Case Study: Radius Financial achieves consistent, compliant marketing and improved agent retention with OutboundEngine

Meeting a Complex Need for a Full-Service Mortgage Bank

Radius Financial Group is an award-winning, full-service independent mortgage bank founded in 1999 and led on marketing by Dustin DeMeritt. Facing a crowded industry where mortgages are commoditized, Dustin needed a way to differentiate the brand, control compliant messaging across channels, and support agent development while maintaining a strong customer experience.

Radius implemented OutboundEngine to deliver consistent, lifestyle-focused content, centralized message management, and built-in compliance controls. The platform simplified onboarding and vendor reviews, improved recruiting and retention by boosting agent confidence, and helped Radius automate marketing while strengthening its brand—freeing the team to focus on making mortgages better.

Radius Financial

Dustin DeMerritt