Founding member pricing — Limited spots

Your insurance pipeline,
fully automated.

Policy Sourcer™ classifies every inbound insurance lead in under 60 seconds — scored, ranked, and Slack-alerted before your competitor picks up the phone. Built for independent insurance agents and agencies.

Get the System — $1,750 See How It Works

Founding member pricing · 30-day build · Full system delivered

9×
higher conversion when
contacted in 5 min
<60s
to classify each
borrower lead
24/7
pipeline runs without
manual attention
0
missed high-intent
borrowers
🔔
Slack — High Intent Borrower
just now
⚡ Purchase Lead · Atlanta, GA
James T. — $420K purchase · Pre-approved · Rate shopping
Score
91
High IntentCall Now
🏦
Policy Sourcer™ — Match
3m ago
Refi Match — Rate Drop Alert
Sarah M. — existing client eligible for refi at current rates. Savings: $340/month
Auto-MatchedHigh Value
📋
Action Queue — Rebuilt
1h ago
Priority list ready — 34 leads ranked
Top action: Call James T. — purchase, closing in 45 days
Hourly RebuildZero Sorting
4L
4th Link
Online now
9×
Higher conversion
— first 5 minutes
<60s
Borrower classified
on arrival
30m
Average LO daily
follow-up — eliminated
24/7
Pipeline running
without you
Real operator · Real numbers

This is what changes when
you turn on Policy Sourcer™

⛔ Before
  • ✕ Leads sitting for hours before first contact — deals already lost
  • ✕ High-intent purchase leads buried in refinance noise
  • ✕ 30+ minutes daily on manual follow-up sequences
  • ✕ No visibility into which borrowers to call first
  • ✕ Refi opportunities in existing book going unnoticed
  • ✕ Pipeline stalls on weekends and evenings
✅ After
  • ✓ Every borrower classified and scored in under 60 seconds
  • ✓ Slack fires instantly on every high-intent purchase lead
  • ✓ Action queue ranked by urgency, rebuilt every hour
  • ✓ Refi matches surfaced automatically from your existing book
  • ✓ All follow-up sequences triggered automatically
  • ✓ System runs 24/7 — never misses a lead
What's inside

Six components.
One fully-automated insurance pipeline.

Built on GHL and n8n. Live-tested. Not a template — a working system delivered and maintained for you.

🧠

AI Borrower Classification

Every lead scored by loan type (purchase, refi, HELOC), urgency, and intent. High-priority borrowers surface in under 60 seconds.

⚡

Action Queue

Ranked daily call list rebuilt every hour. Know exactly who to call, in what order, and why — without manual sorting.

🔔

Slack Alerts

Instant notification on every high-intent borrower. You're the first call they get — not the fifth.

🔁

Refi Match Engine

Scans your existing book automatically. Flags clients eligible for refinancing based on current rates — opportunities you'd otherwise miss.

🗂️

GHL CRM Build-Out

Custom insurance pipeline — purchase, refi, HELOC, pre-approval stages. Smart lists and automations configured for lending ops.

📊

Command Center

Full borrower pipeline in one view. Every lead, stage, and recommended next action — updated in real time.

What you get

Everything included.
Built for your operation.

A complete, working mortgage lead pipeline — n8n workflows, GHL snapshot, SOPs, and prompt library. We build it, test it, and deliver it in 30 days.

  • ⚡
    n8n workflow filesEvery automation exported and ready to import into your instance.
  • 🗂️
    GHL mortgage CRM snapshotPurchase, refi, HELOC pipelines. Smart lists and contact fields pre-configured.
  • 🧠
    AI classification prompt libraryThe exact prompts scoring and tagging every borrower on arrival.
  • 🔁
    Refi match engineLogic for scanning and flagging refinance opportunities in your existing book.
  • 📋
    Full written SOPsEvery component documented. Setup, operation, and maintenance covered.
  • 🎥
    Walkthrough videoFull system demo — see every workflow running live before you set it up.
Policy Sourcer™
$1,750 one-time
Installation + 30 days of maintenance included
⚡ Founding Member Pricing

You're getting this at launch price. System is built custom for your operation within 30 days of purchase. Limited spots available.

After 30 days — monthly retainer
$1,150 /month
Ongoing maintenance · optimisation · new integrations · support
  • n8n workflow files (ready to import)
  • GHL mortgage CRM snapshot
  • AI borrower classification prompts
  • Refi match engine logic
  • Full written SOPs + walkthrough video
  • 30-day onboarding support
⚡ System delivered within 30 days · Onboarding call included
Get Policy Sourcer™ — $1,750

Need something custom? Send us a message

Questions

Common questions

How is this different from my current CRM?+
Generic CRMs store leads. Policy Sourcer™ processes them — classifying, scoring, and actioning every borrower automatically. Your CRM tells you where leads are. This tells you who to call right now and why.
Do I need technical skills to run this?+
Yes — and we're upfront about it. Setup follows the SOPs but requires comfort with GHL and n8n. The $1,750 includes installation and 30 days of hands-on maintenance. After that, the $1,150/month retainer keeps everything running for you.
How long until it's live?+
30 days from purchase to a live, tested system built for your specific operation. We start with an onboarding call to understand your lead sources, current tools, and loan types — then build from there.
What does the retainer cover?+
The $1,150/month covers workflow maintenance as your lead volume grows, AI prompt tuning as borrower types evolve, new source integrations, and direct support. The system runs without it — but maintaining it at scale requires ongoing technical work that the retainer handles for you.
Founding member pricing

Stop losing loans
to slow follow-up.

Book your spot. We build the system for your operation within 30 days — and maintain it from there.

Get Policy Sourcer™ — $1,750
Instant delivery via Payhip · Need something custom? Send us a message
💬