Yatin Karnik

Case Study

Project Overview

After 18 years in the Home Lending industry with Wells Fargo Home Mortgage as a Senior Vice President, Yatin Karnik realized that a home buyer and/or those looking to refinance existing mortgages needed a solution to democratize mortgages and simply get a better deal. As a staunch advocate for residential home borrowers, Yatin is on a mission to educate borrowers about how big banks and lending institutions are repeatedly taking advantage of consumers throughout the lending process. In furtherance of this aim, Yatin founded Confer, Inc. and developed a revolutionary and disruptive application that will allow consumers to compare loan estimates, negotiate loans, identify “junk fees,”, and expose the manner in which large lending institutions have been cheating borrowers for decades due to the lack of conformity between regulations, lending institutions, and other participants.

Confer Inc., operates Meta Mortgage, an innovative mortgage platform relying on real-time analytics, powered by artificial intelligence and continuous machine learning to customize a mortgage that is financially beneficial to the borrower. The official launch date of the Confer app on iOS and Android was April 1st, 2022, and it is disrupting the mortgage industry as we know it. Confer’s app is a FREE and simple one-stop app that provides borrowers with the ability to shop/compare and customize mortgage products to suit their needs and potentially save the consumer thousands on their mortgage, whether purchase or refinance. By simply uploading a picture of their loan estimate, the app identifies more affordable options, compares mortgage offers with different interest rates and monthly payments while considering points, origination charges, and fees to find the most beneficial mortgage offering.

The Strategy

We began working with Yatin at the end of February and were up against a tight deadline of April 1 for his launch. To garner Yatin and Confer the media interest he desired we embarked on a blitzkrieg of sequentially planned article topics talking about mortgages, origination fees, junk fees and other loan estimate challenges to position Yatin as the expert in all things residential mortgages. We secured approximately 18 media placements within the first 45 days, and roughly 10 of those placements were live and/or published by his April 1st deadline. By evidencing his industry expertise and knowledge, the company was positioned to successfully launch its residential homebuyer mortgage solution. In addition to those articles, we also successfully secured a feature story in Forbes as well as an interview with Bloomberg TV’s Savvy Ventures Show hosted by Merilee Kern. The Forbes story came out a few days prior to his app launch and the Bloomberg TV interview aired afterwards.

Confer’s revolutionary app and Yatin’s expertise provided us the leverage we needed to then capitalize on what became a trending news story of “affordability” for homebuyers. Initially, the angle was how buyers could use the app to compete with cash offers and rapidly rising home prices. Then as interest rates began to rise and inflation ruled the business media airwaves the angle transitioned to using the app to help buyers find affordable mortgages during turbulent economic times. This approach allowed us to secure over 15 top tier and industry specific media placements within a 30 day time period between mid May and mid June.

Yatin Karnik

Business Impact (results)

The company is now leveraging its media success and awareness to focus on raising investment dollars and growing its user base.

Yatin Karnik
Mark Kaley

Mark Kaley

Mark Kaley has over 15 years of experience consulting with large and small businesses providing management, marketing, and business consulting services. An entrepreneur at heart, Mark is an advocate for small businesses and possesses a passion for storytelling. His repertoire of experience is diverse, including well-knowns such as Amazon, Inc., and The Walt Disney Company, a national presidential campaign, and small businesses such as 3D Eye Solutions, Inc. and The ExtraHelp Channel.

Publicist

Mark Kaley

Mark Kaley

Mark Kaley has over 15 years of experience consulting with large and small businesses providing management, marketing, and business consulting services. An entrepreneur at heart, Mark is an advocate for small businesses and possesses a passion for storytelling. His repertoire of experience is diverse, including well-knowns such as Amazon, Inc., and The Walt Disney Company, a national presidential campaign, and small businesses such as 3D Eye Solutions, Inc. and The ExtraHelp Channel.

Related Case Studies

Follow Us

Get To Know Otter

Play Video

Sign up for our Newsletter

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit