All client stories

MortgageStockton, CA1 month

Clinton S. - 2 in progress funded loans

27
OPPORTUNITIES
11
APPOINTMENTS
18%
CLOSE RATE
2
CLOSINGS

Clinton S.'s story

Clinton is a loan officer in Stockton, California, who signed up because he needed high-quality ad campaigns but did not have the technical knowledge or the time to run them himself. He had tried to manage his own Facebook ads for a while and found it overwhelming — the targeting, the creative, the optimization. It was a full-time job on top of his full-time job. His hesitation before joining was whether the ads would actually attract local, high-intent borrowers rather than generic clicks from people who were just browsing. He had seen plenty of ad services generate traffic that never converted.

In his first four weeks, the platform generated 27 targeted borrowers in the Stockton market. The automated follow-up secured 11 appointments on his calendar. He is currently finalizing his first 2 funded loans from this cohort. He describes the ads as top-notch and the CRM as amazing, and he feels thoroughly impressed by how quickly the system delivered real results. He calls the support team rock stars — high praise from someone who had been frustrated by the process for a long time.

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