Where do the homeowner triggers come from?

You bring the source — public records lists, real-estate partners, Meta lookalikes, or your organic pipeline. The campaign wires those inputs into the landing page and AI follow-up flow.

Does the landing page pitch a specific product?

The angle is mortgage protection; the actual product recommendation is left to your carrier appointments and needs analysis on the appointment.

Can I white-label the creative?

Yes. All ad templates and landing page copy accept your brand, headshot, and licensed geo.

Do you resell my leads?

No. We never resell leads — every inbound is yours, tied to your account.

Campaign system

Mortgage protection.

The keys are in the door. The mortgage is the biggest bill they’ve ever signed for. That’s the moment mortgage protection sells itself — and we’ve productized the system that reaches them: homeowner triggers, ad templates, landing page, AI follow-up, and nurture, wired together and launch-ready.

Who this targets

The buyer this campaign is built for.

New homeowners in the first 24 months of a mortgage.

Recent refinance or rate-change events with fresh household budgeting.

Households with dependents where the mortgage is the largest monthly obligation.

Signal triggers

New mortgageRefiMove-inNew homeownerFirst-time buyer

The funnel

Ad or organic in. Booked appointment out.

Step 01

Ad / organic

Meta, Google, or referral traffic hits a tracked source.

Step 02

Landing page

Niche-matched funnel with consent-captured form.

Step 03

AI follow-up <60s

SMS + chat qualifies and books — 24/7.

Step 04

Booked appointment

Confirmed slot with transcript attached to the record.

Step 05

Nurture

No-shows, quote-abandons, and post-issue review/referral flows.

What's included

Every campaign ships complete.

Landing page

Niche-specific funnel page with tracked form and consent capture.

Ad templates

Ready-to-run creative for Meta and Google — swap image, brand, and geo.

Email + SMS sequences

Multi-touch nurture, quote-abandonment, and no-show recovery flows.

AI follow-up flows

Under-60-second first touch. Books qualified prospects to your calendar.

Review + referral engine

Post-issue automations that turn a placed policy into a review and a warm intro.

How this gets delivered

DIY with templates, or done-WITH-you in a launch cohort — ad budgets are always yours; expected ranges discussed in onboarding, never guaranteed.

Common questions

Before you launch.

Launch this campaign inside the platform.

$97/month + usage. No contracts. Cancel anytime. Ad budgets always yours.

Start for $97/mo