🧠 What to Expect Once Your Account Goes Live

Your Month-by-Month Roadmap to Results

Week 1 – Aged List Reactivations Begin

Objective:

Warm-up phase for your team. We’ll start reactivating aged leads even before paid ads launch. This helps your team get familiar with the system, lead flow, and how conversations and appointments happen. Think of this as your "practice field"—early reps = better long-term performance

Month 1 – High Volume, High Repetition

Objective:

Master the system through repetition

We use high-volume lead sources(aged lists, social ads, bulk data)The goal is not instant closings—it’s to get you and your team fully dialed into the system.

You’ll build habits like:

- Calling every lead through the CRM. ✅

- Leaving notes and setting dispositions✅

- Taking applications over the phone ✅

Once the system is second nature, you're ready for higher quality leads

Month 2 – Graduate to Higher Quality Leads

Objective:

Shift to premium sources + begin split testing

If your team is showing full compliance (no leads wasted, systems followed), we move to:

- MRC leadsInbound calls

- Rate table/rate request leads

These are higher quality but more expensive, so using the system properly is crucial. We’ll also begin split-testing lead sources to find what works best for your market

Month 3 – Get Your Cost per Close

Objective:

Establish your marketing performance benchmarks. At this stage, we typically see:

• First pre-approvals and deals stacking up

• - YourCost Per Close (CPC)starting to take shape

• Example:If it costs $1,200 to close 1 loan, and your goal is 10 loans →$12,000 = full campaign budget.

• This is your proof of concept month.

Month 4 – Scale Efficiently

Objective:
Increase ad spend and lower CPC/ With Cost Per Close in hand, we scale up ad spend to drive more volume. At the same time, we work on improving efficiencies to reduce the CPC. Focus shifts to optimization + growth

Month 5 and on– Maximize Output & Expand Your Team

Objective:

Grow your team and increase lead handling capacity. Continue scaling ad spend to maximum profitable capacity. Begin recruiting and training new Loan Officers. Grow your realtor referral network. Systematize success, so you can feed more producers with confidence.