Hit the rate window. Without waiting on legal. | Persado

Hit the rate window. Without waiting on legal.

Mortgage marketing built for compressed cycles, complex disclosures, and rate-sensitive offers. Compliant, performance-scored campaigns in 72 hours — not 12 weeks. TILA, RESPA, UDAAP validated at generation, not after the meeting.

See it on your own loan products

A mortgage specialist will walk you through a live refresh on your assets.

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Meridian Home Lending

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Subject “Rates just dropped — lock your 6.25% before the window closes.”

See Your Rate →

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Hit the rate window

Refi triggers, ARM resets, and cash-out offers shipped in 72 hours — not 12 weeks. The window stays open.

TILA, RESPA, UDAAP — embedded State-specific disclosures and APR handling validated at generation. 90% fewer rejections in first review.

Scored before send Every variant ranked against 120K+ regulated-industry campaigns. Losers don’t reach the queue, let alone the inbox.

The mortgage problem

By the time it ships, the rate has moved.

Mortgage isn’t email marketing with disclosures bolted on. It’s a different operating model — and it needs different infrastructure.

Rate windows close in days, not quarters

By the time legal signs off on the refi blast, the rate moved. Your team is shipping yesterday’s offer into today’s market.

TILA, RESPA, UDAAP — every line, every time One ambiguous APR mention, one missing disclosure, and the campaign gets pulled. Compliance review is the bottleneck, not the safety net.

Generic AI doesn’t speak mortgage

Off-the-shelf LLMs hallucinate APRs, miss state-specific disclosures, and have no idea what a DSCR loan is. Your brand can’t take that risk.

Full lifecycle coverage

Every loan, every stage, every channel.

From purchase prospecting through servicing — Persado handles the entire mortgage marketing motion, including the rate-sensitive triggers that close in days, not quarters.

01

Prospecting

Purchase prospecting First-time buyers, move-up, jumbo

02

Refinance

Refinance triggers Rate drops, cash-out, ARM resets

03

Recovery

Pre-qual to application abandonment recovery

04

Servicing

Servicing — escrow changes, PMI removal, retention

05

Growth

HELOC and home equity cross-sell

8 of the 10 largest US banks already ship on Persado.

+0% Application rate 0hr Brief to deployment 0% Fewer compliance rejections 0+ Regulatory frameworks

Anonymized customer set

See the Lift Live

See how mortgage teams hit the rate window — every time.

A 30-minute walkthrough of how regulated lenders ship compliant, scored campaigns in 72 hours.