E320 Consulting — LenderHomePage Proposal
Consulting Engagement Proposal

Building a Realtor Marketing
Platform for LenderHomePage

An overview of what Keith Marsh can provide for LenderHomePage — the strategy, technology, and execution to launch a white-label Realtor lead generation platform currently under development, with every core capability built and proven, targeting the South Shore, FL market as its first deployment.

Submitted to
Rocky Foroutan, CEO — LenderHomePage
Submitted by
Keith Marsh — E320 Consulting
Date
March 2026
Engagement type
Strategic Consulting
The Opportunity

LenderHomePage already serves thousands of mortgage professionals. This is the product that deepens every one of those relationships.

LenderHomePage has spent over two decades building the infrastructure that powers mortgage professionals online. The next natural extension is helping those professionals strengthen their Realtor partnerships — the most valuable referral relationships in the business. A white-label Realtor marketing platform, offered as a value-add through LenderHomePage, gives your mortgage clients a compelling reason to bring their Realtor partners closer. And it creates a new revenue stream with minimal lift on your end.

The Realtor relationship is the mortgage broker's most valuable asset

Realtors drive a significant portion of purchase loan referrals. Brokers who bring real value to their Realtor partners — not just rates — win long-term loyalty. This platform is that value.

AI is disrupting real estate marketing right now

Realtors know the landscape is changing but most don't know how to respond. A platform that makes AI tools accessible without technical expertise is something they'll pay for — and thank their broker for introducing.

Your existing network is the distribution channel

LenderHomePage already has the relationships with mortgage brokers across the country. The platform rides that infrastructure — no new sales motion required on your end.

The product is already built and proven in market

E320 Consulting has developed this platform with the South Shore, FL market as the target. The technology, onboarding workflow, and automation infrastructure are operational and ready for deployment.

Scope of Work

What Keith can deliver for LenderHomePage.

This engagement covers the full lifecycle of bringing the platform to market under LenderHomePage — from strategy through launch and beyond.

01

Product Strategy & Market Positioning

Define how the Realtor platform fits within LenderHomePage's existing product suite. Determine whether it launches as a standalone offering, a bundled add-on, or a white-label tool your brokers co-brand. Develop the go-to-market narrative that resonates with your mortgage professional audience.

Deliverable: Strategy Document & Positioning Brief
02

Platform Architecture & Data Infrastructure

Design the technical architecture to support multi-broker, multi-Realtor deployments at scale. This includes national MLS data integration via Attom Data and Bridge Interactive APIs, GoHighLevel snapshot deployment, and a permission hierarchy that protects each party's data while giving LenderHomePage full administrative visibility.

Deliverable: Architecture Blueprint & Data Flow Diagram
03

Realtor Landing Page System

Build and configure the branded landing page template that every Realtor receives upon onboarding. Includes live MLS listings, AI home staging studio, neighborhood highlighter, 2026 market report, mortgage calculator, and Google/Meta lead campaign hooks — all dynamically branded per Realtor.

Deliverable: Fully functional page system ready for deployment
04

GoHighLevel Snapshot Development

Build the master GHL snapshot that powers every broker sub-account — including all nurture sequences, pipelines, lead tagging workflows, automated SMS/email campaigns, and webhook integrations. This snapshot becomes LenderHomePage's proprietary onboarding infrastructure.

Deliverable: Production-ready GHL master snapshot
05

Realtor Onboarding System

Design and build the onboarding form and workflow that takes a new Realtor from signup to live page in under 24 hours. Includes MLS credential capture, brand configuration, GHL sub-account provisioning, and automated welcome sequences.

Deliverable: Automated onboarding workflow end-to-end
06

Pilot Launch & Broker Rollout Support

Manage the initial rollout with a cohort of 5-10 brokers from LenderHomePage's existing network. Monitor onboarding, troubleshoot integration issues, gather feedback, and iterate before scaling nationally. Provide documentation and training for LenderHomePage's account management team.

Deliverable: Pilot report, training materials, scale-ready playbook
07

Ongoing Advisory

Monthly strategic advisory sessions to evaluate performance, identify expansion opportunities (new markets, new features), and ensure the platform stays ahead of the curve as AI and MLS data tools continue to evolve.

Deliverable: Monthly advisory call + written summary
Why Keith Marsh

The rare combination of marketing experience and digital execution.

Most consultants in this space either understand marketing strategy or they understand technology. Keith brings both — and a track record of using them together to drive measurable growth.

KM

Keith Marsh

Founder, E320 Consulting  |  e320.io

Keith is a seasoned digital marketing strategist with deep expertise in lead generation, automated marketing systems, and AI-powered consumer tools. As the former CMO of the Freedom Boat Club's Tampa franchise, he led the brand through 40% annual growth — overseeing digital strategy, lead generation infrastructure, and customer acquisition at scale in a competitive consumer market.

Through E320 Consulting, Keith has designed and built the Realtor platform now being proposed for LenderHomePage — including the AI staging studio, dynamic neighborhood data system, GoHighLevel automation infrastructure, and MLS integration architecture. The platform is under active development with the South Shore, FL market as its launch target. Every capability described in this document has been built and demonstrated — the rollout is the next step.

40%
Annual growth driven
as CMO, Freedom Boat Club
15+
Years in digital
marketing & strategy
6
Integrated tools built
in the E320 platform
Engagement Model

Structured for results, not billable hours.

This engagement is built around clear deliverables and milestones — not open-ended retainers. You'll know exactly what you're getting and when you're getting it.

Indicative Timeline

From first call to national rollout in 5 months.

Week 1-2

Discovery & Alignment

Deep dive into LenderHomePage's existing product suite, broker network, and strategic priorities. Finalize scope, confirm technical requirements, and define success metrics.

Month 1

Architecture & Platform Build

Data infrastructure stood up. Realtor landing page system built. GHL snapshot development begins.

Month 2

Onboarding System & Snapshot Complete

Full onboarding workflow live. GHL master snapshot production-ready. First test Realtor pages deployed internally.

Months 3-4

Pilot Launch

5-10 brokers from LenderHomePage's network onboarded. Real Realtors live on the platform. Feedback loop running. Training materials developed.

Month 5+

National Rollout & Advisory

Platform opens to full LenderHomePage network. Keith moves to advisory role. Program scales independently with ongoing strategic support.

Above & Beyond the Platform

E320 can also fill the funnel — not just build it.

In addition to the platform itself, E320 Consulting offers active prospecting services to help Realtors build a steady stream of buyer and seller leads. This is a separate, optional service layered on top of the platform — for Realtors who want E320 managing their lead generation, not just their tools.

The Strategy

Zillow dominates buyer traffic — but its leads are expensive, often shared with competing agents, and require instant follow-up to be effective. E320's prospecting approach draws from a diversified mix of high-intent platforms, predictive data tools, and hyper-local targeting to build a sustainable pipeline that doesn't depend on any single source.

Realtor.com Connections Plus

High-intent buyers actively searching on Realtor.com — often closer to a transaction than portal browsers. Strong local MLS integration gives South Shore Realtors natural visibility.

Homes.com

A fast-rising Zillow alternative with growing traffic and less agent saturation. Earlier movers into this platform are seeing better lead quality at lower cost.

Ylopo / BoldLeads

AI-driven Facebook and Google ad systems built specifically for real estate. Excellent for hyper-local targeting in defined geographic areas like Ruskin and South Shore.

Real Geeks

IDX-powered websites with built-in lead capture, organic search traffic, and CRM integration. Strong for converting website visitors into actionable leads over time.

SmartZip / Offrs

Predictive analytics platforms that identify likely movers before they list — based on behavioral and demographic data patterns. Strong for generating seller leads that flow back into buyer opportunities.

Rocket Homes / Niche Networks

Referral networks with mortgage pre-approved buyers already in motion. Ideal for targeting specific demographics — veterans, relocators, first-time buyers — entering a Realtor's geographic area.

How it fits the model: Every lead generated through E320's prospecting service flows directly into the Realtor's GoHighLevel pipeline — where the automated nurture sequences are already waiting. The platform catches them. The prospecting service fills it. Together they form a complete, managed growth system for any Realtor in the network.

Regulatory Compliance

Built to stay on the right side of RESPA — by design, not by accident.

Any arrangement between mortgage professionals and Realtors that involves value exchange raises legitimate RESPA concerns. This model has been structured from the ground up to address that directly.

Realtors pay for a marketing service — full stop.

The platform is a legitimate, independently valuable marketing product. Realtors subscribe because it generates leads, displays their listings, and builds their brand. The fee they pay is for that service — not for access to a mortgage referral relationship. That distinction is what keeps this clean under RESPA Section 8.

No fees are tied to referrals — in either direction.

Neither the Realtor nor the mortgage broker pays or receives anything in connection with a referral. The broker's presence on the platform — in the mortgage calculator and contact area — is a marketing placement, not a referral fee arrangement. The same way a lender might sponsor a Realtor's open house flyers, this is co-marketing, not compensation for business directed.

The value flows to the consumer, not between the parties.

RESPA's core concern is kickbacks that inflate costs for the consumer. This platform reduces friction for buyers and sellers — it gives them better information, better tools, and easier access to professionals. There is no markup, no hidden fee, and no cost passed to the consumer as a result of the arrangement.

Bottom line: This is a marketing platform that happens to include a mortgage professional's branding — not a referral arrangement that happens to have a website attached. That distinction matters legally, and it has been the guiding principle in how every element of the platform has been designed.

This platform is built. The question is fit.

The technology is operational, the onboarding system is designed, and the platform is under active development with every core capability proven and a defined target market ready for launch. This document outlines what Keith can provide for LenderHomePage — the tools, the strategy, and the expertise to bring this to market. When the time is right, a conversation is the natural next step.

Name
Keith Marsh
Company
E320 Consulting
Website
e320.io