For Mortgage Brokers With 5,000+ Contacts

    Your database is your most undervalued asset.

    Done-for-you SMS reactivation that wakes up your old leads, expired pre-approvals, and past clients. Qualified appointments booked straight into your calendar. You only pay per booked appointment.

    319 dead leads → 75 appointments → $600K revenue in 90 days. From one campaign.
    $96M+
    Revenue generated
    500+
    Businesses
    10+
    Years
    100%
    Performance-based
    The Recognition Test

    Sound familiar?

    If even two of these describe your brokerage, you're sitting on tens of thousands of dollars in untapped revenue.

    1

    The neglected CRM

    You have 10,000+ contacts and less than 5% have heard from you in the last 12 months. That's not a database. It's a graveyard.

    2

    Clients refinancing elsewhere

    Past clients are refinancing with other brokers. Not because they found someone better, but because nobody from your office ever reached out.

    3

    Expired pre-approvals

    Hundreds of expired pre-approvals sitting in your CRM. Those people still want to buy. They just haven't heard from you since their approval lapsed.

    4

    The Wednesday blitz that dies

    "Database clean-up" has been on the whiteboard for months. Someone blocks an afternoon, gets through 40 calls, hits voicemail on most, and by Monday everyone's back chasing new leads.

    5

    Newsletters nobody reads

    You're sending a monthly email newsletter and calling it "database nurturing." 80% land in spam. The other 20% get opened and ignored. Nobody replies. Nobody books.

    6

    Buying leads you already have

    You keep buying more leads at $50-$150 each while the cheapest, warmest leads you'll ever have are already sitting in your CRM collecting dust.

    The data isn't the problem. The lack of a system is. That's exactly what we built.

    The Real Cost

    What one lost client actually costs you.

    $3-5K

    Upfront commission lost on one settled loan

    $5-10K

    Trail income lost over 10 years from one client

    $5-10K

    Referrals and future loans you'll never see

    $15-25K

    Total lifetime value of one client. Gone.

    Now multiply that by 50. Or 100. Or however many past clients haven't heard from you in over a year. Meanwhile, someone else is reaching out to your past clients right now. The first person who contacts them wins.

    The System

    Three steps. Zero effort from you.

    01

    Extract & Segment

    We connect to your CRM, pull your database, and clean it. Then we segment it into opportunity groups. Each segment gets a different approach because someone whose pre-approval expired 8 months ago needs a very different message than a past client who settled three years ago.

    Past clients due for refi reviewExpired pre-approvalsOld enquiries that went coldLeads tagged "dead" in CRM
    02

    Activate & Book

    We run SMS reactivation campaigns under your brand. Not generic templates. Not email blasts that land in spam. Real, conversational text messages that feel like they're coming from your brokerage. Because they are.

    You don't write the messages. You don't manage replies. You don't chase people. You just show up to the appointment.

    Your Brokerage
    SMS Conversation
    Hi Sarah, it's been a while since we helped you settle your loan. Rates have moved a lot since then. Would it be worth a quick chat to see if we can save you money on your repayments?
    10:14 AM
    Hi! Yes actually I've been meaning to look into this. Our fixed rate is about to expire
    10:16 AM
    Perfect timing! I've got a 15-min slot Thursday at 2pm or Friday at 10am. Which works better for you?
    10:16 AM
    Thursday 2pm works
    10:18 AM
    Appointment booked in your calendar
    03

    Convert & Compound

    You take the appointment. You run the fact find. You close the deal and earn the commission. Your old database feeds your pipeline today. Your new leads never fall through the cracks tomorrow.

    The Model

    You only pay when it works.
    Full stop.

    We don't charge retainers. We don't charge setup fees. We don't lock you into contracts. You pay a flat fee per qualified appointment that books into your calendar from your database. That's it.

    The Typical Agency
    ×Monthly retainers ($2K-$5K+)
    ×Setup fees before any results
    ×12-month lock-in contracts
    ×Pay for activity, not outcomes
    ×You manage the process
    ×Results are "their problem"
    Our Performance Model
    No retainers ever
    No setup fees
    No lock-in contracts
    Pay per booked appointment only
    Fully done-for-you
    Results are our problem. Literally.

    We built it this way on purpose. When our incentives are aligned with yours, everyone wins. We don't get paid unless you get appointments.

    The Proof

    The data doesn't lie.
    Neither do the results.

    Every one of these businesses was sitting on data they'd given up on.

    Financial Services
    Dead leads reactivated319
    Booked appointments75
    Revenue within 90 days$600K
    Annual overhead saved$1.5M
    Professional Services
    Leads in database467
    Instant callbacks103
    Booked appointments93
    Estimated revenue$98K
    Home Improvement
    Old leads (12 months)96
    Closed sales5
    Conversion rate5.2%
    Spent on new leads$0

    Imagine running this across your database of 10,000+ contacts. At a 3% conversion rate, that's 300 booked appointments.

    The Channel

    Why SMS works when
    everything else doesn't.

    98%

    Open Rate

    SMS messages get read. Almost every single one. Compare that to the 15-20% open rate on your email newsletter.

    <60s

    Average Response Time

    Your past clients see the message, recognise your brand, and reply on the spot. On their own terms.

    30-40%

    Response Rates

    From databases that haven't been touched in months or years. Compare that to the 0.1% response rate on email blasts.

    Email newsletters go to spam. Manual call blitzes fizzle out by Wednesday. VAs clean fields but book zero appointments. None of those are systems. They're gestures.

    Qualification

    Is this a fit for you?

    Built for brokers who...
    Have 5,000+ contacts in their CRM
    Have been broking 2+ years with a neglected database
    Are spending on lead gen and want more ROI from existing data
    Know that clients refinancing elsewhere is real money lost
    Want done-for-you, not another tool to manage
    Are comfortable paying only for results
    Not the right fit if...
    ×Brand new broker with under 1,000 contacts
    ×You want to manage the process yourself
    ×You're looking for the cheapest option, not the most aligned

    If you've got the database, we've got the system. The only question is whether you'd rather turn it on or let it keep collecting dust.

    The Team

    Built by people who understand broking. Not by a generic agency.

    This isn't another marketing agency pitching a service they've never tested. Xpand Digital has spent 10+ years building growth systems for over 500 businesses. We've generated $96M+ in revenue for our clients. And we brought on a mortgage broking specialist to make sure this system speaks your language.

    We know what a trail book is. We know why clawback keeps you up at night. We know that an expired pre-approval isn't a dead lead. It's someone whose timeline shifted. And we know the first broker who reaches out after a rate change wins the refi.

    Built from the inside. Not adapted from a template.

    Questions

    Frequently asked

    Zero upfront. You pay a flat fee per qualified, booked appointment. No setup fees, no retainers, no contracts. If we don't book appointments, you don't pay anything. The risk is entirely on us.
    One Decision

    Your database is either making
    you money or costing you money.

    There is no third option.

    We built a system specifically for mortgage brokers. Done-for-you. Performance-based. No risk. Book a free 10-minute demo and we'll show you the system in action.

    See Your Database in Action

    You'll text the system like a real lead and see exactly how it converts.