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Mortgage & Real Estate

More referral partners. More booked consults.

For loan officers, mortgage brokers and real estate teams who know their database and partner network are worth more than they're getting. We make the calls you never have time to make.

Built for Mortgage & Real Estate MANAGED
  • ▹
    Referral-partner outreachAgents, builders and other referral sources
  • ▹
    Database reactivationPast clients and aged leads, worked consistently
  • ▹
    Consults on your calendarPurchase, refi and listing conversations
  • ▹
    Compliance firstOnly lists you're allowed to contact, scrubbed before dialing
The problem

Sound familiar?

✕Your database has thousands of past clients and leads nobody has called in a year.
✕Referral relationships depend on you having time to prospect, and you don't.
✕Leads from portals and ads go cold before anyone follows up.
✕Rates move and your pipeline swings with them.
Who we call

The people we call for you.

Campaigns are built around who sends you business and who's ready to transact.

Real estate agents Team leads & brokers Home builders Financial advisors & CPAs Past clients Aged & unconverted leads
Our approach

How we run mortgage & real estate campaigns.

01

Partner prospecting

We call agents and builders in your market with a specific reason to meet, like your turn times or a buyer program, and book coffee or a call.

02

Database reactivation

Past clients and aged leads get a check-in call: rate reviews, equity questions, or "are you still looking?"

03

Speed-to-lead follow-up

New inbound leads get called and qualified quickly, so they talk to you before they talk to someone else.

Qualification

What counts as qualified.

  • ✓Actively buying, selling or refinancing within your timeline
  • ✓In your licensed states and lending footprint
  • ✓Agent partners who close in your price range and area
  • ✓Agreed to a call or meeting with you
What we book

Meetings that move deals.

  • ▹Referral-partner introductions
  • ▹Purchase pre-approval consults
  • ▹Refinance and equity reviews
  • ▹Listing appointments
Inside a campaign

What we'd actually build for you.

A worked example of how a campaign is planned before the first dial.

Example campaign plan

Loan officer, two-state footprint

Goal: Book weekly intro meetings with agents who don't yet have a go-to lender.

Who we target
Buyer-side agents with recent closings in the LO's target zip codes.
The angle
Fast pre-approvals and a named point of contact who picks up the phone on weekends.
What counts as qualified
Active agent, closed deals in the last 6 months, open to adding a lender partner.
The handoff
A 20-minute intro call on the LO's calendar, with the agent's volume and price range noted.
Questions

The straight answers.

Yes, as long as you have the right to contact them. Consumer calling has stricter rules than B2B. We follow Do-Not-Call rules, honor opt-outs, and review your consent and lead sources with you before launch.

No. SDRs qualify interest and book the conversation. Anything that requires a license stays with you.

Other industries

Same engine, different markets.

Let's talk pipeline

Let's build your outbound campaign.

A 30-minute strategy call. We'll map your ideal customer, the titles to target, and what a campaign would look like for your business.

  • Your ICP and target titles, mapped
  • A first-draft script angle
  • A clear plan, with no obligation

Book a Strategy Call

We'll be in touch to set up a time. No spam, no obligation.

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