Step 1: Pilot Agreement

Step 2: Onboarding Intake

Step 3: Setup

🚀 Start Your 30-Day Borrower Acquisition Trial

A 30-day paid trial designed to build, launch, and validate a borrower acquisition system for your mortgage business.

Trial Investment: $1,500

$750 to start + $750 after 14 days

Ad spend is separate and paid directly to the advertising platform.

What This Trial Is

This is a 30-day paid trial designed to show you how a dedicated borrower acquisition system can perform in your market.

Instead of relying entirely on referrals, purchased lead lists, or manually chasing prospects, we build and launch a system designed to attract, qualify, and convert potential borrowers into appointments.

The goal during the trial is to get the acquisition system live, generate real borrower opportunities, and use the data from the campaign to determine whether the channel makes sense for your business.

How This Works

During the trial, we:

  • Build and launch your borrower acquisition funnel

  • Create and manage targeted advertising campaigns

  • Attract potential borrowers in your target market

  • Implement a pre-qualification process based on your criteria

  • Route qualified borrowers toward your appointment process

  • Set up automated follow-up and reminders

  • Monitor campaign performance and optimize based on the data

The exact implementation may vary depending on your market, loan products, target borrower, and existing systems.

What Happens After You Start

1. Onboarding
You provide the information, criteria, access, and assets needed to launch the system.

2. Build
We build the funnel, qualification process, ads, tracking, and required automations.

3. Launch
The campaigns go live and begin generating borrower opportunities.

4. Optimize
We monitor the campaign and make adjustments based on performance and the quality of opportunities coming through.

5. Evaluate
At the end of the 30-day trial, we review the results and determine whether continuing the acquisition system makes sense for your business.

Investment
30-Day Trial: $1,500
The trial investment is split into two payments:

$750 — Due at the start of the trial

$750 — Due after 14 days

Advertising spend is separate from the $1,500 trial investment and is paid directly to the applicable advertising platform (such as Meta or Google).

Your advertising budget will be determined based on your target market, desired volume, and capacity.

By starting this pilot, you acknowledge:

  • This is a 30-day paid trial.

  • The total trial investment is $1,500, split into two payments of $750.

  • The second $750 payment is due after 14 days.

  • Advertising spend is separate and paid directly to the advertising platform.

  • You are responsible for handling and following up with the borrower opportunities generated.

  • You will provide the necessary access, information, and criteria required for implementation.

  • The trial is intended to evaluate the performance and viability of the acquisition channel.

  • Continuing beyond the initial 30-day trial is optional and will be discussed separately.

Clear