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Generate mortgage leads

Generate mortgage leadswithout buying a single one.

The most reliable mortgage leads are people who already closed with you. Here’s a practical playbook for finding the opportunities in your list and starting the conversation.

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Opportunities in your book
Oak Hill12 high-rate
Cedar Park9 high-equity
Round Rock6 high-rate
Pflugerville2 listed
Leander7 high-equity
Buda3 high-rate
Where the opportunities are

Three signals hiding in your database.

Your past-client list already tells you who may need you next. You just need to see it.

Rate above the market

Clients at 6.5% or higher may benefit when rates move. Filter for them and lead with a payment comparison.

Built-up equity

Homeowners with strong equity may be thinking about a renovation, a cash-out or a move up.

Listed homes

A client who lists their home will need financing for the next one. Mark them and follow up early.

The playbook

Five steps to more conversations.

  1. 1

    Gather your list

    Export past clients from your CRM or LOS. Older loans count; they often hold the most equity.

  2. 2

    Give everyone a reason to look

    Send each homeowner a personal report on their value, equity and rate options.

  3. 3

    Show up every month

    A monthly Home Digest keeps your name in front of clients without you writing a word.

  4. 4

    Sort by opportunity

    Filter for high-rate, high-equity and listed clients, and check who opened and clicked.

  5. 5

    Call first, call warm

    Open with what their report shows. It’s a conversation about their home, not a cold pitch.

Homes AVM does steps 1 to 4

You make the calls. We do the rest.

Upload any CSV or Excel file and our team prepares a report for every homeowner, typically within about 4 hours. The monthly Home Digest goes out in your name, reviewed and sent by us.

Your CRM brings the filters and engagement data together, so your call list is ready when you are.

  • High-rate (6.5%+), high-equity and listed filters
  • Open, click, bounce and unsubscribe rates
  • Notes and activity history on every client
See the CRM
Your call list, ready
Rate 6.5%+38
High equity54
Listed5
Opened this month121
Opened and high-rate
Clicked and high-equity
Listed, no call yet
New faces too

Be ready when referrals look you up.

When a past client refers a friend, that friend searches your name. Your done-for-you website gives them a clear, professional place to land and an easy way to contact you.

Get found online
marialopezloans.example.com
Referred by Dana R.?Let’s talk
CallTextEmail
ProgramsFHA, VA, conventional
MarketsAustin area
Phone(555) 010-4471
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FAQ

Questions, answered.

Still curious? Talk to us or book a demo.

What’s the best source of mortgage leads?

For most loan officers, it’s past clients and their referrals. They already trust you, and you don’t share them with other lenders.

How many leads can I expect?

We don’t promise a number. It depends on your list, your market and your follow-up. Homes AVM makes sure every homeowner hears from you and shows you who to prioritize.

Do I need a big list to start?

No. Any size works. Upload the clients you have and add more over time.

Can I try it with my own clients?

Yes. The 5-day free trial includes up to 100 campaign emails.

Find the opportunities already on your list.

Start your free trial, upload your clients and filter for who to call first.

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