I.The client
A refinance-focused brokerage whose loan officers were losing more than half of their booked appointments to no-shows.
II.The challenge
Booked calls weren’t turning into conversations. More than half of borrowers missed their appointment, and loan officers were chasing them by hand.
III.What we built
i.The Acquisition Engine™
Campaign architecture and creative, qualifying funnel, lead exclusivity controls.
ii.The Growth OS™
CRM pipeline, speed-to-lead automation, routing and calendar booking.
iii.Custom AI
Instant response and qualification agent, plus automated appointment reminders.
iv.The Partner Suite™
Weekly performance reviews, plus offer and follow-up optimization.
IV.Results
Show rate nearly doubled, with no manual follow-up from loan officers.
Show rate
81%
After automated nurture went live.
Before
43%
Show rate with manual follow-up.
Manual follow-up
None
Reminders and rescheduling automated.