How we added 42 additional closed loans in 12 months

Stack helps you close 3–5 more loans every month - using exclusive borrower data, automation, and AI follow-up that never sleeps.

The Mortgage Marketing Shift Has Arrived

Credit trigger leads are being banned. Shared data is disappearing.

Loan officers who can’t generate their own pipeline will be left behind.

Stack is the first all-in-one growth system built for this new market. Take control of your business - and close 3-5 additional loans a month with data, automation, and AI follow-up that never sleeps and that you OWN.

How Stack Works - The 4-Step Mortgage Growth Process

Every borrower follows the same path. Stack automates it - from first click to clear-to-close.

STEP 1: Identify & Attract Real Borrowers

(Powered by Stack Data Engine™)

You own exclusive, compliant borrower data - before your competition knows they exist.

  • Finds borrowers actively seeking mortgage options (purchase, refi, FHA/VA, etc)

  • Target prospects via ads & cold outreach with verified homeowner, income, and property data

  • Smart Pixel™ and Database Boost™ re-activates old contacts and capture anonymous website visitors

STEP 2: Capture & Pre-Qual Automatically

(Powered by Stack Mortgage OS™)

Borrowers move faster from inquiry to pre-qual with no manual follow-ups needed.

  • Prebuilt mortgage funnels convert traffic instantly

  • Leads drop straight into your Pre-Qual → Docs → Close pipeline

  • Tasks and reminders are triggered automatically

STEP 3: Engage & Schedule with AI

(Powered by Stack AI Team™)

No lost leads. Faster applications. 15-20 hours per week reclaimed.

  • AI assistants respond within seconds by text, email, or chat

  • Incoming calls are answered by your personalized AI assistant

  • Appointments are booked automatically

  • Borrowers receive updates, rate alerts, and personalized outreach

STEP 3: Engage & Schedule with AI

(Powered by Stack Growth Hub™)

Predictable closings, stronger relationships, repeat business -all on autopilot.

  • All calls, texts, and emails in one inbox

  • Borrowers kept updated through underwriting and closing

  • Post-close campaigns drive reviews and referrals

  • Dashboards show exactly which campaigns fund loans

Results You Can Count On

A single system that finds real borrowers, follows up instantly, and manages your entire pipeline automatically. This is what predictable growth looks like:

3-5 ADDITIONAL funded loans per month

50 % CPL reduction using exclusive borrower DATA

30 % higher lead-to-application conversion

15–20 hours/week manual work eliminated

25–40 % productivity boost per LO or team

No shared leads. No wasted spend. No missed calls.

Get Started Today!

Book a Call by clicking the button below. Your strategy call is a walkthrough - not a pitch.

On the call, we’ll show you:

  • Exactly how Stack fits your pipeline

  • The setup process and who handles what

  • Expected results, timing, and pricing

  • How to launch and see results fast

You’ll leave knowing exactly how Stack will grow your business. Join now, before your competition does!

Stack Platforms is a marketing technology company that helps great companies grow their revenue.

Get in touch: [email protected]

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