Stop Losing Your Clients.
You lose them in two places. The new ones read your post, aren't ready, and drift. The old ones sit in your CRM while their renewal date gets closer. Pick the one you want fixed first.
Tuesday, 9:40 PM. Someone reads your renewal post. She isn't ready to talk.
She taps The Countdown, enters March, and leaves her name. Your system now knows when to speak.
Thursday. A client you funded in 2021 gets a plain text from your number about his renewal window.
Nothing went out without your sign-off.
Start with new clients, or with the book you've built.
Both run on the same system. You can bring your existing book in whenever you're ready.
Need new people this quarter, from people who don't know you yet? That's Lead Velocity OS →
Start with the people finding you now. Bring your book in whenever you're ready.
For agents building their book, and for agents who'd rather start with new clients and add their existing book later.
Every Content Asset ends with a way in.
Three Content Assets a month go out under your name. Each one gives readers who aren't ready yet a reason to leave their name and the date that matters, so they stay with you until they are.
Add our proprietary voice agent when the calls start coming in. It answers and books when you can't.
Everything in Starter. Pointed at the clients you already have.
For agents with a book worth working: past clients, expired pre-approvals, renewals you can't name off the top of your head.
Your database, audited and labelled.
We clean your export, date every contact and sort them by segment and renewal timing, so you can see who's worth a conversation this month. You spend about fifteen minutes marking anyone who should never get an automated message.
Want to see what's in your database before you decide? See the Database Audit →
It answers when you can't. It sounds like a person.
A borrower calls back at 9:17 PM. Our proprietary voice agent answers and asks four questions: what they want to do, their timeline, whether they've spoken to anyone yet, and the best time to reach them. The ready ones get booked onto your calendar. The rest go into the right preparation track. It never gives advice, and it never asks about income, credit or down payment. Included in DealFlow Activator. An add-on in DealFlow Starter.
A one-page report. Every month.
What changed. What we did. What's planned next. Earned in writing. Proven every month.
Captured names & their dates
What we changed
Capture offers and preparation tracks, reviewed with you.
Planned next
The next Content Assets and messages, ready for your approval.
Your system is live within 30 days of the day you give us access, or your setup fee is refunded. The clock starts when you hand over access, and we timestamp it. Applies to DealFlow Starter and DealFlow Activator.
Stop chasing. Start being chosen.
Your own ad campaigns and your own series come with Lead Velocity OS.