Lead gen for wholesale mortgage lenders and lending technology companies.
Wholesale lenders building broker networks, correspondent lenders acquiring origination partners, and mortgage tech companies selling to IMBs, banks, and credit unions.
The pipeline problems that keep coming up.
Broker acquisition is relationship-dependent and unscalable
Your account executives know 50 brokers personally. Reaching the other 50,000 independent mortgage brokers in the US requires a system, not a Rolodex.
Correspondent channel partners go cold
You on-board a correspondent lender and the relationship goes quiet. Nobody is consistently nurturing the relationship, sharing product updates, or staying top of mind when they have volume to place.
Rate and product changes never reach brokers fast enough
When rates move or guidelines change, the brokers who work with you should hear it first. Manual email blasts with generic subject lines get ignored.
Tech platform sales cycles drag
Selling an LOS, POS, or servicing platform to a bank or credit union involves 6 to 12 months, 5 to 8 stakeholders, and multiple product evaluations. Most vendor pipelines are not managed at this complexity.
The modules that matter most.
Broker and originator database prospecting
Identify independent mortgage brokers and small IMBs by state, volume tier, and product mix using intent signals and enrichment data. Build a prospecting list of 500 qualified partners in an afternoon. Prospect data is sourced from your connected ZoomInfo or Apollo account, filtered by state, volume tier, and product mix.
Multi-touch nurture sequences
Email, LinkedIn, and phone outreach coordinated across a 30-day cadence. Every message references something specific — their production volume, their state, their product mix. Not a blast.
Rate alert and product update automation
Trigger a personalized outreach sequence the moment rates move or guidelines change. Your broker partners hear it from you first, in their inbox, with their name on it.
Multi-stakeholder enterprise selling
For LOS and platform sales, coordinate outreach across CEO, CTO, and operations simultaneously with different messages tied to each stakeholder’s priorities.
What good looks like.
What the platform tracks for Wholesale Mortgage lenders.
How a wholesale lender added 140 active broker relationships in one quarter.
A regional wholesale lender had 12 account executives each managing 60 to 80 broker relationships manually. Broker outreach was inconsistent and rate change communications were generic blasts. After deploying Lead Gen AI Suite™, each AE had a live sequence running for 400+ brokers simultaneously — personalized by state, by volume tier, and by product mix. 140 new active broker relationships were added in 90 days.
See how Lead Gen AI Suite™ works for your team. Ask G right now.