He scans
Every morning Rex re-checks county records and investor data in the states you choose for something happening now: a loan nearing maturity, a rate above today’s market, a fresh purchase.
AI SDR for mortgage brokers
Meet Rex. Your AI outbound SDR who finds investors who need a loan.
Rex works your states every day. He scans county records and investor data for maturing bridge loans, DSCR loans above today’s rates and investors who are buying, finds the real person behind each property, and starts the conversation for you. Then he keeps following up. You take the replies.
An employee, not a list
You’re not buying leads one at a time. You’re putting Rex to work.
Rex is the hire who never stops prospecting. The search, the research and the outreach happen every day, whether you’re on a call, at a closing or asleep, so your time goes to the owners who answer.
He finds the person
He traces each property past the LLC to the real person behind it and verifies contact details before anyone is contacted. The owner lands in your leads with the property attached.
He reaches out, and keeps going
Rex reaches out from your brokerage, in your name, then follows up with every owner for 18 days. When an owner replies, your AI assistant answers in your voice and books the call.
What Rex looks for
Every owner he finds has a reason to need a loan.
Not a cold list. Rex goes after owners with something happening now, and he works through them in turns, so you hear from every kind.
Bridge loans coming due
Bridge, fix and flip and private-money loans close to maturity, estimated from public records. The owner needs a refinance, an extension or new capital.
DSCR loans above today’s rates
Rental loans priced above today’s market, where a refinance could lower the owner’s payment. That is the reason to call.
Active investors
Investors with a track record who are buying now and asked for financing, with what they need.
Owners of several rentals
The investor behind several properties in the county records, found as one person: one lead, not five.
A straight answer
Who else gets these owners?
Every lead Rex unlocks goes to one brokerage only. An owner who holds several properties could hear from another brokerage about a different one, which is why Rex reaches out the same morning he finds them.
Set up in about two minutes
You give the direction. Rex does the work.
Pick your states, set a daily budget, choose who gets the leads and launch. Then watch him work: owners found, owners reached and replies, with a log of everything he did and what he’s doing next. Change the budget or the states, or pause him, any time.
Your states
Tap the states you lend in. Rex hunts across every county in them and opens new ones as he works.
Your daily budget
You set what Rex spends a day. All of it goes to the search, the research and the outreach.
Who gets the leads
Every owner Rex finds comes to you, or takes turns across your team with the same rotation as your Lead Sync.
Overnight research
While you sleep, Rex names the people behind LLC-owned properties in your states, ready for the morning.
Give him 90 days
The work compounds.
Rex isn’t a two-day test. Every morning adds a new batch while the follow-ups reach the owners from the weeks before.
Day 1
Rex goes live
He ranks every owner in your states, unlocks the first batch and starts reaching out.
Week 1
A new batch every morning
Fresh owners each day, and the first follow-ups reach last week’s.
Day 18
Full stride
Every owner gets five touches over 18 days. From here Rex is following up with all of them at once.
Days 30–90
Conversations build
Owners rarely answer the first touch. Rex keeps going, so the replies keep coming while you work them.
After the reply
From Rex’s first touch to a funded loan.
- CRM + AI follow-up
The owner is in My Leads with the property attached, in conversation. When they reply, your AI assistant answers in your voice and sends your booking link.
- Loan Pricer
Price the refi and send a term sheet with your brokerage’s name on it.
- LOS
Submit it to underwriting and collect the documents through closing.
- Capital
Relip provides the capital, white label, under your brokerage’s name.
Relip is an amazing system, the leads are high quality and a great way to diversify your mortgage business.
Alfredo Arteaga
Groves Capital
From Relip clients
More from Relip clients.
“We already have $5mm in our pipeline in under 2 months on the platform.”
Joe Melendez
Mavin Loans
“Relip has increased our influx of leads and made it a reality to quantify closed business every month.”
Greg Knight
Gkai Capital
“They’ve allowed our company TMD Capital to scale at an astronomical pace. Digital marketing is the cornerstone of business today and these guys are our rock.”
Theo Devoie
TMD Capital
FAQ
Rex, answered.
What Rex does, how he reaches owners, who gets the leads, and how long to give him.
Rex is your AI outbound SDR. He works the states you choose every day: he scans county records and investor data for owners who need a loan, finds the real person behind each property, verifies their contact details, and starts the conversation for you from your brokerage, in your name. Then he keeps following up. You take the replies.
An SDR (sales development rep) finds prospects and starts conversations so the person who closes can spend the day on calls. Rex does that job for your brokerage: every day he finds investors with a reason to need a loan in the states you choose, traces the owner behind the LLC, reaches out in your brokerage’s name and keeps following up. When an owner replies, your AI assistant answers in your voice and sends your booking link, so your time goes to owners who want a loan.
Owners with a reason to need a loan now: bridge, fix and flip and private-money loans coming due (maturing loans estimated from public records), rental loans priced above today’s market, active investors who are buying and asked for financing, and the investors behind several rental properties in the county records.
From your brokerage, in your name. Each owner hears from you the morning Rex finds them, then gets follow-ups for 18 days. When an owner replies, your AI assistant answers in your voice, asks your screening questions and sends your booking link.
Many investment properties are held in LLCs. Rex traces each one to the people behind it, and overnight research keeps naming owners in your states for the next morning. He verifies contact details before anyone is contacted; an owner he can’t find a way to reach costs you nothing.
You pick the states, set a daily budget and choose who gets the leads: you, or your team taking turns with the same rotation as your Lead Sync. You can change the budget or the states, or pause Rex, any time, and watch his work as it happens: owners found, owners reached and replies.
Give Rex 60 to 90 days. Every morning adds a new batch of owners while the follow-ups reach the ones from earlier weeks, and owners rarely answer the first touch. By day 18 Rex is following up with every batch at once, and conversations build from there.
Every lead Rex unlocks goes to one brokerage only. An owner who holds several properties could hear from another brokerage about a different one, which is why Rex reaches out the same morning he finds them.
Yes. In your Relip account Rex works inside Deal Radar, and every owner he finds lands in your Relip CRM with the property attached, already in conversation. From there you price the loan in the Loan Pricer, send a term sheet with your brokerage’s name on it and submit it through the LOS.
Rex, your AI outbound SDR
Put Rex to work. Talk to the owners
who need a loan.
A 30-minute walkthrough of Rex: the states and budget you set, what he finds, how he reaches out, and how a reply moves through your CRM, pricer and LOS.
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