Regional Marketing Performance & Growth Report MOUNTAIN & PLAINS, AUGUST 2026
Regional Retail Marketing
AUGUST 2026 — BASED OFF 231 MARKETING REQUESTS COMPLETED Bonzo 3.9% Kansas City, MO 10.3%
Team Support 19.6%
Regional Marketing Requests by Category
Marketing 41.3%
Kansas 18.2%
Admin 33.9%
Arizona 2.5%
Idaho 1%
Regional Marketing Requests
Colorado 43.3%
by State
Utah 21.7%
MOUNTAIN & PLAINS
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Regional Retail Marketing
A U G U S T — R E G I O N A L M A R K E T I N G T R A N S F O R M AT I O N S Challenge Addressed:
Solution Deployed:
Business Impact:
Growing onboarding demands reduced available time for supporting day-to-day marketing initiatives and partner needs.
Established a collaborative onboarding model with shared onboarding calls and a structured emailbased new hire checklist to ensure seamless training and accountability.
Enhanced the new hire experience, increased operational efficiency, and enabled the team to remain proactive in supporting regional business objectives without sacrificing onboarding quality.
Challenge Addressed:
Solution Deployed:
Business Impact:
Increasing requests for marketing support exceeded team production capacity, creating frustration when project prioritization or scheduling adjustments were required.
Partnered with Sarahfina to establish clear production guidelines, capacity expectations, and prioritization standards to ensure equitable support across all Loan Officers.
Enabled the team to deliver high-quality marketing support consistently, prioritize resources for highproducing PCS and growth opportunities, and maintain dedicated, strategic support for all Loan Officers.
MOUNTAIN & PLAINS
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Regional Retail Marketing AUGUST VIEW
Our Up To Date Efforts
48
19
8
Social Club Members
Neighborhood Newsletter Recipients
Onboarded with Marketing
MOUNTAIN & PLAINS
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Regional Retail Marketing PROJECT HIGHLIGHTS
COLLATERAL HIGHLIGHT
COLLATERAL HIGHLIGHT
COLLATERAL HIGHLIGHT
SOCIAL POSTS
CUSTOM ADVERTISING
CUSTOM FINANCING FLYER
Just Closed Social Posts
Shopping Cart Ad & Landing Page
Editable Permanent Buydown Financing
Flyer (Builder)
COLLATERAL HIGHLIGHT
COLLATERAL HIGHLIGHT
COLLATERAL HIGHLIGHT
PRINT FLYER
CUSTOM BOOKLET
SOCIAL POSTS
UPDATED LOOK!
Rent Vs Buy Booklet
NEW!
Lender Incentive Property Flyer
4"x6", 12-page
Custom State Bonzo Licensed In Construction Social Post /Reno Drip Campaign
DON'T JUST SCROLL PAST!
CLICK ON EACH IMAGE TO SEE THE PROJECT UP CLOSE AND GET THE FULL PICTURE OF WHAT OUR TEAM HAS BEEN CREATING.
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Thank You! MOUNTAIN & PLAINS MARKETING
Jess
Natalie