Connection Incorporated

Booking referral appointments by phone

Mortgage lenders and loan officers are the audience for Connection Incorporated, a marketing business that combines phone staff, search work, database campaigns and software. Its lead offer is an executive concierge program. Under it the firm recruits, certifies, employs and manages a caller on the client's behalf, and that caller contacts prospective referral partners to set appointments. The partners it names are Realtors, financial planners, wealth advisors, attorneys, accountants, title companies, builders and other loan officers.

The firm says a full-time concierge makes about 150 calls a day and books an average of five qualified appointments in that time, and that even a part-time arrangement can add a new referral partner every week without the loan officer making a cold call. It describes its callers as North American staff.

Follow-up rules it builds into the work

The firm's argument is that many inbound leads are wasted by slow or thin follow-up, and the concierge is meant to fix that. Its advice is to answer every call, live chat and social message at any hour, to call each web lead back within five minutes and send a text straight after, and to make at least seven follow-up calls in the first 90 days. It adds that applicants should hear from the lender every two weeks, so that more of them close and more of them refer others before they are even customers. It treats every new customer as the start of several professional referral relationships, which it pursues through what it calls its Ultimate Referral Blueprint.

Local search for inbound application calls

On the search side, the firm says it aims to bring in organic traffic and phone calls from Google that turn into funded loans, and it reports that those calls close at a rate above ten percent. The work it describes starts with a full overhaul of the lender's Google business footprint, with the goal of placing the lender in the local three-pack. It also builds content around the most frequent questions and hot topics in the local market, so that the lender is seen as the local authority on mortgages.

Database marketing, reviews and the CRM

For lenders with a long list of past customers, the firm runs campaigns to that database to produce a quick run of five-star reviews and fresh referrals. It also offers its own software, called Connect My Leads CRM, which comes with pre-built blueprints so that email, SMS and voice campaigns can run automatically, set up by the firm for each client. Clients get a live results dashboard and regular calls with an account manager. Members also join a weekly group session where a new AI tool is introduced and put to use.

The firm focuses only on mortgage professionals and says it takes on just two clients in any one market.