What can RMI Do For Retail Lenders and Brokers?

Finding your next customer is hard, and with thousands of lenders pursuing the same leads it’s never been harder to succeed serving seniors. We maximize your effectiveness by showing you where you and your competitors are succeeding – so you can tailor your message and spend your marketing dollars with confidence.

Sales Territory Scorecard

for: Loans Officers and Sales Managers

Show us your sales territory and we’ll show you the loans!

  • Top 10 Zip Codes by loan volume
  • Top 5 Competing Lenders
  • Customized for your sales territory

Learn More about our Sales Territory Scorecard >

Retail Trilogy Solution

for: Sales and Marketing Managers

Analyze your state or states to find your best opportunities!

Our 3-part package shows you loan volumes, senior potential, and market share

Learn More about our Retail Trilogy Solution >


for: Executive Management

  • Let us put your sales and marketing waterfall data in order – get real answers, not IT delays
  • Numbers aren’t your thing? We’ll analyze your reports and discuss the top 3 things you need to know in your markets.

Sample Client Engagements>

contact us about Consulting services >