Streamline your entire funding process from lead generation to document management with tailored automation solutions.

Unlock the full potential of your brokerage with streamlined automation solutions designed to maximize your efficiency and minimize manual labor.

Our tailored systems handle repetitive tasks like lead intake, document requests, and client communication automatically—saving you time, reducing errors, and allowing you to focus on growing your business.

With every process automated, your workflow becomes faster, more accurate, and, most importantly, more profitable.

Maximize your brokerage's reach and efficiency with our comprehensive automation and lead generation solutions.

We help you attract new clients through expertly managed Google Ads campaigns and automate the entire process—from placing a custom application form on your website to automatically handling submissions.

  • Unlike traditional marketing agencies that charge a percentage of your ad spend, we offer a flat fee, allowing you to control your budget more effectively.

    We cap our flat fee services at $20,000 in ad spend, ensuring that you maximize your ROI without unexpected costs.

  • Our Google Ads management is seamlessly tied to your automation systems.

    From generating leads to automatically handling submissions and follow-ups, our approach ensures that every new lead is efficiently processed and organized without manual intervention.

  • Our approach goes beyond just driving traffic—we focus on generating high-quality leads that convert. With our automation integrated into the ad campaigns, your business benefits from streamlined lead management, saving you time while boosting profitability.

Once applications are filled out, our system processes them instantly, sending automated confirmations and organizing leads for follow-up, ensuring you never miss an opportunity to grow your business.

Effortlessly manage and request documents with our automated system.

Once a lead is captured, our platform automatically sends document requests to attorneys or clients, tracks responses, and categorizes them—saving you valuable time and ensuring that everything stays organized.

When an attorney responds with documents, the AI can either forward the email to the funder’s office or automatically categorize it and attach the relevant files directly to the correct Trello card or CRM. This ensures that nothing gets lost in your inbox, and your team always has the right information ready to go."