Enterprise agentic marketing platform for mortgage
Put your loan officers at the top of every search
Capture high-intent borrowers everywhere they search
Borrowers start with Google and AI to compare lenders, officers, and rates. Yext ensures your branches and MLOs show up first with accurate, compliant, AI-ready information so you win visibility at the moment of decision.
Build borrower trust with credibility at scale
Mortgage decisions hinge on credibility. Yext boosts ratings, streamlines review management, and powers compliant local social, helping MLOs showcase expertise, responsiveness, and authenticity at scale so borrowers feel confident choosing you.
Protect compliance while empowering loan officers
In a regulated industry, even one inaccurate profile or off-brand post can erode trust. Yext provides centralized oversight, audit-ready workflows, and brand-approved templates, giving compliance teams confidence while enabling officers to market locally.
See what drives borrower discovery
Replicate real consumer searches across Google and AI engines to measure and understand how your MLOs are being cited, benchmark them against local competitors, and surface the levers that will improve visibility.
Structure data for AI engines
Organize officer, branch, and product details into schema-rich, AI-ready data that fuels accurate, trustworthy results in search and borrower-facing experiences.
Keep branch and officer details accurate everywhere
Listings ensure your locations and professionals stay consistent across 200+ publishers — from Google and Zillow to maps and AI platforms — with direct integrations that update in real time.
Turn reputation into a growth engine
Reviews directly influence borrower choice. Yext automates review generation, centralizes monitoring, and enables fast, compliant responses, boosting ratings and making officers more discoverable at the moment of decision.
Turn search moments into applications
Pages create AI-optimized officer and branch websites with structured data and embedded CTAs like "Apply Now," converting high-intent discovery into leads.
Scale compliant social engagement across every MLO
Empower loan officers to build credibility through professional profiles, personalized publishing, and AI-powered content recommendations, while marketing and compliance teams maintain full control and oversight.
Enhance the borrower experience with 1:1 outreach
Enable MLOs to automate reminders, updates, and follow-ups over text and voice with full compliance guardrails and CRM integrations to keep every interaction secure and productive.
Give borrowers instant answers on your site
Search helps borrowers find rates, loan options, branch hours, and FAQs directly on your website. AI-powered answers reduce drop-off, improve servicing, and move prospects closer to application.
"With Yext, we've increased conversions and gained valuable insight, while providing visitors with answers at their moment of intent. Search is about more than just navigation. Search is client intelligence."
Joe Minham
Digital Product Manager, First Financial Bank
FAQs
Win borrower trust at every search moment
From branch discovery to loan officer credibility, Yext helps ensure your mortgage brand shows up first, accurately, and compliantly across AI and search.