Our work

Systems We've Built, and What Changed

Results deserve context. We show what changed, how it was measured and which part of the system contributed. No inflated promises. No vanity metrics presented as business impact.

The Systems

Client systems

Non-QM wholesale lender01

Broker nurture

The friction
One email to every broker, no way to tell interested brokers from inactive ones.
The system
Monthly sends with separate follow-up paths for brokers who open and brokers who click, plus AE alerts.
Tools
ActiveCampaignCRM alerts
What the client owns
Sequences, segments and alert rules in the lender's own account
What changed52.8%

Open rate across 21,275 broker nurture emails in 2026, with a 5.2% click rate

Measured in ActiveCampaign, Jan 1 to Oct 9, 2026. Mailchimp Business and Finance average: 31.4% open, 2.8% click.

Non-QM wholesale lender02

AI visibility pages

The friction
Programs described only in rate sheets, invisible to AI tools.
The system
Scenario pages and lender list pages with structured data.
Tools
Schema markupScenario pages
What the client owns
Pages and structured data on the lender's own site
What changed7 of 10

AI answers naming the lender within 60 days

Measured by asking ChatGPT, Perplexity and Google AI Overviews the target scenario questions.

Multifamily investor03

Daily market news feed

The friction
No time to research 8 markets and post consistently.
The system
A daily feed that pulls metro news and drafts posts for review.
Tools
RSS feedsAI draftingReview queue
What the client owns
The feed, prompts and post templates
What changed3x

Engagement vs. the investor's other LinkedIn posts over 4 weeks

Measured in LinkedIn post analytics.

The Lab

Prototypes we've built to test ideas before clients need them

Recording
Castor Financial

Spoke CRM

Outreach and pipeline suite that triggers drip sequences from contact tags, synced with Gmail and Google Sheets.

For · Castor Financial's account executives

Recording
Mobile app · Launched

Income Engine

Texts home buyers a short eligibility wizard, then emails the agent and buyer their financing options. A mini CRM on the phone.

For · Real estate agents

Recording
Google AI Studio

This, Not That

Guided paired-choice workshop that turns a client's picks into a creative direction brief.

For · Brand strategists running discovery

Recording
Google AI Studio

Campaign Canvas

Infinite-canvas workspace that puts briefs, moodboards, personas and schedules on one board.

For · Teams taking a campaign from idea to sign-off

Recording
Google AI Studio

Palette Compass

Turns brand anchor colors into an accessible, production-ready color system with live UI previews.

For · Designers and brand strategists

Market Pulse screenshotScreenshot
Google AI Studio

Market Pulse

Pulls trending industry news and drafts social hooks with Gemini, logged straight to Google Sheets.

For · Content teams turning news into posts

Marketing Council screenshotScreenshot
Google AI Studio

Marketing Council

Runs a campaign brief past five AI specialists, compliance included, and merges their views into one plan.

For · Marketing leads before a launch

YouTube LaunchEngine screenshotScreenshot
Google AI Studio

YouTube LaunchEngine

Finds outlier videos, mines comments for pain points and benchmarks script pacing.

For · Video creators and content strategists

Free AI Visibility Snapshot

Find the friction in your marketing

We'll ask AI tools the questions your clients ask, show you who comes up and recommend the three fixes we'd make first. One page, within 24 hours. No call needed.