PRIME. Outreach Book an intro call

Referral partners from LinkedIn, without the cold calls.

I run LinkedIn outreach for loan officers, branch managers and mortgage teams, so conversations with agents and other referral partners start in your inbox instead of on your phone.

Book a 30-minute intro call or DM PRIME on LinkedIn

What happens after you say yes

Four steps, run on your own LinkedIn profile. You see the messages first and you see the numbers after.

  1. 1

    Audience

    I build a target list of agents and referral partners in your market using LinkedIn Sales Navigator.

  2. 2

    Messages

    I write the connection request, welcome message and follow-ups. Nothing goes out until you approve it.

  3. 3

    Run

    The campaign runs every week at conservative sending limits. Replies are flagged to you within a day.

  4. 4

    Report

    You get a plain report of connections, replies and conversations started. I adjust the messages based on what the numbers show.

What you receive

A short report you can read in two minutes, and replies handed to you with context. This is the format, filled in with the setup from my own campaign.

Campaign reportExample from my own campaign

Campaign summary

Audience
1,768 mortgage loan officers in VA, MD and DC
Source
LinkedIn Sales Navigator saved search
Pace
100 connection requests a week
Window
Monday to Saturday, 6am to 8pm

Every reply is sorted into

  • Call booked
  • Asked for details
  • Interested, not ready
  • Not interested

Your report also covers

  • Requests sent
  • Connections accepted
  • Replies received
  • Conversations started
  • What I changed
  • What I'd test next

Audience and settings are from my own live campaign. Results vary and are not guaranteed.

Hand-offExample

A reply, handed to you

Their reply"PRIME"

Who
Real estate agent, Northern Virginia
Sorted as
Asked for details
Suggested reply
"Thanks for writing back. Here's the short version of how it works. Does Thursday at 2 or Friday at 10 work for a quick call?"
  1. A reply comes inEvery reply is read, not just counted.
  2. I sort itCall booked, asked for details, not now, or not interested.
  3. You get it within a dayWith the person's profile and a suggested reply you can edit.
  4. You take it from thereThe conversation is yours. I keep the campaign running.
  • Every week

    Monitor and adjust

    I check sending, acceptance and replies, and tweak messages when the numbers call for it.

  • End of the 30 days

    Launch report

    A written summary of connections, replies and conversations started, with a recommendation.

  • Every month

    Results review

    On the monthly plan, a short review of what worked and what I'm changing next.

Built by someone who has closed the loans

I'm Daniel. I was a loan officer, licensed in 20 states, and I financed more than 440 properties. Referrals from agents were the business, and I know what a loan officer wants from them.

I also served as a chaplain in the U.S. Air Force. That work was about listening before talking, and I bring the same approach to outreach.

Now I use LinkedIn to start those conversations for other loan officers. I know the audience because I was in it, and I run my own outreach the same way I run yours.

Pricing

Start with a 30-day launch. If you stay, the launch fee comes off your second month.

Start here
$299/ 30 days

30-Day Launch

Try it on your own profile.

  • Profile review
  • Audience built for your market
  • Messages written, you approve
  • Campaign launched
  • End-of-launch report

Credit: if you continue within 7 days of your report, the $299 comes off month two.

Ongoing
$600/ month

Monthly

Everything in the launch, plus:

  • Ongoing management
  • Weekly monitoring and tweaks
  • Replies flagged within a day
  • Monthly results review
  • Cancel with 14 days' notice
Teams
Call for pricing

Teams

For branch managers and team leaders.

  • Outreach for several loan officers
  • One shared report
  • Priced by team size

No long-term contract. A short written agreement covers scope, reporting and fees before we start.

What I don't promise

Outreach starts conversations. What you do with them is your business.

No guaranteed results

I can't promise a number of replies, meetings, referrals or closed loans. Results depend on your market, your profile and how fast you follow up.

LinkedIn account risk

LinkedIn restricts automated tools. I use conservative limits, but no one can guarantee an account is never warned or restricted.

Compliance stays with you

You are responsible for licensing, advertising and referral rules, including RESPA. I don't give legal or compliance advice.

Nothing of value for referrals

I won't send any message that offers anything of value in exchange for a referral.

Start with a 30-minute call

We'll talk about where your loans come from today and whether LinkedIn outreach fits. If it doesn't, I'll tell you.

Prefer LinkedIn? Message me PRIME and I'll send the details.

Book an intro call