Case study No. 07Funded loans·90 days

A purchase specialist brokerage: 11 funded loans averaging $418K.

Headline result
$4.6M
 Funded across 11 closings in 90 days
38
Applications
11
Funded loans
$418K
Average loan size
I.The client

A purchase-focused mortgage brokerage with a team of loan officers, looking for exclusive borrower flow instead of shared vendor lists.

II.The challenge

Shared lists sent the same borrower to five or six loan officers. By the time the team called, many had already locked elsewhere.

The goal was exclusive purchase demand, pre-qualified on loan size, timeline and credit before it reached an LO.

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

38 applications and 11 funded loans in 90 days, at an average loan size of $418K.

Funded volume
$4.6M
 Across 11 closings in 90 days.
Applications
38
 From exclusive borrower inquiries.
Average loan
$418K
 Average funded loan size.

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