Established and ready to take live transfers.
The brokerages that get the most out of this look remarkably similar.
- Established brokers and brokerage owners
- At least two producers who can take a transferred call within the hour
- Funding 10+ loans a month
- Licensed across several states
- Writing purchase, refi, cash-out, HELOC, DSCR or non-QM
- Already spending on LendingTree, Bankrate or Zillow - and tired of it
Good fit vs not a fit.
A good fit
- Two or more producers taking transferred calls
- Writing purchase, refi, cash-out, HELOC, DSCR or non-QM
- Can comfortably carry a retainer plus a real ad budget
- Wants a pipeline they own
- Ready to pick up live transfers fast
Not the right fit (yet)
- Solo or part-time originators - no one to take the calls
- Can't carry the retainer and ad budget
- Wants to buy borrowers by the piece
- No capacity to answer live transfers
If sending 20 live transfers a month to a team that never picks up would cost you money, we'll tell you you're not ready - before you sign, not after.
The two hard requirements
01
Your team picks up, prepared
Live transfers only convert if a producer actually answers. You need loan officers with the capacity to take transferred calls during business hours.
02
Retainer plus real ad spend
You carry a flat monthly retainer and a genuine media budget on your own ad account, on top of it. If either one would strain the business, this isn't the right moment.