This isn't for everyone - and that's the point.
We take one broker per market and we build for retention, so fit matters more than volume.
Established, purchase-weighted, and ready to work booked appointments.
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 booked appointment within the hour
- Funding 10+ loans a month
- Licensed across several states
- Weighted toward purchase business, not living on refis
- 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 booked appointments
- Purchase-focused
- Can comfortably carry a retainer plus a real ad budget
- Wants a pipeline they own
- Ready to take pre-booked appointments fast
Not the right fit (yet)
- Solo or part-time originators - no one to take the appointments
- Refi-dependent
- Can't carry the retainer and ad budget
- Wants to buy borrowers by the piece
- No capacity to work booked appointments
If sending 20 booked appointments into a calendar nobody works would cost you money, we'll tell you you're not ready - before you sign, not after.
Your team shows up, prepared
Pre-booked appointments only convert if a producer actually takes the meeting. You need loan officers with the capacity to work booked slots during business hours.
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.
Established team. Purchase focus. Capacity to work booked appointments.
If those three are true, book a Strategy Call. If your market is taken or the fit is wrong, we'll tell you on the first call.