Don’t compete on a rate alone.
Give prospects a clear reason to discuss their situation with your licensed team.
PURPLE BOX SOLUTIONS
FOR MORTGAGE AGENTS & BROKERS
Reach homeowners before renewal. Stay in the conversation.
AI + marketing for your mortgage business.
We manage buying, renewal and refinance campaigns, build service SEO and capture timing. AI follow-up organises prospects; permission-based reactivation reconnects with past clients.
One business per agreed category and city. Check whether we can partner with your business before a competitor does.
We’ll review your services and city. No commitment. No automatic reservation.MORTGAGE AGENT · EXAMPLE SYSTEM
Renewal interestFollow-upYour team
One partner per agreed category and city Built for your business—not a template AI automation. Human judgement.
ONE CUSTOM SYSTEM. FOUR CONNECTED JOBS.
Built around your services, your customers and your city.
Get found
Reach people looking for your services through managed ads, local SEO and useful social content.
Capture inquiries
Give visitors a clear next step. Collect their contact details, service needs and timing.
Keep in touch
Approved AI responses and organised follow-up help your team keep suitable conversations moving.
Reconnect
Use permission-based email campaigns to reach current and past clients with something relevant.
WHERE BUSINESS GETS LOSTFix the gaps.
Fix the gaps.
Not just the website.
Reach new prospects. Follow up on interest. Reconnect with people who already know you.
Don’t lose the renewal timeline.
Capture basic needs and timing in a pipeline instead of a crowded inbox.
Stay connected after funding.
Use permission-based follow-up to reconnect with clients when a relevant need approaches.
WHAT WE BUILD AND MANAGEYour ads. Your SEO.
Your ads. Your SEO.
Your AI follow-up system.
One system built around how your business wins work. Scope, tools and campaign budget are agreed before we start.
Situation-specific ads + SEO.
Separate buying, renewal and refinance campaigns with approved content and clear consultation requests.
AI qualification + follow-up.
Capture basic intent and timing, nurture inquiries and hand advice questions to licensed professionals.
Past-client reactivation.
Plan approved outreach around relevant renewal conversations without exposing sensitive financial data.
We’ll review the fit and contact you about next steps.
THE SYSTEM BEHIND THE NEXT CONVERSATIONDon’t just collect leads.
Don’t just collect leads.
Give them a next step.
Ads and SEO bring people in. Your website captures interest. Approved follow-up connects them with your team.
- 01
Get discovered
Managed ads, useful social content and local SEO reach people looking for your services.
- 02
Capture interest
A relevant page asks for contact details, needs and timing—not a vague “learn more”.
- 03
Start follow-up
Approved AI responses and CRM tasks keep basic inquiries organised.
- 04
Talk to your team
People handle advice, quotes, fit and confirming the next appointment.
- 05
Stay connected
Relevant email and reactivation campaigns support eligible customer relationships.
Eligible past clients return to the conversation through useful, permission-based email campaigns.
Example workflow, not live activity. Your team confirms suitability and appointments. Connections depend on your agreed tools.
EXAMPLE CUSTOMER FLOWFrom the first click
From the first click
to the next conversation.
No rate, approval or savings guarantee. Financial advice, applications and sensitive documents remain in approved professional systems.
- 01
A homeowner finds your renewal campaign or service page.
- 02
Your system gathers basic needs and timing and starts approved follow-up.
- 03
Your licensed team handles advice; eligible past clients receive relevant agreed outreach.
Get us on your team.
Not your competitor’s.
One business. One category. One city.
If we partner with a direct competitor in your agreed category and city, we won’t take on your business in that same market while that partnership’s exclusivity applies.
We review your actual services and locations together. Sending a request does not reserve a territory.
BEFORE YOU TAKE THE NEXT STEP
A few straight answers.
YOUR INDUSTRY. YOUR CITY.Let’s check your city.
Let’s check your city.
Then map your system.
Tell us your city and the buying, renewal or refinance services you want to promote.
We’ll review competitor overlap and discuss the ads, SEO, AI follow-up and reactivation your business needs. No commitment to start.
Prefer to email us?purpleboxsolutions@outlook.com
Tell us your business, city and what you want to improve.