An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business.

At A Glance

• Interviewee: Jessica “Jess” Alpert, Chief Marketing Officer
• Company: EPM (Equity Prime Mortgage)
• Estimated Revenue: $39.8 Million
• Location: Atlanta, Georgia
• Website: www.epmwholesale.com
• Industry: Wholesale B2B mortgage lending and financial services
• Company Notes: Mid-sized wholesale lender serving independent mortgage brokers nationwide.
• Best-Fit Agencies: B2B fintech specialists; mortgage and financial services experts; performance and lifecycle shops; content and brand strategy firms; event and community marketing partners.
• Source: CMO Journeys Interview

The Big Picture

EPM is navigating a tougher mortgage market while doubling down on the wholesale broker channel. Jess is refreshing the story so brokers clearly see EPM’s value and growth focus. She is focused on pairing empowerment messaging with sharper, more consistent positioning across channels. At the same time, she wants a more data-informed demand engine that feels human, not purely transactional. This moment matters because EPM is reshaping its brand while rivals battle hard for broker loyalty.

Top Stated Priorities

• Re-messaging EPM so brokers clearly understand who the company serves and why it is different. This matters now because wholesale competition is intense, and EPM must stand out beyond rates or turn times.
• Elevating broker empowerment with better content, tools, and education that help partners win more deals. This is critical because EPM grows only when brokers feel supported and can explain its value clearly.
• Modernizing digital demand generation and lifecycle programs across email, social, and web. She wants digital to carry more of the load so teams are not restarting from scratch.
• Building a more data-informed marketing engine that connects campaign performance, broker behavior, and business results. This matters because leadership expects clear proof that marketing spend is driving volume and profitable relationships.
• Protecting and evolving EPM’s TAG conference and thought leadership platform as a community growth lever. It is a key asset for reinforcing the empowerment story and deepening loyalty with top brokers and partners.

Watch the Full Interview

Under-the-Surface Signals

• Cleaning up the marketing tech and data foundation so campaigns are easier to execute, measure, and scale. This is implied because she frequently links digital growth, automation, and reporting to sustainable performance.
• Refreshing EPM’s creative so the brand feels modern while still warm, human, and mission-driven. This is implied because she returns often to storytelling, authenticity, and making complex products feel simple and approachable.
• Clarifying when to keep work in-house versus bringing in specialist agency partners. This is implied because she notes bandwidth limits and a need for specialist digital and broker programs.

Your Next Big Wins

• Brand and narrative refresh for the wholesale broker audience that sharpens EPM’s positioning and story. This is a fit for brand and messaging agencies that understand financial services and B2B2C dynamics.
• Broker enablement programs that package EPM’s story into plug-and-play campaigns, playbooks, and borrower-ready content. Content and lifecycle marketing partners can help translate the empowerment theme into daily sales tools.
• Digital demand generation sprints that test targeted campaigns for brokers and their local markets. Performance and lifecycle agencies with strong CRM and marketing automation chops can help prove what moves funded loans.
• Marketing analytics and reporting support that ties campaigns to broker engagement and pipeline health. Data and martech consultancies can help define the right dashboards and decision rhythms for leadership.
• Event and community extensions around TAG that turn the conference into a year-round engagement platform. Experiential and community-focused agencies can help design programs that keep brokers connected between major events.

How I’d Break In

I would lead outreach around helping EPM turn its empowerment story into broker-focused growth programs. The theme would center on “making brokers the hero” through better content, journeys, and local campaigns. I would bring proof from similar wholesale, fintech, or financial clients where narrative and lifecycle work moved revenue. My first step would be a fast discovery and pilot with one broker segment and one clear metric.