What clients say
“Strategic Vantage is the secret to our success. At Calterra Capital, we’ve built and expanded technology companies within the mortgage industry, and since we first engaged Strategic Vantage in 2012, our partnership with them has been invaluable.
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Chris Saitta
Managing Director
Calterra Capital
“Working with Strategic Vantage has been a great experience. They are PR professionals who understand the mortgage industry inside and out, which is incredibly important to us.
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Susan Chenoweth
Chief Marketing Officer
Ellie Mae
“Since partnering with Strategic Vantage, our brand visibility in the industry has soared. Rosalie’s team has helped to put our name in a variety of publications through their PR efforts.
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Ed Austin
COO
SingleSource Property Solutions
“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.
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John Ardy
Vice President
Resitrader
“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.
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Christina Bartning
VP of Marketing and Product Development
National MI
“Strategic Vantage has done a fantastic job of raising the visibility of Cherry Creek Mortgage and our family of companies under Cherry Creek Holdings. They have excellent connections and PR expertise combined with a real can-do attitude and deep knowledge of the mortgage and real estate business.
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Rick Seehausen
Vice Chairman, President and COO
Cherry Creek Holdings
“The team at Strategic Vantage is nothing short of amazing. They have unparalleled mortgage industry knowledge and expertise, as well as invaluable contacts with the press and industry influencers.
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Sue Woodard
Mortgage & FinTech Consultant
Former Chief Customer Officer, Total Expert
“Persistence, creativity and relationships are what Strategic Vantage brings to ensuring LoanLogics’ visibility in the media. Since 2016, they have excelled at giving the bold voice of LoanLogics reach in the mortgage marketplace.
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Mary Anne Ahmer
SVP, Marketing
LoanLogics
“It’s easy to find vendors, hard to find partners. Strategic Vantage has become the latter for us at SitusAMC, bringing deep industry knowledge and proven communication expertise
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Andy Garrett
Head of Marketing
SitusAMC
“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.
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Steve Jacobson
President
Fairway Independent Mortgage
“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.
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Rob Posner
CEO
NewDay USA
“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.
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Erin Alder
VP, National Marketing Director
WEST. A Williston Financial Group Company
“I love what Strategic Vantage is doing! They’ve been helping us get out message in front of key writers, reporters and influencers. They crafted a plan and have been effective at executing on that strategy.
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Richard Ferguson
President
CBC Mortgage Agency
“Strategic Vantage has done excellent marketing and public relations work for us. Their staff is talented, attentive and provides great advice.
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Mark Tinkham
Director of Business Alliances
Paradatec
“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.
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Joe Langer
CEO
Blue Sage Solutions
“Strategic Vantage has delivered exactly what we needed. They have really increased awareness of who we are and what our product does, and that is making a huge difference in our business successes.
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Jane Mason
CEO
Clarifire
“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.
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Audrey C. Shapiro
Vice President, Public Relations
Freedom Mortgage
“After having worked with numerous marketing and PR agencies over nearly three decades, I can say that the world-class talent and passion of the Strategic Vantage team has exceeded my expectations at every level.
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Elizabeth Hillestad
SVP, Marketing
CIVIC Financial Services
“Strategic Vantage helped us to rethink how we communicate, to understand our organization from the perspective of existing or potential members.
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Jan Davis
Vice President
Mortgage Industry Standards Maintenance Organization (MISMO)
“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.
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Brian Koss
Executive Vice President
Mortgage Network, Inc.
“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.
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Tim Anderson
President
SigniaDocs
“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.
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Lionel Urban
CEO
PCLender
“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.
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Alec Cheung
VP Marketing & Product Management
eLynx
“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.
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Dave Savage
CEO
The Mortgage Coach
“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.
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Michelle Schneider
Vice President, Corporate Communications
Ten-X
“Working with Rosalie and team has been absolutely a game-changer. They have changed the way we think about PR and marketing and we have landed new business directly as a result of their counsel and efforts.
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Adam Kalamchi
Founder & CEO
Staircase
“Strategic Vantage has impressed us for years. The professionalism of their staff is top notch, and they have tremendous connections in the mortgage industry.
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William Fall
MAI, SRA, ASA, Chief Executive Officer
William Fall Group
“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.
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A. W. Picket, III
CEO
Midwest Division at AmCap Mortgage and Former President of NAMB
“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.
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Stanley Street
President
Street Resource Group
“Strategic Vantage lives up to its name. Rosalie and her colleagues provided a programmatic, professional approach to our marketing and public relations strategy.
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Patrick Nackley
Director of Marketing & Business
Superior Home Services
“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.
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Josh Bopp
Founder and President
focusIT, Inc.
“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.
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Barry Habib
Founder and CEO
MBS Highway
“Strategic Vantage has really helped us broaden our outreach to a larger network of customers and stakeholders.
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Gary Acosta
President
National Association of Hispanic Real Estate Professionals
“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.
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Joe Filoseta
CEO
DepotPoint
“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.
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Rick Roque, PhD
Managing Director
MenloFinancial
“Rosalie and Strategic Vantage were and are very instrumental in driving the success of our companies in the financial services arena.
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Ray Petta
Business Strategy Partner
Platinum Data Solutions
“I am really impressed with the marketing, PR and social media work Strategic Vantage has done for us.
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Sam Heskel
CEO
Nadlan Valuation
“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.
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Greg Hebner
President
MOS Group
“Strategic Vantage has been an essential and successful part of our marketing communications program for many years.
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Jeff Bradford
CEO
Bradford Technologies
“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.
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Matt Martin
CEO
Chronos Solutions
“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.
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Jay H. Meadows
CEO
Rapid Reporting Verification Company
“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.
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Bill Mitchell
SVP and National Sales Manager
Mortgage Builder
“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.
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Steve Paltridge
Founder & CEO
MortgageTech
“As a one person consulting firm I was struggling with how to reach out to the industry. Strategic Vantage solved that problem.
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Rebecca Walzak
President and CEO
rjb Walzak Consulting, Inc.
“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!”
Jennifer Reese
Managing Director
Value Services
“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.
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Mike Dimas
SVP & Growth Officer
Loan Protector