Systems, data and ownership
Infrastructure built inside assets your brokerage owns, not a service you rent access to.
What is yours
You own the Business Manager, the ad account and its learning history, the pixel data, every enquiry record, the CRM and all creative. We hold operational access, granted by you and revocable by you. We retain nothing on exit.
Four layers
Acquisition
Campaign structure, creative library, pixel and conversion events, audiences and the testing framework. Built inside the housing lending category, so targeting is deliberately broad and the creative does the work.
Capture
The borrower funnel, the qualification quiz, consent record with IP and timestamp, state licence filter, calendar routing and officer assignment.
Conversion
CRM pipeline on your stages, tasks, call logging, outcome tracking, and the AI conversation layer that works every enquiry until a human takes over.
Retention
Text and email sequences on registered A2P infrastructure, long cycle nurture for borrowers who are months out, reactivation of your old database, and reporting.
Our own stack, not a resold licence
| Capability | What it does |
|---|---|
| CRM and pipeline | Records, stages, tasks and full activity history, white labelled to your brand |
| Calendars | Multi officer routing, availability rules, buffers, reschedules |
| Text and email | First contact, qualification, confirmation, reminders, long cycle nurture, reactivation |
| AI conversation layer | Answers replies in your brand voice, qualifies, books, hands over to a human the moment a licensed question appears |
| Funnel and tracking | The borrower funnel plus step by step tracking of every question, so a drop off is visible the same day |
| Client portal | Live spend, cost per enquiry, funnel steps, pipeline, weekly reports and your creative library in one login |
| Integrations | Your existing CRM, LOS or dialer by webhook or native connection |
What owning the pipeline looks like
| Stage | What sits here |
|---|---|
| New enquiry | Submitted the funnel, consent captured, first text and email sent |
| Qualified | Passed the screen and answered the AI, loan goal and timeline known |
| Booked | On a named officer's calendar with the full answer record attached |
| Spoke to officer | Conversation held, outcome logged by your team |
| Application | Your officer has taken the file into the LOS |
| Funded | The only number the monthly spend decision is made on |
| Long cycle | Not yet, six to twelve months out, stays in the nurture under your brand |
What you keep
- Business Manager and ad account, with the pixel learning history intact
- Pixel and conversion event data
- Every enquiry and borrower record, exportable
- The CRM instance and its contents
- All creative, copy and funnel assets
- Consent records and the full communication history
Access is removed and data exported on request within ten business days.
Integration and data
Does this replace our CRM?
Only if you want it to. It can sit alongside what you already run, with records pushed across by webhook.
Does it talk to our LOS?
We push the enquiry and the qualification record to wherever your officers work. We do not write into a loan file.
Who owns borrower data?
Your brokerage. It is first party data collected under your brand with consent captured at submission.
How do you access our ad account?
Meta partner access, granted and revocable by you. No password sharing, ever.
Can compliance audit the messaging?
Yes. Every template, every AI prompt and every script is exportable for review, and nothing runs before written approval.