AI Visibility Proposal
We asked ChatGPT, Perplexity, and Gemini to recommend a mortgage lender in Mission Viejo. HomePlus Mortgage didn't come up — not once. Here's what we found, why it matters, and exactly how to fix it.
AI Visibility Report
HomePlus Mortgage
AI Visibility Score
5.5 / 10Revenue at Risk
$1.2M–3.6M / year
Want the complete report? Download the full AI Visibility Snapshot now.
Download Snapshot ReportThe Shift
Think about how you find a restaurant in a new city. You probably ask ChatGPT or Perplexity instead of scrolling through Google results. Your clients are doing the same thing when they need a mortgage lender. The problem? When AI answers, it pulls from a specific set of signals — and right now, HomePlus Mortgage isn't sending any of them.
LoanDepot — Mission Viejo Branch
Rocket Mortgage — Best Rates
Guild Mortgage — Local Experts
...6 more results
Clients scrolled, compared, clicked around
The shift already happened
The shift already happened
Based on my research, here are the top options:
1. LoanDepot — Mission Viejo Branch
2. Rocket Mortgage — Best Rates
3. Guild Mortgage — Local Experts
⚠ HomePlus Mortgage not mentioned
AI gives one answer. If you're not in it, you don't exist.
This isn't a prediction. We tested it. Scroll down to see exactly what AI says about HomePlus Mortgage today →
The Evidence
We didn't guess — we tested. Every query a potential customer might actually ask about a mortgage lender. Three major AI platforms. The results tell a clear story.
15
Queries tested
3
AI platforms
45
Total responses
6
Mentioned HomePlus
0
Generic query mentions
Mentioned in 5/15 queries — but only when HomePlus was named in the question.
Mentioned in 5/15 queries — same pattern, only brand-name queries.
Mentioned in 4/15 queries — almost entirely invisible.
✓ Brand Queries — HomePlus appears
See the pattern? HomePlus only appears when someone already knows the name. For every prospect searching generically — and that's most of them — HomePlus doesn't exist.
✗ Generic Queries — HomePlus invisible
Appearance in 4 generic mortgage lender queries
When prospects search without your name, they find these companies instead.
HomePlus Mortgage appears in only 40% of AI responses — and only when someone already knows the name.
When prospects ask AI assistants "best mortgage lender Mission Viejo" or "top broker Orange County," HomePlus does not appear. Competitors (Ethos Lending, SCFG Inc, Peshke Financial) are recommended instead.
Despite 2,500+ reviews averaging 4.9+ stars, the website lacks the structured data AI crawlers need to discover and recommend the business.
The Mission Viejo page is a landing page with CTAs, not a content hub. No local market data, educational blog posts, or FAQ content for AI platforms to index.
The Opportunity
These aren't vanity metrics. Each one connects directly to more prospects finding you before they find your competitors.
7.0+
Target AI Visibility Score
Up from 5.5 today
80%+
Generic queries returning HomePlus
Within 90 days
3
Platforms with consistent visibility
ChatGPT, Perplexity, Gemini
$1.2M–3.6M
Revenue currently at risk
Every year you're invisible
The goal isn't just to show up in AI results — it's to be the mortgage lender AI recommends first when someone in Mission Viejo starts searching.
How We Fix This
We don't do vague strategies. Here's exactly what happens, when, and why — broken into three focused phases.
You'll see exactly what we're doing at every step. No black boxes, no jargon, no surprises.
Every VeloXP client gets access to our LLM Visibility Command Center — a real-time dashboard that shows exactly how AI sees your business, how you compare to competitors, and what's changing week over week. No guessing. No waiting for monthly reports. Just open it and see.
| # | Competitor | Score |
|---|---|---|
| 1 | LoanDepot | 7.5/10 |
| 2 | Ethos Lending | 6/10 |
| 3 | Full Circle Home Loans | 5.5/10 |
| 4 | SCFG Inc | 5/10 |
| # | Topic | Visibility |
|---|---|---|
| 1 | Mortgage Lender Mortgage | 3.2% |
| 2 | First-Time Homebuyer | 0.0% |
| 3 | FHA Loans | 0.0% |
| 4 | VA Loans | 0.0% |
| Platform | HomePlus | LoanDepot | Ethos Lending | Full Circle Home Loans |
|---|---|---|---|---|
| PERPLEXITY | 2.1% | 8.4% | 3.1% | 5.2% |
| GPT | 1.8% | 9.1% | 2.8% | 6.0% |
| CLAUDE | 2.4% | 7.2% | 1.9% | 4.8% |
| GEMINI | 0.9% | 8.8% | 2.2% | 5.5% |
| GROK | 1.2% | 6.5% | 1.5% | 3.9% |
This is what your competition looks like across every major AI platform. The highlighted column is you. The goal is to make those numbers bigger than everyone else's.
Analyze your site's readiness for AI search and discovery
Composite score across Accessibility, Technical, Authority, and Content
This is what we fix in Phase 1. Every red item becomes green within the first 30 days.
See exactly how ChatGPT, Perplexity, Gemini mention HomePlus Mortgage — updated automatically every day.
A color-coded view of who's winning on which platform, for which topics. Spot opportunities your competitors are missing.
A composite score across Accessibility, Technical, Authority, and Content — with specific recommendations to improve each one.
Monthly and weekly reports delivered automatically. Share them with your team or review on your own time.
This isn't a screenshot from someone else's tool. This is your Command Center — built and maintained by VeloXP's AI squad, updated daily, and accessible anytime.
Now let's look at exactly what's included in your plan. →What You Get
We believe in being upfront. Here's exactly what's in scope so there are no surprises on either side.
We finalize the exact scope together during onboarding. Think of this as the starting playbook, not a rigid contract.
Timeline
Day 1–7
Kickoff & Audit
AI Visibility Baseline Report
Day 8–30
Foundation Complete
Technical fixes live, videos transcribed, listings claimed
Day 31–45
Content Engine Running
First landing pages and content clusters published
Day 46–60
Authority Campaign Active
Review campaign launched, citations building
Day 61–75
AI Optimization Tuning
LLM-optimized content live
Day 76–90
First Results
Full AI Visibility Scorecard with before/after comparison
Most clients see their first AI mentions shift by week 8–10. By day 90, you'll have hard data on exactly how much has changed.
Who's Behind This
VeloXP isn't a traditional marketing agency. We're operators who use AI to build the same systems that grew our own companies.
Inc. 5000 #632
Our founder's last company ranked on the Inc. 5000 list of America's fastest-growing private companies
$100M+
Valuation growth built through operational systems, not just marketing
5+ Industries
SaaS, service, manufacturing, tech — we've built and exited across all of them
22+ Years
Building, scaling, and exiting companies. We understand what moves the needle.
Max Koby
Founder & CEO, VeloXP
Max has spent 22 years building companies from scratch — including one that hit #632 on the Inc. 5000. VeloXP exists because he saw small businesses getting left behind in the AI shift and decided to do something about it.
Investment
Every plan includes a dedicated project channel and monthly visibility reporting. Pick the level that matches where you want to go.
See where you stand and track changes over time.
We run your entire AI visibility operation so you can focus on closing loans.
Enterprise-grade AI operations for multi-branch or high-growth lenders.
The full playbook — we build the foundation, create the content, and grow your authority.
Target KPIs
Score 5.5 → 7.0+ | Mention rate 40% → 65%+
What's included
Plans can be stacked or customized. We'll recommend the right fit based on your goals during our strategy call.
Snapshot vs. Full Audit
This free snapshot tested 15 queries across 3 platforms. The complete LLM Visibility Audit goes dramatically deeper — delivering a comprehensive 100+ page strategy document.
You are here
This free snapshot tested 15 queries. The complete audit runs 50 queries across 3 LLMs — 150 total responses, analyzes 10+ competitors, and delivers a 100+ page audit & strategy document with a custom 90-day roadmap to fix everything.
The longer you wait, the more leads AI sends to your competitors.
Pick a time that works for you — 30 minutes, no pressure.
Strategy calls are 30 minutes, no pressure. We'll walk through your full results live.