Loan Sourcer — Automated Mortgage Lead Pipeline
Loan Sourcer™ is a fully-automated mortgage lead pipeline that classifies every borrower in under 60 seconds, scores them by intent, and surfaces high-priority leads to your Slack. No more manual sorting. No more missed deals.
Built on GHL + n8n. Delivered in 30 days with full setup and 30-day maintenance included.
What you get:
• n8n workflow files (ready to import)
• GHL mortgage CRM snapshot (purchase, refi, HELOC pipelines)
• AI borrower classification prompts
• Refi match engine (auto-surfaces refinancing opportunities from your book)
• Full written SOPs + walkthrough video
• 30-day onboarding support
Who it's for:
Loan officers, mortgage brokers, and lending operations processing 20+ inbound leads per week.
Key outcomes:
- 9× higher conversion when contacted in first 5 minutes
- Every borrower classified in <60 seconds
- 24/7 pipeline — runs without you
- Zero missed high-intent leads
- Refi opportunities surfaced automatically
Founding member pricing — Limited spots. System delivered within 30 days of purchase.
After 30 days: $1,150/month retainer for ongoing maintenance, optimization, and new integrations.