Case Study

A Strategic Overhaul for Growth in the Commercial Real Estate Loan Sector

3:1
Return on Ad Spend
30%
Time to Close Reduction
710
Keywords in Top 3 Search Results
67
NPS Score

Executive Summary

In the highly competitive commercial real estate loan industry, a digital marketplace sought to expand its reach and improve operational efficiency. This case study outlines how VitalLogik's strategic efforts in digital marketing, SEO, and CRM integration enabled the client to drive substantial growth, streamline operations, and elevate its national market presence.

Key Challenge

The client's platform, designed to simplify the commercial loan process by connecting borrowers with lenders, faced significant limitations.

Limited Geographic Reach

Restricted geographic reach from a reliance on traditional, single-state marketing.

Fragmented Data Systems

Fragmented data systems, hindering efficient lead management and operational insights that impacted market growth and operational performance.

Growth Barriers

These constraints prevented broader brand recognition and customer acquisition, limiting overall business potential.

Objectives

The project focused on three main goals to transform the client's business trajectory.

Expand Business in New Markets

Grow market presence across the U.S. beyond single-state limitations.

Boost National Brand Authority

Establish recognition and credibility in the commercial real estate loan sector.

Integrate Data and Workflows

Create seamless lead nurturing and enhanced operational efficiency through system integration.

Our Strategic Approach

A comprehensive three-pronged strategy designed to address each core challenge and objective.

Market Expansion & Paid Media Strategy
VitalLogik conducted a market analysis, pinpointing high-conversion keywords and optimizing paid media efforts to target specific property types and loan purposes.
  • Comprehensive market analysis across target regions
  • High-conversion keyword identification and optimization
  • Advanced audience targeting for property types and loan purposes
  • Keyword tapering and campaign refinement
  • Significant Return on Ad Spend (ROAS) achievement
SEO Optimization
Beginning with a comprehensive SEO audit, the team enhanced website structure and performance, prioritized long-tail, conversion-oriented keywords.
  • Comprehensive SEO audit and website structure enhancement
  • Long-tail, conversion-oriented keyword prioritization
  • Integration of competitive terms from paid campaigns
  • High-quality, expert content development
  • Interactive tools creation driving organic traffic growth
CRM Integration with HubSpot
The team assessed existing workflows and data needs, implementing customized lead nurturing processes and centralized data management.
  • Existing workflow and data needs assessment
  • Customized lead nurturing process implementation
  • Centralized data management system
  • Seamless HubSpot platform integration
  • Enhanced lead tracking from generation through funding

Exceptional Results

VitalLogik's strategic approach enabled the client to overcome growth barriers, establishing a robust, scalable foundation for continued success in the commercial real estate loan market.

$3-4:1 ROAS

Revenue Growth

Increased revenue from a higher volume of qualified leads and improved marketing ROAS $3 for every $1 spent with increase to $4 to 1 for repeat business.

30% Faster

Operational Efficiency

Reduced lead-to-funding time by 30%, enhancing client service speed and throughput.

National Reach

Market Expansion

Successfully entered new U.S. markets, establishing a stronger national presence.

67 NPS Score

Brand Authority

Improved brand visibility and positioning, solidifying competitive advantage in the sector.

15K Monthly Visitors

Commercial Calculator

Designed and implemented a commercial calculator that drives 15,000 unique visitors per month.

9K Monthly Visitors

Mortgage Rate Authority

Became the authority for mortgage rates updates with 9,000 unique visitors monthly.

Ready to Achieve Similar Results?

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