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The Mortgage Growth System Explained

A High-Level Explanation Of Our Proven Lead Generation, Coaching & Automation Process Responsible For The Increased Production Of 100's Of Mortgage Loan Originators!

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The Mortgage Growth System Explained

A Simplified Explanation On How Our Proven,  360° Mortgage Marketing Process Works.

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Our 3 Pillars

When you build anything on the right foundation, the potential to flourish is exponential!

Our process is based on 3 key pillars (or elements) that deliver results for our clients.

We'll break this all down simply on this page.

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Our 3 Pillars Are:

 Endless Opportunities: The basis of growth, driven by new leads & referrals

Systems & Processes: The pathway to optimized & enhanced efficiency

Coaching & Support: The guidance to leverage & maximize what we provide

The 3 Pillars

Our 360° marketing program hinges on these 3 pillars:

Our 360° marketing program hinges on these 3 pillars:


Pillar 1: Online Lead Generation

Almost everything we do stems from generating exclusive, long-form leads for you!

Our lead-gen process is similar to what probably got you to this page. 

We use this method for generating our own opportunities too!

Another way to phrase this is: Direct To Consumer Mortgage Marketing

  • We advertise YOU on Facebook & Instagram
  • Leads visit a webpage we build for you to fill out a questionnaire
  • Qualified leads are offered to book an appointment with you
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Pillar 2: Automations

Handling leads manually is difficult.

We simplify, automate and assist with the lead conversion process using our proven campaigns that have been refined over 8 years. 

That means less time & effort to convert leads into deals.

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  • Leads & their info go in the CRM automatically 
  • CRM automations segment & communicate with leads
  • Simple CRM with built-in follow-up for any situation 
  • ​Includes text, video, email, phone & ringless voicemail
  • ​Human appointment setters will book the calls for you (optional)


Pillar 3: Momentum Coaching

We know what works & we've got your back!

We've already trained 2000+ clients on 1.5+ million leads... 

And helped them fund over $2.5 Billion worth of deals.

Coaching happens live on Zoom multiple times per week to ensure you never have questions and are 100% dialed-in on what to do.

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  • 3X’s per week 1-on-1 coaching calls
  • We train you or your team on everything
  • Email, phone & other support available 5-days per week


The Y-Factor: Beyond Automations

Automations are critical and ours are somewhat magical, but there's nothing like making real phone calls to convert at the highest level possible.

Our highly trained, in-house team will make 100's of calls & book appointments for you.

English & Spanish speaking reps

○ Can call leads from other sources

○ Included in all programs


How The Magic Happens

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You'll be advertised on all Meta Platforms:

Ads are always about starting the pre-approval process or a quote, meaning they are 'Mortgage Focused'. Ads use your Facebook / Instagram business page.

Nothing is bait & switch or out of compliance. Rates are never mentioned.  Zero-down options aren't in the ads (unless you request it).

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Prospects click the Facebook or Instagram ad & go to a landing page branded to you!

Landing page are custom created with your image and/or logo. We have standardized disclaimers or you can provide your own.

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Leads complete a long questionnaire so you know what's needed to help & close them. 

The forms are similar to an application so you get a clear picture of the lead's goals, qualification abilities and more.

Depending upon the lead-type, the standard forms we provide are 10-15 questions. The forms are 100% customizable to your needs though, so they can be whatever suits you best.

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A prospect is now a LEAD & will arrive at a page where the lead can schedule a call with you.

Our automated systems only allow them to book a call with you during your ideal times and when you have no other conflicts.  Only qualified leads are offered the option to book a call at this point.

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Leads are then filtered by qualification ability and sent into the CRM.

Leads will be automatically segmented in the CRM according to how how the filters are setup so it's easy to see leads by their status and category. Filters are customizable to your needs & can be updated at any time.

All of the info from the questionnaire will be in the CRM too.

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CRM automations engage leads via text, email, ringless voicemail & more.

These human-like automations make it much easier to initiate conversation and ensure leads are not slipping through the cracks. The campaign contents are all easily customizable by you or us. 

We have over 80 campaigns for every situation you could imagine, even for leads or contacts from other sources or for other engagement purposes. 

You can make phone calls from the CRM's phone system as well!

Flowchart Version:

Click image below to zoom in.


Done-WITH-You Program

Our most affordable & flexible program. 

It's a great option for clients who are comfortable with basic online tools.

  • Money Back Guaranteed!
  • All systems built for you
  • 3X’s per week 1-on-1 support calls 
  • Access to always-updated library of proven ads
  • Run ads with copy & paste simplicity


Done-FOR-You Program

The most hands-off for you. 

Great when you want to spend as little time & effort as possible to convert leads.

  • Month-to-month options
  • We do the heavy lifting - You sell the loan
  • Live 1-on-1 coaching 3X's per week
  • Lead quantity guarantees included on most options
  • Pre-approval guarantees included on some options


The DFY/DWY Hybrid Program

This program is a marriage of the previous two. 

Enjoy the low-cost options of the first & the 'hands-off' service of the second. 

Lifetime membership & support with NO recurring fees paid to us.

  • Everything that’s in the DWY program is included here
  • Receive DFY service in the first 3 months
  • Discounted options to extend DFY services are available


The DFY Co-Marketing Program

This is just like our other DFY program but designed for agent & lender teams.

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Want to dig deeper?  Watch this video:

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Why do you use Facebook platforms instead of others? 

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Video-based platforms are extremely difficult to execute properly due to the fact that video ads required and YOU must be willing and able to record high-quality, well scripted videos. (Not for the faint of heart!)

What kind of leads can you generate?

We focus on generating leads for any type of real estate investment loan product, which includes DSCR, Non-QM, Bridge, Fix + Flip, Hard Money, Private Money, Residential 1-4, Mixed Used 5+, Construction, Land, Commercial, etc. 

Are the leads exclusive?

Yes they always are!

They have to be exclusive since we are advertising you or your company when we generate them.  We do NOT sell leads and do NOT have aged mortgage leads available. 

Are there additional costs if I want leads from multiple geographic areas? 


Unlike many agencies and lead sellers, we do not have ‘exclusive territories’ nor do we charge more to get leads from the areas you desire.

How many leads per month can you generate?

There is NO limit!!!

Lead flow is tied to online advertising, so it’s just a matter of your budget.

Most clients will receive a minimum of 80 leads per month.  Some clients with higher budgets get more than that in a day!

Do you work with teams, branches or companies?


In fact, most of our DFY clients are a team, branch or company but individuals can participate in these programs too.

How long does it take to get started? 

Typically it takes about 2 to 3 weeks to onboard since we custom build everything.

​Leads will typically arrive within 24-48 hours of kick-off.

Can I just buy some leads?

No! Based on our marketing process (explained above) and for compliance reasons, we do not sell leads. You must participate in one of our programs.

Can I use my own CRM?

You can, but we don’t recommend it. ​Our systems are proven, refined and easy to use.  

You must use our CRM to take advantage of the appointment setters since they use that to communicate with the leads.

Can I use my own website?

NO (in most cases) due to technical, online advertising requirements that most websites aren't compatible with.

​We do provide a lead generation website (landing pages) for you no matter what program you’re in.

How do you handle compliance?

We’re already an approved vendor with nearly 2 dozen companies.

​Our process has been approved many times over but we have options to work with your compliance team for approvals.

We have additional in-depth video FAQs too.  CLICK HERE to see them.

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