FAQ

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.

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 Growth Strategy Call 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.