🐙 Kelly Yale

Pioneer
DISC Type : DIS

Strategic Partnership Architect at Lemmata, Inc

Charlotte, North Carolina, United States

Overview

Kelly Yale is a fractional Chief Growth Officer specializing in the mortgage, fintech, and SaaS sectors. She architects growth systems that unify marketing, sales, and technology to drive predictable revenue. Colleagues and clients describe her as innovative, strategic, creative, and a straight shooter who excels at building brands.

Kelly is the author of "Mastering Mortgage Marketing, " a guide to modern digital strategies in the mortgage industry. She also created "Modern Parent, " a publication that supports the diverse choices of individual parents and welcomes all family structures to join the discussion.

In 2011, the Mecklenburg Times recognized her as one of its "50 Most Influential Women. "

Personality Overview

Dynamic But Sincere

Friendly But Fast

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Mortgage Marketing
Authored the book "Mastering Mortgage Marketing" and hosts the "Minds of Mortgage" podcast, focusing on new strategies for loan officers to connect with clients.
Fintech Growth Systems
Specializes in architecting systems that unify marketing, sales, and technology for mortgage and fintech companies to create scalable, predictable production.
CRM & Automation
Her work involves deep expertise in CRM development and automation to connect every stage of the customer journey, as seen in her roles at Octo Strategies and NEO.

Media Appearances

Business Champions with Kelly Yale of Octo Strategies. Featured in Vimeo

See Now

Work History

4-2025
Strategic Partnership Architect at Lemmata, Inc
3-2024
Community Building Podcast Host at Minds of Mortgage Podcast
2-2024
Fractional Chief Growth Officer (CMO/CGO) | Octo Strategies at Octo Strategies
1-2024 - 1-2024
Author at Mastering Mortgage Marketing
1-2023 - 11-2023
Director of Innovation & Divisional Vice President | NEO Home Loans (Powered by Luminate) at NEO Powered by Luminate Home Loans

Education

1993 - 1996
Education details unavailable from The University of Akron

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Strategic Partnership Architect at Lemmata, Inc
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Insights For Selling To 🐙 Kelly

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with 🐙 Kelly is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from 🐙 Kelly

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will 🐙 Kelly move?

  • They are generally fast movers and can take quick decisions
  • Can 🐙 Kelly take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And 🐙 Kelly

Personality Compatibility


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