Home  β€Ί  How It Works
Our Process

From Campaign to Closed Application

Every lead you receive passes through a controlled pipeline β€” traffic we generate ourselves, consent we capture and timestamp, verification before delivery, and a hard cap on how many agents share your market. No brokers. No list buying. No guesswork.

The Process

Five Steps Between Our Traffic and Your Pipeline

No step is outsourced. We own the campaign, the compliance layer, the verification, and the delivery.

1

We Generate the Traffic

In-House

Every campaign runs on our own branded creative, our own ad accounts, and our own landing pages. We never broker traffic from third parties or buy aggregated lists β€” which means we know exactly where each prospect came from and can prove it.

  • Branded landing pages
  • Owned ad accounts
  • Market-specific creative
2

Consent Is Captured & Timestamped

Compliance

The prospect submits their own information voluntarily and agrees to be contacted. At that moment we log the IP address, timestamp, source URL, and consent language shown on screen. That record travels with the lead and is available to you on request.

  • IP capture
  • Timestamp logging
  • Consent language archived
  • Source URL tracked
3

Verification & Filtering

Quality Control

Before anything reaches you, records are screened for validity β€” duplicate checks, obvious junk entries, and basic qualification against the market you're buying. Anything that fails doesn't get sent and doesn't get billed.

  • Duplicate screening
  • Field validation
  • Market qualification
4

Real-Time Delivery to One Agent

Exclusive

The lead posts to your CRM, email, or preferred integration the moment it clears verification β€” usually within seconds. It goes to you and nobody else. We don't resell it later, we don't age it, and we don't recycle it into a second campaign.

  • CRM post
  • Email delivery
  • Live transfer routing
  • Custom integration
5

Volume Capped, Then Reviewed

Protection

We limit how many partners we onboard per state so your market doesn't get saturated. After your first weeks running, we review contact and close rates with you and adjust volume, hours, or targeting β€” or pause if your team needs to catch up.

  • State-level caps
  • Partner limits
  • Performance review
  • Scale or pause weekly
Delivery Options

Three Ways to Receive Demand

Pick the format that matches how your team actually works β€” or run a mix across different markets.

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Exclusive Leads

Standard data leads delivered in real time to a single agent. You control the dial timing, the script, and the follow-up cadence.

  • Posted within seconds of submission
  • Full consent record attached
  • CRM, email, or webhook delivery
  • Never resold or reused
Best For

Teams with dedicated dialers and an established follow-up process.

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Warm Live Transfers

The prospect is already on the phone, already consented, and already screened β€” then transferred directly to your licensed agent.

  • Live prospect, zero dial time
  • Pre-screened before transfer
  • Routed to your available agents
  • Highest speed-to-contact
Best For

Closers who want talk time instead of dial time.

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Pre-Closed Applications

The application is already worked before it reaches you. Your agents step in at underwriting and placement rather than starting from cold.

  • Application already completed
  • Reduced agent call time
  • Focus on underwriting & placement
  • Higher throughput per agent
Best For

Agencies scaling volume without adding headcount.

Getting Started

From First Call to First Lead

Onboarding is deliberately short β€” but we do confirm fit before turning anything on.

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Day 1

Discovery Call

15 minutes to cover your markets, states, licensing, and current volume.

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Day 1–2

Availability Check

We confirm your states aren't capped and that product alignment makes sense.

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Day 2–3

Integration Setup

We connect delivery to your CRM, email, or dialer and run a test post.

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Day 3+

Campaign Live

Leads begin flowing at your agreed daily cap, with review after week one.

Let's Confirm Your State Availability

Capacity is limited per state and per partner. A short call tells us whether we can support your market right now β€” or whether you'd be joining a waitlist.