Consistent in any market · needs a strong close

Live Transfers

Warm leads delivered to a queue and routed to a correctly licensed loan officer, already warmed up and expecting your call.

What you keep per funded loan
$6,459
Avg commission
−
$1,490
Cost to fund
$4,969
Avg net commission
$85
Cost / lead
5.7%
Conversion
~18
Leads / fund
$1,490
Cost to fund
$4,969
Net commission
EMC's endorsed tool for Live Transfers
Flow

Catch every warm line with Flow.

Live Transfers reward speed and a tight follow-up loop, exactly what Flow automates. Quote on the spot, then let the tool run the cadence so this week's maybes become next week's funds.

Get the Flow checklist →
Step 3 of the Roadmap · speed-to-lead, scripts & cadence
Your Flow checklist
  • 1
    Pick up ready. Be at your desk with Flow open when a transfer can land.
  • 2
    Quote on the spot. Give them a real number before the warmth fades.
  • 3
    Set the next touch. Flow books and fires the follow-up so you never have to remember.
  • 4
    Work the no-close pile. Automated nurture turns maybes into funded loans.
Best if you're

Very strong on the phone, consistently available, and can get a client to commit fast, with incredibly organized follow-up.

How to Sell

  1. 1Take control of the call and verify pain points
  2. 2Brand yourself and EMC
  3. 3Keep the caller engaged and complete the full application
  4. 4Request documentation
  5. 5Sign / review disclosures live with the client on the phone

Workflow Suggestion

  1. 1Open the Flow mailer reference input screen
  2. 2Review client data in Flow with the client
  3. 3Push from Flow to LendingPad
  4. 4Export 3.4 to the lender of choice