Marketing data warehouse for lenders, brokerages, and agencies
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Why marketing reporting never reconciles
Google Ads reports 400 conversions. The CRM shows 220 leads. Encompass shows 31 funded loans. Nobody can join the three, so reporting gets rebuilt in a spreadsheet every month and the totals move depending on who pulled them. A marketing data warehouse with one lead ID stamped across every system ends that argument. Spend, mail, calls, CRM stages, and LOS or AMS outcomes land in the same tables, and cost per funded loan or bound policy becomes a query instead of a debate.
What a marketing data warehouse contains
A marketing data warehouse in Snowflake that joins ad spend, mail, CRM, and LOS or AMS outcomes into one closed-loop model. Ask to see the schema.
Snowflake architecture
A Snowflake account, schemas, roles, and access design sized for your volume. It sits in your name, on your contract, so the data asset stays with you if we ever part ways.
Source pipelines
Scheduled ingestion from your CRM, your LOS or policy system, call tracking, ad platforms, direct mail response files, and web analytics. Each lands in a staging table before anything is transformed.
Lead ID identity model
One persistent ID assigned at capture and carried into every downstream system. Joins become deterministic on that key instead of fuzzy matches on name and phone.
Canonical revenue tables
Lead, opportunity, and revenue tables that already carry source, campaign, state, and product. Every dashboard reads from these tables, so two reports cannot disagree.
How a Snowflake warehouse build runs
Every build ships with a reporting layer in Looker or GA4, an activation path that pushes audiences and conversions back to the ad platforms, and written governance for who can read what. Day to day we build on Snowflake, HubSpot, Salesforce, Encompass, Google Ads, Meta, CallTrackingMetrics, and GA4.
Reports that agree with the LOS
You get one number for cost per funded loan, closed transaction, or bound policy by channel, and it matches what the LOS or AMS says. Monthly reporting stops being a spreadsheet exercise. The data lives in a Snowflake account you own, not in a vendor dashboard that disappears when the contract ends. The same tables feed offline conversion tracking and value-based bidding without a second build. Send us the list of systems that hold your lead and revenue data, or call (844) 936-3433, and we will sketch the join model before you commit to anything.
Frequently Asked Questions
It pulls lead, spend, call, and loan data out of every platform, joins it on one lead ID, and holds it in consistent tables. Reporting then comes from one source instead of a dozen platform dashboards that each count differently.
If you spend on more than one channel and want to know cost per funded loan or bound policy, it is not. Below that scale, a well-built CRM report may cover you, and we will say so after the source audit.
Through the platform's data connector or API, on a schedule, into staging tables that we transform into the canonical model. Loan or policy status changes then flow into attribution without anyone exporting a file.
Reporting that ties a marketing touch to the revenue outcome it produced. You see which mail drop or campaign produced funded loans and bound policies, not just which one produced form fills.
First-party data is what you collect directly from your customers and prospects. As third-party tracking erodes, it is the only dependable basis for attribution, audiences, and AI models, and it should sit in infrastructure you control.
We list every system holding lead or revenue data, check how each identifies a record, and hand you a proposed schema with a build order. Request a review or call (844) 936-3433.
Start with a system review
If you want campaigns, hire a vendor. If you want acquisition operated as a system with visibility into revenue, from the mailbox to the CRM to the funded loan, CoreLeadz is built for that.