Join Us

Be a part of hourly huddles on specific marketing topics, then engage in one-on-one consultation opportunities. Idea Lab gives you a deeper understanding of what you can do now to perform better in website lead conversion, search engine optimization (SEO), social media, cultivating clients for life and more.

The next Idea Lab is happening Tuesday, July 9, during the Ultimate Mortgage Expo in New Orleans. Don’t miss this invaluable QLMS event. It’ll be the most talked about broker experience of 2019! Use our QUICKENUME code to register for free!


  • 9:00 a.m. Idea Lab Open
  • 9:30 - 9:45 a.m. Email Best Practices
  • 10:30 - 10:45 a.m. Website and SEO
  • 11:30 - 11:45 a.m. Social Media
  • 12:30 - 12:45 p.m. Email Best Practices
  • 1:30 - 1:45 p.m. Website and SEO
  • 2:30 - 2:45 p.m. Social Media
  • 3:00 p.m. Idea Lab Close

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Learn More
Stay tuned for more details on Idea Lab at Originator Connect in Las Vegas, August 16 - 18.

Register for a one-on-one consultation.

Tracey's Headshot


Director of Business Channel Strategy

Tracey specializes in building marketing teams from the ground up. She empowers people to drive innovation, develop the brand and measure ROI. She’s assembled multiple teams across the Rock Family of Companies and is currently leading the marketing team for Quicken Loans Mortgage Services.

Topic: Multi-channel communications to optimize and grow your business

Adam's Headshot


Team Leader, Business Channel Strategy

Adam is an omnichannel marketing expert within the financial vertical, specializing in client acquisition, nurturing and retention. He currently serves as a business channel strategy team leader at Quicken Loans, focusing on both B2B and B2C financial verticals.

Topic: Creating responsive website design, content and strategy to reach your target audience and SEO best practices

Ashley's Headshot


Communications Manager, Social Media

Ashley is a social media expert with a focus on the B2B audiences and a direct-mail expert focusing on B2C audiences. She leads, plans and manages the strategy for all QLMS social content, helping us differentiate in the marketplace and build our brand.

Topic: Social media best practices for mortgage professionals and optimizing Facebook, Instagram, Twitter and LinkedIn for your target audience

Katy's Headshot


Communications Manager, Cross Channel Campaign Strategy

Katy is a cross channel strategy expert responsible for developing, executing, tracking and evaluating emails, weekly videos, along with digital and print executions. She played a key role in the creation and development of the first QLMS marketing campaign, “Stronger Together” in all media platforms.

Topic: Tips, strategies and best practices for increasing your email open rate