Frequently asked questions
If your question isn't here, ask it on the strategy call - we answer straight.
How fast do we see results?+
Most brokerages see qualified appointments within 21 days and a measurable lift in funded volume by month three.
What is Loan Seeker Identification Technology™?+
Our in-house data engine analyzes 121M+ behavioral data points collected since 2018 to identify people actively shopping for a new mortgage, licensed exclusively to the brokers we work with.
How is this different from buying leads?+
Shared leads get sold to several loan officers at once. Our data is exclusive to you in your market and refreshed continuously, so you reach the borrower first.
Are loan seekers vetted before they reach me?+
Yes. Applications run through your vetting benchmarks - timeline, credit band, loan type and verified phone - so unqualified applicants are filtered out.
Do I have to chase them?+
No. You don't lift a finger until a vetted loan seeker books on your calendar or messages you first.
Where will loan seekers see me?+
Meta, Instagram, YouTube, Google, TikTok and LinkedIn - positioned as the authority mortgage pro in your market.
What ad budget do we need?+
A minimum of $40/day in ad spend so the system has enough volume to identify, position and convert consistently.
Do we have to replace our current CRM?+
No. We can run alongside your LOS and current tools, or migrate you fully.
Is this just Loan Seeker generation?+
No. Loan Seekers are one stage of eight in the Conversion Spark System.
Who implements everything?+
We do - build, launch, automation setup and loan officer training.
Do you work with single loan officers?+
Yes, from solo loan officers to multi-branch brokerages.
Are the Loan Seekers exclusive?+
Yes. Every Loan Seeker is generated for your brand and lives in your CRM only.
What does onboarding look like?+
A kickoff strategy session, platform build, campaign launch and weekly optimisation calls.
How long is the agreement?+
An initial 90-day implementation period, then month to month.
What does the AI actually do?+
It responds in seconds by SMS, voice and email, qualifies the borrower and books the appointment.
Will AI sound robotic to borrowers?+
No. Scripts are written by mortgage sales people and reviewed with you before launch.
Can we keep our phone numbers?+
Yes, numbers can be ported or tracked without disruption.
Do you handle compliance?+
We build to industry messaging standards and your compliance team approves all copy.
What reporting do we get?+
Cost per Loan Seeker, cost per application, close rate and ROI by source and by loan officer.
Do you build our website?+
Yes - conversion-focused mortgage sites, funnels and landing pages are included.
Can you help with realtor partnerships?+
Yes. Referral and co-marketing campaigns are a core part of the system.
Do you help with recruiting loan officers?+
Yes, we run recruiting funnels for growing brokerages.
What markets do you serve?+
Mortgage companies nationwide, across purchase, refinance and specialty products.
What if we already run ads?+
We audit them first, then keep what works and rebuild what doesn't.
Is there a platform-only option?+
Yes, but most brokerages get better results with done-for-you implementation.
How do we get started?+
Book a System Demo and we'll map your pipeline on the call.
Ready to become the market leader in your area?
Book a 30-minute Growth Strategy Call. We will map your pipeline, show the platform, and give you a plan you can run with - whether you work with us or not.