Let’s map your pipeline.
Forty-five minutes. We go through what you are closing now, where the leak is, what your market looks like, and what the program would have to deliver for the numbers to work for you.
Before you book
The call is for Loan Officers who have been through the qualification questions — it is where the answers get turned into a real conversation. Sixty seconds, eight questions.
60-second application
Performance-backed.
You will read the conditions before you sign anything. Details disclosed before enrollment.
Scheduling slot
The calendar is not connected yet.
Rather than show you a booking widget that cannot book anything, this space is reserved. Submit the application and a real person picks it up.
Build note: choose the scheduler and embed it here — see the TODO in app/book-a-call/page.tsx.
Four things, in this order.
- 01
What you're closing now
Volume, product mix and where it comes from — the baseline everything else is judged against.
- 02
Where the pipeline leaks
Contact rate, appointments, applications, funded. We find the stage that is costing you the most before talking about spend.
- 03
Whether your market is open
Licensing, territory and whether the products you want are viable to advertise into at current rates.
- 04
The numbers, both ways
What the program fee and the media spend would be, and what would have to happen for it to be worth it to you.
What it is not
- A pitch deck.
- A demo of software you did not ask to see.
- An offer you have to accept on the call.
- A credit application — Casa Ya Loans is not a lender or a broker.
Have these three numbers ready
- 01Leads per month
- 02Applications per month
- 03Funded loans per month
Rough is fine. The three of them together are the only diagnostic that matters, and most Loan Officers have never written them down next to each other.
Work out your cost per funded loan first“Performance-backed” describes a program fee structure subject to eligibility, operating requirements and written guarantee terms. It is not a promise that any particular number of loans will close. Read where the terms stand.
Casa Ya Loans is not a mortgage lender, a mortgage broker or a licensed loan originator. This call is a business conversation about a marketing program. It is not an application for credit and nothing discussed on it is an offer to lend.