Dead-lead reactivation for mortgage lenders and brokers
Your old pre-approvals. Back on your calendar.
We call, text and email the old leads in your CRM, in your name, and book the ones still interested. We guarantee the number. Miss it, and every dollar of your campaign fee comes back.
Campaign · day 12 of 30
Good morning. 9 old leads booked this week.
Leads contacted
2,140of 2,310 allowedReplies
318+41 this weekBooked
27Guarantee: 22Pipeline
$238k+$61k this weekMaria Ellis · lead from March 2024 · refinance
AvaBrian has Thursday at 2 or Friday at 10 open. Which works better?
MariaThursday at 2.
- Booked · Linda K. · refinance · Tue 9:30 AM2m ago
- Reply · "Can you call me after 5?" · sent to you9m ago
- Booked · James R. · refinance · Wed 11:00 AM18m ago
- Opted out · removed from calls, texts and email26m ago
Every client gets a private dashboard like this one. The figures here are an example; yours depend on your list.
Works with the CRM you already use
AI lead reactivation · a done-for-you service
The leads you already paid for, finally called back.
Every business has a list it stopped working: quotes that never closed, forms nobody followed up, numbers that went to voicemail once. We take that list, sort it by the consent each person gave, and work it for 30 days with AI calls, texts and emails in your name. Our AI caller books the people still interested while they’re on the phone, and anyone who texts back comes straight to you, so you can answer while they’re warm.
Hi Maria, it's Brian from Keystone Home Loans. We just tried calling you. You got in touch with us about a mortgage quote in March. Is it still on your list? Reply STOP to opt out
Yes actually. Never got around to it.
Can someone call me after 5?
The offer
We work every old lead in your CRM. You get the appointments.
AI calls
A natural AI voice calls every lead who gave permission, in your business's name. It says it's an AI, asks what happened, and books the people still interested.
Texts
A short text after a missed call and a follow-up a few days later. When someone texts back, their follow-ups stop and the reply comes straight to you by text and email.
Emails
A personal note, a seasonal check-in and a last "should we close your file?" Written in your voice, approved by you before anything goes out.
Guaranteed. Your number of booked appointments in 30 days, or every dollar of your campaign fee back.
Read the guarantee| People we can contact | Dental practices | Real estate teams |
|---|---|---|
| 2,000 | 20 visits | 6 appointments |
| 5,000 | 50 visits | 15 appointments |
| 10,000 | 100 visits | 30 appointments |
The problem
Your pipeline leaks. Every single day.
1 of 5
- You fill it.Ads, clicks, quotes, calls. Every lead costs you money, and lands in your CRM ready to talk.
- Nobody calls back in time.Reach a lead within the hour and they're 7× more likely to qualify. Most get a call the next day, if at all.Harvard Business Review, 2011
- One call, then nothing.Only 14% of people pick up an unknown number. One missed call and the lead is quietly written off.Hiya, State of the Call 2026
- The quote goes out. Nobody chases it."Let me think about it" turns into months of silence. Your CRM fills with people who were ready, just not that day.
- We plug the holes and pump them back.Every lead you're allowed to contact hears from you again, and the ones still interested land on your calendar.
Your part
Here's everything you do. We handle the rest.
- 1
Book a free 30-minute audit
We count your old leads, check how they signed up, and tell you the number of appointments we'd guarantee.
- 2
Send your list and approve the messages
Export from any CRM or spreadsheet. Read the call script, texts and emails, and tell us what to change.
- 3
Answer replies and show up
When a lead texts back, the reply comes straight to you so you can answer while they’re warm. Each appointment lands on your calendar with a text and an email telling you who it is and what they asked about.
Cleaning the list, every call, text and email, a reminder the day before each appointment, and the weekly report are on us. If we miss the number, every dollar of your campaign fee comes back.
See the full 30-day planWhy they went quiet
Why pre-approvals go cold. Most never said no.
Four of the most common reasons pre-approvals stall. None of them is “not interested”, and every one can change.
- 01
They were waiting on rates.
The payment at the rate they were quoted didn’t work, so they decided to wait. Nobody told them when it might be worth another look.
- 02
They never found the house.
Pre-approved buyers lose a few offers, get tired and stop looking. The letter expires, and so does the conversation.
- 03
Credit or paperwork got in the way.
A score to improve, a debt to pay down, or documents they never sent. They meant to come back once it was fixed.
- 04
Someone else got there first.
Their agent recommended a lender they knew, or another lender simply followed up sooner.
Where the leads come from
Leads from online marketplaces often consented to several lenders at once. Unless the consent named you, they’re left out of AI calls.
- Website rate and pre-approval forms
- Realtor referrals
- Past clients
- First-time buyer events
- Inbound calls
- Online lead marketplaces
What your leads hear
Calm, clear, and in your name.
Every call opens the same way: who’s calling, that it’s an AI, and that the call is recorded. Then one easy question.
The first two lines
Hi Maria, this is Ava, an AI assistant calling for Keystone Home Loans about the pre-approval you started with us. This call is recorded.
Are you still thinking about buying, or have your plans changed?
- AI and recording disclosed before anything else
- No prices, discounts or deadlines, ever
- “No” is accepted the first time
- Two real times from your calendar
If they say
“We’re waiting for rates to come down.”
AvaA lot of people are. I can’t speak to rates, but Brian can show you what your options look like today, so you know what you’re waiting for. Would Monday at noon or Tuesday at 6 work?
If they say
“Will this hurt my credit?”
AvaI can’t advise on that, but it’s a good question to ask Brian before anything is run. Would a short call Wednesday at 5 or Thursday at noon work?
If they say
“We’re already working with another lender.”
AvaThanks for letting me know, and good luck with the move. I’ll close your file.
Example script with placeholder names and times. Yours is written for your business and approved by you before anything goes out.
Read a full sample callWhere it works best
Good timing helps. Fake urgency doesn’t.
Old leads respond better when there’s a real reason to hear from you. For mortgage lenders and brokers, these are the ones worth using, and only when they’re true for that person.
When rates move
When rates move meaningfully, borrowers who were waiting want to know whether it changes anything. The AI never quotes a rate; it asks if they’d like a fresh look with a loan officer.
Late winter and spring
Many buyers restart their search in the spring. A pre-approval from last year needs updating anyway.
Before a lease ends
If a renter told you their lease month, a few months before it is the natural time to restart.
Never used: invented deadlines, “prices going up”, fake scarcity, or discounts you didn’t approve.
Mortgage questions
The specifics, answered.
Can an AI talk to borrowers about loans?
Ours doesn’t. It never quotes rates, terms or payments, never discusses whether someone qualifies, and never takes application details. It checks whether they’re still interested and books them with a licensed loan officer. Taking applications and offering or negotiating terms is licensed loan originator work under the SAFE Act.
Do texts and emails need our NMLS number?
Often, yes. Many states require your company’s NMLS ID, and sometimes the loan officer’s, on advertising, which can include marketing texts and emails. We use whatever disclosures your compliance team specifies.
Which leads in a mortgage CRM tend to come back?
Pre-approved buyers who never found a house, and applications that stalled on paperwork. Both already did the hard part. Rate shoppers who never applied are colder, though some return when rates move.
Should past clients be included for refinance?
They can be, as their own group with their own script. The AI never tells anyone they should refinance or what they’d save. It asks whether they’d like a review and books it.
A sample call
It talks like your best front-desk person.
It says it's an AI, gets to the point, and books the people who want to talk. Read a whole call, line by line.
Read a sample callCheck your list
Drop in your CRM export. See what it's worth in seconds.
How many leads we could reach, how old they are, and the appointments we'd guarantee. Your file never leaves your browser.
Check your listHow it works
Live in seven days. Up to ten touches per lead.
The setup week, every call, text and email in the 30-day campaign, and how we stay inside the law.
See the planThe guarantee
Your number, in writing, before you pay.
100%of your campaign fee back if we miss it. Not a credit. The money.
Read the guaranteeBook your free audit. Thirty minutes.
Pick a time that suits you. We'll count your old leads, tell you the number we'd guarantee, and let you hear the AI call you live.
Brandon Dyne · Second Call
Free list audit
We count your old leads, check how they signed up, and tell you the number of booked appointments we'd guarantee. You hear the AI call you live, too.
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