Build and scale strategically with Kelly

I’m Kelly, a dynamic leader in strategy, marketing, and communications within the mortgage and financial services industry. With a track record of building and scaling businesses, leading transformative initiatives, and driving brand and client experience innovations, I bring passion and expertise to everything I do.

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About Me

My career began with the bold decision to co-found National Real Tax Tracking (NRTT) (2011-2018), a property tax service company. From a startup concept, I helped scale the business to 35 employees, serving 150 financial clients, and eventually led its acquisition by LERETA (2018-present). Since then, I have taken on pivotal roles in corporate strategy, marketing, and communications, continuously innovating and enhancing client engagement at an enterprise level.

In addition to my corporate leadership, I founded KCH Collaborative (2019-Present), a consulting firm focused on helping businesses grow their sales organizations, develop innovative products, and execute strategic initiatives. My work with KCH Collaborative enables me to support companies in building scalable revenue models, refining go-to-market strategies, and optimizing business operations for long-term success.

I have been honored with multiple industry awards, including:

  • HousingWire Rising Star (2023) – Recognized for meaningful contributions to the mortgage industry.

  • Progress in Lending Marketing Trailblazer (2023) – Celebrating leadership in sales and marketing excellence.

  • NEXT Mortgage News Powerhouse Partner Award (2022) – Voted by industry peers as a champion for women in mortgage.

My Expertise

Strategic Leadership & Corporate Growth

  • FVP of Strategy, Marketing & Communications, LERETA (2023-Present)

    • Spearheading corporate strategy initiatives, aligning marketing and communications with business objectives.

    • Leading internal and external communications for executive teams and major corporate transitions.

    • Developing client experience programs to drive customer engagement and satisfaction.

Consulting & Business Advisory

  • Founder & Principal Consultant, KCH Collaborative (2019-Present)

    • Advising businesses on sales growth strategies, pipeline optimization, and revenue expansion.

    • Assisting organizations with product development, from concept validation to market launch.

    • Leading strategic initiatives, including process improvement, brand positioning, and operational scaling.

Marketing & Branding Excellence

  • VP of Sales Operations & Marketing, LERETA (2019-2023)

    • Managing full-scale brand transformations, including website overhauls and corporate rebranding.

    • Implementing B2B marketing strategies that generate leads and expand market reach.

    • Creating compelling sales enablement content, including articles, press releases, and thought leadership pieces.

Sales Operations & Process Innovation

  • Acquisition/Transition Manager, LERETA/NRTT (2018-2019)

    • Leading the transition of all client contracts and employees from NRTT to LERETA post-acquisition.

    • Managing client relationships, contract negotiations, and technical data migration during the transition.

  • Founding Member & Chief Strategy Officer, National Real Tax Tracking (2011-2018)

    • Co-founded and scaled NRTT, a tech-driven property tax risk management company.

    • Led all aspects of operations, sales, and technology before successfully negotiating its sale to LERETA.

Notable Projects and Impact

Building & Selling a Company

At National Real Tax Tracking (NRTT), I played a key role in securing $4 million in Series A funding, building a market-leading product, and growing the company to a multi-million-dollar acquisition. In 2018, after successfully leading the sale to LERETA, I transitioned into a leadership role at LERETA, ensuring a seamless integration of clients, employees, and processes.

Revitalizing a Legacy Brand

LERETA, a 35-year-old company, had never undergone a major brand refresh. Under my leadership as VP of Sales Operations & Marketing, we redefined our corporate identity with a new logo, website, and marketing strategy, elevating our presence in the industry.

Client Data & Contract Optimization Post-Acquisition

Following the acquisition of a flood determination product from Wolters Kluwer, my team reconstructed client data, automated contract management, and seamlessly transitioned 3,000 customers into our ecosystem.

Empowering Women & Corporate Culture Initiatives

I founded "The Table", LERETA’s first women’s leadership group, and launched "LERETA Cares", a charitable foundation focused on social impact. I also led the development of the company’s first ESG policy.

Published Work and Thought Leadership

I’m passionate about sharing insights on industry trends, leadership, and innovation. My work has been featured in:

  • HousingWire, The M Report, DS News, MortgageOrb, Mortgage Banker Association, and more.

  • Housingwire Rising Star, 2023 – Recognized for meaningful accomplishments in the mortgage industry, read about my impact and contributions here

  • Progress in Lending Marketing Trailblazers, 2023 – Recognized as a top sales and marketing executive in the mortgage industry

  • NEXT Mortgage News Powerhouse Partner Award Winner, 2022 – Voted the award winner by her industry peers, Kelly is a driving force in championing women in the mortgage industry.

  • CHIEF Member, 2022 – 2024, a private network built to drive more women into positions of power and keep them there

  • HousingWire Magazine, “HousingWire’s Rising Stars for 2015”, June 2015- Click here to read

  • M Report, “On Equal Footing” featured in interview about women in the mortgage industry published September 2019. Click here to read

  • The Customer Connection. FiveStar Media: DS News · Oct 18, 2019. Pg 72-74.  Click here to read

  • Knowing the Company Why: The Key to Understanding. MortgageOrb · Nov 26, 2019. Click here to read

  • Avoid the Chaos, Communicate Clearly. Mortgage Banker Association · Jul 29, 2020. Click here to read

Beyond the Boardroom

Outside of my professional work, I have a deep passion for Western horseback riding, a lifelong love of reading, writing, traveling, and an enthusiasm for cooking. I am also a published children's book author, bringing stories to life that inspire young minds. These personal pursuits allow me to balance creativity and strategy in all aspects of my life.

Let’s Connect!

I’m open to discussing strategy and ways to drive growth and innovation in your business. Connect with me at kchcollaborative@gmail.com or text at 312.221.7040