Build it. Own it. Keep it sharp.
Three commitments, in order. The system is stood up inside your Salesforce org, handed over as yours to own, and kept sharp by the operator who built it.
Build it in your org
We stand the system up inside a Salesforce org you own. Objects, flows, dashboards, integrations — deployed as metadata against your workflow, not ours. Typical build is 45 to 60 days.
- 01
Kickoff with the operator, not a project manager reading from a script.
- 02
Lender routing, stip templates, and commission rules mapped to your actual desk.
- 03
Data migrated from spreadsheets or a legacy CRM with full audit trail.
Own it outright
The infrastructure is yours. Metadata, code, integrations — all in your Salesforce environment. No vendor lock, no per-seat pricing tax, no roadmap dependency.
- 01
Every object, flow, and report ships as documented metadata.
- 02
Your data lives in your org from day one — nothing routes through us.
- 03
Walk away any month. The system keeps running because it was always yours.
Flat monthly keeps it sharp
Lenders change. Regulations change. A rep asks for a new rework path. A flat monthly fee covers the operator engineering that keeps the org fit — no change-order theater, no per-hour billing.
- 01
Ongoing tuning of lender routing, stip logic, and rework sequences.
- 02
New reports, new automations, new integrations — as the floor evolves.
- 03
Priority response on anything that touches funded revenue.
Built by an operator who ran and grew a brokerage.
We spent years running a brokerage before we wrote a line of this system. Reworking cold leads at 8pm because nobody else would. Chasing stips before a lender's Friday cutoff. Watching commission spreadsheets get overwritten on the last day of the month.
Every generic CRM we tried failed for the same reason: it modeled a sales process that wasn't ours. Submissions weren't a stage. Stips weren't a field. Lenders weren't first-class. Renewals were an afterthought. Every quarter, another consultant charged another five figures to reshape a Salesforce install that still didn't fit the floor.
So we built the version we wished existed. Same platform Fortune 500 companies run on, configured for the submissions-to-funded workflow we ran ourselves. We hand it to brokerages who are done being talked down to by generic SaaS.