Phoenix · Tampa · DFW

Every lead.
Right track.
Right now.

A unified CRM routes homeowners to motivated-seller or HECM pipelines — automatically. We generate the leads, score them, and deliver qualified conversations to your calendar.

3,582 HECM loans — Phoenix (12 mo.)
3,956 HECM loans — Tampa (12 mo.)
$1.25M 2026 HECM lending limit
Lead Routing Engine Live
87 New Leads Today
Motivated Seller 54
HECM Candidate 21
Hybrid 12
Auto-tagged · Routed · In nurture flow
7 Touch seller sequence
10 Touch HECM sequence

Two tracks. One engine.

Built for different problems.
Solving both at once.

Seller Track

Phoenix & DFW

Exclusive motivated-seller leads for real estate investors and investor-focused agents. Pre-foreclosure, probate, tired landlord, relocation — tagged and delivered within 24 hours.

  • 1–4 unit properties in target metros
  • At least one motivation signal
  • Enough equity for a clean deal
  • Intent: sell within 0–6 months
$100 per additional lead
15 leads in base pack
HECM Track

Tampa & Surrounding

Exclusive HECM (reverse mortgage) leads for FHA-approved lenders. Homeowners 62+ with significant equity who want to stay in their home while accessing equity — booked consultations, not just names.

  • Homeowner age 62+, primary resident
  • FHA-eligible property type
  • Significant equity position
  • Intent: stay and access equity
$200 per additional consultation
10 consultations in base pack

How it works

Auto-tag. Auto-route. Auto-nurture.

The unified intake form collects address, occupancy, age band, estimated value, mortgage balance, and desired outcome. The routing engine applies the rules — every lead goes to the right place.

Track assignment rules

Under 62 + wants to sell → Motivated Seller
62+ · Owner-occupant · High equity · Stay → HECM Candidate
62+ · Unsure (sell vs. tap) → Hybrid — educated first

Nurture sequences

Motivated Seller — 7 touch

Focused on booking a no-obligation call. Lead → Qualify → Educate → Book → Close.

HECM Candidate — 10 touch

Educational-first. Build trust, remove misconceptions, book consultation with reverse-mortgage specialist.

Data tracked per lead

Metro ZIP Age Band Owner-occupied Est. Home Value Est. Mortgage Balance Equity Band Motivation Signals Stated Intent Lead Source

Revenue model

Simple pricing. Clear ROI.

Phoenix — Investor Pack
$1,500/month

Up to 15 qualified motivated-seller leads

  • Exclusive — not shared with other clients
  • Pre-foreclosure, probate, tax delinquent, tired landlord, relocation signals
  • 1–4 unit properties in Phoenix metro
  • Leads delivered to your CRM in real time
$100 per additional qualified lead
Tampa — HECM Appointment Pack
$2,500/month

Up to 10 completed HECM consultations

  • Booked consultations — not just leads
  • FHA-approved HECM lender focused
  • Homeowners 62+ in Tampa metro with strong equity
  • Consent to contact verified before delivery
$200 per additional consultation

DFW expansion coming. Clone the Phoenix and Tampa funnels to any metro in the system.

One CRM. Two revenue tracks. Daily lead flow.

EquityEdge builds the engine — intake form, routing logic, nurture sequences, appointment booking, billing dashboard. You manage the pipeline. We make sure every lead lands in the right flow.

First cycle priority CRM data model → Intake form → Phoenix seller funnel → Tampa HECM funnel → Billing dashboard
Target $5,000+ monthly profit — fastest path through Phoenix investor leads

The homeowners are out there. The investors are paying. We're just connecting the dots at scale.