How It Works

1. We Create Your Campaigns

Upload your prospect spreadsheet and select the campaign you want to run. Choose the four qualified and non-qualified loan options you want to offer, along with your rates and rebates.

Once your selections are made, the system automatically generates:

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.

2. Download the Application

Our developers deploy and configure the application directly inside your SQL Server environment. All data—including client, prospect, and campaign records—remains fully contained within your infrastructure and under your administrative control.

We do not host, store, transmit, or access any borrower-identifiable information.
All campaign activity is managed internally by your team, ensuring full alignment with your organization’s security policies, confidentiality protocols, and regulatory requirements.

Remote Support (No Data Access Required)

Our team can assist with non-data-handling tasks such as:

Downloading your client/prospect spreadsheets into the application
Setting up templates based on your loan options, terms, rates, and rebates
Creating campaigns and configuring system settings
Providing ongoing technical support

All assistance is performed without accessing or viewing any borrower-specific information.

Pre-designed campaign pricing is available on their pages

Email/PDF Generation

Prospect data provided. Opt-in emails only

# of emails

1000

1,000-2,500

2,500+

Costs per email/PDF generation

$0.10 each

$0.05 each

$0.04 each

Print letter/envelope

Prospect data provided

# of letters

1000-5000

5,001-10,000

10,001-20,000

20,001-40,000

40,001+

Cost per letter

$1.15 each

$1.13 each

$0.95 each

$0.87 each

$0.83 each

Print self-mailer

Prospect data provided

# of letters

1000-5000

5,001-10,000

10,001-20,000

20,001-40,000

40,001+

Costs per letter

$1.05 each

$1.00 each

$0.90 each

$0.83 each

$0.78 each

Print and mail includes duplex printing on premium glossy paper, a promotional message on an envelope or self-mailer, posage, and mailing

Print campaigns

Letters with envelope

Trigger leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.60 each

$1.45 each

$1.30 each

$1.15 each

$1.075 each

Pre-Screen leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.50 each

$1.35 each

$1.25 each

$1.05 each

$1 each

Demographic leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.45 each

$1.30 each

$1.20 each

$1.00 each

$.91 each

Self-Mailer

Trigger leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.50 each

$1.35 each

$1.15 each

$1.05 each

$1.02 each

Pre-Screen leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.40 each

$1.25 each

$1.05 each

$0.947 each

$0.914 each

Demographic leads

# of letters

500-1000

1,000-2,500

2,500-10,000

10,000+

20,000+

Costs per letter

$1.35 each

$1.20 each

$0.95 each

$0.892 each

$0.861 each

Print & Mail includes micro-targeted leads, duplex printing on premium glossy paper, a promotional message on an envelope or self-mailer, postage, and mailing