Case Study: Agave Home Loans achieves 5X ROI on marketing spend with Cotality Marketing & Retention Solutions

A Cotality Case Study

Preview of the Agave Case Study

Agave achieves 5x ROI on marketing spend with Cotality

Agave Home Loans, a mortgage lender based in Phoenix, struggled with acquiring high-quality leads and developing effective client retention strategies. To address these challenges, they turned to vendor Cotality and implemented its Marketing & Retention Solutions, which included Precision Marketing, Lost Leads Analysis, and Property Intelligence.

By using Cotality's solutions delivered on the Araya platform, Agave Home Loans achieved significant results. They realized a 4x to 5x return on investment for their marketing spend, closed five loans within the first month, and saved their loan officers up to two hours per day. The vendor's accurate data enabled Agave to proactively reach in-market clients and dramatically improve efficiency.


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