Three steps. Zero effort from you.
Extract & Segment
We connect to your CRM, pull your database, and clean it. Then we segment into opportunity groups. Someone whose pre-approval expired 8 months ago needs a very different message than a past client who settled three years ago.
Activate & Book
SMS reactivation campaigns run under your brand. Not generic templates. Not email blasts landing 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.
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.
Sound familiar?
If even two of these describe your brokerage, you're sitting on tens of thousands of dollars in untapped revenue.
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.
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.
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.
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.
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.
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.
What one lost client actually costs you.
Upfront commission lost on one settled loan
$3-5KTrail income lost over 10 years from one client
$5-10KReferrals and future loans you'll never see
$5-10KTotal lifetime value of one client. Gone.
$15-25KNow 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 data doesn't lie. Neither do the results.
Every one of these businesses was sitting on data they'd given up on.
Imagine running this across your database of 10,000+ contacts. At a 3% conversion rate, that's 300 booked appointments.
Why SMS works when everything else doesn't.
Open Rate
SMS messages get read. Almost every single one. Compare that to the 15-20% open rate on your email newsletter.
Average Response Time
Your past clients see the message, recognise your brand, and reply on the spot. On their own terms.
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.
Is this a fit for you?
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.
You only pay when it works.
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.
Frequently asked
Your database is either making you money or costing you money.
Done-for-you. Performance-based. No risk. Book a free 10-minute demo and we'll show you the system in action on your phone.
Text the system like a real lead. See how it converts.