Data-Driven AI Insights for Targeted Content Success
Our data-driven AI approach ensures every CRM directed lead we capture is optimized for your target audience, maximizing engagement and conversions.
About
Fueling Your Client Success Journey
We are not a service that sells leads. We are a technology based platform that harnesses various types of automation, artificial intelligence, machine learning, phone & text systems, and many other components to deliver leads in real time when the prospect is involved in the decision to take action. By getting a text message, and an app notification, within seconds of the prospect desiring to be serviced, the subscriber is more likely to take an application for new mortgage service.
Service
What Service We Offer
Exclusive Leads
Exclusive leads are like VIP access for your sales team. They're potential customer contacts that are sold only once to you, meaning you won't waste time following up on leads already contacted by competitors. This focused approach increases your chances of making a sale and gives you more control over the sales conversation.
A2P Compliant Phone and Text
Never miss a lead or an important update. Send leads targeted text message alerts directly through our system using a custom A2P-compliant phone service. This ensures your messages get delivered and comply with industry regulations, keeping your communication channels reliable and secure.
Advanced CRM
Our CRM isn't just a contact manager, it's a marketing and sales powerhouse. Turn leads into clients with automated nurture campaigns across email, SMS, voicemails, and social media. Build landing pages and funnels to capture leads, then automatically schedule appointments and send follow-up messages, all within the same platform. This all-in-one approach saves you time and keeps you organized, so you can focus on closing deals
Personalized Experience
Our service streamlines your sales process by uniting lead management, communication tools, and automation under one roof. This eliminates the need for juggling multiple platforms and lets your sales team focus on closing deals with confidence, knowing everything they need is integrated seamlessly within your CRM subscription.
FAQS
Do you build your clients their own landing page for leads?
The short answer is No. Instead, we use what we know attracts new borrowers to drive traffic to our client's CRMs through multiple contact points. In the end, most loan officers want leads, not the perfect page in their eyes that doesn't end up producing results. If we spent all of our time adding the right color here and the right font on some website creation, hours from each day would be spent on projects that drive zero new prospects. By spending time doing what we know works, the client benefits from our expertise and sees more loans to close.
How long does it take to get started?
Typically, our start-up process takes about 2 business days. However, it's important to note that the regulators responsible for A2P compliance for telephone messaging services may take up to 7 days for approval. As experts in this process, we rarely encounter a longer start-up time than two days, ensuring you're up and running in no time.
How long after a prospect connects do I get alerted, and what do I get alerted with?
As soon as a potential client submits their information, you get an initial text with their name, email, and phone number. If they submit a survey, you get additional information, including if the loan is a purchase or refi, loan amount, property value, cash out amount if applicable, and down payment amount if a purchase, as well as other information. Not only does this information go to your CRM, but you also get the selected answers to the questions sent as a text message to your phone. This gives you the option to hit the auto-connect hyperlink on your text message on your cell phone and connect to the client immediately, knowing the answers to all the questions for their desired outcome.
