MGS Client Geo-Targeting Location Update Form

Geo-Targeting Selection Instructions:

Below, you’ll be able to choose your preferred geo-targeting options for your advertising campaigns.

Before making your selections, please review the following important notes:

• Wider Targeting = Lower Cost Per Lead:
  
  • The broader the area we target, the lower your average cost per lead. This means more leads for the same ad spend. Avoid narrowing your geo-targeting unless there’s a strong, strategic reason to do so.
• Metro Areas vs. Full States:
  
  • You’ll be asked to specify whether you want to target entire states or only metro areas within them. If you select metro areas for a state, we will target only the primary city or cities in that state. This option is best reserved for states where rural property values are unusually low. However, please consider that borrowers with high-value metro properties may reside in rural areas—limiting your reach could unintentionally exclude qualified leads. Use metro-only targeting sparingly.
• Mix and Match Targeting:
  
  • You may choose a mix of full states and metro areas. For example: "Metro Pennsylvania" and "Full State Ohio."
    Include All Eligible States When Possible:
    Unless there’s a legal, licensing, or other significant reason to exclude a state, we recommend targeting every state where you’re able to operate.
• The 10–40 Rule:
  
  • Campaigns that target fewer than 10 full states often perform poorly and result in a much higher cost per lead. For optimal performance, we recommend targeting at least 40 states. While it’s acceptable to limit your targeting for valid reasons, be aware that it may significantly impact lead volume and cost efficiency.

*Please note, with the restriction on targeting for housing/ credit category in META, we can only target by full state or metro areas.

Budget & Multiple Campaigns:

Below you'll have the option to select up to 3 separate campaigns. 

What would be the purpose of multiple campaigns? 

1. To either separate ad budget to two different set of locations so that more leads come from a prefered set of states/ areas or... (Example: one campaign with $3K budget goes to CA, FL and AZ and the other with a $2K budget focuses on IN, OH and MI.)
2. To have separate ad budgets for two lending product focuses (Example:  one campaign for construction, the other for DSCR)

To have separate campaigns you need a minimum of one campaign with $5000/mo being spent on it and the other(s) with $1500/mo on it/them (meaning a minimum total ad budget of $3500 for 2 campaigns and $5000 for 3 campaigns).  This is necessary to ensure the algorithms worth properly.  Your budget distribution can be different than this but you must meet the minimums.  

In addition, there is a $250/mo service charge per additional campaign if you choose to have multiple campains as this will increase the amount of time and work required to manage and setup your account.

Please note - that if your billing total will change due to your request, the changes in your campaigns will NOT occur until the next billing cycle and that if these changes are being requested less than 5 business days prior to your next billing cycle, the changes requested may take longer to implement even though your next invoice will reflect the new totals requested.  

As always, we will move as quickly as possible.

Implementation and Authorization Acknowledgment

By signing below, I, the Client of the Service Provider, acknowledge and agree that the requested changes will be implemented as soon as reasonably possible or at the time I requested above, but may require up to five (5) business days to be completed. I further acknowledge that additional details regarding the timing and implementation of these changes may be outlined in the preceding sections.

I confirm that the information I have provided is accurate and authorize the Service Provider to proceed with the requested updates accordingly.

Furthermore, if I have selected option to change the monthly ad budget from what it currently is, the next invoice on the upcoming billing cycle will reflect these changes as per my request.

Billing Adjustment Acknowledgment With Secondary Campaign

By signing below, I, the Client, acknowledge and agree that my total billing amount will be adjusted adjusted by Service Provider (Dovetail MKTG LLC) due to my request to modify the number of active campaigns. If I am not currently being billed an additional amount beyond the Service Fee outlined in the primary Service Agreement (or as otherwise negotiated), an additional service fee of $250 will be added to my regular billing.

Furthermore, I understand and agree that the Ad Spend portion of my next invoice will reflect the total amount I have provided above. I also acknowledge that all billing changes, including service fees and ad spend, will be implemented in alignment with my existing billing cycle and not prior to its next scheduled renewal.

Billing Adjustment Acknowledgment With Secondary & Tertiary Campaign

By signing below, I, the Client, acknowledge and agree that my total billing amount will be adjusted by Service Provider (Dovetail MKTG LLC) due to my request to modify the number of active campaigns. If I am not currently being billed an additional amount beyond the Service Fee outlined in the primary Service Agreement (or as otherwise negotiated), an additional service fee of $500 will be added to my regular billing.

Furthermore, I understand and agree that the Ad Spend portion of my next invoice will reflect the total amount I have provided above. I also acknowledge that all billing changes, including service fees and ad spend, will be implemented in alignment with my existing billing cycle and not prior to its next scheduled renewal.