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.
The ideal broker
Established, purchase-weighted, and ready to pick up the phone.
The brokerages that get the most out of this look remarkably similar.
- Established brokers and brokerage owners
- At least two producers who can answer a call 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
Fit check
Good fit vs not a fit.
A good fit
- Two or more producers taking calls
- Purchase-focused
- Can comfortably carry a retainer plus a real ad budget
- Wants a pipeline they own
- Ready to answer live transfers fast
Not the right fit (yet)
- Solo or part-time originators — no one to answer transfers
- Refi-dependent
- Can't carry the retainer and ad budget
- Wants to buy borrowers by the piece
- No capacity to pick up inside the hour
If sending 20 live borrowers into a phone nobody answers would cost you money, we'll tell you you're not ready — before you sign, not after.
The two hard requirements
A human answers, fast
Live transfers only work if someone picks up while the borrower is still on the line. You need producers with the capacity to take those calls 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.
Not sure if you fit? Book a Strategy Call and we'll tell you straight.
One broker per market. If yours is taken, or you're not ready, you'll hear it on the first call.