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CRMCHAINS
CRM CHAINS · AI Deal Accelerator
Meet The Client
A scaled Arizona
mortgage operation
Refinance-heavy book. Wholesale pricing roughly a full point better than most brokers. A pipeline that should have been unstoppable — strangled by fragmented infrastructure.
Loan mix
Cash-out + rate-reduction refis
Edge
~1pt better wholesale pricing
Channel
Slack-first, no email tasks
Cadence
Mon / Thu standing review
12
House-account LOs
Company-paid retail team
40+
1099 independent agents
Phase 2 expansion
107K
Cold TransUnion leads
Pre-screen, outbound-only
2
Paid lead vendors
FRU + TransUnion
crmchains.comConfidential · Case Study · Repeatable Framework04 / 16