Tools
One system we run for you. One tool you can use right now.
The first is the follow-up engine that comes with the program and stops opportunities dying in your phone. The second is free, needs nothing from you, and will probably ruin your afternoon.
Included in the program
The follow-up system we install and run for you.
Not software you buy, log into and maintain. A system we set up around whatever your company already uses, and then operate — so the follow-up happens whether or not you get to it.
You became a Loan Officer to close loans, not to be your own reminder system. The point of this is not that the technology is clever. The point is that on the day you are in back-to-back appointments, the eleven opportunities that came in still got worked properly.
Keep your CRM.
We are not selling you a system of record and we are not asking you to migrate anything. If your company mandates a platform, it stays the system of record and this runs around it. The software was never the part that was broken.
What actually changes in your week.
- 01
The first touch happens without you
A new opportunity gets a call attempt and a text within seconds of arriving — while they are still on the page, not after your closing appointment finishes.
Before: You saw the notification two hours later.
- 02
The chase runs on its own
Call, text and email sequences keep working an opportunity across days and weeks, with tested scripts, until they answer, book, or ask to stop.
Before: You meant to follow up on Thursday.
- 03
Appointments land on your calendar
Booking, confirmations, reminders and no-show recovery, straight into the calendar you already use. You show up to a time that is already agreed.
Before: You played phone tag for four days.
- 04
Nothing gets lost between stages
Every opportunity has a state and a next action, so the pipeline is a queue rather than a memory exercise.
Before: You had a list, somewhere.
- 05
The scorecard writes itself
Spend, contacts, conversations, appointments, applications, funded — six numbers, every week, from the same source of truth.
Before: You had a report full of impressions.
The follow-up system is infrastructure included in the $7,000 program. It is not sold separately and it is not a licence you keep after the program ends. Subject to eligibility, operating requirements and written guarantee terms.
See it inside the whole systemFree tool
What is a funded loan actually costing you?
Not cost per lead. Cost per funded loan — the number almost nobody in this business calculates, and the only one that tracks what you were actually paid.
Put in a month of your own numbers: spend, leads, how many you reached, appointments, applications, funded. It returns your real cost per funded loan, your stage-by-stage conversion, and the one stage losing you the most.
- Free, and there is no email gate on it
- Runs entirely in your browser — nothing is sent, stored or seen by us
- Your numbers, not a benchmark we invented
Cost per funded loan
$—,———
Yours goes here. For scale, the Mortgage Bankers Association put the average total cost to produce one loan at $10,936 in Q2 2026 — all-in, not marketing alone.
Work it out
Source: MBA Q2 2026 Mortgage Bankers Performance Report. Public third-party data, not a Casa Ya Loans result.