SMB Mortgage Focus Target a small team mortgage services provider with potential needs in client experience, website accessibility, and marketing automation to scale operations.

Tech Stack Leverage Capitalize on their current tech usage (AWS, Google Ads, Microsoft 365, iCIMS, Twilio) to propose integrated solutions that streamline hiring, marketing attribution, and customer communications.

Digital Accessibility Note existing accessibility tooling (AudioEye, UserWay) as a gateway for upsell into premium accessibility compliance, site performance, and regulatory readiness for digital platforms.

Growth Potential Despite small headcount, there is room to offer scalable marketing, onboarding, and customer experience services to support growth without a large internal team.

Competitive Positioning Position as a cost-effective alternative to larger mortgage firms by delivering focused, compliant digital solutions and UX improvements tailored to mid-market lenders.