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.
Build and Keep Your Agent referrals
We handle targeting, outreach, handoffs, and retention—end-to-end.
Pipeline value
$
(In annual loan volume)
Process
How we connect you with producing agents in your market
01
Targeting
We identify the right agents in your market.
02
Outreach
Run AI-driven, value-led cold email outreach to producing agents.
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.
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.
What realtors say to our cleints every day:
Real emails from agents responding to our outreach.
Morgan, thank you for the intro.
Mr. Snow – its a pleasure to meet you.
I’m actually working on putting together a deal pretty close to you at the West Essex Diner location in Fairfield.
I’ll be in a meeting at 11:30 and should be back in the office by 2pm. We can set up a time to chat, or you can just try giving me a ring. My cell is always open.
Lets do some deals!
Best Regards,
Christopher
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
Hi Victor,
Thanks for reaching out! I’d be happy to be one of your go to agents for the Mercer County area.
Best,
Dan
We would love to help and test a couple referrals and see if we can help each other win!
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.
Thanks for the compliment on the Dunwoody sale.
I’d be interested in hearing more about the buyer ads partnership.
Victoria
What to Expect with our agent referral accelerator
Here’s exactly how your first 90 days with us will look.
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?
FAQ
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.