July 13, 2021

Oak Capital Mortgage Invests In Referral Accelerating Technology With Adwerx

Mortgage firm launches automated digital advertising platform to stay top-of-mind with local community

Oak Capital Mortgage, an independent mortgage lender based in North Carolina, is launching the Adwerx platform. This boutique firm is focused on personalized, technology-enhanced service and efficiency, offering digital quotes and a streamlined online loan application and approval process. Today they’re leveraging the power of technology for their firm’s business growth by automating personalized, hyperlocal digital advertising. The ads target potential home buyers and real estate agents and run on premium websites, social media, and streaming TV.

As a 5-star rated company, staying top-of-mind with the many people who have had positive experiences with the firm is a prudent strategy for driving growth through referrals and repeat business. Through Adwerx’s low-key, automated advertising the loan officers at Oak Capital Mortgage can build their personal brands alongside the firm’s brand, growing and maintaining a personal connection with the people important to their business.

“Our small but mighty team at Oak Capital Mortgage is excited to engage with a platform that helps us build relationships with our clients and referral partners,” said Matthew Hassey, Owner of Oak Capital Mortgage. “Adwerx will help us leverage the reach and targeting available with digital advertising so we can grow our business and maintain our focus on client service”.

Adwerx’s proprietary compliance firewall built into their platform helps address the regulatory challenges that have traditionally prevented mortgage firms from entering the world of automated advertising. With their compliance approval dashboard, firms create a pre-compliant template and also have full control over the final approval of edited ads. Even the communication sequence for their internal compliance process is fully automated, making the process much less onerous for the compliance team.

Through the Adwerx Automation Platform, campaigns launch for every loan officer automatically across Facebook and Instagram, and premium websites. Adwerx has a proven double-digit increase in productivity for sales producers. Their digital brand ads allow loan officers to reach home buyers directly and also stay top-of-mind with their referral networks.

To learn more about Adwerx solutions for your firm, visit

About Oak Capital Mortgage

Oak Capital Mortgage is in the South End neighborhood in Charlotte, North Carolina, focused on providing customers with exactly the right mortgage for their needs. Oak Capital Mortgage is an independent mortgage company that represents multiple lenders with the ability to offer the lowest rates and costs for financing paired with our company’s service mission to exceed expectations during the loan process.

About Adwerx

Adwerx delivers Advertising Automation as a Service for over 200 enterprises and over 250,000 individual customers. Always at the forefront of digital advertising best practices, Adwerx specializes in providing personalized advertising at scale for distributed sales teams across real estate, mortgage, wealth management, financial services, and beyond. Their ad templates are created using their unique FaceForwardTM advertising methodology, an approach to advertising that puts the company’s local salesperson on every ad, and is based on the psychological principles of trust and empathy that drive consumer behavior.

Using Adwerx, customers deliver these customized ads programmatically across streaming TV, popular websites, Facebook and Instagram, and mobile apps, while driving growth through digital advertising automation that increases brand visibility, boosts productivity by 15%, and reduces turnover by 42%. Learn more at

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