Case study No. 10Pipeline·Day 60

Jumbo & HELOC: $1.9M in underwriting by day 60.

Headline result
$1.9M
 Active loan volume in underwriting at day 60
60
Days
2
Loan officers
100%
Exclusive leads
I.The client

A jumbo and HELOC brokerage with two loan officers, building a pipeline it controls rather than relying on referrals.

II.The challenge

Jumbo and HELOC borrowers are high value and few. Referrals alone couldn’t make volume predictable.

III.What we built
i.The Acquisition Engine™ Campaign architecture and creative, qualifying funnel, lead exclusivity controls.
ii.The Growth OS™ CRM pipeline, speed-to-lead automation, routing and calendar booking.
iii.Custom AI Instant response and qualification agent, plus automated appointment reminders.
iv.The Partner Suite™ Weekly performance reviews, plus offer and follow-up optimization.
IV.Results

$1.9M of active loan volume in underwriting within 60 days, worked by two loan officers.

In underwriting
$1.9M
 Active loan volume at day 60.
Loan officers
2
 Working the pipeline.
Exclusivity
100%
 No shared leads.

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The diagnostic call

Results like these, engineered for your market.

We audit your acquisition, backend and sales process in a single working session. If we don’t identify at least $100,000 in recoverable revenue or missed opportunity, we will map your complete growth architecture at no cost.

One partner per marketLimited onboarding each monthNo obligation
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