AI-powered personalization.
Real connections.
Real results.
Cutting-edge technology that helps mortgage companies build meaningful connections with new prospects while nurturing and engaging existing clients to drive sustained growth.
30-day money-back guarantee. Cancel anytime.
The Magic of AI Personalization
Imagine connecting with every client as if you extensively researched their specific situation and are familiar with their needs.
Your Clients Will Feel Truly Understood
AI0 listens to and remembers your phone conversations with clients, automatically noting personal details, birthdays, loan anniversaries, and life events. This builds deep rapport with each client effortlessly - letting clients know you genuinely care about their lives, not just their loans.
- Remember personal details from conversations automatically
- Track important dates like birthdays and loan anniversaries
- Reference past conversations to build deeper relationships
See It In Action:
"Hi Mike, I hope Mia's dance recital went well last weekend! Quick note, I noticed I can save you about $430/month by consolidating your credit card debt since your property value has increased. Would Tuesday at 2pm work for a quick call? #GoLions"
People don't care how much you know until they know how much you care. Every message references past phone and text conversations, personal details, and loan information ironically nurturing a genuine human connection.
How This Message Was Intelligently Generated:
Mike's refinance propensity score increased and triggered this personalized message to generate automatically.
🎯 Preferred Name Recognition
- • AI Source: Your CRM contact record (nickname field)
- • Data Point: Preferred first-name "Mike" vs legal name "Michael"
- • Result: Opens with "Hi Mike," instead of "Michael"
🏈 Personal Interest Tracking
- • AI Source: Call-log transcription from your last conversation
- • Data Point: Tagged sentiment: "Detroit Lions fan"
- • Result: Closes with "#GoLions"
👨👩👧 Family Life Memory
- • AI Source: Same call transcript—Mike mentioned the recital date
- • Data Point: Mia's dance recital last weekend
- • Result: Ice-breaker: "Hope Mia's dance recital went well..."
💰 Savings Calculator
- • AI Source: Internal debt-consolidation calculator that:
- 1) Sums Mike's reported revolving balances
- 2) Compares current blended card APR vs. proposed cash-out refi rate
- 3) Spreads the difference across 30 years
- • Result: "$430/month savings figure"
⏰ Optimal Timing
- • AI Source: Outbound-dialer analytics + calendar sync
- • Data Point: Mike answers early-afternoon calls on weekdays
- • Result: "Would Tuesday at 2 pm work for a quick call?"
🏠 Equity Confidence
- • AI Source: AVM (automated valuation model)
- • Data Point: Strong YoY appreciation, LTV below program max
- • Result: Gives confidence the cash-out pitch is feasible
What We Do
AI-Powered Marketing Strategy
Leverage AI to analyze your historical data and uncover hidden opportunities in marketing spend you've already invested in.
Hyper-Personalized Communication
Enrich your data and reach clients with customized messaging via email, phone, text, and iMessage based on dozens of data points.
Smart Technology Integration
We set up and connect the right tools that work together seamlessly, making your team more effective without the technical headaches.
How We Help
Traditional Mortgage Marketing
Common Problems:
- Leads go cold while waiting for follow-up
- Generic messages that don't resonate
- Manual processes prone to human error
- Inconsistent follow-up timing
AI-Powered Mortgage Marketing
AI Advantages:
- Instant, intelligent lead scoring & routing
- Personalized messages based on data
- Automated, perfectly timed follow-ups
- Multi-channel engagement strategy
Proven Results for Mortgage Companies
- Increase contact rate by 40%
- Lower cost per lead by 30%
- Automate 80% of follow-up communication
- Boost funded loan volume by 25%
About the Founder
Josh Anderson
Josh Anderson is a 20-year mortgage industry veteran. He's built $100M+ call centers, led top-performing teams, and served as president of a mortgage company. Now he helps other companies grow using smart tech and sharper strategy. No fluff. No games. Just results.
Choose Your Growth Plan
Expert guidance without the bloated agency markup
Cancel anytime. 30-day money-back guarantee on all plans.
Crawl
Perfect for testing the waters with expert mortgage AI consulting
- Pay-as-you-go consulting sessions
- Strategic AI implementation planning
- Technology stack recommendations
- Marketing automation guidance
- Lead generation strategy review
- No long-term commitment
- Email follow-up after each session
- Session recordings provided
- Flexible scheduling
- Perfect for small teams or startups
Walk
Perfect for growing mortgage companies ready to leverage AI
- AI-powered lead scoring and prioritization
- Automated follow-up sequences (email + SMS)
- Basic conversation tracking and insights
- iMessage integration for higher response rates
- Branded caller ID setup
- Monthly strategy calls with Josh
- CRM integration (1 platform)
- Up to 1,000 contacts
- Email support
- 30-day money-back guarantee
Run
Advanced AI personalization for established mortgage teams
- Everything in Walk, plus:
- Advanced AI conversation analysis & memory
- Multi-channel personalization (email, SMS, iMessage, calls)
- Predictive lead scoring with ML models
- Advanced automation workflows
- Bi-weekly strategy calls with Josh
- CRM integration (up to 3 platforms)
- Up to 5,000 contacts
- Custom reporting dashboard
- Phone + email support
- Dedicated account manager
Fly
Full-service AI implementation for large mortgage operations
- Everything in Run, plus:
- Custom AI model training on your data
- White-label solution options
- Advanced compliance monitoring
- Multi-location/team management
- Weekly strategy calls with Josh
- Unlimited CRM integrations
- Unlimited contacts
- Custom feature development
- 24/7 priority support
- Dedicated success team
- On-site training available
Not Sure Which Plan Is Right?
Book a free strategy call and we'll analyze your current situation to recommend the perfect plan for your goals.
Fast Implementation
Get up and running in 14 days or less with our proven setup process
Guaranteed Results
See measurable improvements in 30 days or get your money back
Expert Support
Direct access to Josh and our team of mortgage industry experts
What Our Clients Say
Josh helped us 3x our lead conversion rate in 90 days.
— Megan R., VP of Sales
Finally, someone who talks straight and delivers results.
— Chris T., Mortgage Broker