1. We run ads under your brand - your name, your firm - to borrowers in your market who are ready to move — buying, refinancing, tapping equity or investing. 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.

    Ad preview

    Illustrative

    Your firm · SponsoredMeta
    Rates have moved. See what you qualify for today.
    NMLS #000000 · Equal Housing Opportunity
    StatusAPPROVED BY YOU · LIVE
    Placeholder NMLS shown. Sample creative for illustration.
  2. When someone raises their hand, they answer a few questions that qualify them on what matters to you: credit profile, loan size, loan goal and timeline, down payment, household income, price range. Only qualified borrowers reach your team.

    Qualification

    Illustrative

    Credit profile720–759
    Loan size$480,000
    Timeline0–3 months
    Down payment15%
    Household income$180,000
    ResultQUALIFIED · ROUTING
    Sample data for illustration.
  3. The moment they qualify, borrowers are screened and dialed, then transferred live to your LO - while intent is at its peak. Your team picks up to a pre-screened, ready-to-borrow client; they never dial a cold list.

    Live transfer

    Illustrative

    01Borrower qualifiesDONE
    02Screened and dialedDONE
    03Your LO's line ringsDONE
    04Transfer connectedDONE
    05Live conversationNOW

    Your LO talks to a screened, ready-to-borrow client.

    Sample data for illustration.
  4. 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.

    Follow-up sequence

    Illustrative

    Day 01SMSStill exploring loan options this quarter?
    Day 03EmailWhat your LO will need on the call.
    Day 07CallCall-back attempt · voicemail + SMS
    Day 14SMSCheck-in — want a fresh number?
    Sample data for illustration.
  5. 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.

    Your dashboard

    Illustrative

    63

    Borrowers

    78%

    Connect rate

    $94

    Cost / borrower

    Sample data for illustration.

Built to put 20-100 exclusive, pre-qualified borrowers live on the phone with your loan officers 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.

Live in 7 days

  1. 01

    Onboarding

    Access, brand assets, compliance sign-off.

  2. 02

    Market intelligence

    Territory, competitors, product focus.

  3. 03

    Campaign & CRM build

    Creative, qualification flow, handover-ready CRM.

  4. 04

    Launch

    Ads live, transfers reaching your team's lines.