2025 Top Tech for Brokerages by Inman and T3 Sixty for Marketing Center, Content Marketing, and AI.
Revolution Mortgage has grown dramatically during its relationship with Maxa, expanding from roughly 30 branches when Creative Manager John Whitehead joined the company to approximately 130 branches operating across 48 states. As the organization scaled, so did the complexity of producing fast, on-brand and compliant marketing for hundreds of loan officers and branch teams.
Revolution needed a marketing system that could preserve a distinctive national brand while still giving local producers the flexibility to market to their own communities, real estate partners and borrowers. Maxa became the infrastructure that connected templates, pricing, property data, co-marketing, print, automation and compliance inside one ecosystem.
Today, Whitehead estimates that roughly 80% of Revolution’s marketing deliverables are created inside Maxa. The company reports approximately 80% platform adoption, with around 360 active users during the year.
"100%.
Maxa reduces our risk 100%”
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As Revolution grew, the system needed to:
Give loan officers fast access to professional, on-brand marketing without turning them into designers.
Scale co-marketing, pricing and property-specific materials across a national footprint.
Protect the brand and reduce compliance risk across 48 states and hundreds of producers.
“Speed and quality are our highest priorities. Maxa allows us to do both while maintaining the quality of our brand across all these branches and individual producers.”
— John Whitehead
Revolution became one of Maxa’s earliest mortgage clients, around 2019–2020, when the company had about 30 branches and Whitehead was still wearing every hat — designer, creative manager, compliance administrator. As the organization accelerated, Maxa became embedded in the daily workflow rather than sitting alongside it as one option among many.
The value isn’t only in producing more pieces — it’s in turning a good idea from one branch into a repeatable system for the whole company.“It’s scalability. It’s working smarter, not harder,”Whitehead said.
What Maxa means to our clients and our customers is a one-stop marketing solution, completely cohesive from content creation to compliance review, all bundled inside one platform.
— John Whitehead
Maxa is part of the technology stack new hires are trained on alongside the company’s CRM and other core systems — not an optional tool discovered later.
Ongoing sessions for new employees, run alongside the rest of the onboarding stack.
Training tailored to how each branch actually markets, not a one-size webinar.
Personalized help for producers who need more than the built-in tutorials.
“Reach out to us when you hit the 10-minute mark and you don’t know what you’re doing. This is what we’re here for. We want to step in, we want to take over, we want to make it seamless.”
Maxa gives Revolution a template foundation that can be customized for different producers, branches, and markets without rebuilding every campaign from scratch.
That balance matters because Revolution intentionally avoids a one-size-fits-all marketing strategy. Some loan officers thrive on camera and social media; others have decades of referral relationships and prefer database-driven outreach.
Monthly payment scenarios are created directly inside Maxa.
Users pull property details directly into marketing materials.
“If you combine the property search feature with the pricing integration, we can create seamless open house flyers, listing flyers, promotional property flyers that also include relevant pricing to that property. Being able to deliver that for our business partners has been a huge win for our teams.”
— John Whitehead, Creative Manager
Meeting Loan Officers Where They Are
Reach out to us when you have the 10-minute mark and you don’t know what you’re doing. This is what we’re here for. We want to step in. We want to take over. We want to make it seamless.
The five o’clock on a Friday is just a common occurrence for us. That’s another beautiful thing about Maxa — it allows us to take those rush requests and those expedited requests and be able to actually deliver them.
For Whitehead, whose background is in graphic design and branding, consistency is part of how Revolution differentiates itself in a category where financial-services brands can look and sound alike.
Maxa lets the company respond quickly to market changes while staying inside an established brand system, repurposing an existing asset rather than starting a new design workflow from scratch.
Addressed right inside the platform, not a new workflow.
— John Whitehead, Creative Manager
Consistent across print, digital, co-marketing, and local campaigns.
The partnership improved agent experience, marketing capacity, brand consistency, and compliance at scale.
The partnership has continued as both companies have evolved. Revolution has participated in newer Maxa capabilities, including automated marketing packages designed to make listing-specific and co-marketing materials available faster — in some cases before a real estate partner has even requested them.
“I love to see that Maxa refuses to slow down. They continue to innovate, and it’s very exciting to be a part of that innovation.”
Support matters too: Revolution’s team creates most of its own design work, but leans on Maxa for technical issues, extra capacity, and a leadership team that’s accessible and open to feedback.
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
Christopher Burzynski
Customer Success Manager @ MAXA
Daniela Schmidt
Brand Director @ MAXA
