Traditional Mortgage Banc
Traditional Mortgage BancColumbus, Ohio · Since 2000
Prepared for Jason Swart · September 23, 2026

A growth plan for TMB that works in any rate market.

Website, ads, organic content, email and reviews, run as one system. What we would do, in what order, and what it costs.

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First, the honest picture

Where TMB stands today

One ad since May

Your Meta ad

27 leads
  • $1,092 spent since May 18, about $40 per lead
  • Last 30 days: 4 leads at $53 each
  • One ad, unchanged since May 26
Built 2022

Your website

3 pages
  • Contact form has no phone field
  • No pixel, so ad visitors cannot be re-reached
  • No Equal Housing mark, no privacy page
  • traditionalbanc.com loads a blank page
Quiet

Your social

2 posts
  • Two Facebook posts in the last 12 months
  • 108 page followers
  • No Instagram connected
  • No video of you on the site
Stale

Your reviews

4 reviews
  • All five stars, newest from 2018
  • Google Business Profile unverified
  • Nothing on the website

Everything above is a marketing problem, not a lending problem. All of it is fixable in weeks.

Sources: Meta Ads Manager, tmbanc.com, Facebook Page, experience.com, read Sept 22, 2026
Why the plan looks the way it does

Win the market you have today, and be ready for the next one.

1

Rates near 7% moved the demand

Fewer purchases, but a lot of households carrying high interest card and auto debt. A cash out or debt consolidation review is the conversation people want right now, and almost nobody in Columbus is advertising it well.

2

Referrals matter more when volume is down

Agents send deals to the lender they see and hear from every week. Zero of six Columbus lender sites we studied have a page built for realtors. That is open ground.

3

Your past clients are the cheapest loans you will ever close

Every buyer you closed in the last three years is a refinance, equity or move up candidate at some point. They should hear from you monthly, automatically, in your voice.

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The plan

Five moves, one system, one monthly number

1

Launch the new website

20 pages, already built. Live within two weeks of your copy approval.

2

Rebuild the ad

One campaign, two ads: cash out review and a refreshed move up. Every lead nurtured until they are ready.

3

Show up every week

2 designed posts a week on Facebook, Instagram and LinkedIn.

4

Work the database

Past clients and realtor partners hear from you monthly through the CRM you already have.

5

Show up on Google

Fix the Business Profile and ask every closing for an honest review.

Nothing about how you originate changes. Blink, UWM, your process, your pricing all stay exactly as they are. We change what the world sees.

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Move 1 · Website

From a 3 page brochure to a 20 page lending site

Current tmbanc.com homepage
Today: tmbanc.com, last updated 2022
New Traditional Mortgage Banc homepage
Ready for your review: tmb-columbus.pages.dev, built for TMB in August

A page for every program, including refinance, cash out, bank statement and DSCR

A realtor partner page, profiles for you and Kevin, six working calculators

Lead form with a phone field, Meta pixel, Equal Housing mark, privacy and licensing pages

traditionalbanc.com gets pointed at the new site so your email domain stops loading blank
Move 2 · Ads

One campaign, two ads, built for the market we are in

Current Move-Up Buyer Review ad
Stays in the campaign as ad 2. Solid ad, four months old, needs a refresh.
Paying 20%+
on your cards?
Your home equity may be the way out. Free review, real numbers, a straight answer.
See my numbers
Traditional Mortgage BancCompany NMLS #240994 · Equal Housing Opportunity
New lead ad: cash out review for homeowners carrying card debt. Concept, final art after your OK.

What changes

  • New lead ad aimed at homeowners carrying high interest debt. Form asks about debt, home value and timing so you call with context.
  • Move up ad refreshed around the question buyers ask first: do I have to sell before I buy?
  • Deals now, pipeline later. Leads ready today get a call the same day. Everyone else goes into a 12 month nurture in your CRM, so this month's ad is still producing loans next spring.
  • Both point at the new site, so people who click and do not fill the form can be reached again.
  • Budget you control, paid to Meta directly. We suggest $15 a day to start, about $450 a month.
  • Compliance: no TMB rate, payment or savings claims in the creative (the 20% is the card rate people already pay, not an offer), Equal Housing, NMLS and office address on every piece, final creative reviewed before it runs.
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Move 3 · Organic content

Show up every week, without it eating your week

The cadence

WhatHow oftenWhere
Designed posts in your brand2 a weekFacebook, Instagram, LinkedIn
Realtor facing post (one of the two)1 a weekLinkedIn, Facebook
Monthly market note (one of the eight)1 a monthAll three, plus email
Short videos of youOptional add onAsk us

Your part: about 10 minutes a month

Approve the month's posts in one email. If you want video later, it is one optional recording session: we send five questions, you answer on Zoom or your phone, and we cut the clips with captions and your branding.

Content pillars

  • Debt consolidation and cash out, explained plainly
  • What a broker does that a bank cannot, in real files
  • Buyer questions in today's market
  • For agents: how to keep a tough file on track
  • Jason, 26 years in, the person behind the loans
Instagram gets connected to the Page in week one
Move 4 · Email and the CRM

Your database, working every month

Past clients

  • Import every past client into your CRM, tagged by close year and loan type
  • Monthly "Rates and Home Equity" note in your voice
  • A cash out and consolidation campaign to clients who closed 2022 to 2025
  • Annual "your loan anniversary" check in, automatic

Realtor partners

  • Your agent list imported and tagged, your top five flagged
  • Your top five hear from you every month, not just when a file is open
  • Monthly partner email: programs that save a deal, turn times, a real file story
  • New agent contacts get a short welcome sequence automatically

Every new lead

  • Instant text and email the moment a form comes in, with your name on it
  • Five touch follow up over 14 days, then a monthly note until they are ready
  • Review request 3 days after every closing

One written campaign a month, alternating past clients and agents, plus the automations, all built and sent by us inside your CRM, included at no charge.

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Move 5 · Google and reviews

When someone Googles you, make the first screen work

Google Business Profile

Claimed, verified, address and phone matched everywhere, programs listed, photos of you and the office, posts twice a month.

Reviews, on a schedule

Every closing gets an honest review request by text three days later, no incentives, no cherry picking. Goal: a steady flow of recent Google reviews, up from four reviews that are eight years old.

Found by AI

The new site carries the structured data that Google's AI answers and ChatGPT read from. When someone asks "independent mortgage broker in Columbus," TMB has a real shot at being in the answer. Nobody can guarantee placement, and we will not pretend to.

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What it feels like

A month at TMB with PCS running marketing

You

  • Approve the month's content in one email, about 10 minutes
  • Call the leads, close the loans
  • One 20 minute review call with Shawn

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  • 8 designed posts, captions, scheduling, on all three channels
  • 1 email campaign written, designed, sent, plus the automations
  • Ads monitored weekly, creative rotated, form quality checked
  • Website hosted, updated, new pages as programs change
  • Google profile posts and review follow up
  • A one page scorecard on the first of the month: leads, cost per lead, reach, reviews
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Timeline

The first 90 days

Days 1 to 14

  • Cash out ad live, move up ad refreshed
  • Website live on tmbanc.com, traditionalbanc.com redirected
  • Instagram connected, Google profile claimed and cleaned
  • First two weeks of posts scheduled
  • Past client and agent lists imported

Days 15 to 45

  • First past client email and first realtor email out
  • New lead follow up and review automations on
  • Twice a week posting steady
  • First scorecard

Days 46 to 90

  • Cash out campaign to 2022 to 2025 clients
  • Ad creative round two based on the numbers
  • Review count climbing, Google posts twice a month
  • 90 day review: what worked, what we double down on
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Investment

One plan, one number

$849 / month

TMB Growth Plan. Replaces your current $279 ad management. 90 days to start, month to month after that. No hires, no added staff: your overhead stays low.

  • Meta ads managed: one campaign, two ads, creative refreshed
  • 8 designed posts a month across Facebook, Instagram, LinkedIn
  • 1 email campaign a month plus lead follow up, nurture and review automations
  • Website hosting, security, updates and new pages
  • Google Business Profile management
  • Your CRM, included at no charge
  • A monthly scorecard and review call

One time: website launch

$500

The 20 page site, your content and photos in, domains pointed, pixel and forms wired, compliance pages, launch. It is already built, which is why the number is what it is.

Not included

Ad spend, paid by you to Meta. We suggest $15 a day to start, about $450 a month, so the all in number is about $1,299 a month. Short videos and a professional photo or video shoot are available if you want them, quoted separately.

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The math

What does the program cost in closings?

What you keep per closed loan, after splits

$3,500

Drag it to your number. Year one cost used here: $500 launch plus $849 a month plus about $450 a month in ad spend.

Added closings in year one to cover the whole program

5

That is one extra closing every

10 weeks

Everything past that is growth. This is a break even illustration, not a forecast. We track funded loans from every channel so you see the real number.

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Next step

Say yes today and the new ad is live this week.

1

Today

Tell us where your past client and agent lists live.

2

This week

New cash out ad live. Website copy review, one call.

3

Next week

First posts up. Site live within two weeks of your copy approval. First scorecard November 1.

Shawn Nardella · Powell Content Studio · shawn@powellcontentstudio.com

Thank you, Jason