Industries Real Estate & Property
Mortgage Brokers & Loan Officers
Your licensed officers stop dialing and only talk to borrowers who are ready. Purchase, refinance, cash-out and HELOC.
The Metric We Own
Pre-qualified applications started and funded loans
Licensed loan officers are too expensive to spend the day dialing. We do the dialing and send them borrowers who have already confirmed the basics.
How a lead becomes a verified result
- 1
Dial
Fresh inquiries get speed-to-lead calls. Aged databases and past clients get a dedicated re-dial cadence.
- 2
Qualify
- Loan purpose: purchase, refinance, cash-out or HELOC
- Requested amount and timeline
- Income basis, as stated by the borrower
- Self-reported credit band
- Property or collateral details
- 3
Disclose
Reps identify themselves as non-licensed, read the disclosures your compliance team requires, and stay on approved scripts.
- 4
Hand off
Instant live transfer into your licensed queue, or a calendar-booked appointment, whichever your officers prefer.
- 5
Second-voice QA
Every call is scored, and an independent QA caller re-confirms the details. Anything that can't be re-confirmed isn't delivered.
- 6
Learn
Rejected leads come back with a reason. That feedback goes into your next report and the next round of training.
What our reps never do
- Quote rates, points, payments, terms or fees
- Say whether someone will be approved
- Take a loan application or pull credit
- Act as a licensed originator
Retention & after-sale desk
- Application reminder calls
- Document collection follow-up
- Re-engaging stalled files
- Appointment confirmations
What we need to start
- NMLS details and licensed states
- Loan products and overlays
- Compliance-approved scripts
- Transfer line or LO calendars
- CRM or LOS access
100% Upfront Managed Infrastructure Retainers
Real Estate & Home Services retainers
Our baseline rate for high-volume seller and homeowner calling.
Apex Launch
1 dedicated seat
$2,178 / mo
22–44 qualified leads / mo
Growth Engine
2 dedicated seats
$3,774 / mo
44–66 qualified leads / mo
Dominance Hub
3 dedicated seats
$5,282 / mo
66–88 qualified leads / mo
Paid upfront each month. Enterprise Seats $1,476 each beyond 3. One-time setup fee quoted before you sign. No long-term contract. Expected Campaign Benchmarks are not guarantees: actual results vary based on market conditions, list freshness, caller script approval and your offer.
Mortgage Brokers & Loan Officers questions
This page describes how we work. It is not legal advice. Rules vary by state and province and change often, so your counsel approves every script before we dial.
Do your reps quote interest rates or credit requirements?
Never. Our callers are non-licensed openers. They verify interest and basic qualifications before handing the borrower off to your licensed NMLS originators.
How do you stay on the right side of the SAFE Act?
Under the SAFE Act, taking an application and offering or negotiating terms is licensed activity. Our reps collect basic facts and transfer the borrower. They never discuss rates, terms, products or approval. Regulators have acted against call centers that crossed this line, so scripts are approved by your compliance team and every call is scored against them.
Which loan types do you cover?
Mortgage purchase and refinance, cash-out and home equity, handled by your licensed team. Personal, auto, small business and equipment loans run under our Consumer & Commercial Loans program.
Why start with an aged database?
You have already paid for those leads, so the only new cost is the calling. You get back the live borrowers plus a record of which leads are dead and why.
What compliance does a campaign need?
Consent status for your leads, DNC scrubbing, state licensing coverage, and your required disclosures. Your compliance officer signs off on scripts before we dial.
Do you do live transfers or appointments?
Both. Live transfers convert best when officers are available, and booked appointments work better for after-hours or high-volume lists. Many clients use both.
How fast can this campaign go live?
Most teams are dialing 3 to 7 business days after signing and onboarding. Larger floors can take up to 10. We start with a soft launch while call scoring is calibrated to your criteria, then ramp to full volume.
What does it cost?
Real Estate & Home Services retainers start at $2,178 a month for one dedicated rep on Apex Launch, with Growth Engine at $3,774 and Dominance Hub at $5,282, all paid upfront. Hourly callers, closers, disposition managers and skip tracing can be added or bought on their own. A one-time setup fee is quoted before you sign.
Can I listen to my team and review the calls?
Yes. Every call is recorded and scored. You can review any recording, listen in during a scheduled session, and see volume, contact rate and results in your reports: weekly on Apex Launch, daily on Growth Engine and Dominance Hub.
Tell us the number you need to move.
Build your plan, pick your tools, and we'll come to the call with a floor plan and launch date.