- Controls
- Whether they move, and when, based on comp, product, operations and support.
How to open: Ask what would have to be true for them to close more loans next year than this year.
The loan officers you want are closing loans, not reading job posts. They move when something changes at their shop: a comp cut, a slow pipeline, a merger, a manager who left. We call licensed producers on your behalf, find out what is bothering them and book a confidential conversation with your recruiter or branch manager while it still matters.
Confidential conversations with licensed loan officers on your calendar, with the number guaranteed in writing.
Ask Ava anything about the information on this page.
Abstrakt company figures as of October 2026; ratings as published on Google, Clutch and the BBB, September 2026. See client results.
Job posts attract the wrong applicants
Outbound goes straight to licensed producers who are not applying anywhere, so your recruiters talk to people with a book of business.
Recruiters and branch managers out of time
The SDR does the dialing, follow-up and screening. Your team only takes confidential conversations with producers who agreed to talk.
Producers who will not talk on a first call
Most will not. The SDR stays in touch through phone, email and LinkedIn, and the conversation happens when something changes at their shop.
A pitch that sounds like every other lender
The SDR leads with the specific things your platform does better, product range, operations, leads or leadership, written with your team before launch.
Target licensed loan officers and branch managers in your markets by lender type, production profile and the roles you are hiring for.
A dedicated U.S.-based SDR works phone, email and LinkedIn under your company's name, leading with what a producer gains by moving, not a job description.
Every meeting is with a licensed producer who agreed to talk and gave a reason, booked onto your recruiter's or branch manager's calendar.
Producers who are happy today stay in a follow-up cadence until a comp change, a merger or a manager leaving opens the door.
Every meeting clears three checks before it reaches you
Then it is graded on our 25-point 5 Star Scorecard. What counts as a qualified appointment.
If yours is open, a strategist can walk you through the target list, the outreach and the meeting number on one call.
Producers whose basis points or pricing got worse are already running the math on a move, and they rarely post that publicly.
Bank-employed loan officers often feel boxed in by product limits and slow underwriting, and some want the range a dedicated lender offers.
Acquisitions and branch closures leave whole teams deciding where to land, often on a short clock.
Brokers carrying their own compliance and back office sometimes want the support and lead flow of a larger platform.
When the person who recruited a team leaves, the producers they brought in start taking calls.
Licensed originators a few years in want training, leads and a path to branch leadership, and say so when someone asks.
How to open: Ask what would have to be true for them to close more loans next year than this year.
How to open: Ask what their team is missing from their current lender that costs them deals.
How to open: Ask how much of their week goes to compliance and operations instead of originating.
How to open: Gets every meeting with the producer's situation, interest and timing written down before the call.
A cut in basis points or a less competitive rate sheet is the most common reason a producer starts listening.
Ownership changes bring new systems, new managers and new rules, and good producers leave before they find out how it goes.
Loan officers follow people. When a branch manager leaves, the team becomes recruitable.
Slow underwriting, missed closings and weak processing cost producers deals and referral partners.
When volume drops, producers look for lenders with better lead flow and product range. When it climbs, they want capacity.
Guaranteed in writing
The activity or qualified-appointment number is agreed in writing before launch. If we miss it, we keep working at no additional cost until we hit it.
Exclusive to your territory
One loan officer recruiting client per territory. We will not run the same program for your direct competitor in your territory.
A dedicated U.S.-based SDR
Your SDR works under your company's name from our St. Louis campus, home to 500+ U.S.-based team members.
Every meeting graded
Every booked meeting is graded on a 25-point scorecard before it reaches your calendar. Grade a sample call yourself.
Keep every one of them. Referrals only reach producers someone on your team already knows, and they do not arrive when you need to fill a branch. Outbound reaches the rest of the licensed market under your company's name.
Most will not on the first call. The SDR leads with their situation, not a job pitch, and stays in touch through phone, email and LinkedIn until something changes at their shop and they want the conversation.
Then nobody pinned down who counted. Before launch we agree on the criteria with you, such as licensing in your states, the loans they originate and a stated reason to talk. A meeting that does not fit is not booked.
Then your recruiter is dialing instead of interviewing and closing hires. With us the activity or meeting number is agreed in writing, and if we miss it we keep working at no additional cost until we hit it.
Our SDRs open the door. Our creative and inbound teams make sure what a buyer finds next, your website and the material your reps send, closes the gap.
No. We book the conversations. Your recruiter or branch manager runs the interview, makes the offer and handles onboarding and licensing.
Retail loan officers, branch managers, team leads with producers and processors, and brokers considering a larger platform.
We agree on the criteria with you before launch: licensing in your states, the kind of loans they originate, and a stated reason they would consider a move. Meetings that do not fit are not booked.
No. We take one loan officer recruiting client per territory, so we are never pitching a competing lender to the same producers in your market.
One company runs all of it, so the buyer hears the same story from the first call to the website, the sell sheet and the meeting.
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