Gmail and Yahoo changed the rules in 2024. Microsoft followed in 2025. Many lender marketing teams have not revisited their setup, and nothing looks broken. Sends go out, the ESP says delivered, and a growing slice of your list may never see them. Past clients, preapprovals, your broker list. Dark.
In plain English, in five business days. Here's what we check.
SPF, DKIM, DMARC, and whether they actually align on the subdomain your marketing sends from. Not just the root domain your IT team locked down.
What Google and Microsoft think of your sending domains and IPs right now.
How much of your database has decayed since the 2024 rules, and what's safe to re-engage.
The stuff inside your emails, like shorteners, image weight, and spam-trigger patterns, that drags placement down.
Whether your marketing email supports the one-click unsubscribe requirements now enforced by major mailbox providers.
Whether your CRM or marketing platform is set up to help you or quietly hurt you.
Plus a prioritized fix list your team can run without us, and a 30-minute readout call.
Founding rate for our first ten clients. Five business days from access to report.
Or exports. About 30 minutes of your team's time total. We change nothing in your systems.
Every layer, from DNS to list hygiene to the emails themselves. Five business days.
A scored report and a prioritized plan your team can run without us. Plus a 30-minute readout call. Want it handled for you? That's what our monthly ops plans are for.
The person behind the work, and how your systems and data are handled.
Rob Iula brings 15 years of email and CRM operations experience, including his work at Insellerate. He is familiar with the mortgage marketing systems and workflows lenders rely on, including platforms such as Velocify and Total Expert.
Production is AI-assisted, and Rob reviews every deliverable before it reaches you.