Questions brokers ask before the call.FAQ
Everything about the data, the vetting, the follow-up and what we handle for you.
How fast do we see results?+
Most brokerages see qualified appointments within the first 21 days, and a measurable lift in funded volume by month three.
What is Loan Seeker Identification Technology™?+
It's our proprietary in-house data engine. Since 2018 we've compiled 121M+ behavioral data points nationwide and use them to identify people actively shopping for a new mortgage - then we license that data exclusively to the loan officers and brokers we work with.
How is this different from buying leads?+
Shared leads are sold to four or five people at once. Our data is exclusive to you in your market, refreshed continuously, and you get the first opportunity to reach a loan seeker before your competition ever sees them.
Are the loan seekers vetted before they reach me?+
Yes. Every application runs through vetting benchmarks you set - timeline, credit band, loan type, verified phone number. Unqualified applicants are sorted out so you only speak with borrowers who have the intent and the means to close.
Do I have to chase them or do they book with me?+
You don't lift a finger until a vetted loan seeker books directly on your calendar or messages you first. Our 360-omnipresent positioning and AI follow-up run by SMS, voice and email until they apply.
Where will loan seekers see me?+
Everywhere they already are - Meta, Instagram, YouTube, Google, TikTok and LinkedIn - positioned as the authority mortgage pro in your market, not as another ad.
Do we have to replace our current CRM?+
No. We can run the Conversion Spark Platform alongside your LOS and existing systems, or migrate you fully - your call.
What kind of support do we get?+
1-on-1 Zoom onboarding, ongoing check-in calls, and phone/email support Monday–Friday 9am–5pm CST - plus VIP access to our private members area and masterclass portal.
What ad budget do we need?+
Most producers run a minimum of $40/day in ad spend so the system has enough volume to identify, position and convert consistently.
Does this work for solo LOs or only big teams?+
Both. We run it for individual loan officers all the way up to multi-branch brokerages - the system scales to seat count and market.
Is this just Loan Seeker generation?+
No. Loan Seekers are one stage. We build the entire system: traffic, capture, AI qualification, follow-up, appointments and referrals.
Who implements everything?+
We do. Done-for-you build, campaign launch, automation setup, and training for your loan officers.