2025 Top Tech for Brokerages by Inman and T3 Sixty for Marketing Center, Content Marketing, and AI.
LeaderOne Financial is a national residential mortgage lender operating in 49 states plus Washington, D.C., with more than 200 loan officers across the country.
Before implementing Maxa, the marketing team struggled with reactive workflows, inconsistent branding, slow turnaround times, and compliance risk in a highly regulated environment. By adopting Maxa as its centralized marketing and design platform, LeaderOne transformed how it delivers assets at scale—enabling proactive campaigns, streamlined compliance review, faster onboarding, and consistent brand execution nationwide.
The result: dramatic time savings, stronger brand discipline, improved loan officer satisfaction, and the ability to execute a full national rebrand in months instead of years.
Prior to Maxa, we were in the stone age of marketing asset delivery,” said Misty Olson, Director of Marketing at LeaderOne Financial. “Every single asset that was created was a one-off suggestion, created on demand, on the fly.
“Turn times would most definitely have been one of the biggest struggles,” Olson explained. “We were purely reactive instead of proactive.”
LeaderOne initially discovered Maxa through industry research and internal evaluation, bringing the platform to both marketing leadership and a focus group of loan officers before committing.
“Anytime we add a new vendor or software, we involve our sales team,” Olson said. “We want to make sure they feel comfortable and actually want to use it.”
Maxa comes in on the mortgage and real estate side of things,” Olson said. “It’s not just a platform for designers—it’s built for our industry. That’s absolutely the main reason why we went with them.”
Equally important was Maxa’s ability to mirror professional design workflows. For a marketing team trained in Adobe, the transition felt natural rather than disruptive.
“It mimics how we already work as designers,” Olson noted. “That made adoption much easier for our team.”
Once implemented, Maxa quickly became the central hub for LeaderOne’s marketing operations. Templates created in Adobe could be uploaded directly into the platform, enabling loan officers to customize approved assets without compromising brand standards.
“We build in Adobe, upload into Maxa, and everyone can grab what they want,” Olson explained.
Onboarding was structured and intentional. Every new hire receives one-on-one training followed by hands-on platform walkthroughs and recurring sessions.
“We do bi-weekly trainings for all new hires and sales folks,” Olson said. “It’s robust, so training really unlocks the value.”
From Maxa’s perspective, onboarding success hinges on early adoption. By ensuring profiles, contact details, and branding elements are automatically populated, new loan officers can begin using assets immediately—reinforcing engagement from day one.
Maxa enabled LeaderOne to move from ad-hoc design requests to scalable, brand-enforced templates—without sacrificing flexibility.
“We’re delivering assets in mass now,” Olson said. “That saved so much time that we were able to hire more designers and focus on proactive marketing.”
Custom fields, locked compliance elements, and layered designs ensured brand accuracy while allowing personalization at the loan officer level.
The lockdown features are huge,” Olson added. “One word change can throw off compliance. Maxa gives us peace of mind.
Adoption among loan officers was strong, driven by usability and time savings.
“We haven’t had complaints about usability—it’s very user friendly,” Olson said.
I love the Hub. I enjoy the flexibility of the marketing options and how easily I can customize assets to meet my needs and my agents’ needs. It saves time, improves efficiency, and keeps everything organized.
Property flyers are our number one asset by a long shot,” Olson noted. “We have about 18 versions, and they’re used constantly.
In a regulated mortgage environment, compliance was one of the primary drivers for adopting Maxa.
“We needed an easy way for compliance to review and retrieve assets,” Olson explained. “Maxa makes it simple to pull anything created for a loan officer—even years later.” With locked fields, standardized disclaimers, and centralized storage, compliance reviews shifted from bottlenecks to safeguards.
“It’s a safety net,” Olson said. “We know what we sent was correct.”
From Maxa’s standpoint, these features are designed specifically to support multi-state compliance requirements—reducing risk without slowing execution.
The impact of Maxa on LeaderOne’s business has been measurable and sustained:
Faster Turnaround Times
For marketing assets. Reduced compliance risk and review burden.
60% Adoption Rate
Increased loan officer adoption and satisfaction.
Strategic Marketing Wins
Ability to execute a national rebrand efficiently.
National Expansion Ready
Stronger brand consistency
across 49 states.
“With more than 1,200 assets in circulation bulk updates, color changes, and logo swaps were executed efficiently and consistently. Our brand is now represented a thousand percent more consistently.”
LeaderOne Financial’s experience illustrates how centralized marketing infrastructure can transform scalability, compliance, and brand execution for growing mortgage organizations. By replacing reactive workflows with proactive systems, the company empowered its loan officers while strengthening governance and brand integrity.
Content Automation
New Templates
Audit Readiness
Roadmap Influence
We will contact you within 24 hours to coordinate with our brand directors (onboarding specialists). In our demo we will cover current challenges, company goals, questions you may have, and MAXA solutions.
You can also schedule a demo with our team here >>.
Katie Rosier
Brand Director @ MAXA
Erik Gallardo
Brand Director @ MAXA
Daniela Schmidt
Brand Director @ MAXA
