πŸ™ Kelly Yale in

πŸ™ Kelly Yale

Login to view DISC.
Strategic Partnership Architect at Lemmata, Inc
📍 Charlotte, North Carolina, United States

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. "

Read the full overview →
Experience
18 Years
Current Role
Strategic Partnership Architect
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How πŸ™ shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics πŸ™ cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

Business Champions with Kelly Yale of Octo Strategies. Featured in Vimeo
See now
Education
1993 - 1996
Education details unavailable
The University of Akron
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to πŸ™. Free, 10 seconds.