1,000 aged leads.14 days.10 appointments guaranteed.
RefinanceFlows turns your dormant database into booked refi calls — using your Retell and Twilio account, so you own the phone number, the list, and every minute on the line.
Iconic Mortgage· 12-LO brokerage, Texas. Results from the first week live.
Four steps. Ten days. Your dormant CRM back in motion.
No rip-and-replace. No new CRM. We plug into what you already run and make the phones ring.
01Upload your aged database
CSV, LOS export, or a messy spreadsheet. Any format, any age. We clean and segment before we dial.
- 02
Sarah dials, live
Your Retell agent on your Twilio number. Up to 1,000 dials in 14 days, only at compliant hours.
03Qualified borrowers routed
Credit, LTV, rate intent, timeline. Only real refi candidates reach your LO—warm, briefed, ready.
04On your LO's calendar
Appointments drop straight into Arive, LendingPad, or your calendar. You see every disposition.
Three moving parts. Built to make the phones ring.
Scripts, segments, schedules — without the onboarding call
Upload a list, pick a cadence, launch. Sarah handles rate talk, TCPA disclosure, and the three objections that kill 80% of dials.
- Drag-in CSVs, LOS exports, or Zapier feeds
- Per-segment scripts and call windows
- A/B test rate talk and intro hooks
Your Twilio. Your Retell. Your phone numbers.
We never touch the carrier or the recording. You stay the caller of record. When we part ways, you keep everything that matters.
- Twilio and Retell under your billing
- Compliance surface stays yours
- Numbers, recordings, and data portable on day one
Every dial, every outcome, every minute.
One dashboard your LOs actually open. Qualified chips update in real time. Booked appointments route to the right calendar automatically.
- Real-time call list with transcripts
- Auto-disposition: Qualified, Callback, DNC
- Handoff briefs sent to the LO before the meeting
The same brokerage, two weeks apart.
Real patterns from the Iconic Mortgage pilot. Left: what a stale pipeline looks like every Monday. Right: what it looks like after the 14-day sprint.
Numbers that survive a spreadsheet.
Three ways to put the phones to work.
Each one productized, each one guaranteed. Pick the one that fits the pain you’re feeling today.
A 24/7 receptionist that never misses a ring.
Every missed call at your brokerage is ~$2,400 in lost funded volume. We staunch the bleed.
- 24/7 AI receptionist on your Twilio line
- Borrower qualification on intake
- Text handoff to the right LO in 30 seconds
- Full call transcripts and recordings
- 10-day install
1,000 aged leads. 10 appointments. 14 days.
Your dormant database, back in motion. One-time engagement. Guarantee-backed.
- We dial up to 1,000 of your aged leads
- Fully-managed 14-day campaign
- Qualified borrowers booked to your LOs
- Live dashboard with every disposition
- You own the numbers, the list, the data
Every web lead called in under 5 minutes.
For brokerages already spending on acquisition. We triple the conversion on it.
- <5 min speed-to-lead on every inbound
- Credit, LTV, and intent qualification
- Live routing to the right LO
- 3.4x lift in lead-to-application conversion
- Integrates with your LOS
Not sure which fits? Book the 15-min calland we’ll size it with you in the room.
“We’d tried two ISAs and a dialer before this. Nothing touched the aged book. In two weeks Sarah put 47 real borrowers on our LOs’ calendars. Three closed inside 30 days.”
Questions brokerage owners ask us first.
Don’t see yours? Email [email protected] — real human, same day.
Your aged database is the cheapest pipelineyou’ll ever run.
14 days. 10 appointments. Or you don’t pay.
Average reply time: under 2 hours