Christina Bartning, VP of Marketing and Product Development

National MI

“Engaging Strategic Vantage was an excellent decision for National MI. They’ve done a phenomenal job of getting the word out and helping to build our brand, right from the day we launched the company. The executives at Strategic Vantage have solid mortgage industry experience, great relationships with the press, and the passion to proactively secure us publicity. They are talented writers, put a lot of thought into their work, are very professional and eager to exceed our expectations. I would highly recommend them.”

Joe Langner, CEO

Blue Sage Solutions

“Strategic Vantage is much more than a great marketing and public relations agency. They know specifically how to promote and market a business in the mortgage industry–and that’s not easy. They have been an excellent resource for me, brainstorming ideas, refining our message, writing press releases, securing publicity, and leveraging their extensive contacts to help us make the connections we need to grow. It’s no surprise they have such a great reputation in the mortgage industry.”

Erin Alder, VP | National Marketing Director

WEST. A Williston Financial Group Company

“Working with the team at Strategic Vantage has been wonderful. The opportunities they have brought to the table for us have been a tremendously valuable asset to the exposure of our company as well as for those we consult for. Their level of communication and responsiveness is unlike that of any other PR company I’ve worked with in the past.”

Brian Fitzpatrick, Chief Executive Officer

LoanLogics

“Our market is highly specialized and requires a public relations and marketing firm that truly understands the nuances of the business. Many firms will waste your time and money while you educate them on the industry, Strategic Vantage knows the space and are very strategic, proactive, diligent and responsive. They have been an important aspect of our company’s growth and brand recognition in the marketplace and they have been a phenomenal partner. It has been 15 years since I first started counting on them for public relations and marketing, and one thing is clear: this is not your ordinary agency. If you want to get right down to business and get the most out of your marketing dollars, I highly recommend you work with them!”

Richard Ferguson, President

CBC Mortgage Agency

“I love what Strategic Vantage is doing! They’ve been helping us get our message in front of key writers, reporters and influencers. They crafted a plan and have been extremely effective at executing on that strategy. Their relationships with the mortgage and real estate industry and their proactive outreach to them make them the best choice in executing on a public relations or marketing campaign.”

John Ardy, Vice President

Resitrader

“Marketing and public relations can be a very wise investment if you’re looking to sell your company. With the help of Strategic Vantage, Resitrader looked like a much bigger entity than it was. They created a big market presence for us so that when we sold to Optimal Blue we only had 10 employees, but due to the marketing and PR, everyone thought we had 100.”

Mike Dimas, SVP & Growth Officer

Loan Protector

“We’re incredibly pleased to be working with Strategic Vantage. After struggling with an agency that didn’t quite get this industry or our business, Strategic Vantage has shown us how great marketing is done. They took the time to understand our needs, they applied their extensive industry knowledge, and then created and executed a plan of action to achieve our goals. They are easy to work with, very responsive, and produce excellent output. We highly recommend them!”

Steve Paltridge, Founder & CEO

MortgageTech

“It has been our pleasure working with Strategic Vantage over the years. They consistently create spectacular marketing materials that reflect a deep understanding of the mortgage industry. They are an invaluable resource to us, in their ability to efficiently create amazing work at a surprisingly quick turn-around rate. Their customer service is unparalleled as they offer constant and open communication, provide useful insight, and work around the clock to meet our deadlines and ever-changing needs. They truly go above and beyond to ensure we are satisfied on every level with their service. Looking forward to every opportunity to work with their knowledgeable and professional firm.”

William Fall, MAI, SRA, ASA, Chief Executive Officer

William Fall Group

“Strategic Vantage has impressed us for years. The professionalism of their staff is top notch, and they have tremendous connections in the mortgage industry. Their creativity, responsiveness, follow-through and know-how in the world of marketing and public relations are beyond compare. I highly recommend them.”

Michelle Schneider, Vice President, Corporate Communications

Ten-X

“The team at Strategic Vantage has been a valuable asset to our communications programs – both in terms of their deep real estate and mortgage industry knowledge, and their public relations acumen. In addition to their proven industry relationships and content creation skills, Strategic Vantage has served us well as a trusted strategic partner, one that consistently brings new ideas to the table and challenges us to not only tell our story, but also weigh in on emerging conversations that impact our customers. I appreciate and recommend them for their professionalism, their insights, and their talent.”

Rob Posner, CEO

NewDay USA

“It can be very hard to find a communications agency that helps fuel a company’s growth, and with Strategic Vantage, we struck gold. It’s been years since we’ve been counting on them to spread the word about our mission of serving veteran families. They have a very deep understanding of the mortgage market, very talented industry writers and a phenomenal team that is executing an outstanding communications strategy. We are incredibly pleased.”

Lionel Urban, CEO

PCLender

“Working with Strategic Vantage is an absolute pleasure. They have efficiently and thoroughly addressed and collaborated with us on every PR and marketing need we bring to the table. They have offered amazing insight and are readily available whenever we need them with quick turn-around and quality work. Looking forward to our continued relationship with this outstanding firm.”

Bill Mitchell, SVP and National Sales Manager

Mortgage Builder

“I would highly recommend Strategic Vantage. When we engaged them, we needed a plan that would make us a household name to mortgage bankers. We needed a proven agency that understood every aspect of the business—and they delivered on every level. Strategic Vantage was instrumental in propelling Mortgage Builder into one of the top technology providers of the day. We went from about 20 clients to over 100 in a few short years, which led to the sale of the company in 2014—and Strategic Vantage was a big part of making that happen. We worked with them on web design, media coverage, case studies, exhibit booth design, messaging and more. If you’re looking to grow or sell your business, this is the company to call.”

Chris Saitta, CEO

Equator

“Working with Strategic Vantage has been absolutely fantastic. I started working with them in 2012 when I was the CEO of Equator. Their marketing and public relations work quickly helped make us a benchmark of the industry. Then as soon as I became Chairman of Resitrader, I reached out to Rosalie and the Strategic Vantage team. They immediately created a clear vision and strategy for our PR and marketing, and they’re now doing a wonderful job executing on all of our marketing initiatives.”

Audrey C. Shapiro, Vice President, Public Relations

Freedom Mortgage

“Strategic Vantage has been instrumental in drafting press releases and cultivating media relations for Freedom Mortgage. Our relationship with Strategic Vantage is based on trust, collaboration, flexibility and efficiency so that company news and media requests flow in a timely manner. This ensures a quality of excellence for the media which in turn provides value for Freedom Mortgage. Truly appreciate and enjoy working with Rosalie, Mike, Jim and the team at Strategic Vantage! ”

Jan Davis, Vice President

Mortgage Industry Standards Maintenance Organization (MISMO)

“Strategic Vantage helped us to rethink how we communicate, to understand our organization from the perspective of existing or potential members. Looking at ourselves from the outside has resulted in changes to how we communicate across all forms of communication, from mailings to speeches to our website design. Strategic Vantage’s recommendations have evolved our messaging to tell the story of MISMO in a way that truly resonates.”

Brian Koss, Executive Vice President

Mortgage Network, Inc.

“I have been very impressed with the knowledge and expertise of Strategic Vantage. The whole team has an innate ability to read the situation quickly, size up the opportunity, and bring the client and media together in a way that works for both. Strategic Vantage has helped Mortgage Network let its story be told through a wider variety of outlets and formats than we could have ever accomplished on our own.”

Tim Anderson, President

SigniaDocs

“It’s hard to find a good PR firm with the marketing depth to really understand your business, yet Strategic Vantage has the seasoned talent in both areas to professionally represent any firm and need. Most of the agencies I have seen take a cookie cutter approach to PR and marketing mainly because they lack the broad knowledge to really do it right and represent their client. Not so with Strategic Vantage, which is head and shoulders over the competition.”

Steve Jacobson, President

Fairway Independent Mortgage

“The fine folks at Strategic Vantage have been invaluable to Fairway. Their collective expertise, professional approach, and talent have enabled Fairway to gain positive exposure in the ever-changing mortgage climate. While we have only worked with them for a little over one year, the results have been phenomenal.”

Stanley Street, President

Street Resource Group

“Finding a great agency with industry knowledge is not easy—and this one is an excellent find. From writing sophisticated articles to getting us invaluable press exposure, Strategic Vantage has really hit the mark. Their staff has a great ability to listen and leverage their deep industry knowledge to write thought-provoking articles or edit those we write. They value our time and maximize our productivity, which is so critical. I feel truly honored to work with the team at Strategic Vantage.”

Alec Cheung, VP Marketing & Product Management

eLynx

“The team at Strategic Vantage is top notch. They have incredibly talented writers, very deep industry knowledge, proactive outreach to the press, and a can-do attitude that’s second to none. As if that weren’t enough, their connections within the industry make them thoroughly effective at what they do. Ultimately it comes down to results, and we’re seeing them with Strategic Vantage. I highly recommend them.”

Sue Woodard, President & CEO

Vantage Production

“Working with Strategic Vantage has been nothing short of amazing. They have unparalleled mortgage industry knowledge and expertise, as well as invaluable contacts with the press and industry influencers. They produce results quickly, have excellent writers, and are a real pleasure to work with.”

Dave Savage, CEO

The Mortgage Coach

“In my 20 years of business, I’ve never worked with a marketing group that’s done a better job than Strategic Vantage. Throughout my career, I’ve worked with a lot of publicists, writers and marketing people, and usually I’d end up with disconnected material through a process that would have been a lot easier if I’d just written it myself. Strategic Vantage understands the business and shines at getting copy to convey our specific goals and vision.

Strategic Vantage’s marketing group is always one to two steps ahead. They’re always working to find ways to create higher visibility and more opportunities in the marketplace, which in turn helps us to become better marketers. Plus, Strategic Vantage’s billing structure ensures that everything is focused around the delivery of tangible tools and performance. I couldn’t be more pleased with the results I’m getting.”

Jeff Bradford, CEO

Bradford Technologies

“Strategic Vantage has been an essential and successful part of our marketing communications program for many years. The team over at Strategic interfaces seamlessly with our in-house marketing department and allows us to quickly scale our efforts to special projects and campaigns. Their industry knowledge and insight is second to none and is reflected in the results.”

A.W. Pickel, III, President

Midwest Division at AmCap Mortgage and Former President of NAMB

“Being in the news is one thing. Being newsworthy and in the right places is the best thing. For me, Strategic Vantage has helped me remain in the news arenas that I know. In addition, Strategic Vantage has brought me to new venues, all the while enabling me to refine my message yet stay uniquely who I am. I could not have done that on my own.”

Rebecca Walzak, President and CEO

rjbWalzak Consulting, Inc.

“As a one person consulting firm I was struggling with how to reach out to the industry. Strategic Vantage solved that problem. They have been instrumental in ensuring that the right people know about my expertise and skills and not just in the mortgage arena, but all aspects of consumer lending. Thanks to their efforts I have been able to expand my business and join with others in gathering clients and opportunities. Her staff is knowledgeable and always supportive in every way.”

Patrick Nackley, Director of Marketing and Business Development

Superior Home Services

“Strategic Vantage lives up to its name. Rosalie and her colleagues provided a programmatic, professional approach to our marketing and public relations strategy. This input helped us create a message, both in concept and in copy, that communicated the unique nature of our product in a highly competitive marketplace. We are excited about the potential of our future marketing efforts given the success of our relationship with Strategic Vantage.”

Josh Bopp, Founder and President

focusIT, Inc.

“Engaging with Strategic Vantage provided our firm with an almost immediate return on investment. The group has cleaned up our marketing message, helped us plan all forms of communications surrounding a large product rollout, and generally focused our messaging to better reflect our business benefits to our clients and prospects. The team is easy to interface with, consistently offers invaluable feedback, and approaches all projects as if our business was their own.

Strategic Vantage’s involvement in our marketing and PR efforts is resulting in better industry visibility and that, in turn, is translating directly into more clients. They have become an important part of our team.”

Jennifer Reese, Managing Director

Value Services

“I love all of the marketing materials and website work. I am just thrilled with your company and the positive results we are already seeing!”

Barry Habib, Founder and CEO

MBS Highway

“Strategic Vantage is a strong, reliable and highly responsive resource that I count on for effective PR outreach to both B2B and B2C mortgage industry audiences. I trust their financial services savvy. They keep their fingers steadily pressed on the pulse of the trade, which enables them to proffer rich, relevant media opportunities that bring about excellent results for my company. They attend to each project with timely and detailed care. They write with clarity and persuasive flow. For all these reasons, I continue to count on this team of professionals to help develop shrewd strategy and deliver well-executed tactics. If you want top-notch talent to drive awareness of your financial services, you could do no better than Strategic Vantage.”

Gary Acosta, President

National Association of Hispanic Real Estate Professionals

“Strategic Vantage has really helped us broaden our outreach to a larger network of customers and stakeholders. They are a highly professional organization with some of the strongest media relationships in the housing industry. Their job is to make us look good and they do that amazingly well!”

Joe Filoseta, CEO

DepotPoint

“As a CEO, the decisions you make can make or break your company. One of the easiest decisions I made after taking the helm of DepotPoint was to hire Strategic Vantage. Over the years, I have literally seen Rosalie Berg and her team bring a company to life in the press and on the web. Strategic Vantage has an unmatched track record of excellence and customer satisfaction. They have deep knowledge of the industry, the passion to succeed and an unrivaled commitment to delight their clients.”

Rick Roque, PhD, Managing Director

MenloFinancial

“I can’t say enough good things about Strategic Vantage. The company’s caliber of service, professionalism, quality, and results are sincerely unparalleled. After having used several PR firms, you immediately feel the difference in the scope and opportunity of what Strategic Vantage brings to your firm. I hired them to get us publicity, both in industry publications and national consumer focused publications such as the NY Times and the Wall Street Journal. They were incredibly driven and proactive, quickly yielding us excellent coverage in our target publications. Add to that, their staff is remarkably easy to reach and very patient and accommodating to our needs. They are a serious PR firm for those mortgage and banking operations seeking serious results.”

Ray Petta, Business Strategy Partner

Platinum Data Solutions

“Rosalie and Strategic Vantage were and are very instrumental in driving the success of our companies in the financial services arena. The SV team is unequaled in their industry knowledge and awareness, and is unsurpassed in their public relations strategy and delivery. SV doesn’t require retainers, since they only charge when they are at work for you. They can work at whatever budget level you present.”

Steven Horne, CEO and President

Wingspan Portfolio Advisors

“Shortly after we started Wingspan Portfolio Advisors, a business acquaintance asked me how we were managing to get so much coverage in the press. I told him our secret was our relationship with Strategic Vantage. Ever since we engaged them as our marketing and PR agency, I feel like I can’t pick up a publication without seeing us quoted somewhere, whether it’s the New York Times, American Banker, or the mortgage industry press. Not only does Strategic Vantage make us look good with their excellent writing and connections with the press, they have helped us create great marketing materials. They are a team of real marketing and PR professionals with decades of experience in lending and technology, which other agencies cannot match. What we have been able to achieve in a short period of time is nothing short of incredible.”

Sam Heskel, CEO

Nadlan Valuation

“I am really impressed with the marketing, PR and social media work Strategic Vantage has done for us. It’s generating real results and making a difference to the way my company is perceived. Engaging your firm was an excellent decision.”

Gregory Hebner, President

MOS Group

“Since we engaged Strategic Vantage in 2008, they have been a key strategic marketing partner for us. Their strong industry and media relationships have helped MOS Group increase its brand awareness and better position the company in the competitive loss mitigation space. Their service and responsiveness to our organization have been terrific and they have been very proactive in identifying creative ways to help extend the MOS Group brand to key mortgage industry participants.

Over the past few years, we have appeared on Bloomberg News TV, the Wall Street Journal and New York Times, and have spoken at several industry conferences. This is not your standard agency. They are truly a notch above.”

Brent Chandler, Founder and CEO

FormFree

“You guys are truly absolute gold. The tremendous awareness your firm has created for us within the lending community has led to our explosive growth. In addition to your great connections, the quality of your work is outstanding. The whole Strategic Vantage team is highly professional and a pleasure to work with. Jay Meadows referred us and told me there was nobody better in the business. Wow, was he right! Partnering with Strategic Vantage has put FormFree on the fast track to success. We are sincerely grateful.”

Matt Martin, CEO

Chronos Solutions

“Strategic Vantage is the best of the best. Our brand establishment efforts, marketing materials and outreach to the industry and mainstream publications have far exceeded my expectations. They have brought extraordinary depth, subject matter expertise and highly talented writers to our marketing and public relations. I recommend them enthusiastically to any company wishing to have the very best results for the most reasonable investment.”

Jay H. Meadows, CEO

Rapid Reporting Verification Company

“Strategic Vantage has been an integral part of Rapid Reporting’s business plan implementation. They know the business, constantly have fresh, new ideas and can get you where you need to be in the industry. I would not give up our relationship with Strategic Vantage for the world. They can take ideas and put them in words better than anyone I have dealt with in 10 years in the industry. They are real pros.”