Josh W.'s story
This is an alternate testimonial from Josh at JW Capital. His team signed up to improve their conversion rates through better automation and consistent follow-up. Their main hesitation was whether the platform's automated sequences would feel authentic to their clients — they work with borrowers and sellers on significant decisions and could not afford to come across as impersonal.
The platform's follow-up sequences proved to be nuanced enough to address that concern. Over five weeks, the team received 34 borrowers and secured 15 appointments. They closed 3 funded loans, including a loan that came through in their very first week on the platform. Josh attributes their higher-than-ever conversion rates directly to the consistency of the follow-up. Prospects who might have gone cold under their old system are now converting because the platform keeps working even when the team is focused elsewhere.
