You work hard to generate leads, build relationships and earn referrals. Mortgage Guide 365 helps keep those opportunities moving forward until the timing, financing and client are ready to come together.
Mortgage strategy supported by tools that help generate, nurture, track and convert opportunities.
Mortgage planning and structured follow-up that helps keep future clients moving toward a transaction.
ConversionHomeowner intelligence, Smart Lists, buyer tools, HomeWealth reports, farming and branded marketing resources.
Database + MarketingGive referrals a consistent place to apply while you stay connected to their status from application through closing.
Referral VisibilityCustom mortgage calculators for your website, open houses, social media, QR codes and buyer consultations.
Buyer EngagementGood follow-up means very little if the transaction becomes difficult once your client goes under contract. The partnership continues through the closing table.
You shouldn't have to wonder where your client's mortgage stands. I keep you informed as the file moves through the major milestones.
Fast doesn't mean rushed. It means getting ahead of documentation, underwriting and potential issues instead of discovering them at the end of the transaction.
When your buyer is ready to compete, the financing should strengthen the transaction—not introduce another question mark.
*On-Time Close Guarantee applies to qualifying transactions and is subject to applicable program, borrower, property, documentation and guarantee requirements. The 14-day figure represents an average clear-to-close timeline and is not a guarantee that every transaction will clear to close within 14 days.
Your database should do more than store names and email addresses. HomeIQ helps identify who may be worth talking to, creates useful reasons to reconnect and gives you branded tools to start the conversation.
Instead of treating every homeowner in your database the same, Smart Lists organize contacts around situations that may create a relevant real estate or mortgage conversation.
Find the opportunity first. Then decide what conversation makes sense.
Give homeowners a branded destination for home value and equity information, creating a useful reason to stay connected long after the transaction is complete.
Branded buyer tools give prospects a low-pressure way to explore affordability and financing before they are ready for a full mortgage application.
Create branded content, property marketing, social posts and outreach campaigns without having to build every asset from scratch.
The goal isn't another piece of software. It's a better way to identify opportunities, provide value and stay visible until a homeowner or buyer needs you.
Explore the platform and see how the homeowner, buyer, database and marketing tools could fit into your business. If you're already using HomeIQ, we can simply build around what you already have.
Referring a buyer shouldn't mean losing visibility into what happens next. I can create a custom mortgage portal for your business so clients have a consistent place to start and you can follow their progress through closing.
Instead of sending clients into a generic application process, your portal creates a more consistent handoff between your real estate business and the mortgage side of the transaction.
I can create a dedicated referral and mortgage application experience around your business so your clients know where to start and you have better visibility into what happens next.
Not every buyer wants to start with a mortgage application. A branded calculator gives them an easier first step while keeping you connected to the conversation.
I can create a custom-branded Goalee mortgage calculator that you can share directly with buyers or embed into your own website. Instead of simply telling someone to “talk to a lender,” you can give them a useful first step that naturally leads into a financing conversation.
It's a conversation starter. A buyer who begins with a payment question can move naturally into affordability, loan options, pre-approval and eventually a home search with you.
Many good buyers aren't ready the first time you meet them. MG365 gives them a mortgage plan, tracks what needs to change and creates better reasons to reconnect when progress actually happens.
Instead of putting the lead into a generic drip campaign, we identify what's actually keeping them from moving forward.
The follow-up changes based on the obstacle. That keeps the conversation relevant instead of repeatedly asking, “Are you ready to buy yet?”
The cadence can change with the client's situation. The point is to reconnect when there is something useful to discuss.
Identify what is keeping the buyer from moving forward today.
Savings, credit, income or payment goal gets reviewed.
Update affordability and financing scenarios as conditions change.
Confirm the financing strategy and prepare the buyer to shop.
The buyer now has a reason to re-enter the home search with you.
Build a realistic cash target and revisit the plan as the buyer's savings improve.
Identify the financing obstacle, establish a target and review the file again when meaningful progress occurs.
Keep the mortgage plan current so the client can make a better decision when their timing changes.
Revisit price range, down payment, financing structure and market changes instead of letting the relationship disappear.
The goal isn't to send more automated messages. It's to create useful reasons for the client to re-engage with both their mortgage plan and their real estate agent.
Let's identify the buyers, homeowners and past clients who aren't ready today—and create a better process for staying connected until they are.
The goal isn't to hand you more software. It's to combine mortgage strategy, conversion tools, referral visibility and transaction support into one partnership that helps you create more closable business.
The better approach is to look at how you currently generate, nurture and manage opportunities—and build the partnership around the gaps that are actually costing you transactions.
We don't start by forcing tools into your workflow. We start by looking at where opportunities are being created, where they are getting stuck and what would actually help you convert more of them.
We look at your current lead sources, database, referral process, CRM and client follow-up to identify where opportunities may be leaking.
Understand the gapsWe choose the pieces that make sense— MG365, HomeIQ, branded calculators, your agent portal, co-branded resources or a combination of them.
Build around your workflowProspects who aren't ready today get a clearer mortgage plan and better follow-up instead of disappearing into a generic nurture campaign.
Keep good opportunities aliveWhen the client is ready, the process shifts from nurture to execution— pre-approval, timely communication, underwriting and an on-time closing focus.
Execute the transactionIf you already have leads, past clients, homeowners, referral opportunities or buyers who are “not ready yet,” there may be more business sitting in your world than you think. Let's identify where those opportunities are and what would actually help move more of them toward a closing.
Short, practical conversation focused on your current process and where better mortgage support could help create more closable opportunities.
Mortgage strategy, buyer planning, referral visibility and transaction execution designed to help real estate agents create more conversations and close more of the business already in their pipeline.
Pick a time that works for you. We'll look at your current process, your database and referral flow, and identify where Mortgage Guide 365 could help you create and convert more opportunities.
