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Essentially any property purchased between 2022 and most of 2025 in your county has a mortgage rate higher than what you could refinance them with today. This automation creates a giant list of those people.
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Once we have a giant list of potential leads, we scrub the internet for their contact information, then drop them into an automated marketing campaign to introduce the idea of you saving them money on their monthly payments. They will continue to hear from you until they refinance with you, or unsubscribe.
This automation scans deeds daily from 2022-2025 purchases, looking for high rate holders, nurtures them with your branded rate-drop pitches, sends them to a landing page and books a phone call in your Google Calendar—delivering motivated refi opportunities without manual sourcing or shared lists.
Depending on the size of your county, there will be 1000's to 10,000's of homes on this list
Daily automation uncovers 100-300 qualified leads daily (filtered for $300K+ loans), then drops these new leads into a marketing sequence that introduces them to you.
These leads can schedule themselves directly into your calendar for regular or video calls.
All the assets required to make your sales funnel convert leads into phone calls (Asset Pack) are included in every subscription. We've pre-built the conversion machine to be immediately duplicated and branded with your logo, colors and fonts, tested in other markets, then launched for your brand with best practices optimized from Day 1.
From sign up to going LIVE: Under 7 Days.
Scales easily—add more counties to your database as you grow.
AI scans county for new records—sorting contact info and adding to campaigns.
Sources contacts, deploys your branded sequences (emails, SMS, calls) with compassionate luxury positioning.
Qualified prospects confirm calls via your custom landing page—straight to your calendar.
Login to track leads, pause/scale, and analyze conversions. All exclusive to you—no shared data.
Detailed questions relating to the automation itself, what the user experience is like, and how you will get more phone calls in your calendar.
You will receive an Asset Pack that includes everything required for you to get leads plugging themselves directly into your calendar:
1. Landing Page (single page website designed to capture leads)
2. Automated Email Sequence (multiple emails in a sequence sent over time)
3. Dashboard to see whats happening.
No ad-ons, ever
Think of this like an assistant that does one specific task: A sequence of steps that get done once per day. "Your job is to do ... this." An Agent is same concept, just with code and logical conditioning rather than human time input.
In any lead sourcing venture, the speed of fatigue typically dictates the quality of the marketing channel. For example; you probably thought Instagram was going to get you consistent leads so you went all in on your brand until you realized just how much work it takes to be a consistent content creator, and leads stop coming when you stop producing. This isn't like that. Leads never stop coming.
None. We create the landing page for you. We create the email sequence for you. We set up your Agent to find the right data and the right people to send your emails to. Those people see the landing page. If they decide to book a call, it goes directly into your calendar with all the information you need to close the lead.
6 days - but here's what happens immediately.
Day 0: Upon securing your county, our system immediately duplicates the Landing Page & Email Sequences your automation requires.
Day 1: Building your automation begins
Day 2: Team reviews collateral and shares for approval
Day 5: Landing page & email sequence ready. for launch
Day 6: Automation ready for launch
Very little. Our value is conversion rate optimization at scale across every brand partner we work with, so everyone's lead flow system gets better over time. Our value is not in our custom designs and templates. Creators can create-your-own landing page & email sequence if preferred.
Open your Dashboard and see how many daily contacts are getting added to your database, or how many emails are being sent. You will ultimately love this marketing tool if you start receiving phone calls schedule into your calendar during the hours you want to source new clients.
None yet. Your dashboard will report daily lead flow & automation numbers. Our team will continue to implement new features and develop our conversion system over time, so all users can expect additional features and upgrades to be made in perpetuity.
A lot. Every agent will start off with a low email count (100/day Day 1) then progressively increased over time. If you add 100 new contacts to your database every single day, and every contact receives a 7-email-introduction-series, by day 7 you would have 700 new contacts & somewhere between 700 emails - 2800 emails sent within the week. We start slow to not get your email red flagged, then ramp up over time.
The maximum total lead count is a constraint of the equation, but you're licensed state wide, or even multiple states. Once we run out of leads in one county, we can add another.
Yes, we've created all marketing assets with all required fine print, Fair Housing branding, etc to ensure compliance.
Yes and No. Your automations initial outreach is programed to come from a personal email - meaning it will land in the persons inbox like any other email, requesting to share more information. The contact gets the option to opt in or opt out of future marketing communication.
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If you're still skeptical of the value in front of you, this guide shares the exact process we used to build this, and other automations. Copy our process if you'd like, borrow ideas and build on them. But rest assured, you will prefer having this tool working for your business vs. not having it.
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