Three ways in. One infrastructure.
Need new people this quarter, from people who don't know you yet? → Lead Velocity OS
Otherwise: start with new clients, or with the book you've built?
New clients → DealFlow Starter · Your book → DealFlow Activator
Right now, this is what your pipeline looks like.
You post three times a week. People like it. Nobody calls. When someone isn't ready yet, there's nowhere for them to go, so they scroll on and forget your name.
You exported 2,300 contacts from your CRM last Tuesday. Expired pre-approvals. Renewals approaching in 8 months. Past inquiries that went cold. All of it sitting in a spreadsheet you barely open. Some of those people needed a broker last week. You didn't know.
You spent $1,500 on a lead list last month. You called 40 people. Twelve picked up. One said: "You're the fifth broker who's called me." That's not a pipeline. That's a lottery ticket.
| DealFlow Starter | DealFlow Activator | Lead Velocity OS | |
|---|---|---|---|
| Authority | |||
| Content Assets a month under your name (Instagram, Facebook, LinkedIn) | 3 | 3 | Up to 6, incl. your own series |
| Your own ad campaigns, in your own ad account | |||
| Landing, booking and disqualification pages | |||
| Seen before the first call | |||
| Conversion | |||
| Capture offers for readers who aren't ready | 3 | 3 | All 6 |
| Borrower preparedness (Purchase, Refinance, Renewal) | |||
| Our proprietary voice agent | Add-on | ||
| Past clients kept warm (renewals, holidays, news) | |||
| Database Audit and labelling | |||
| Contacts re-engaged from your CRM | Up to 2,000 | Up to 2,000 | |
| Your pipeline infrastructure | |||
| Trust | |||
| Approval before anything sends | |||
| The Monthly Performance Promise | |||
| The Build Guarantee | |||
| Your existing book | Add it whenever you're ready | Worked from day one | Included |
Every offer is month-to-month. Pricing is discussed on a call, once we know what you're building toward.
Not sure which fits? Take the DealFlow Diagnostic.
Stop chasing. Start being chosen.