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Deal Team 6™ · Automated Inbound

You close loans.
We implement the system that gets qualified borrowers onto your calendar.

You did not become a loan officer to spend your day cold calling, chasing form-fills, or following up with borrowers who are not ready.

Top producers do not waste their best hours doing that, and neither should you. Your time belongs with serious borrowers, smart deal structuring, and closings.

Deal Team 6™ takes crappy internet inquiries, identifies the borrowers worth your time, and works them until they are ready for a real conversation.

You spend less time chasing. More time closing.

See Deal Team 6™↓ Talk through my market
The handoff
01AttentionWe create it
02InterestWe work it
03QualifiedWe vet it
YOUConversationYou build trust + close
The actual pain point

Your time is too valuable to spend chasing borrowers who aren't ready.

You know the drill. A name comes in, you call, you text, you call again, and half your afternoon disappears before you even know whether the borrower is serious. That is not where your value is. You should be talking to borrowers who are ready for a real conversation, not acting as your own follow-up department.

Call new borrowerNo answer
Send textSeen
Call againVoicemail
Check CRMStill chasing
Try once moreTomorrow?
That isn't a sales strategy. It's a phone habit.
Meet Deal Team 6™

Deal Team 6™ vets, follows up with, and retargets internet borrowers so you spend less time chasing people and more time talking to borrowers who can actually become buyers.

01
Demand

We create the opportunity.

We build campaigns, offers, and local positioning around the borrowers you actually want to reach.

02
Capture

We turn interest into a more informed, qualified borrower.

We create effective landing pages that do more than collect a name and phone number. They educate borrowers on the process, answer the questions they are already asking, and help qualify their intent before they ever reach you.

03
Response

This is where Deal Team 6™ gets to work.

The moment a borrower raises their hand, Deal Team 6™ begins the follow-up. Email and SMS outreach starts immediately, so a new opportunity is not sitting untouched while you are helping an actual client.

04
Route

Ready now? We book them. Not yet? We keep working them.

By this point, Deal Team 6™ has enough information to determine the next step.

Ready → Your calendarNot yet → Nurture → Retarget → Your calendar
05
Nurture

We stay with your “not yet.”

If a borrower is not ready today, Deal Team 6™ keeps the conversation going through planned email and SMS follow-up instead of letting them disappear into your CRM. Timing changes. Credit improves. Questions get answered. Life moves. We stay with them.

06
Retarget

We keep you in front of them.

When an interested borrower visits, watches, clicks, or engages and then leaves, retargeting keeps your message in front of them. You already paid to get their attention. We give that investment more than one opportunity to turn into a conversation.

ThenYou do the part automation shouldn't do.

Understand the borrower. Build trust. Structure the deal. Close the loan.

How Automated Inbound works

From campaign launch to a qualified borrower handoff.

We create the campaign, monitor performance, capture borrowers, vet the opportunity, and hand the right conversations to you with context.

01Create campaignWe build the message, audience, offer, and campaign.
02Monitor campaignWe watch performance and optimize what the data tells us.
03Capture borrowersPurpose-built landing pages educate and qualify interest.
04Vet the borrowerWe identify readiness, intent, timing, and next step.
YOUTake the conversationYou step in when the borrower is worth your time.
Retargeting changes the economics

Stop letting potential borrowers fall out of mind.

A borrower may not be ready at first contact. They may be at work. They may be six months out. They may be comparing options. Their credit may need time.

Your current marketing system likely treats that as a dead end and moves on to the next name. Deal Team 6™ does not.

You already paid to earn their attention. We continue to nurture the relationship and keep you top of mind until their situation changes.

Interested
Borrowernot ready yet
ADSee you
SITEKnow you
EMAILRemember you
SMSRespond
The second path

Deal Team 6™ works the loan until the borrower either buys or dies.

A borrower who is not ready today is not necessarily a lost borrower.

We keep the signal. We keep you visible. We keep following up through email, SMS, retargeting, and ongoing nurture so the opportunity does not disappear just because the timing was wrong the first time.

Credit improves. Timing changes. Circumstances change. Intent comes back.

And when that borrower is ready, we put them back on your calendar ready for a real conversation.

01
Interest detected

The borrower raises a hand.

They click, visit, watch, or engage. That behavior gives us a signal worth keeping.

02
Pixel data

The behavior becomes a signal.

Pixel and campaign data help us understand what caught their attention and how strong that interest may be.

03
Borrower review

Not every deal works today.

Credit, timing, or readiness may mean “not yet.” That does not mean the borrower disappears.

04
Retarget + follow up

We keep you visible.

Deal Team 6™ coordinates retargeting, email, and SMS so you are still there when the situation changes.

05
Nurture the window

Time changes the deal.

Credit can improve. A lease can expire. Rates can move. Life can change. The system stays present for you.

06
Back on your calendar

They come back ready.

When the borrower re-engages with better timing, stronger credit, or real intent, Deal Team 6™ puts the conversation back on your calendar without starting from zero.

The difference

You do not need another name in your CRM.

You need a prequalified borrower ready for a real mortgage conversation.

Traditional lead generation gives you hours of repetitive, nonproductive work: calling, texting, following up, and trying to figure out who is actually serious. Deal Team 6™ does that work for you so you can spend your time with borrowers who are qualified, engaged, and worth the conversation.

Topic
Your current system
With Deal Team 6™
Traffic
YOUVENDORYou pay for it
DEAL TEAM 6™Builds + manages campaigns
First response
YOUCall as soon as you can
DEAL TEAM 6™Email + SMS begin immediately
Qualification
YOUFigure out whether they're serious
DEAL TEAM 6™Vets readiness, intent + fit
Follow-up
YOUCall, text, call again
DEAL TEAM 6™Runs the follow-up
Nurture
YOURemember to keep checking in
DEAL TEAM 6™Keeps working the “not yet”
Retargeting
YOUVENDOROften missing or separate
DEAL TEAM 6™Keeps you in front of interested borrowers
Booking
YOUChase them until they respond
DEAL TEAM 6™Moves qualified borrowers onto your calendar
Mortgage conversation
YOUIf you ever reach them
YOUTalk to a borrower who is ready for a real conversation
Daily result
Your current system
×
  • 15 calls
  • 1 follow-up
  • Several voicemails
  • No idea who is actually serious
With Deal Team 6™
✓
  • 2 real borrower conversations
  • 1 deal in progress
  • 1 qualified borrower booked
  • “Not yet” borrowers still being worked
Ready to change your day?

Ready to spend less time chasing borrowers and more time closing loans?

See what your pipeline could look like when the follow-up is no longer your job.

Set up a call with Scot. He'll walk through your current process, your market, and where Deal Team 6™ can take work off your plate and put more qualified borrower conversations on your calendar.

Book a Call With Scot →
I doubled my sales with Scot's system! Rated 4.9 by over 100 loan officers
Our 90-day commitment Our goal is to double your sales in 90 days or less. If we don't get you there, we keep working at no additional retainer until we do.