Client GravitySee plans
Mortgage and lending

More referral partners for mortgage lenders

Loans come from relationships. We text the realtors, builders and investors in your market from real phones, start the conversation and book the intro call so your loan officers can build the partnership.

How a mortgage and lending conversation goes

An example of how your AI agent texts, written for mortgage and lending. Every bot is custom built in your voice. This is an illustration, not a client thread.

Example · Frisco, TX · realtor

Hi Rachel, this is Ben, a loan officer here in Frisco. Do you have a lender you send buyers to right now?
A couple, depends on the client.
Makes sense. What’s the one thing you wish your lenders did better?
Close on time. And actually answer the phone on weekends.
That’s our whole pitch. Worth a 15-minute coffee next week?
Sure, Tuesday morning.

● Intro call booked

Why it works

  • Real phones, 99% delivered. Every text goes out from a real phone on a real carrier line, not a software number that gets filtered.
  • A list built only for you. We pull your exact audience from our own database of 100M+ contacts.
  • Replies in seconds. Your AI agent answers every reply, qualifies the lead and books it on your calendar.
  • Tested every week. We A/B test openers and replies so your reply rate keeps climbing.

Who we text for you

  • Buyer’s agents who close deals in your market
  • Home builders and their sales teams
  • Real estate investors who finance rentals and flips
  • Commercial brokers who need a lending partner

What the AI qualifies

  • How many deals do they close a year?
  • Who do they send loans to today?
  • What frustrates them about their current lender?
  • Are they open to a 15-minute intro?

You decide what counts as qualified. We set it with you on the strategy call.

Results

99%of texts delivered from real phones
48 hrsfrom kickoff to live campaign
100M+contacts in our own database
“Within the first day, we were having conversations with agents we otherwise would have never connected with. We’ve brought on 9 experienced agents and added $100k+ in yearly recurring revenue.”Drew Bouffard, Owner, Pure Realty (real estate brokerage client)

AI employees for lenders

Lead gen fills the calendar. On Enterprise, AI employees take over the work that repeats every day:

  • AI Receptionist for every call and text, nights and weekends
  • Document reminders and status updates for borrowers
  • Follow-up with partners after every closing
  • CRM updates and pipeline reporting

See how much an AI employee costs.

Live in 48 hours

  1. Talk to MaxA live video call, any time. He maps your market and what a qualified lead means to you.
  2. List and botWe pull your list and write a bot in your voice.
  3. Real phones go liveTexts go out and replies get answered in seconds.
  4. You closeQualified leads land on your calendar.

Plans

ENTERPRISE →From $20,000/mo

Lead Gen plus a full AI workforce: AI employees that take over repetitive roles (one client saves $30K a month), your voice clone, AI Receptionist, AI Salesperson and a monthly strategy call with Max. Priced on what we save you, with a 6-month minimum.

LEAD GENFrom $5,000/mo

Text up to 25,000 people a month on real phones. AI caller calls your leads back in seconds, and the Appointment Setter books them. 24/7 account manager.

Every engagement is by application. Lead Gen has a 3-month minimum, then month to month. You sign the agreement before any payment.

Questions

Do you text consumers about loans?

We focus on referral partners: realtors, builders, investors and brokers who send repeat loans. Your compliance team approves every message before it goes out.

Can AI help with borrower follow-up?

Yes. On Enterprise, AI employees answer calls, send document reminders and status updates, and keep your CRM current.

How fast does a campaign go live?

Within 48 hours of your kickoff call. We build the list, write your bot and start texting from real phones.

How much does it cost?

Lead Gen starts at $5,000 a month for up to 25,000 people a month, with an AI caller that calls your leads back in seconds. Enterprise starts at $20,000 a month and is priced on what we save you: everything in Lead Gen plus AI employees that take over repetitive roles. Every engagement is by application. Lead Gen has a 3-month minimum and Enterprise has a 6-month minimum.

Where do the contacts come from?

We own our own data company with over 100 million contacts, including cell numbers for decision makers. Every list is pulled only for you.

Is the outreach compliant?

We follow applicable telemarketing rules, honor every opt-out immediately and handle consent and privacy, so your brand stays protected.

Ready to fill your calendar?

Get on a live video call with Max right now and see a custom demo built for your business.

Prefer to apply first? Apply to work with Max →