Find out what's actually in your database. $247, one week.
You exported 2,300 contacts and haven't opened the file since. We clean it, date it, and show you exactly who is worth contacting this month — with the message each one would receive. Nothing is sent to anybody.
Your renewals are in there. You don't know whose.
Your expired pre-approvals are in there. You don't know how many.
Somebody in that file needed a broker last week. You found out never.
Four steps. One week.
Three files from your CRM: your contacts, your deals or pipeline report, and your maturity report if you have one. We send the exact steps for FINMO, Velocity, Scarlett, Filogix or BluMortgage. About fifteen minutes.
Phone numbers normalised, duplicates removed, dead addresses flagged. You find out how much of your list is reachable.
Funding dates, terms, renewal windows and expired pre-approvals, pulled from your deal records. Every contact gets a segment, a renewal timing and a consent check, so you know who you're allowed to message, not just who you'd like to.
For the top group, the exact words they'd receive, from your number, in your name. You spend about fifteen minutes marking anyone who should never get an automated message.
One page. Your data. Your decision.
At the end of the week you get a single page showing what's in your database, which contacts we'd approach first, and the exact message each one would receive. Nothing sends unless you sign it. It also grades how complete your data is (A, B or C) and shows how many contacts you can message today.
| Segment | Contacts | First wave |
|---|---|---|
| Renewing in 0–4 months | 61 | Yes |
| Expired pre-approvals | 88 | Yes |
| Renewing in 5–12 months | 142 | Later |
$247. One week. Credited in full against your setup fee if you go ahead with DealFlow Activator or Lead Velocity OS.
- No subscription, no commitment, no auto-renewal.
- If your database turns out to be too thin to be worth working, we'll tell you that and you'll have the audit anyway.
- Your file is used only for this audit. We sign a data-handling agreement before you send anything, and we delete it on request.
Already decided? The Database Audit is included in DealFlow Activator →
If you've been licensed under a year, or your contacts live in your phone rather than a CRM, there isn't enough here to audit yet. Say so and we'll skip it.
Tell us about your database.
Find out what's in there. $247.