Build and Keep Your Agent referrals


Pipeline value
$ (In annual loan volume)

Process

How we connect you with producing agents in your market

Targeting
01

Targeting

We identify the right agents in your market.

Outreach
02

Outreach

Run AI-driven, value-led cold email outreach to producing agents.

Intro Call
03

Booked calls with agents

Get them interested in bringing deals to you, and either book them or hand them directly to your team for an introduction.

Retention
04

Retention

You’ll also get a private strategy session with our partner — the CEO of American Mortgage Network and a former top producer. On this call, we break down proven ways to lock in agent loyalty, deploy value-stacked offers that keep you top-of-mind, and position you as the lender they send every deal to first — fast.

Business partnership turning sour

Partnerships That Fizzle Out

Agents say yes… then go dark. Without a system to nurture relationships, referrals dry up fast.

Leaking referral pipeline

Referral Pipeline Instability

Month-to-month volume swings crush predictability and put pressure on your LOs to scramble for deals.

Competitors locking up agent relationships

Competitors Locking Up Relationships

The best agents get claimed by teams who follow up relentlessly, leaving your team out of the conversation.

Saving time for loan officers

Time-Starved Loan Officers

Your LOs are buried in operations and closings, leaving no bandwidth to chase and keep agent connections alive.

Marketing dollars burning with poor ROI

Past Marketing Failures

Generic lead gen vendors overpromised and underdelivered, making you skeptical of outside help.

Unpredictable growth based on luck

No Scalable System for Partnerships

Partnership growth happens randomly, not systematically, which keeps revenue growth capped.

Real Agent Replies

Real emails from agents responding to our outreach.

Dan • Max Broock Realtors

Jul 18, 2025
Nice attention grabber! Would love to add you to my team of lenders I refer business to. How can I get into your network of buyers!? Dan
Attention grabber: Impressive $26.4M in sales over the past five years! <— (our AI Personalization at work)

Veronica • Keller Williams (KW)

Aug 22, 2025
Sure :) I’d be happy to be added to your referral pool.

Cassandra • Keller Williams (KW)

Aug 05, 2025
We would love to help and test a couple referrals and see if we can help each other win!

Suzette • Keller Williams (KW)

Aug 07, 2025
Hi Kim. I would be happy to be a part of your referral pool. Thanks for reaching out. Feel free to get in contact with me anytime.

Nicholas • DOBI Real Estate

Jul 08, 2025
Thank you of course I love to build more relationships.

What to Expect with our agent referral accelerator

Here’s exactly how your first 90 days with us will look.

Days 1–7

Setup & Launch

We onboard your campaign, launch your outreach system, and begin generating conversations with qualified real estate agents.

First qualified agents ready to talk within 7–10 days.

Weeks 2–3

Momentum

Your campaign goes live. Agents start replying, showing interest, and start getting in contact.

5–9 producing agents engaged in your first two weeks live.

Days 60–90

Deal flow

Warm intros start turning into partners that start bringing deals with the help of our nurturing and retention system.

Agents begin sending active buyer or referral opportunities within 60–90 days.

Ready to have agents chasing you?

How is this different from generic lead gen?
We don’t sell leads. We build and retain real-estate agent partnerships. We measure ROI, partnerships formed, and referral flow, not clicks or lists.
How do you find the agents?
We source agents from multiple data providers based on their recent activity — listings, closings, volume, and more. We don’t just pick random names — we only go after agents who are actually moving deals right now in your target markets.
What makes these agents actually want to work with me?
Our copy is customized to show your value — not just ask for business. We make the approach is about how you help agents by offering value other lenders won’t.
What if an agent says yes then goes dark?
We run a retention cadence (value drops, pipeline check-ins, and more) to keep new partners active and re-engage fast.
What do you need from our team?
Your market/ICP, and a point of contact for handoffs. We handle targeting, outreach, and reporting.