You’re in good company
Top National Brands
250 +
Independent Brands & Brokerages License Our Services & Technology
250,000 +
Sales Associates Maximize Our Design Platform for Easy Marketing Creation
Template Designs
Starter
For mortgage teams and start up brokerages building their tech stack and enabling loan officers to create on-brand marketing
Core Features Include:
- Brand Templating & Locking
- Edit & Assign Templates to Specific Users
- PDF Importer for Custom Designs
- Automated Merge Text and Image Fields
- Compliance Approval & Audit Reporting System
- Web to Print Portal + Direct Mailing
- Free Geo Targeted Mailing Lists
- Co Print Payments
- Downloadable Assets
- User Roles & Analytics
- QR Code Generator NEW
- HTML Editor: Email Newsletters & Signatures NEW
- AI Content Writer NEW
- Video Editor NEW
Custom Templates
Designed for Live Platform
100 Designs
Continued Monthly Template Credits
3 Credits
*Accumulated template credits expire at the end of each year.
Custom Template Design
10 Hour Package: $1,000
Masana Noma,
Marketing Director
“Nothing compares to MAXA’s design team. They helped us with premium templates to bring our brand vision to life when we were a new company.”
Premium MOst Popular
For growing and established lending institutions & brokerages with marketing departments committed to streamlining their workflow.
Additional Features Include:
- Everything in Core Features plus
- Concierge Request System
- Dynamic State Disclaimers
- Multi Level User Organization
- Instant Template Download with User info
- Custom Hub for Redirects
- Experience.com Integration (Optional)
- SocialCoach.io Integration (Optional)
- Issuu.com Publication Integration (Optional) NEW
- Marketing Packages Store new
Custom Templates
Designed for Live Platform
200 Designs
Continued Monthly Template Credits
6 Credits
*Accumulated template credits expire at the end of each year.
Custom Template Design
10 Hour Package: $1,000
Mark Madsen,
Marketing Director
"It was heartbreaking how many hours and dollars we use to waste tracking down graphics during every audit until we partnered with MAXA. Producing quality marketing assets at scale for a large company with multiple DBA’s and teams would be impossible to manage without Maxa!"
Scale + Automation
For large sales organizations that want to provide an automated marketing creation and deliver service while giving their sales team access to self serve their marketing edits.
Additional Features Include:
- Everything in Starter Core + Premium Features plus
- Automated Marketing Packages new
- Marketing Package Store (Optional)
- Client Option to Mark Up Print Prices for Revenue Share (Optional)
- Instant Duplicate & Rebrand Content for Teams and DBAs new
Custom Templates
Jeri Vasquez,
Regional Marketing Manager
“What we’ve found since onboarding MAXA is not only an increase in monetary ROI but an ROI on our time. Loan officers can have collateral finished in minutes and be off to a meeting!"
Templates in your marketing platform
Provided by MAXA
- Social Media
- Recruiting Social
- Instagram Stories
- Video Reels
- Social Media Banners
- Business Cards & Stationary
- Loan Program Flyers
- Rate Sheet Flyers
- Cobranded Property Flyers
- Postcards & Direct Mailers
- Company Brochure & Presentations
- Recruiting Packet
- HTML Email Newsletters
- HTML Email Signatures
- Market Stats & Data Marketing
- Testimonials
Custom Enterprise Option*
All client templates start with MAXA's original artwork and templates redesigned for their unique brand. Clients have the option to get 150 fully custom templates designed for launch plus new designs every month with our Custom Enterprise option below.
Required to get Scale + Automation plan to be eligible for Custom Enterprise option.
James Duncan,
Director of Marketing
"Maxa has been one of our favorite partnerships! The tool they have developed is our highest engaged tool within our company and has created greater efficiencies in our ability to quickly serve our Thrive community. They're pretty cool people to hang out with too."
Rate Matrix Guide
Per user billed yearly. As clients buy more accounts, discount per user automatically applies.
Brokerage Users
Implementation Fee
Baseline Fee
Workspace Fee
Brokerage Users
+ 1 - 60
+ 61 - 120
+ 121 - 250
+ 251 - 500
+ 501 - 750
+ 751 - 1,000
+ 1,001+
Additional discount opportunities: 10% off for 3 year term.
Rate Matrix Guide
Per user billed yearly. As clients buy more accounts, discount per user automatically applies.
Brokerage Users
Implementation Fee
Baseline Fee
Workspace Fee
Brokerage Users
+ 1 - 60
+ 61 - 120
+ 121 - 250
+ 251 - 500
+ 501 - 750
+ 751 - 1,000
+ 1,001+
Additional discount opportunities: 10% off for 3 year term.
Rate Matrix Guide
Per user billed yearly. As clients buy more accounts, discount per user automatically applies.
Brokerage Users
Implementation Fee
Baseline Fee
Workspace Fee
Brokerage Users
+ 1 - 60
+ 61 - 120
+ 121 - 250
+ 251 - 500
+ 501 - 750
+ 751 - 1,000
+ 1,001+
Additional discount opportunities: 10% off for 3 year term.
Rate Matrix Guide
Per user billed yearly. As clients buy more accounts, discount per user automatically applies.
Brokerage Users
Implementation Fee
Baseline Fee
Workspace Fee
Brokerage Users
+ 1 - 60
+ 61 - 120
+ 121 - 250
+ 251 - 500
+ 501 - 750
+ 751 - 1,000
+ 1,001+
Additional discount opportunities: 10% off for 3 year term.
Designer Mobile App
Uploaded with your branding and developer account.
Implementation Fee:
$1,000
dollars
- Branded, compliant social media templates to create and publish on the go
- Auto sync with Desktop platform
- Publish directly to personal social media accounts
- Push notifications to all users
15 - 120
$7
Per month
121 - 250
$6
Per month
251 - 500
$5
Per month
501 - 750
$4
Per month
751+
$3
Per month
Partnership Timeline:
Client Average Commitment: 6 Hours Total
Meeting 1 | Platform Consultation
Including Design Guidelines + Implementation Technical Integration
Meeting 2 | Review & Test Platform
Confirm Custom Set Up + Integration With Test Templates And Users
Meeting 3 | Live Leadership Training
Client Learns Front & Back End and Gains Access to *Live Custom Platform (2 Phases)
Meeting 4 | Engagement Strategy
Strategize On Best Adoption & Engagement Support, Platform Promotional Materials, & Meet Client Success Team that Manages Analytics with You.
_________________________________________
*Custom Enterprise | Design Consultation
Including Design Spectrum + Brand Download + Templates Wishlist Discussion
*Custom Enterprise | Design Presentation
Presenting Custom Suite Of Templates
Month 4 | Template Feedback
Review Platform For Users + Create More Template Designs Based On Feedback
Month 5 | Promotional Templates
Discuss Additional Templates Including Ads, Events Materials, Office Space, + More!
Month 6 | 2x On Popular Templates
Double Up On Most Used Designs With More Creative Layouts
Month 7 | Review New Admin Features
MAXA Creates New Features Throughout the Year for Our Clients to Implement and Take Advantage Of
Month 8+ | Continued Check Ins
Set Up Reoccurring Monthly Meetings To Review + Continued Marketing Needs
Continued Training & Support:
104 Week Training Program: Promote, Present + Train All Users
Leadership + User Customer Service:
10am - 8pm EST | Monday through Friday
Additional Resources: Click Here
CEO & Founder
"Incredible job. Our team at Maxa continues to bring value to our organization and more importantly stay innovative and cutting edge in the marketing space. They have been a great value add to our organization."
Susan Parnell, Corporate Marketing Director,
Marketing Admin & Communication
"Maxa and their team really made the training and rollout a breeze and have been available for us. Maxa's platform has made it so much easier for our team to offer quick access to fantastic branded assets on a user-friendly platform. It has been a game changer for time saved for our company."
Susan Parnell, Corporate Marketing Director,
Made in MAXA Design Studio
Get the
Broker/Agent Partner
Unbranded Platform
“Partnering with Maxa has been one of the best business decisions we have made! The ability to leverage their talent to augment our Marketing has allowed us to broaden our offerings significantly..”
Tracy Corbett, SVP of Business Strategy
Implementation Fee: $4,000 dollars
15 - 100
$15
Per month
101 - 300
$12
Per month
301 - 600
$10
Per month
601 - 1,000
$9
Per month
1,000+
$7
Per month
How MAXA Compares to Others
Dedicated Team
Quality Design & 5+ Years of Industry Experience
Scalable: Easy to grow team
Dedicated Project Management
Constant Communication
Price Predictability and Transparency
Affordability
Security and confidentiality
Scalable: Easy to grow team
Amazing onboarding process
Business and Product Profitability
Trustworthy & Longterm Partner
Recognition
“The sky's the limit (creatively) with Maxa's white-labeled marketing suite!” - Craig C. Rowe, Staff Tech Writer, 2022.
Inman gives MAXA a rare 5 star review rating!
“The sky's the limit (creatively) with Maxa's white-labeled marketing suite!” - Craig C. Rowe, Staff Writer, May 9th, 2022.
Inman gives MAXA a glowing 5 star tech review rating!
2022 TOP 5
TECH BY REALOGY
2023
SOLUTIONS PARTNER
2022
FEATURED PRODUCT
2022
FEATURED PRODUCT
2023
FEATURED INTEGRATION
2022
FEATURED PRODUCT
Fuel Your Brand with High-Octane Marketing Content
MAXA has internally partnered with Table Media Group, Inc. to bring you a more "do it for you" mortgage content service in addition to using MAXA's marketing template platform.
- With 20+ years of executive-level experience in mortgage operations and marketing, the Table MediaGroup team possesses an in-depth understanding of broker, loan officer, and consumer needs. Our agency was created to reduce your internal marketing expenses and scale up the content you provide your team. Our specialization lies in crafting very specific content tailored for the mortgage industry not just template designs within MAXA and hands on engagement with your loan officers to guarantee the ongoing relevance of your MAXA platform.
Keep Them Going Only
Never run out of good marketing content! This starter package ensures new content for brokers and lenders, delivered weekly.
Features Include:
- Monthly social media content calendar
- Weekly content drop (3 designs per week)
- Quarterly HTML Newsletter
- Quarterly usership report
- Monthly training program
Recruit and Retain
This comprehensive bundle builds upon the starter package, offering newsletters, flyers, and social media content, enhancing recruitment and retention efforts.
Features Include:
- Monthly social media content calendar
- Weekly content drop (3 designs per week)
- Annual Listing Presentation & Buyers Presentation
- Quarterly HTML Newsletter
- Weekly Recruiting social media content (1 design per week)
- Quarterly Leave-behind flyer with value proposition
- Quarterly usership report
- Monthly training program
Expand Your Brand
Tailored for brand-expanding brokerages. Encompasses all previous offerings, with the addition of bespoke social media campaigns and print collateral designs perfect for elevating your established brand.
Features Include:
- Monthly social media content calendar
- Weekly content drop (3 designs per week)
- Annual Listing Presentation & Buyers Presentation
- Quarterly HTML Newsletter
- Weekly Recruiting social media content (1 design per week)
- Quarterly Leave-behind flyer with value proposition
- Monthly custom social media design (6 designs per month)
- Monthly custom double-sided print design (6 designs per week)
- Quarterly usership report
- Monthly training program
Our Training Program ensures seamless adoption and sustained usage of this invaluable resource.
Led by our platform experts, our monthly trainings provide comprehensive guidance on platform utilization, best practices, staying informed about the latest product releases, and leveraging them effectively. These sessions are designed to teach loan officers and employees how to optimize their workflow, saving valuable time and fostering platform adoption. We are your agency to run and champion the MAXA platform.
“The sky's the limit (creatively) with Maxa's white-labeled marketing suite!” - Craig C. Rowe, Staff Writer, May 9th, 2022.
Inman gives MAXA a glowing 5 star tech review rating!
Get Preferred Pricing
from our Strategic Integrated Partners
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