What we build in 2 weeks.

A live, filterable lender database built from scratch or rebuilt on top of your existing data. Every record enriched before any outreach goes out.

• Property type preferences per lender (MF, office, retail, industrial, mixed-use)
• Active loan size range — min and max, verified at build time
• Geographic coverage at state and MSA level
• Primary contact with direct email — no generic info@ addresses
• Current lending status confirmed before the database goes live
• Structured for dynamic filtering, not just sorting

When a deal comes in, it is automatically tagged by property type, loan size, and geography. No manual categorization. No one deciding where it goes.

• Automatic tagging on receipt
• Deal parameters extracted and structured
• Record created in your CRM automatically
• Parameters passed to the matching layer without human intervention

The core of the build. Filters the enriched lender database against each deal's specific parameters and surfaces matched lenders in seconds.

• Simultaneous filtering by property type, loan range, and geographic radius
• Runs against the live enriched database — not a static export
• Outputs a filtered, outreach-ready lender list per deal
• Handles any deal volume without additional manual effort
• No manual work between deal received and lenders identified
• Built and automated inside n8n

Personalized outreach to matched lenders only. Not a blast. Not a CC list. Each message is written around the lender's current criteria and the deal on the table.

• Message personalized per lender based on property type focus and loan range
• Connected to your existing sending infrastructure
• Only matched lenders receive outreach
• No irrelevant contacts hit
• Built and sequenced inside n8n

Automated follow-up runs on a defined schedule after initial outreach. No deals go cold because a follow-up slipped. No one needs to remember to chase.

• Timing and number of follow-up touches defined and locked at build
• Suppression rules built in — follow-ups stop automatically when a lender responds
• Separate logic for non-responses vs. soft rejections
• Runs without manual intervention

Identifies the real owners behind properties with aging loans — typically 5+ years old, where a refinance opportunity exists. Cuts through shell company structures to surface the beneficial owner so outreach reaches the actual decision-maker.

• Flags properties with 5+ year old loans as active refi candidates
• Pierces common shell company structures (LLCs, holding companies)
• Surfaces direct contact information for the real owner where available
• Feeds qualified owner records into the outreach pipeline automatically

A dedicated sourcing workflow that finds DSCR lenders, enriches them through Clay, and adds qualified records to the lender database automatically. Keeps the DSCR pool current without ongoing manual research.

• Sources active DSCR lenders via LinkedIn and SerpAPI
• Enriches each record through Clay before adding to the database
• Runs on a schedule — the pool updates without manual maintenance
• DSCR-specific filtering criteria applied at the enrichment stage

Every interaction across the entire system logged back to your CRM automatically. Full pipeline visibility without anyone manually updating records.

• Deal intake logged on receipt
• Lender match results recorded per deal
• Outreach sent, responses received, and follow-up status all synced
• Works with your existing CRM
• No manual data entry required at any stage