — Selected work

Proof, not promises.

From the journal

Latest thinking

Sep 4, 2026 The best credit union marketing channels in 2026 Aug 14, 2026 Cost per lead for mortgage lenders: 2026 benchmarks All articles

Rates move daily.
So should your spend.

Thirty minutes. We'll walk you through what worked for equipment brands like yours — numbers included.

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