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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 5
  • This quarter · 11
  • Big bets · 3
  • Wildcards · 2
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Unison
Unison logo

growth playbook · Oct 23, 2026

unison.com (opens in a new tab)

Unison growth playbook

Diagnosis

Unison is a long-standing home equity company ($5B+ in real estate investments, 7,000+ customers, seven securitizations) hiring its first in-house SEO and AEO lead, loan officers for a new hybrid mortgage product, and Salesforce product and admin roles for customer journeys.

The organic opportunity is real but needs care in a regulated category: the product goes by several names while rivals use one, third parties own comparison searches and repeat outdated facts, a retired hostname still appears in search, and the homepage fails Core Web Vitals on responsiveness.

This playbook starts with one approved name, a faster homepage, cleaner indexing, entity signals and corrected third-party facts, then builds compliance-reviewed comparisons, worked cost examples, a calculator, state pages and partner hubs. Every piece of consumer copy goes through Legal and Compliance; nothing here promises returns, savings or approval.

Growth Score

6/10

Biggest Opportunity

Become the clearest, most-cited source on home equity agreements by naming the product consistently and explaining it plainly, with Compliance.

Biggest Risk

Home equity is a high-trust (YMYL) category where any inaccurate or unclear copy costs credibility, so accuracy and Legal and Compliance review are essential to every growth idea, alongside well-funded rivals Hometap, Point and Unlock.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Give the product one name everywhere, so search and AI answers can find and cite it

    List every name used for the product on the site, in press and in job posts.

    High impact First result in 2 months
  2. 2

    Cut the homepage's tap delay: lighter scripts so it passes Core Web Vitals

    List the 25 third-party services with an owner for each.

    High impact First result in 1 month
  3. 3

    Clear the dead www2 host and duplicate topic paths out of search

    Check Search Console for www2 and duplicate topic URLs.

    Medium impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 0Big bets · 11Fill-ins · 5Reconsider · 5
Effort →

Showing 21 of 21 ideas

This week 5

Quick wins with a clear first action.

  • 01

    Unison uses at least three names for the same thing: "Unison Agreement" in every job post, "Equity Sharing Agreement" (ESA) across the FAQ and blog, and "Unison Home Equity Agreements" in its March 2026 securitization release, with a new "Mortgage Hybrid/Equity Loan" coming. Its rivals each use one: Hometap and Point say "Home Equity Investment", Unlock says "Home Equity Agreement". When a homeowner asks an AI assistant about home equity investments, the answer is assembled from pages that use the searcher's term, and Unison's signal is split across several. The new Organic Growth Manager is hired to grow AI citations and "structure content so it is easy for AI systems to extract, summarize, and cite accurately".

    High impactMedium effort First result in 2 months Organic Growth Manager

    First action

    List every name used for the product on the site, in press and in job posts.

    How to measure it

    Citation share on 50 tracked home equity questions

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Inventory names

      Site, FAQ, blog, press, job posts, partner kits.

      Organic Growth Manager 2 days

    2. 2

      Choose and approve

      One name, one definition, one "also called" line.

      Legal and Compliance 2 weeks

    3. 3

      Build the definition page

      Plain-language definition, FAQ and structured data.

      Organic Growth Manager 1 week

    4. 4

      Align templates

      FAQ, blog, footer and metadata in Webflow.

      Web Development 1 week

    5. 5

      Align boilerplate

      Press, job posts and partner materials.

      PR 1 week

    6. 6

      Baseline AI answers

      50 category questions across AI answer engines.

      Organic Growth Manager 1 week

    7. 7

      Track monthly

      Citation share and accuracy.

      Organic Growth Manager monthly

    First result
    2 months
    Cost
    Staff time only
    Owner
    Organic Growth Manager

    Smallest test

    Write the one-sentence definition and send it to Compliance this week.

    Why it works

    With Legal and Compliance, pick the one approved name and a one-sentence definition, plus an approved "also called" line that maps it to the terms people search (home equity investment, home equity agreement, shared equity). Publish one canonical definition page with FAQ and Organization/Product structured data, then align the FAQ, blog templates, press boilerplate, job-post description and partner materials to it. Keep the new hybrid product's name distinct and defined on its own page.

    One consistent, defined entity is what search engines and AI answer engines can recognise and cite; it also reduces consumer confusion in a category where clarity matters to homeowners.

    Ready to use

    ChecklistOne-name rollout

    [ ] Approved product name and one-sentence definition (Legal and Compliance)
    [ ] Approved "also called" line for home equity investment / agreement
    [ ] Canonical definition page with FAQ and structured data
    [ ] FAQ, blog templates, metadata aligned
    [ ] Press and job-post boilerplate aligned
    [ ] Partner and loan officer materials aligned
    [ ] Separate page for the hybrid mortgage product
    [ ] Monthly AI citation tracking

    Risks and how to handle them

    • Legal meaning of product names

      Legal and Compliance approve every name and definition before publishing.

    • Losing existing rankings for "ESA"

      Keep the current pages and redirect only true duplicates.

    Evidence

    • HiringCompany description in Unison's job posts: "Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest"; "We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs."Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • News coverageUnison's March 26, 2026 release is titled "Unison Announces Securitization of $94.2 Million Unison Home Equity Agreements" (its seventh securitization, rated by DBRS Morningstar).Source
    • Competitor researchRivals' own homepage titles: Hometap, "Home Equity Investments │ No Monthly Payments"; Point, "Get cash from your home with a Home Equity Investment"; Unlock, "Home Equity Agreement (HEA)". Each uses one product name everywhere.Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • HiringMortgage Loan Officer (Omaha, posted September 30, 2026): "originate and promote our new and unique Mortgage Hybrid/Equity Loan"; "Focus strictly on converting 100% company-provided leads within a Monday–Friday, 9-to-5 contact center environment"; "attain zero compliance defects". A Mortgage Underwriter (contract) role is also open.Source
  • 02

    Real visitors see Unison's homepage quickly, but it responds slowly to taps: INP is about 210 ms, above Google's 200 ms line, so the page fails Core Web Vitals. Google's phone test shows why: 2.3 MB of JavaScript from 25 third-party services, up to 2.3 seconds of main-thread blocking and a 15-17 MB page. The Organic Growth Manager is asked to improve Core Web Vitals with engineering.

    High impactMedium effort First result in 1 month Organic Growth Manager

    First action

    List the 25 third-party services with an owner for each.

    How to measure it

    INP p75

    Now
    –
    Target
    under 200 ms
    By
    90 days

    Steps

    1. 1

      Tag inventory

      Owner and purpose for each service.

      Organic Growth Manager 2 days

    2. 2

      Remove duplicates

      Overlapping analytics and pixels.

      Web Development 1 week

    3. 3

      Defer the rest

      Load after interaction or consent.

      Web Development 1 week

    4. 4

      Cache and compress

      Webflow asset settings and media.

      Web Development 1 week

    5. 5

      Re-test

      Lab and field.

      Organic Growth Manager weekly

    6. 6

      Set a budget

      Maximum scripts and weight per page.

      Head of Marketing 1 day

    First result
    1 month
    Cost
    Developer time
    Owner
    Organic Growth Manager

    Smallest test

    Remove one duplicate tag and measure blocking time.

    Why it works

    Audit every tag and script for an owner and a purpose, remove duplicates and unused tools, load the rest after interaction, set long cache lifetimes on Webflow assets, and compress the largest media. Re-test until real-visitor INP is under 200 ms.

    Faster responses lift engagement and form starts on mobile, and page experience supports rankings in a competitive YMYL category.

    Risks and how to handle them

    • Losing tracking data

      Check each removal with its owner first.

    Evidence

    • Google PageSpeedHomepage, mobile, two runs on October 22-23, 2026: performance 27-30/100; the main image (a couple in a kitchen) appears at 7.3s and 17s in the lab; the page weighs 15-17 MB, mostly Webflow-hosted assets; 2.3 MB of JavaScript, 25 third-party services and 1.5-2.3s of main-thread blocking; the biggest fixes are render-blocking requests, unused JavaScript and cache lifetimes. Real visitors load the page fast (LCP 1.3s) but responsiveness is "needs improvement" (INP about 210 ms, above Google's 200 ms line), so it fails Core Web Vitals on INP. The page shows "Rated 4.7 / 5 • 257 reviews".Source
    • HiringOrganic Growth Manager, technical: "Resolve crawl/indexation issues, including XML sitemaps, robots.txt, crawl traps, server errors, redirect chains, broken internal links, canonicalization, and orphaned pages"; "Partner with engineering to improve Core Web Vitals"; fixes "directly in the CMS (Webflow)"; "Use internal linking to move equity from informational content to the pages that drive revenue"; "Identify content decay".Source
  • 03

    Search still returns a Unison blog page on www2.unison.com ("What Is An Equity Sharing Agreement?"), a hostname that no longer resolves, so a searcher clicking it gets an error. Comparison listings also appear under two paths (/blog/topic/compare and /blog-topic/compare).

    Medium impactLow effort First result in 1 month Organic Growth Manager

    First action

    Check Search Console for www2 and duplicate topic URLs.

    How to measure it

    Duplicate and dead URLs indexed

    Now
    –
    Target
    0
    By
    60 days

    Steps

    1. 1

      Find them

      Search Console and a site crawl.

      Organic Growth Manager 1 day

    2. 2

      Restore and redirect

      www2 to matching pages.

      Web Development 1 day

    3. 3

      One topic path

      Redirect the other.

      Web Development 1 day

    4. 4

      Canonicals

      Check templates.

      Organic Growth Manager 1 day

    5. 5

      Sitemap

      Only canonical URLs.

      Organic Growth Manager 1 day

    6. 6

      Monitor

      Coverage report monthly.

      Organic Growth Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Organic Growth Manager

    Smallest test

    Search for www2.unison.com pages and list them.

    Why it works

    Point www2 back to the site with 301 redirects to the matching pages (or request removal in Search Console), pick one topic path and redirect the other, and check canonicals and the sitemap for other duplicates.

    Searchers who reach a dead host are lost leads, and duplicate paths split ranking signals.

    Risks and how to handle them

    • Old links elsewhere

      Keep redirects permanently.

    Evidence

    • Search checkWeb search for Unison's ESA pages still returns a blog URL on www2.unison.com ("What Is An Equity Sharing Agreement?"), a hostname that does not resolve (checked twice on October 22, 2026); comparison listings appear under both /blog/topic/compare and /blog-topic/compare.Source
    • HiringOrganic Growth Manager, technical: "Resolve crawl/indexation issues, including XML sitemaps, robots.txt, crawl traps, server errors, redirect chains, broken internal links, canonicalization, and orphaned pages"; "Partner with engineering to improve Core Web Vitals"; fixes "directly in the CMS (Webflow)"; "Use internal linking to move equity from informational content to the pages that drive revenue"; "Identify content decay".Source
  • 04

    Google's Knowledge Graph answer for "Unison" is the UK trade union UNISON. Unison Home Ownership Investors has its own Wikipedia and Wikidata entries, and the Organic Growth Manager is asked to build entity signals and knowledge panels.

    Medium impactLow effort First result in 1 quarter Organic Growth Manager

    First action

    Add Organization structured data to the homepage.

    How to measure it

    Knowledge panel for Unison home equity

    Now
    –
    Target
    live
    By
    2 quarters

    Steps

    1. 1

      Structured data

      Organization with sameAs links.

      Web Development 1 day

    2. 2

      Profiles

      Make every profile name and description match.

      Organic Growth Manager 1 week

    3. 3

      Wikidata

      Check facts and references.

      Organic Growth Manager 1 week

    4. 4

      Titles

      Brand plus category in key titles.

      Organic Growth Manager 1 week

    5. 5

      Claim panel

      When Google shows one.

      Organic Growth Manager ongoing

    6. 6

      Track

      Branded queries and panel.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Organic Growth Manager

    Smallest test

    Publish the structured data this week.

    Why it works

    Add Organization structured data with the legal name, logo, founding date and sameAs links (Wikipedia, Wikidata, LinkedIn, Trustpilot, social profiles), keep Wikidata accurate, claim the knowledge panel when it appears, and use "Unison home equity" consistently in titles and press.

    Clear entity signals help search and AI answer engines attach the right facts, reviews and mentions to the right Unison.

    Risks and how to handle them

    • Wikipedia editing rules

      Never edit the article directly; suggest sourced changes on the talk page.

    Evidence

    • Entity checkGoogle's Knowledge Graph answer for "Unison" is the UK trade union UNISON. Unison Home Ownership Investors has its own Wikipedia article ("an American financial services company that offers shared-equity home financing") and Wikidata entry (Q39053960; founded 2004, San Francisco).Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
  • 05

    Review sites disagree with each other and with Unison: minimum credit score 620 vs 680, availability in "24 states plus DC" vs 30 states. AI answer engines often draw on these sites, so outdated facts become outdated answers.

    Medium impactLow effort First result in 1 quarter Organic Growth Manager

    First action

    List the top ten third-party pages about Unison.

    How to measure it

    Accurate top-10 pages

    Now
    –
    Target
    10 of 10
    By
    1 quarter

    Steps

    1. 1

      List pages

      Top ten by search visibility.

      Organic Growth Manager 2 days

    2. 2

      Facts page

      Dated and approved.

      Legal and Compliance 2 weeks

    3. 3

      Send corrections

      With the source link.

      PR 2 weeks

    4. 4

      Follow up

      Unchanged pages.

      PR 1 month

    5. 5

      Check AI answers

      Same facts.

      Organic Growth Manager monthly

    6. 6

      Repeat

      Each quarter.

      Organic Growth Manager quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Organic Growth Manager

    Smallest test

    Send three corrections this month.

    Why it works

    Publish a dated, compliance-approved "Unison at a glance" facts page, then send corrections with that source to each review site and comparison publisher. Recheck quarterly.

    AI answers are only as accurate as their sources, and accuracy is central in a YMYL category.

    Risks and how to handle them

    • Publishers ignore requests

      Prioritise the pages that rank highest.

    Evidence

    • Review sitesThird-party review sites disagree with each other and with Unison: minimum credit score 620 (LendEDU) vs 680 (SuperMoney); availability "24 states plus DC" (Finder) vs "30 states" in Unison's own job posts; older reviews quote outdated program terms.Source
    • Competitor researchThird parties own the comparison searches: an October 5, 2026 article "Hometap vs. Unison [2026]: Which is Better For Tapping Into Your Home's Equity?", and SuperMoney's "Unison vs Point" and "Unison vs Hometap" pages. Unison has its own "Unison vs Point" post (July 2026).Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source

This quarter 11

The core plays for the next three months.

  • 06

    Third parties own "Hometap vs Unison" and "Unison vs Point" searches; Unison has one comparison post. Homeowners comparing options also weigh HELOCs, cash-out refinancing and reverse mortgages.

    High impactMedium effort First result in 1 quarter Organic Growth Manager

    First action

    Pick the three comparisons with the most search volume.

    How to measure it

    Comparison-page application starts

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Keyword research

      Comparison volumes.

      Organic Growth Manager 1 week

    2. 2

      Fact tables

      Sourced and dated.

      Content team 2 weeks

    3. 3

      Write pages

      Six comparisons.

      Content team 1 month

    4. 4

      Compliance review

      Every page.

      Legal and Compliance 2 weeks

    5. 5

      Publish and link

      From the definition page.

      Organic Growth Manager 1 week

    6. 6

      Refresh

      Quarterly.

      Content team quarterly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Organic Growth Manager

    Smallest test

    Publish Unison vs Hometap.

    Why it works

    Build a hub of fair comparisons: Unison vs Hometap, Point and Unlock, and the ESA vs HELOC, cash-out refinance and reverse mortgage. Use dated, sourced tables (term, how the amount owed is set, fees, eligibility) and route every page through Legal and Compliance.

    Comparison searches are high intent, and balanced pages are the kind AI answers cite.

    Risks and how to handle them

    • Rival terms change

      Date each table and recheck quarterly.

    Evidence

    • Competitor researchThird parties own the comparison searches: an October 5, 2026 article "Hometap vs. Unison [2026]: Which is Better For Tapping Into Your Home's Equity?", and SuperMoney's "Unison vs Point" and "Unison vs Hometap" pages. Unison has its own "Unison vs Point" post (July 2026).Source
    • Competitor researchRivals' own homepage titles: Hometap, "Home Equity Investments │ No Monthly Payments"; Point, "Get cash from your home with a Home Equity Investment"; Unlock, "Home Equity Agreement (HEA)". Each uses one product name everywhere.Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
  • 07

    Unison's FAQ explains the 5.0% Risk Adjustment and the 30-year term, but homeowners need to see what they could owe in different situations.

    High impactMedium effort First result in 1 quarter Content team

    First action

    Draft three hypothetical examples for Compliance.

    How to measure it

    Applications that reach funding

    Now
    –
    Target
    +10%
    By
    2 quarters

    Steps

    1. 1

      Pick scenarios

      Up, flat, down; early and late.

      Content team 1 week

    2. 2

      Draft examples

      Plain language.

      Content team 2 weeks

    3. 3

      Compliance review

      Method and wording.

      Legal and Compliance 1 month

    4. 4

      Publish

      Linked from FAQ and definition page.

      Organic Growth Manager 1 week

    5. 5

      Train teams

      Same examples in calls.

      Mortgage Loan Officer team lead 1 week

    6. 6

      Review

      With every terms change.

      Legal and Compliance ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Content team

    Smallest test

    Publish one worked example after review.

    Why it works

    Publish clearly labelled hypothetical examples showing the amount due if the home rises, stays flat or falls in value, and at early or late settlement, with every assumption stated and no projection of future values. Legal and Compliance approve the method and wording.

    Clear cost explanations build trust, reduce mismatched applications and are what careful searchers and AI answers look for.

    Risks and how to handle them

    • Examples read as promises

      Label as hypothetical and state assumptions; no forecasts.

    Evidence

    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
  • 08

    The Organic Growth Manager is asked to build linkable assets such as calculators. A calculator that shows how the amount due changes with home value turns the worked examples into a tool people share.

    High impactMedium effort First result in 1 quarter Organic Growth Manager

    First action

    Agree the formula and disclosures.

    How to measure it

    Referring domains to the calculator

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      Formula

      From the agreement terms.

      Product 2 weeks

    2. 2

      Disclosures

      Approved wording.

      Legal and Compliance 2 weeks

    3. 3

      Build

      Webflow tool.

      Web Development 1 month

    4. 4

      Link

      From comparisons and FAQ.

      Organic Growth Manager 1 week

    5. 5

      Outreach

      Finance writers.

      PR 1 month

    6. 6

      Measure

      Links and starts.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    Developer time
    Owner
    Organic Growth Manager

    Smallest test

    Ship a simple version for one scenario.

    Why it works

    Build an interactive, compliance-approved scenario calculator (home value, amount, years, value change) with the method shown and disclosures. Pitch it to personal finance writers.

    Calculators earn links and repeat visits and keep people on Unison's own explanation.

    Risks and how to handle them

    • Read as a quote

      Label as an illustration, not an offer.

    Evidence

    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
  • 09

    Unison's product is available only in participating states, and its job posts mention 30 states. Homeowners search by state ("home equity agreement Texas"), and review sites give conflicting state counts.

    High impactMedium effort First result in 2 quarters Organic Growth Manager

    First action

    List participating states with Compliance.

    How to measure it

    State-page sessions

    Now
    –
    Target
    5,000 a month
    By
    2 quarters

    Steps

    1. 1

      State list

      With notes.

      Legal and Compliance 1 week

    2. 2

      Template

      Approved structure.

      Organic Growth Manager 1 week

    3. 3

      Write pages

      All states.

      Content team 1 month

    4. 4

      Compliance review

      Each page.

      Legal and Compliance 1 month

    5. 5

      Publish

      Sitemap and links.

      Web Development 1 week

    6. 6

      Measure

      Sessions and starts.

      Organic Growth Manager monthly

    First result
    2 quarters
    Cost
    Writing time
    Owner
    Organic Growth Manager

    Smallest test

    Publish the five largest states.

    Why it works

    Publish one page per participating state: availability, state-specific notes approved by Compliance, local home value context and a path to check eligibility. Add a clear "not available" page for other states.

    State pages capture local searches and answer the first question homeowners ask.

    Risks and how to handle them

    • Thin duplicate pages

      Give each state real, specific content.

    Evidence

    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • HiringCompany description in Unison's job posts: "Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest"; "We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs."Source
    • Review sitesThird-party review sites disagree with each other and with Unison: minimum credit score 620 (LendEDU) vs 680 (SuperMoney); availability "24 states plus DC" (Finder) vs "30 states" in Unison's own job posts; older reviews quote outdated program terms.Source
  • 10

    The Organic Growth Manager owns the journey to "submitted application", and the Salesforce PM is building Marketing Cloud journeys with consent and preference controls.

    High impactMedium effort First result in 1 quarter Product Manager

    First action

    Count started-but-unsubmitted applications last month.

    How to measure it

    Application completion

    Now
    –
    Target
    +15%
    By
    1 quarter

    Steps

    1. 1

      Measure drop-off

      By step and source.

      Organic Growth Manager 1 week

    2. 2

      Consent check

      Email and SMS preferences.

      Salesforce Administrator 1 week

    3. 3

      Write messages

      Approved wording.

      Legal and Compliance 2 weeks

    4. 4

      Build journeys

      Marketing Cloud.

      Product Manager (Salesforce) 1 month

    5. 5

      Launch

      Test group first.

      Product Manager (Salesforce) 2 weeks

    6. 6

      Measure

      Completions and opt-outs.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Product Manager (Salesforce)

    Smallest test

    Send one reminder email to consenting drop-offs.

    Why it works

    Build journeys for started-but-unsubmitted applications: a reminder with the saved progress, a link to the worked examples and FAQ, and an offer to talk to the team, only where the person has consented. Measure submissions by source.

    Many visitors leave mid-form; timely, helpful follow-up recovers some of them without pressure.

    Risks and how to handle them

    • Over-messaging

      Cap at three messages and honour opt-outs instantly.

    Evidence

    • HiringProduct Manager (Salesforce), posted September 17, 2026: owns Salesforce, "Marketing Cloud, and the emerging layer of AI agents" across "account management, application processing, underwriting, funding, and servicing"; "Partner with marketing to enhance customer engagement journeys, using Marketing Cloud, while ensuring proper user-consent and user-preferences for SMS and email are enforced". A Salesforce Administrator is also being hired.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
  • 11

    Unison is hiring loan officers to convert "100% company-provided leads" for its new Mortgage Hybrid/Equity Loan. Those leads have to come from somewhere, and organic search is cheaper than paid.

    High impactMedium effort First result in 2 quarters Mortgage Loan Officer team le…

    First action

    Agree the launch disclosures with Compliance.

    How to measure it

    Organic hybrid leads

    Now
    –
    Target
    200 a month
    By
    2 quarters

    Steps

    1. 1

      Disclosures

      Approved.

      Legal and Compliance 1 month

    2. 2

      Explainer

      Plain language.

      Content team 2 weeks

    3. 3

      FAQ

      Eligibility questions.

      Content team 2 weeks

    4. 4

      Routing

      Leads to loan officers.

      Salesforce Administrator 1 week

    5. 5

      Internal links

      From guides.

      Organic Growth Manager 1 week

    6. 6

      Measure

      Leads and fundings.

      Organic Growth Manager monthly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Mortgage Loan Officer team lead

    Smallest test

    Publish the explainer page.

    Why it works

    Once Compliance approves the product disclosures, publish an explainer, eligibility FAQ and comparison with a standard mortgage, link them from the definition page and route form leads to the Omaha loan officer team with source tags.

    Organic leads lower acquisition cost for a new product and arrive already informed.

    Risks and how to handle them

    • Confusing two products

      Separate names, pages and disclosures.

    Evidence

    • HiringMortgage Loan Officer (Omaha, posted September 30, 2026): "originate and promote our new and unique Mortgage Hybrid/Equity Loan"; "Focus strictly on converting 100% company-provided leads within a Monday–Friday, 9-to-5 contact center environment"; "attain zero compliance defects". A Mortgage Underwriter (contract) role is also open.Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
    • HiringOrganic Growth Manager, technical: "Resolve crawl/indexation issues, including XML sitemaps, robots.txt, crawl traps, server errors, redirect chains, broken internal links, canonicalization, and orphaned pages"; "Partner with engineering to improve Core Web Vitals"; fixes "directly in the CMS (Webflow)"; "Use internal linking to move equity from informational content to the pages that drive revenue"; "Identify content decay".Source
  • 12

    Unison's Intercap Lending partnership lets loan officers offer the ESA alongside mortgages and refinances, and Unison wants to expand broker distribution nationwide. Loan officers search for how to explain alternatives to clients.

    High impactMedium effort First result in 2 quarters Partnerships team

    First action

    List the questions partner loan officers ask most.

    How to measure it

    Partner referrals

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Gather questions

      From partner LOs.

      Partnerships team 1 week

    2. 2

      Materials

      Approved client pieces.

      Legal and Compliance 1 month

    3. 3

      Hub pages

      Explainer and process.

      Content team 1 month

    4. 4

      Webinar

      Monthly.

      Partnerships team monthly

    5. 5

      Sign-up

      Partner form.

      Web Development 1 week

    6. 6

      Measure

      Referrals by partner.

      Partnerships team monthly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Partnerships team

    Smallest test

    Publish the partner explainer.

    Why it works

    Build a hub for loan officers and brokers: product explainer, approved client materials, worked examples, how referrals work and a partner sign-up. Run a monthly training webinar.

    Partners bring qualified homeowners, and good materials keep explanations accurate.

    Risks and how to handle them

    • Partners misstate terms

      Approved materials only, refreshed with terms.

    Evidence

    • News coverageUnison announced a non-exclusive referral partnership with Intercap Lending in 2026, letting its loan officers offer the ESA alongside mortgages and refinances, in line with Unison's priority to "expand broker distribution networks nationwide".Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
  • 13

    The Organic Growth Manager is asked to optimise for financial professionals as well as homeowners. Advisors are asked about home equity options by clients.

    Medium impactMedium effort First result in 1 quarter Organic Growth Manager

    First action

    Interview five advisors about client questions.

    How to measure it

    Professional enquiries

    Now
    –
    Target
    50 a month
    By
    2 quarters

    Steps

    1. 1

      Interviews

      Five advisors.

      Organic Growth Manager 2 weeks

    2. 2

      Pages

      Professional section.

      Content team 1 month

    3. 3

      Compliance

      Review.

      Legal and Compliance 2 weeks

    4. 4

      Webinars

      Quarterly.

      Partnerships team quarterly

    5. 5

      Outreach

      Professional associations.

      PR ongoing

    6. 6

      Measure

      Enquiries.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Organic Growth Manager

    Smallest test

    Publish one page for planners.

    Why it works

    Publish a professionals' section: how the agreement works, tax and estate questions to raise with a professional, worked examples and a contact for professional enquiries. Offer continuing-education style webinars.

    Professionals are trusted referrers, and their questions shape what AI answers cover.

    Risks and how to handle them

    • Tax advice

      Point to professionals; give no tax advice.

    Evidence

    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
  • 14

    In YMYL categories search engines look for expertise and freshness; the role calls for E-E-A-T and identifying content decay.

    Medium impactMedium effort First result in 1 quarter Organic Growth Manager

    First action

    List the top 30 guides by traffic and last update.

    How to measure it

    Refreshed-guide traffic

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Inventory

      Top 30 guides.

      Organic Growth Manager 1 week

    2. 2

      Reviewers

      Named experts.

      Head of Marketing 2 weeks

    3. 3

      Bylines

      Template change.

      Web Development 1 week

    4. 4

      Refresh

      Ten guides.

      Content team 1 month

    5. 5

      Merge or retire

      Weak pages.

      Organic Growth Manager 2 weeks

    6. 6

      Repeat

      Quarterly.

      Organic Growth Manager quarterly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Organic Growth Manager

    Smallest test

    Add reviewer bylines to five guides.

    Why it works

    Add author and expert-reviewer bylines with credentials, "last reviewed" dates and a review schedule. Each quarter, refresh, merge or retire guides that lost traffic.

    Visible expertise and fresh dates support rankings and AI citation in finance topics.

    Risks and how to handle them

    • Reviewer bottleneck

      Schedule reviews monthly.

    Evidence

    • HiringOrganic Growth Manager, technical: "Resolve crawl/indexation issues, including XML sitemaps, robots.txt, crawl traps, server errors, redirect chains, broken internal links, canonicalization, and orphaned pages"; "Partner with engineering to improve Core Web Vitals"; fixes "directly in the CMS (Webflow)"; "Use internal linking to move equity from informational content to the pages that drive revenue"; "Identify content decay".Source
    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
  • 15

    The Organic Growth Manager must "measure AI citation share alongside traditional search metrics". Without a fixed question set, there is no baseline.

    Medium impactMedium effort First result in 1 quarter Organic Growth Manager

    First action

    Write the 50 questions.

    How to measure it

    Share of answers citing Unison

    Now
    –
    Target
    +20 points
    By
    2 quarters

    Steps

    1. 1

      Questions

      50 across the journey.

      Organic Growth Manager 1 week

    2. 2

      Collection

      Weekly automation.

      Organic Growth Manager 2 weeks

    3. 3

      Store

      BigQuery table.

      Organic Growth Manager 1 week

    4. 4

      Dashboard

      Looker.

      Organic Growth Manager 1 week

    5. 5

      Act

      Fix sources and gaps.

      Content team ongoing

    6. 6

      Report

      Monthly.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    Tool costs
    Owner
    Organic Growth Manager

    Smallest test

    Run the panel by hand once.

    Why it works

    Track 50 homeowner questions weekly across the main AI answer engines: whether Unison is mentioned, which sources are cited and whether facts are right. Feed wrong facts to idea 5 and gaps to the content plan; report in Looker.

    A measurable baseline turns AEO from guesswork into a managed channel.

    Risks and how to handle them

    • Answers vary run to run

      Sample several times and track trends.

    Evidence

    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • Review sitesThird-party review sites disagree with each other and with Unison: minimum credit score 620 (LendEDU) vs 680 (SuperMoney); availability "24 states plus DC" (Finder) vs "30 states" in Unison's own job posts; older reviews quote outdated program terms.Source
  • 16

    Unison says it has passed $5 billion in real estate investments with over 7,000 customers. Aggregated, anonymised data on how homeowners use equity is the kind of study writers cite.

    Medium impactMedium effort First result in 2 quarters PR

    First action

    Choose five questions the data can answer.

    How to measure it

    New referring domains

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Questions

      Five.

      Organic Growth Manager 1 week

    2. 2

      Analysis

      Aggregated data.

      Data team 1 month

    3. 3

      Privacy review

      Anonymisation.

      Legal and Compliance 2 weeks

    4. 4

      Write

      Study and charts.

      Content team 1 month

    5. 5

      Pitch

      Press.

      PR 1 month

    6. 6

      Repeat

      Yearly.

      PR yearly

    First result
    2 quarters
    Cost
    Analyst time
    Owner
    PR

    Smallest test

    Publish one chart.

    Why it works

    Publish an annual, aggregated study (for example how homeowners used funds, by region and age of home), with privacy review, and pitch it to personal finance and housing press.

    Original data earns authoritative links and mentions that search and AI engines trust.

    Risks and how to handle them

    • Data read as performance claims

      Report usage, not returns.

    Evidence

    • HiringCompany description in Unison's job posts: "Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest"; "We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs."Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    The Organic Growth Manager is asked to serve analysts and investors too. Unison has completed seven securitizations, the latest rated by DBRS Morningstar.

    High impactHigh effort First result in 3 quarters Organic Growth Manager

    First action

    List public documents that can be linked.

    How to measure it

    Investor section sessions

    Now
    –
    Target
    2,000 a quarter
    By
    3 quarters

    Steps

    1. 1

      List documents

      Public only.

      Legal and Compliance 2 weeks

    2. 2

      Structure

      Pages and navigation.

      Organic Growth Manager 2 weeks

    3. 3

      Write

      Overview.

      Content team 1 month

    4. 4

      Legal review

      All pages.

      Legal and Compliance 1 month

    5. 5

      Publish

      Linked from press.

      Web Development 1 week

    6. 6

      Update

      Each new deal.

      PR ongoing

    First result
    3 quarters
    Cost
    Staff time
    Owner
    Organic Growth Manager

    Smallest test

    Add a securitization history page.

    Why it works

    Publish an investor section: securitization history, programme overview, methodology documents already public and press, with Legal review. Link from press releases.

    Analysts and journalists searching the asset class find Unison's own sources first, which also strengthens the brand entity.

    Risks and how to handle them

    • Disclosure rules

      Publish only approved public documents.

    Evidence

    • News coverageUnison's March 26, 2026 release is titled "Unison Announces Securitization of $94.2 Million Unison Home Equity Agreements" (its seventh securitization, rated by DBRS Morningstar).Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
  • 18

    The Organic Growth Manager owns organic conversion past the click and is asked to run tests across visibility, click-through and conversion.

    High impactHigh effort First result in 3 quarters Head of Marketing

    First action

    Pick the five guides with the most traffic.

    How to measure it

    Guide conversion

    Now
    –
    Target
    +25%
    By
    3 quarters

    Steps

    1. 1

      Map guides

      Next step for each.

      Organic Growth Manager 2 weeks

    2. 2

      Approve CTAs

      Wording.

      Legal and Compliance 2 weeks

    3. 3

      Build tests

      Webflow variants.

      Web Development 1 month

    4. 4

      Run

      Four weeks each.

      Organic Growth Manager monthly

    5. 5

      Scale

      Templates.

      Web Development 1 quarter

    6. 6

      Report

      Revenue impact.

      Organic Growth Manager quarterly

    First result
    3 quarters
    Cost
    Testing tool
    Owner
    Head of Marketing

    Smallest test

    Test one CTA on the top guide.

    Why it works

    Map each high-traffic guide to its next step, add compliance-approved calls to action ("See if your home is eligible") and test placement and wording. Scale winners across templates.

    Small conversion gains on high-traffic guides compound across the organic channel.

    Risks and how to handle them

    • Pressure-style wording

      Compliance approves every variant.

    Evidence

    • HiringOrganic Growth Manager (Omaha, posted October 20, 2026): "significantly grow traffic, leads, and revenue from organic search plus AI answer engines"; "Unison's in-house SEO and AEO lead", owning "the full journey from first impression to submitted application"; "Home equity is a regulated, high-trust (YMYL) category, so accuracy and credibility are central"; partners with "Content, Design, Web Development, Product, Legal, and Compliance".Source
    • HiringOrganic Growth Manager, technical: "Resolve crawl/indexation issues, including XML sitemaps, robots.txt, crawl traps, server errors, redirect chains, broken internal links, canonicalization, and orphaned pages"; "Partner with engineering to improve Core Web Vitals"; fixes "directly in the CMS (Webflow)"; "Use internal linking to move equity from informational content to the pages that drive revenue"; "Identify content decay".Source
  • 19

    The Salesforce PM is asked where AI agents can help with case deflection and agent-assist summarisation, with guardrails and human checkpoints.

    Medium impactHigh effort First result in 4 quarters Product Manager

    First action

    Pick the 20 most common service questions.

    How to measure it

    Handle time

    Now
    –
    Target
    -20%
    By
    4 quarters

    Steps

    1. 1

      Questions

      Top 20.

      Product Manager (Salesforce) 2 weeks

    2. 2

      Grounding

      Approved content only.

      Legal and Compliance 1 month

    3. 3

      Build

      Agent-assist.

      Product Manager (Salesforce) 1 quarter

    4. 4

      Pilot

      Small team.

      Product Manager (Salesforce) 1 month

    5. 5

      Evaluate

      Accuracy review.

      Legal and Compliance 1 month

    6. 6

      Scale

      If accurate.

      Product Manager (Salesforce) 1 quarter

    First result
    4 quarters
    Cost
    Platform costs
    Owner
    Product Manager (Salesforce)

    Smallest test

    Pilot with five service agents.

    Why it works

    Start with agent-assist for the service team: suggested answers drawn only from approved FAQ and worked examples, always reviewed by a person. Measure handle time and accuracy before any customer-facing use.

    Faster, consistent answers improve experience while keeping humans responsible in a regulated product.

    Risks and how to handle them

    • Wrong answers

      Human review of every suggestion.

    Evidence

    • HiringProduct Manager (Salesforce), posted September 17, 2026: owns Salesforce, "Marketing Cloud, and the emerging layer of AI agents" across "account management, application processing, underwriting, funding, and servicing"; "Partner with marketing to enhance customer engagement journeys, using Marketing Cloud, while ensuring proper user-consent and user-preferences for SMS and email are enforced". A Salesforce Administrator is also being hired.Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    Unison lists YouTube among its channels in every job post. Video results and transcripts appear in search and AI answers for "how does it work" questions.

    Medium impactLow effort First result in 1 quarter Content team

    First action

    Pick the ten questions from FAQ traffic.

    How to measure it

    Views

    Now
    –
    Target
    20,000 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick questions

      Ten.

      Organic Growth Manager 1 week

    2. 2

      Scripts

      Approved.

      Legal and Compliance 2 weeks

    3. 3

      Record

      Ten videos.

      Content team 2 weeks

    4. 4

      Publish

      YouTube and FAQ.

      Content team 1 week

    5. 5

      Transcripts

      On page.

      Web Development 1 week

    6. 6

      Measure

      Views.

      Organic Growth Manager monthly

    First result
    1 quarter
    Cost
    Production costs
    Owner
    Content team

    Smallest test

    Record one video.

    Why it works

    Record ten 60-90 second videos answering the top FAQ questions, with transcripts, approved by Compliance, embedded on the matching FAQ pages.

    Video plus transcript covers two result types and keeps explanations consistent.

    Risks and how to handle them

    • Outdated videos

      Review with every terms change.

    Evidence

    • HiringCompany description in Unison's job posts: "Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest"; "We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs."Source
    • Your websiteUnison's FAQ and blog call the product an "Equity Sharing Agreement" (ESA), for example /faqs/question/esa-overview, /blog/equity-sharing-agreement-guide and /blog/how-equity-sharing-agreement-ends; the FAQ describes a starting value from an independent appraisal with a "5.0% Risk Adjustment", a term of up to 30 years, and availability only in participating states, subject to underwriting.Source
    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
  • 21

    AI answer engines rely heavily on forums and community sites, and the role calls for authoritative mentions across the web.

    Medium impactLow effort First result in 1 quarter Organic Growth Manager

    First action

    Write the participation guidelines.

    How to measure it

    Forum referral visits

    Now
    –
    Target
    500 a month
    By
    2 quarters

    Steps

    1. 1

      Guidelines

      Disclosure and limits.

      Legal and Compliance 2 weeks

    2. 2

      Pick communities

      Three.

      Organic Growth Manager 1 week

    3. 3

      Answer

      Weekly.

      Organic Growth Manager weekly

    4. 4

      Track

      Referrals.

      Organic Growth Manager monthly

    5. 5

      Learn

      New FAQ topics.

      Content team monthly

    6. 6

      Review

      Quarterly.

      Legal and Compliance quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Organic Growth Manager

    Smallest test

    Answer five questions.

    Why it works

    With Compliance-approved guidelines, have a disclosed Unison expert answer factual questions about home equity agreements in major personal finance communities, linking to neutral explainers.

    Helpful, disclosed answers build trust and become sources AI answers read.

    Risks and how to handle them

    • Seen as promotion

      Always disclose and answer only factual questions.

    Evidence

    • HiringOrganic Growth Manager, AEO and authority: "Grow Unison's mentions and citations in AI answer engines"; "Structure content so it is easy for AI systems to extract, summarize, and cite accurately"; "Build entity signals across the web, including knowledge panels, third-party profiles, reviews, and authoritative mentions"; create "linkable assets such as calculators, data studies, tools and resources"; optimize for "homeowners, financial professionals, analysts, and investors"; "Measure AI citation share"; use "BigQuery and the Google Search Console API" and Looker.Source
    • Review sitesThird-party review sites disagree with each other and with Unison: minimum credit score 620 (LendEDU) vs 680 (SuperMoney); availability "24 states plus DC" (Finder) vs "30 states" in Unison's own job posts; older reviews quote outdated program terms.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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  • Layer Health growth strategyAn AI clinical intelligence platform, founded by MIT and Harvard Medical School researchers, that reads full patient charts for clinical…21 growth ideas
  • Dollar Shave Club growth strategyRazors, shave aids, skin, hair and body care sold by subscription and one-off online, on Amazon and in stores, now with a women's line…22 growth ideas
  • Limelight growth strategyA Pakistani fashion brand selling unstitched fabric, pret (ready-to-wear), western wear, bags, wallets, shoes and fragrances for women…21 growth ideas
  • Runway growth strategyAI video, image and audio generation: Runway Creative (an all-in-one creative suite with its own Gen-4.5 and partner models), Runway Dev…20 growth ideas
  • Nintex growth strategyA process automation and orchestration platform: process management (now Nintex Processes), workflow, apps, forms, document generation…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Unison did not commission, review or endorse it, and Programmable is not affiliated with Unison. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Unison runs its business.

Something wrong, or do you represent Unison? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 305 ideas

    One approved product name, a faster homepage, the dead host and duplicate paths, entity signals and third-party fact corrections.

  2. Days 31 to 6011 ideas

    Comparison hub, worked examples, calculator, state pages, consent-aware follow-up, the hybrid product path, partner and professional hubs, reviewer bylines, the AI answer panel and digital PR.

  3. Days 61 to 905 ideas

    Big bets and wildcards: investor section, guide-to-eligibility testing, reviewed AI assistance, video answers and forum participation.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value access to equity without monthly payments, as Unison describes it. The most cited problem: understanding what they will owe at the end.

  • A long agreement term
  • Comparing agreements with loans and other providers
  • In their words: “home equity”

Market

Competitive landscape

4 competitors compared: Hometap, Point, Unlock and HELOCs and cash-out refinancing.

  • Gap to exploit: Plain, worked cost explanations
  • Hometap: 10-year term per third-party reviews
  • Point: Higher risk adjustment per Unison's comparison

Hiring signals

Unison is building organic and AI answer engine growth in-house for the first time: an Organic Growth Manager to own SEO, AEO, technical fixes in Webflow, linkable assets and conversion to submitted application (ideas…

  • Organic Growth Manager: In-house SEO and AEO lead. Ideas 1-9, 13-16.
  • Mortgage Loan Officer: New hybrid mortgage/equity product. Idea 11.
  • Product Manager (Salesforce): Marketing Cloud journeys and AI agents. Ideas 10, 19.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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