Top of Funnel

Day One Prospecting Engine

Reach borrowers on day one of their journey — not day thirty.

Overview

How it works

The Day One Prospecting Engine combines live market and borrower signals, public data, and SMP's proprietary intent models to surface borrowers as they begin shopping — so you are the first call, not the third quote.

  • Instant Borrower EngagementAI reaches out within minutes of a new trigger, helping you connect before competing lenders.
  • Multi-Channel ProspectingAutomated calls, texts, emails, and drip campaigns work together to maximize response rates.
  • Appointment Setting & Warm TransfersInterested borrowers can be booked directly onto your calendar or transferred live to your phone.
  • AI-Powered Follow-Up IntelligenceReceive call recordings, conversation summaries, and recommended next steps after every interaction.
  • More Opportunities CapturedRefinance alerts, trigger leads, credit improvements, and purchase opportunities receive immediate outreach so no lead goes untouched.
Walkthrough

Be the first call, not the third quote

See how the Day One Prospecting Engine spots intent signals and engages borrowers the moment they enter the market — weeks before competing lenders.

**CLG is a division of SMP**

Loan Officer Testimonials

Production officers, in their own words.

Vince & Alex
Loan Officer
"I'm having conversations with borrowers weeks before they even fill out an application anywhere else. It's a complete game changer."
Loan Officer
"Our team's pipeline doubled in the first 60 days. We're not chasing leads — we're showing up first."
Branch Manager
Results & Benefits

Built to compound your production.

29 days
Earlier than competition
2.1×
Conversion lift
40+
Net new opportunities / week
AI-personalized
Targeted outreach
  • Identify borrowers at the earliest possible moment of intent
  • AI-personalized outreach sequences that get replies
  • Stop competing on rate — compete on relationship
  • Compound pipeline beyond your warm network
Schedule a Discovery Call

Want To Win More Commission Checks?

Book a private demonstration and see how SMP Intelligence is helping loan officers create more conversations, more closings, and more commission checks.

30-minute personalized walkthrough.