All client stories

MortgageSharon, MA3 months

Christine L. - 6 funded loans

82
OPPORTUNITIES
33
APPOINTMENTS
18%
CLOSE RATE
6
CLOSINGS

Christine L.'s story

Christine is a loan officer in Sharon, Massachusetts, and she signed up three months ago with the spring market in mind. She needed to fill her pipeline ahead of the busy season, and she had a specific frustration: the borrowers she had been getting from other sources were technically borrowers but practically useless. People who had no memory of signing up, who would not answer the phone, who were clearly not ready to buy or sell.

Her objection before joining was borrower quality — specifically, whether the people coming through the system would actually be ready to have a real conversation.

The self-opt-in process answered that question definitively. Over three months, she generated 82 borrowers. Because the borrowers had actively expressed interest and scheduled their own appointments, the quality of the conversations was dramatically different. She secured 33 booked appointments where prospects actually answered the phone and were ready to talk. Closing at the 18% benchmark, Christine secured 6 funded loans. She feels incredibly confident heading into the spring market and calls the decision to join the best one she has made for her business.

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