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.
Four steps. Your dormant CRM back in motion.
No rip-and-replace. No new CRM. We plug into the stack you already run.
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. We launch only after consent, DNC, identity, and customer-approved calling windows are defined.
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 permissioned list, agree the qualification rules, and approve the cadence before launch.
- Drag-in CSVs, LOS exports, or Zapier feeds
- Per-segment scripts and call windows
- Customer-approved scripts and disclosures
Your Twilio. Your Retell. Your phone numbers.
The brokerage controls the carrier account, phone numbers, recordings, and calling authorization. When we part ways, you keep the infrastructure.
- Twilio and Retell under your billing
- Consent and DNC rules approved before launch
- 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
One narrow job. One fixed Sprint.
We start with permissioned aged-lead reactivation and expand only after the workflow is repeatable.
1,000 permissioned aged leads. 14 days.
We configure and operate one customer-approved reactivation campaign in your Retell and Twilio accounts.
- Up to 1,000 customer-provided, permissioned aged leads
- Consent, DNC, disclosure, and calling-window gate before launch
- Qualification definition agreed in writing
- Every disposition recorded and routed
- You own the numbers, recordings, and data
The calling basis, qualified-appointment definition, and CRM write-back are agreed before launch. Book the 15-min call to pressure-test your list.
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.
If your team has a permissioned aged list, we will map the workflow and tell you whether a Sprint is viable.
Manual review before any campaign launches