Your database is your pipeline. You just can't work it and originate at the same time.
We build the CRM, the reactivation sequences and the AI follow-up that keep your past clients and referral partners warm — then we run it.
Book a 30-minute auditThe leak
Leads come in and sit. Pre-approvals go cold between the application and the contract. Past clients refinance with somebody else because nobody stayed in front of them. Your referral partners hear from you when you need something.
You don't have a lead problem. You have a follow-up problem that only shows up as a lead problem.
What we build
Pipelines mapped to how a loan actually moves. New lead, pre-approved, in-contract, funded, past client. Each with its own follow-up cadence.
Past-client and database reactivation. Sequences that work the names you already own, on a schedule that doesn't depend on you remembering.
Referral-partner nurture. Agents and builders stay in your orbit between deals, without you writing a single individual check-in.
AI speed-to-lead. New inquiries get a reply in seconds, qualified against your criteria, booked onto your calendar.
Document chasing that isn't you at 9pm. Automated reminders for the paperwork that stalls files.
A2P 10DLC registration. Compliant texting, set up properly, so messages deliver.
What it costs
| Engagement | Starting at |
|---|---|
| Ad strategy and ongoing support | $250/month |
| Light CRM management and optimization | $500/month |
| Content and funnel support | $1,000/month |
| Full stack — content engine, CRM and ads | $2,000/month |
| One-time AI operating system build | $1,500 |
Real starting figures. Scope is set on the audit call. No long-term contracts. You own the system.
How it goes
- 01
Diagnose — 30 minutes. We map your lead flow and find the leaks.
- 02
Build — 14 to 30 days. System installed, scoped to what you need.
- 03
Run — ongoing. Weekly optimization, monthly reporting on booked appointments and funded volume, not impressions.
- 04
Scale. More channels, more automation, more leverage.
Straight answers
Does this work if I'm at a big shop with a corporate CRM?
Usually yes. Many originators run a corporate system of record plus their own follow-up layer. We build the layer you control, and we're careful about what your compliance team will and won't allow.
Is the texting compliant?
We register A2P 10DLC properly as part of the build. That's the step most people skip, and it's why their messages stop delivering.
Can you work my old database?
That's usually where the fastest return is. Reactivation sequences against names you already own beat buying new leads on cost per funded loan.
What happens if I change companies?
You own the CRM, the automations and the content. They move with you.
Do you run ads too?
Yes — Meta and Google, built to feed the CRM rather than generate clicks. Ad support starts at $250/month.
Do you work outside Ohio?
Based in Cleveland Heights, in person across Northeast Ohio, remote across the United States.