Half your lead-to-close cycle. Five eligibility programs. One stack.
Series Seed–B HEI / HEA / SLB operators run multi-program portfolios with drifting eligibility logic, phone-only qualification, and underwriting that doesn't scale. We've shipped five eligibility calculators in production across HEI, HEA, SLB, shared-equity, and alt-finance.
If two or more of these are true, we should talk.
- // 01
Multi-program eligibility logic (HEI / HEA / SLB / shared-equity) is drifting across systems
- // 02
LTV/CLTV caps, state whitelists, ownership rules — hardcoded across calculators, not in admin settings
- // 03
Lead qualification is phone-only and doesn't scale
- // 04
HubSpot or Salesforce is too generic for your multi-product portfolio
- // 05
DocuSign + proposal workflows are fragile, especially pre-acceptance vs post-acceptance
- // 06
Your AI consultant's pilot stalled at the integration layer
We're not an AI consultant. We're the engineer multi-program HEI operators call when the consultant's pilot stalled.
We ship multi-program eligibility logic as a service — not a spreadsheet. State whitelist version control, LOS integrations, capital-partner reporting. Six- to fourteen-week fixed scope. The first ten qualified borrowers cover the build.
Four capabilities. All production-tested. Deployed as your stack needs them.
Voice AI agents
Retell / Vapi + Claude + Deepgram. Sub-90-second lead response. Prompt versioning + drift detection.
Agentic lead enrichment
Right vendor per vertical: AVMs (ATTOM, Zillow, Redfin) for HEI, lead-source attribution + dedup for brokerages, borrower signals for mortgage. Confidence label per field. No hallucinated values.
CRM consolidation
HubSpot replacement or augmentation. Unified deal panels. Real-time push. Role-based access.
Sequence orchestration
SMS / email / voicemail drops. Business-hours gating. TCPA-aware. Multi-touch attribution.
One platform. Live today.
The receipt: A multi-program home equity platform. Five eligibility calculators (HEI / HEA / SLB / shared-equity-style / shared-appreciation) sharing an admin-driven settings store. LTV / CLTV / state whitelists / ownership rules — all read from a central config, not hardcoded.
Voice AI wired into the dialer for inbound qualification. Claude-powered AVM enrichment — Zillow / Redfin / Realtor.com — filling gaps when ATTOM budget runs dry. Two modes: full enrichment on first touch, gap-fill on NULLs only. Confidence labels per field. DocuSign integration for post-acceptance contracts.
54 production edge functions. 351 migrations. Live today.
Four stages. Each one a real "no" point.
Most agencies want a contract before they understand the problem. We work backwards. Free teardown first. Audit second. Build only when both sides know what we're shipping. Retainer only if both sides want it.
- // 0130 MIN · NO COST
Free Teardown
A working session, not a sales call. We look at your actual lead flow and tell you where the drop-off is. No quote at the end by design.
- // 022 WEEKS · $5,000 (HEI/Mortgage: $7,500)
Audit
Stack audit + 90-day roadmap + prioritized ROI estimates. The deliverable is what you should actually build, in order.
- // 036–8 WEEKS · $25,000–$50,000
Build
Fixed scope, fixed price, production deployment. Voice AI, enrichment, CRM, or sequences — scoped after the audit.
- // 046-MONTH MIN · $7,500–$15,000/MO
Retainer
Embedded engineering. Direct contribution, not just review. On-call for production. Roadmap ownership.
When the stack itself is the constraint: HEI Eligibility Engine.
Most HEI pilots stall at the integration layer. The fix is a rules service the model calls — not a model that re-implements the rules. Six- to fourteen-week fixed scope. Multi-program logic, state whitelist version control, LOS / e-sign / appraisal integrations, capital-partner reporting.
Tell us what's broken.
We'll come back with one of three things: a teardown invite, a pointed question, or an honest "this isn't us." Most briefs get a reply within two business days.