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What we do

If you’re in mortgage or real estate finance, you’ve come to the right place.

It’s time to dramatically improve your company’s image, boost visibility and fuel sales.


Advice, Not Just Execution

Get time-tested advice on how to best achieve your B2B goals—from marketing and branding to PR and social media.

Fast Results

From websites completed in as little as a month to publicity campaigns that yield results in days, we achieve results in record speed.

Short Projects or Long Engagements

Leverage our services on a pay-as-you-go basis or opt for a long-lasting collaboration.

For Companies of All Sizes

From start-ups to fintechs, lenders and B2B service providers, we’ve got you covered.

Mortgage Marketing • Public Relations • Social Media 

Mortgage Marketing • Public Relations • Social Media 

Mortgage Marketing • Public Relations • Social Media 

Mortgage Marketing • Public Relations • Social Media 

Mortgage Marketing • Public Relations • Social Media 

Public Relations

  • Media relations & outreach
  • Press releases
  • Thought leadership content
  • Award & speaker nominations
  • Online reputation management


  • Brand strategy and development
  • Logo design, messaging and brand identity
  • Website design and development
  • Brochure and exhibit design
  • Sales presentation design


  • Sales content & presentations
  • Marketing content
  • Contributed articles
  • Blog writing
  • White papers

Social Media

  • Content planning
  • Content creation and curation
  • Social marketing
  • Community management
  • Social media advertising


  • Marketing strategy & planning
  • Digital marketing
  • Email marketing campaigns
  • Newsletter marketing
  • Advertising campaigns

We fuel growth

“Ours is a 2-month turnaround story I’m delighted to share. I met Rosalie Berg at a conference, where she spoke of transforming our approach to growing our business. Little did we know, her agency would surpass all expectations. Swiftly springing into action, Strategic Vantage devised and executed a comprehensive plan that left us in awe.

Within a mere 2 months, we witnessed a metamorphosis unfold before our eyes—a new logo, a modern website, a highly effective email marketing campaign, a captivating social media presence, and a show-stopping presentation and webinar that resulted in over 170 RSVPs. The sheer professionalism exhibited throughout this journey has been nothing short of awe-inspiring. Collaborating with their team has been an absolute delight, and their commitment and expertise have left an indelible mark on our success. We look forward to working with them for years to come!”

“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.”