You give us your box
States, products, loan sizes, borrower profile. What you will actually write, not what you wish you could.
We book qualified borrowers into your calendar. You take the call. That is the entire job on your side.
Figures taken from the lender’s own CRM, 1 June – 31 July 2026. We will show you the export.
The problem
The constraint is almost never capital and almost never appetite. It is that somebody has to reach the borrower before four other lenders do, work out whether they fit, and get them onto a calendar. That is a full-time job.
Lean shops don’t have that person, can’t justify a $50,000 hire to find out whether it works, and end up buying lead lists nobody has time to call.
Not leads. The function that turns them into conversations — run for you, and charged only when a borrower is actually on your calendar.
How it runs
States, products, loan sizes, borrower profile. What you will actually write, not what you wish you could.
Our own advertising, our own funnels. Contact within minutes of enquiry, then a sequence that runs until they book or rule themselves out.
Screened against your box, OTP-verified, reconfirmed before the appointment. Exclusive to you — never resold, never shared.
Outcome on each appointment. It is how the guarantee works, and how your box gets sharper every month.
Terms
A $400,000 construction deal is worth several times a $120,000 bridge to you, so it would be strange to charge the same for both. No retainer, no setup fee, no term.
| $100k – $250k | $200 per appointment |
|---|---|
| $250k – $500k | $300 per appointment |
| $500k+ | $400 per appointment |
| Under $100k | We don’t sell these. They fund at a quarter the rate of everything above and they waste your time. |
| Minimum | 10 per month · prepaid |
| No appointment | No charge. You pay for booked calls only. |
| No-show | Replaced free. |
| Off your box | Replaced free. |
| State Lock | Optional. No other lender receives appointments in your state — requires taking that state’s full volume. |
The first three desks go out at 20% off every tier for the first 90 days, in exchange for a named case study and outcome reporting on each appointment.
Fit
If this isn’t for you we would rather say so in the first ten minutes than waste a month of both our time.
You already employ people who call and qualify borrowers. If you do, buying raw leads is genuinely better value than buying appointments from us — we have run the numbers, and we will show you them. Ask us about the lead product instead.
Next
Six minutes of questions about what you write and where. If it fits, we’ll send you a short walkthrough and open our calendar. If it doesn’t, we’ll say so on the spot and tell you what would change it.
Check availabilityNo term · No setup fee · Pay only for booked calls