Provide Loan Information

Unlock more funded loans from the clients you already know. Our platform activates your existing database by identifying high‑intent segments such as ARM resets, equity‑rich homeowners, investors, second‑home prospects, and family‑purchase opportunities — all powered by real loan options from your pricing and guidelines.

LOAN OPTIONS & TARGETING

More loan options = better alignment = more conversion

You select the four loan options that offer the greatest benefit to each segment—whether the borrower is W‑2, self‑employed, or an investor.

Conventional ARM‑to‑Fixed — stability pathways for upcoming resets
Conventional Purchase / Second Home — tailored for movers and second‑home buyers
Non‑QM: Bank Statement / DSCR — investor and self‑employed solutions
HELOC / Second Lien — equity‑access strategies

Your team exports segmented spreadsheets, loads them into the platform, and campaigns are built around your pricing, your guidelines, and your loan options.

🎯 Targeted Campaigns That Deliver Real, Measurable Benefits

Each campaign is engineered to match borrower intent and financial profile:

ARM Clients — payment‑stability and risk‑reduction pathways
Investors — DSCR, cash‑flow, and portfolio‑expansion strategies
Equity‑Rich Homeowners — HELOC, second lien, or move‑up options
Family Buyers — co‑buying, gift‑fund, and affordability solutions

Every message is built around your actual loan options, increasing relevance and improving conversion rates.

MESSAGING & ACQUISITION

🗣️ Conversion Ready Messaging Suite

Agents receive a full caller profile and supporting visuals, giving them what they need to handle objections confidently and highlight the benefits more effectively. These includes:

Clean, client‑ready PDF presentations
Structured call‑center scripts tailored to each borrower
Structured agent scripts with clear, benefit‑driven talking points
Easy‑to‑follow visuals your agents can present with confidence

Your team receives everything they need to deliver clear, compelling conversations that convert.

📊 New Clients Credit Based Data Acquisition

Reach New High‑Intent Homeowners

We identify credit‑qualified profiles with:

Strong FICO
On‑time payment history
High revolving or installment balances

These homeowners often benefit from:

Refinance
Cash‑out
HELOC
Second‑lien options

DEPLOYMENT & SECURITY

🖥️ Internal Deployment Model

Run the platform inside your own environment and maintain full control of borrower‑level data:

Download and deploy internally
Load segmented spreadsheets locally
Configure loan options, pricing, and templates
Retain full ownership of all borrower‑level data

This gives IMBs the ability to run high‑performance campaigns without exposing any borrower data outside their infrastructure.

🔐 Data Security & Compliance

Built for lenders who prioritize data protection:

No borrower‑level data access
Works with your existing data exports
Aligned with internal compliance policies
Zero disruption to LOS, CRM, or internal systems

You maintain full control. We simply help you activate the data you already have.

SUPPORT & OUTREACH

🤝 Remote Campaign Creation & Operational Support

Full support — without accessing borrower data:

Campaigns built around your loan options
Segmented spreadsheets loaded without exposure
Templates, scripts, and benefit points configured
System settings and campaign structures prepared
Multichannel outreach coordinated

All support is delivered without viewing or handling borrower‑specific information.

📬 Multi Channel Outreach Execution

Your message, delivered your way:

Direct Mail
Email
Call Center
SMS

You control the channels, messaging, and cadence.

WORKFLOW INTEGRATION

Seamlessly integrates with your current partners:

Data supplier
Printer
Call/SMS partner
Email service provider

Or we can provide end‑to‑end execution across all four outreach channels.

Contact

For additional information, please email hoshang@1to1mortgage.net or call 415‑577‑4942.