Local Ai marketing · Finance
Local Ai Marketing for Finance
Before anyone trusts you with their money, they ask ChatGPT, read your reviews and compare you to everyone nearby. When Google shows an Ai answer, the top result gets 58% fewer clicks. We make sure you’re the name the Ai recommends.
Source: Ahrefs study of 300,000 keywords, May 2026.
Who’s a good mortgage broker near me for a first-time buyer?
Here are well-reviewed mortgage professionals near you who work with first-time buyers.
Top-rated near you:
- [Your company]4.9 ★
- Competitor4.4 ★
Sound familiar?
You didn’t start a business to babysit your marketing.
- Conversion
Your website looks like every other lender, advisor or agency.
- Traffic
National brands and big banks own Google and the Ai answers.
- Your time
Lead costs keep climbing and you can’t tell what’s working.
- Closing
Leads go cold before anyone follows up.
- Fulfillment
Your best clients never leave reviews.
- Your time
You’re great at the work and tired of selling.
The pay-to-play trap
Stop renting leads. Start owning them.
Lead aggregators sell the same borrower or client to several pros and charge you either way. When someone finds you on Google or hears your name from ChatGPT, they’re yours.
| Rented leads | Your own leads | |
|---|---|---|
| Who else gets it | Several competitors | Nobody |
| Who wins it | Whoever answers first | You. They came to you. |
| Next month | Pay again | Reviews and rankings keep working |
| What you own | Nothing | Your profile, your site, your customer list |
Your guide
Marketing changed. We changed with it.
We’ve spent more than 25 years in sales and marketing, and we’ve never seen a shift like this one. The way people find a business has moved into Ai answers. Agencies that won’t learn how Ai changes search are going to fall behind, and they’ll take their clients with them.
We rebuilt our whole business around it. Now we use it to run the Ai Growth Cycle for you, one step at a time, starting where you’re losing the most customers.
Ai isn’t going to replace you. The people who learn to drive it will.
Josh Jurkovich, Founder
How we work together
See the problem. Get the plan. Let us run it.
Free Ai operations audit
Fill out the short form. We look at where you show up, who’s beating you, and where you’re losing the most customers. Then Josh walks you through it.
90-Day Growth Plan
We find the one thing holding you back and lay out exactly what to fix first, at the speed and budget that fit. Run it yourself or hand it to us.
We run the Growth Cycle
Done for you, every month. We fix the biggest leak, measure it, then move to the next. You get one report and your time back.
The XTRACT Ai Growth Cycle
Four steps your customer takes. We make each one go your way.
What your customer sees at every step, and what we set up so each step goes your way.
Who’s a good mortgage broker near me for a first-time buyer?
Here are well-reviewed mortgage professionals near you who work with first-time buyers.
Top-rated near you:
- [Your company]4.9 ★
- Competitor4.4 ★
01 · Traffic
Get found
They ask Ai and search Google. Your content and profile make sure your name comes up.
02 · Conversion
Get booked
They compare reviews and options. A fast site and easy booking turn the click into a customer.
Hi Sarah, thanks for reaching out! Here’s your quote. Tap to approve and pick a time.
Approved. Tomorrow at 9 works.
03 · Closing
Close the sale
Every lead gets a fast answer, a clear quote, and follow-up until it’s a yes or a no.
Thanks for having us out today! Would you leave a quick review?
Same day, explained everything, fair price.
PostedRates moved. Want a quick review of your options?
04 · Fulfillment
Deliver & retain
Great work, a review request, and a reason to come back. Every review feeds step one.
↺ Every review teaches the Ai to recommend you again
Your growth funnel
Where your customers come from, and where they leak.
Every customer starts as an Ai answer or a search and ends as a review. Most businesses lose customers at one or two of these steps and never know it. We find the leaks, fix them, and the reviews at the bottom feed the top.
Tap any step to see what your customer is doing.
01Search impressions in AiThey ask Ai. Are you in the answer?
Your customer has a problem. Before they ever look for a company, they ask ChatGPT or search Google what to do.
02Ai recommendations & Google impressionsDo you show up, or are you gone?
Google and Ai answer with content, ads and local listings. A few businesses get named. Everyone else is invisible.
03Clicks to your site & offersDoes your site make them want to call?
They click through to see if you can help, check your ratings and reviews, and fill out your form. Or they hit back.
04Leads & callsDo you follow up fast?
They call, message or fill out a form, then wait. Whoever answers first usually wins.
05Appointments & bookingsCan they book without phone tag?
They want a time on the calendar, not voicemail. A simple booking system keeps the lead warm.
06Sales & deliveryDo you close the sale and deliver like a pro?
You quote, close, and do the work. How it feels decides whether they hire you again and tell their friends.
07Reviews & lifetime valueDo you ask for every review?
A happy customer leaves a review, refers a friend, and comes back. Every review feeds the Ai back at step one.
↺ Reviews feed the top
Who we work with
Built for finance.
Mortgage & lending
Brokers, loan officers and teams.
Insurance
Independent agents and agencies.
Financial advisors
Planners and wealth managers.
Tax & bookkeeping
Local firms and solo pros.
One company per industry, per market. If we work with you, we don’t work with the business down the street.
Example map rank grid. Most businesses win the blocks around their location and disappear a mile out.
Where you actually show up
Most businesses disappear a mile from the door.
You probably win the searches right around your location. Go a mile or two out, into the neighborhoods you actually serve, and someone else gets the call. Same thing in Ai answers: if the Ai doesn’t know you cover an area, it won’t send anyone there.
That’s why we look at your whole service area and build your site, your Google profile and your content around every place you work.
What we do
One team for every step. No juggling four vendors.
We set up and run each step of the XTRACT Ai Growth Cycle, starting with the one costing you the most customers.
01 · Traffic
Get found
Show up when customers search Google or ask Ai who to call.
- Google & Meta ads
- Local SEO & Ai visibility
- Google Business Profile
- Brand building
- Social media & print
02 · Conversion
Get booked
Turn the click into a call, a form, or a booked appointment.
- Websites & landing pages that convert
- Offers that make it easy to say yes
- Online appointment booking
03 · Closing
Close the sale
Make it easy to say yes and pay you, without the paperwork.
- Sales pipeline built for you
- Automated follow-up by text and email
- Sales call coaching and scripts
- E-sign quotes & text-to-pay
04 · Fulfillment
Deliver & retain
Happy customers leave reviews and come back.
- Automatic review requests
- Customer follow-up & repeat business
What people are saying
In their own words.
“This really helped me figure out how to communicate my brand and everything has been easier since. It gave me everything I needed to market my business on social media and update my website.”
“This process took me maybe five minutes, and now I’ve got a complete battle plan in my back pocket. ChatGPT on steroids in the best way.”
“My business goals feel much more attainable now.”
“Saved 45 minutes. Super amped to get started.”
Straight answers
Questions owners ask.
“Is the Ai operations audit really free?”
Yes. Fill out the short form, we look at your business, and Josh walks you through what we found and the next step, whether you work with us or not.
“Can you guarantee I’ll be #1 on Google?”
Nobody honest can. We guarantee the work, and every month you see exactly what was done and what moved.
“What about compliance?”
We work inside your rules. You approve anything that needs approval before it goes live.
“Do I own my accounts?”
Yes. Your Google profile, your website and your customer list are yours.
“How much of my time does this take?”
Very little. It’s done for you. You approve, we do.
“What does it cost?”
It depends on how fast you want to grow. Josh walks you through the options on the call.
Free guide and workbook
The Founder’s Guide to the Ai Era
Ai is here. Whether you’re ready or not.
A 30-minute self-assessment for founders who know Ai matters and don’t know where to start. Score your business on the 10 layers of the Growth Hierarchy and find the one thing holding the rest back.
- Score 10 layers, from your plan and your team to your traffic
- Find the one layer that’s holding the rest back
- Worksheets for your plan, your seats, your offer and your systems
- A free Ai tool for every section, one QR code away
Your next step
Let’s build trust at scale.
It’s free. We look at where you show up on Google and in Ai answers, who’s winning instead of you, and what to fix first. Then Josh walks you through it.