CBM Agency
For Mortgage Brokers · Google · Maps · AI Search

Be the mortgage broker Google shows first.

More than rankings. CBM positions your brokerage to attract qualified borrowers and turn more searches into completed applications.

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the problem

This is what's quietly costing you deals.

Qualified borrowers are searching. The question is who they find first.

01
Borrowers Google you before they ever call.
The Google Map Pack captures 70% of local clicks. If you're not in the top 3 results, that buyer doesn't know you exist. They just called your competitor.
02
Your competitor has 500+ reviews. You don't.
Two brokers, same rates. The one with more reviews wins every single time. Reviews are the #1 thing that turns a Google search into a phone call — and most brokers completely ignore them. This is the fastest lever you're not pulling.
03
Borrowers are asking AI now, not just Google.
"Who's the best mortgage broker in [City]?" is a question people now ask ChatGPT and Google AI. If your name isn't showing up in those answers, you're invisible to an entire wave of borrowers your competitors haven't figured out yet.
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WHAT WE DO

The full stack that gets you found — and chosen.

Google Business Profile + Maps ranking. — Put your brokerage in front of borrowers searching within the markets you serve.

Google Maps ranking
AI search presence (ChatGPT, Perplexity, Google AI Overview)
Citation cleanup

High-intent mortgage searches Build authority around FHA, VA, renewals, refinancing, reverse mortgages, first-time buyers, and your priority products.

Review acquisition. Create a consistent system for collecting the trust signals that influence borrower decisions.

AI search visibility. — show up when borrowers ask ChatGPT, Perplexity, and Google AI Overviews who to call.

Conversion path. — Make it easy for qualified borrowers to call, inquire, or begin an application.

004
process

THE CBM PIPELINE

Every stage is built around one outcome: more qualified applications.

01
Find the leakage.
Map where your brokerage appears, where competitors are positioned, and where qualified borrowers are being lost.
Set the direction.
Identify the products, locations, and borrower searches most likely to produce valuable applications.
02
03
Strengthen your position.
Build the profiles, authority, reviews, content, and search signals needed to compete.
Convert the attention.
Tighten the path from search to call, inquiry, and completed application.
04
05
Track what moves.
Monitor keyword growth, calls, inquiries, and application activity—so progress is tied to the pipeline, not vanity metrics.
005
PROOF

The difference between being online and being positioned.

One mortgage broker moved from page 10 to page 1, with 27 priority keywords reaching Google’s Top 10 in approximately 90 days—all organically.

From Invisible to #1

Nowhere to be found for "home loans near me." No local presence, no calls coming in from search…

Read More
#1
"Home Loans Near Me"
#3
Spots for VA Lenders
45
Days
567 Calls Straight From Google

Barely showing up in local search, no way to track the borrowers slipping away. Now the phone rings with people who found them first on Google…

Read More
567
Calls From Google
casestudy
12 Months. 6:1 ROI. Still Running.

An automotive business needed real growth, not promises. 12 months of RevOps infrastructure — $6 back for every $1 spent, month after month.

Read More
6:1
ROI
7 Figure
Revenue Growth
006
Tech Stack

The RevOps behind your visibility.

Google Business
Google Maps
Local SEO
Local GEO
AI Search
Web Development
CRM Integration
Automation
WhatsApp Integration
Custom APIs
Google Business
Google Maps
Local SEO
Local GEO
AI Search
Web Development
CRM Integration
Automation
WhatsApp Integration
Custom APIs
Booking Systems
Payment Processing
Lead Capture
SMS Automation
AI Agent
Reputation Management
Citation
Directories
Analytics
AI Infrastructure
Booking Systems
Payment Processing
Lead Capture
SMS Automation
AI Agent
Reputation Management
Citation
Directories
Analytics
AI Infrastructure
Review Systems
Content Strategy
Branding
Workflow Automations
Revenue Growth Marketing
B2C
B2B
Optimizations
Business Development Consulting
LiveChat
Review Systems
Content Strategy
Branding
Workflow Automations
Revenue Growth Marketing
B2C
B2B
Optimizations
Business Development Consulting
LiveChat

Every tool connected. Every lead captured. One system that runs.

007
testimonial

What They’re Saying

David Lee
Founder, Atodio Studio

We were spending hours on repetitive tasks. Their automation system saved us 30+ hours per week and dramatically improved our sales performance.

See what service business owners are saying.
MVMT Broker
Founder, Perla

Meshia and her team has help my brokerage company expand within these last seven months. I spent thousands with other agencies and by far CBM agency exceeded my expectations. The communication level is what keeps me a lifelong client.

We’ve increased enrollment conversion by 35% in just one quarter.

How Puno Automated 80% of Lead Handling
Ted C.
Mortgage Broker

I spent thousands with other agencies. By far, CBM exceeded my expectations. The communication is what keeps me a lifelong client.

How Puno Automated 80% of Lead Handling
Colton B.
Mortgage Broker

The quality of the inquiries has improved. We’re hearing from borrowers who are actively looking for financing and ready to start an application.

How Puno Automated 80% of Lead Handling
Maddy F.
Mortgage Broker

Before working with CBM, almost all my business came from referrals. Within 87 days, I started showing up for searches like ‘mortgage broker near me’ and received 103 new borrower calls from Google.

How Puno Automated 80% of Lead Handling
David Lee
Founder, Atodio Studio

We were spending hours on repetitive tasks. Their automation system saved us 30+ hours per week and dramatically improved our sales performance.

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FAQs

Common Questions

1
Do we need to run ads?
2
How quickly should we expect movement?
3
What does our team need to handle?
4
Can CBM target specific mortgage products?
5
How is compliance handled?
Have any other questions?
Contact Us