For loan officers
Get more referrals
We guarantee 15 realtor meetings on your calendar within 90 days.
You have ten realtor relationships. Two of them are real.
Count the agents you call partners. Now count how many sent you a deal in the last 90 days. For most loan officers, it is two.
The other eight are not bad agents, they are just not being worked. Doing that well takes hours you do not have.
Paid leads, walk-ins, co-marketing. You do not own any of those. And the MBA has the 30-year at 6.6% now and 6.7% through 2027, so rates are not coming to save you either.
A sample. Fill in your own ten and count them.
About 16 in 100 agents switch brokers each year. Another 15 are brand new. Another 15 quit. So almost half of them move every year. And the ones who move sell the most. An agent you do not work goes cold.
Sources: Courted, 2025 State of Brokerage Recruiting and Retention Report. MBA Mortgage Finance Forecast, August 2026.
The mechanism
Cold DMs do not fail on words. They fail on order.
Most loan officers send the message first. That is the mistake. Here is one agent, over three days.
-
Day 1
Three likes, two comments, one follow. All in one pass.
We like the open house, the pending, the buyer post. Then a real person writes two real comments, not "love this." Then we follow. All from your account, in one sitting.
"Nine days on Willow Creek is quick even for this market" -
Then wait
Forty-eight hours of silence.
No message and nothing asked for. The wait is what gets the follow back. The agent sees a local lender in their notices. They follow you back on their own time. We have not said a word yet.
-
Day 3
The first message. About their listing, not your rate sheet.
"Are buyers moving that fast on everything for you right now?" -
Day 3–4
Reply worked the same day, in your voice. Coffee on your calendar.
You also get a short brief. It tells you what they sell, who they serve, and what they post. So you walk in ready.
The exact 3-2-1 Method we follow, demonstrated
By the time we write, you are not a stranger. You are the lender who has been around all week. Sample steps and wording, taken from the approved list.
How we stay compliant
What we never touch
- No marketing services agreements
- No co-marketing spend, no paid placement
- Nothing of value goes to any agent, ever
- We charge a flat fee. Never tied to a referral, a loan, or a closing
What stays yours
- Your account, your voice, your name on every message
- Your followers. They do not leave when we stop
- Every message you sent, saved and yours to take
- Your CRM and your list, in your name from day one
Cancel us and you keep it all. None of it was ever in our name. Nothing of value ever went to an agent. So there is nothing to undo.
The guarantee
Nobody honest guarantees the referrals.
15 qualified meetings in 90 days
Summary. Full terms in the agreement- If we fall short
We keep working free for up to 60 more days. Still short? We pay you back $500 for each meeting we missed.
- A meeting counts when
The agent fits the profile you approved. A real talk happened. And it is set on your calendar for a real reason.
- Your veto
You have 48 hours to turn down any meeting. Just tell us why. It will not count toward the 15. You decide, not us.
- Two numbers, weekly
We report what was booked and what was held. A no-show is not a win. We will not count it as one. If we cannot rebook it in 14 days, it does not count.
- The clock starts
On the first message we send, not the day you sign. Setup does not eat your 90 days.
What we do
- Build your agent list and keep it fresh
- 300 personal messages a month from your account
- Answer every reply the same day, in your voice
- Book the meetings and brief you before each one
Your half of it
- Approve the agent profile and wording within 5 work days
- Keep at least 6 open slots on your calendar each week
- Answer us within 24 hours when we need you
- Attend the meetings, or reschedule them yourself
- Read the brief before each one
- Get your company's okay first
Three things we will not promise: referrals, closed loans, or revenue. Those are the agent's call and yours, not ours.
Fifteen qualified realtor meetings in 90 days
Two real partners out of 15 meetings rebuilds your book. If we fall short, we keep working free. If we still miss, you get money back for each meeting.
Thirty minutes, on the calendar above.