Mortgage and Lender Marketing Agency

Briefcase Studio is a mortgage marketing agency for lenders, investor-focused lenders like DSCR and bridge shops, and mortgage technology companies. We build broker and borrower newsletters, rate and market content, and short video that keep you top of mind. Retainers run $3,000 to $6,000 per month.

Lending is a trust business

Borrowers and brokers have many options. They choose the lender they remember and trust. In a rate-sensitive market, the lenders who explain what is happening, with clear charts and plain language, stay top of mind when the next deal shows up.

Most lender marketing is rate sheets and stock photos. We replace that with content people forward: rate commentary, market explainers, and practical guides.

Who we work with

• DSCR, bridge, fix-and-flip, and other investor lenders selling to real estate investors and brokers.

• Wholesale and non-QM lenders building broker relationships.

• Mortgage technology companies selling to lenders, brokers, and underwriters.

• Private credit funds communicating with borrowers and investors.

Services

• Broker newsletters with rate context, program updates, and market news.

• Borrower education content, such as DSCR explainers and calculators, built for search.

• Animated charts on rates, spreads, and housing data.

• Short videos with loan officers or executives on market moves.

• Launch campaigns for new programs and products.

Mortgage tech experience

Brad Cartier led marketing at FundMore, a mortgage underwriting technology company, and at Stessa, which serves the rental investors who borrow from DSCR lenders. We understand underwriting, broker channels, and investor borrowers.

Square Footage, our weekday newsletter, covers the top US real estate stories for 35,000+ readers, including rates and lending news, so your content can respond to market moves the same week they happen.

Compliance first

Lending is regulated. We work within your compliance review, avoid rate promises, include required disclosures, and keep every claim sourced. We would rather ship one day late than publish something your compliance team has to pull.

Mortgage marketing FAQ

Do you generate leads directly? We build the content and channels that create demand. We do not sell lead lists.

Can you write for brokers and borrowers separately? Yes, and you usually should.

Pricing? Most lender retainers fall between $3,000 and $6,000 per month.

See all Briefcase Studio services →

Work with Briefcase Studio

Briefcase Studio builds newsletters, animated data visuals, short-form video, and launch campaigns for proptech and real estate brands. Retainers typically run $3,000 to $6,000 per month. Start at briefcase.email/studio, or read Square Footage free at briefcase.email.