Mortgage Edition
Turn $2 aged mortgage leads into funded loans.
The complete playbook, workbook, and 10-day email course for LOs running aged refi, purchase, HELOC, and reverse-mortgage leads.
What's inside
- ✓The unit economics: max CPL, contact rate, and cost-per-funded-loan formulas
- ✓14-day multi-channel cadence with NMLS-compliant scripts
- ✓Rate-move nurture triggers to re-engage your 85% non-closers
- ✓TCPA + state mini-TCPA compliance (FL, OK, WA, MD, TX)
- ✓Fresh-Consent Ladder plays — graduate inherited consent into owned consent
Who it's for
- →Loan officers buying aged refi, purchase, or HELOC leads
- →Mortgage brokers running small to mid-size teams
- →Branch owners looking to formalize an aged-lead operation
- →Reverse-mortgage specialists
The 10-day email course
- ·Day 0 — Mindset + unit economics
- ·Day 2 — Tech stack sized to your volume
- ·Day 4 — The 14-day opener cadence + scripts
- ·Day 7 — Infinity nurture + rate-move triggers
- ·Day 10 — Compliance + 90-day diagnostic
Frequently asked
Does this work for refi, purchase, and HELOC all in one playbook?
Yes. The master playbook covers the full system; the mortgage overlay has product-specific scripts and compliance notes for refi, purchase, HELOC, and reverse-mortgage leads.
Is this compliant with current TCPA rules?
The playbook walks you through current federal TCPA + state mini-TCPA guidance as of 2026 (including the vacated 1:1 rule and the 2027 revocation-all timeline). It is operator guidance, not legal advice — the playbook recommends Henson Legal for compliance reviews.
What if I'm new to aged leads?
Start in the 'Mode A' conservative setup the playbook recommends — manual dial, plain-text email, fresh-consent ladder. You can graduate to more automation once your consent workflow is solid.
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