The Exclusive Borrower Engine.
Done-for-you, exclusive to your firm, live in seven days. Here's exactly how a stranger on Facebook becomes a qualified borrower on your loan officer's phone.
Your branded ads
We run ads under your brand — your name, your firm — to purchase-ready buyers in your market. All creative and copy written for you, and written to stay on the right side of mortgage advertising rules: your NMLS ID, Equal Housing, no rate or approval claims. Nothing goes live without your sign-off.
Instant qualification
When someone raises their hand, they answer a few questions that qualify them on what matters to you: credit profile, loan size, timeline to buy, down payment, household income, price range. Only qualified borrowers reach your team.
Auto-dial + live transfer
The moment they qualify, our system calls them and connects them live to your LO — right then, while intent is at its peak. If they don't pick up first ring, it auto-dials up to 10 times until we've got them on the line and transferred.
Incoming
Qualified borrower
Purchase · connecting to your LO
Automated follow-up
Anyone who doesn't convert straight away drops into automated SMS and email follow-up that keeps working them — so nothing falls through the cracks and your team never babysits a list.
Your own CRM & dashboard
Every conversation and follow-up organised, tracked, and owned by your firm in a CRM we build and hand over — plus a live dashboard showing borrowers, cost per qualified borrower, and connect rate any time you want to look.
Built to put 20+ exclusive, pre-qualified borrowers on your team's phones every month — on a schedule you can plan around.
A capability statement describing what the system is built to do — not a promise or a guarantee.
The model, inverted.
Flat monthly retainer
One fee for a marketing service, scaled to your market and the volume you want to run.
Never per lead
Never per appointment, never a cut of a funded loan. That's not a billing preference — it's the structure that keeps you clean under RESPA.
Ad spend stays yours
You pay Meta directly on your own account. Full transparency; your retainer is never confused with media budget.
We size the retainer with you on the Strategy Call.
- 01
Onboarding
Access, brand assets, compliance sign-off.
- 02
Market intelligence
Territory, competitors, product focus.
- 03
Campaign & CRM build
Creative, qualification flow, handover-ready CRM.
- 04
Launch
Ads live, transfers routing to your team.
Twenty-plus exclusive, purchase-ready borrowers on your team's phones every month — on a pipeline you own.
We only take one broker per market. We'll tell you straight whether yours is still open.