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How Our Process Works For Loan Officers

We provide you with a long-form referral that will be sent to you via email. It will include Name, Email, and Phone number as well as these:

1.

This form will be sent to your email and our database. After they fill out the form, they will schedule a time to call you on the phone using a scheduler we set up for you. Once they schedule, you will get a notification. Our automation will follow up for as much a 7 days following up with those that don't schedule a call right away.

2.

You will be able to prequalify and send them to a referral partner (preferably a NEW partner you're trying to connect with!)

3.

Grow your business with these leads by profiting on not ONLY the new lead, but building the new referral partners that send you 7-50 NEW deals a year!

4.

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