01 /REFINANCE
Rate & term refinance
For teams focused on refinancing conversations around a borrower’s existing mortgage terms.
What you get / Purpose over volume
Your mortgage focus.
Not a random list.
The mortgage products you pursue should shape the leads you review. Intellagon Engine is being developed around that principle: a clear lending focus, relevant context and a stronger starting point for your team.
An analytical perspective
The mathematics
of possibility.
Start with the business
you want to write.
Tell us your product focus.
We’ll confirm what can be supported.
02 /EQUITY
Cash-out refinance
For brokerages looking to explore potential cash-out opportunities, with suitability confirmed through borrower review.
03 /FLEXIBILITY
HELOC & home equity
For teams whose focus is home-equity lending and the borrower needs it may serve.
04 /INVESTMENT PROPERTY
Investor & DSCR
For brokerages seeking an investor-focused approach to prospecting, including DSCR loan enquiries.
These are product interests you can discuss, not a catalogue of currently available leads. Conventional, FHA, VA and other programme requirements can form part of the conversation. Product and market coverage must be confirmed.
Focused, not indiscriminate
The right direction.
Before the first call.
A large batch is not useful simply because it is large. The aim is a relevant list aligned with your agreed products and markets, with enough context to understand why each potential opportunity merits review.
The intended delivery is practical: an Excel workbook your team can work through, with clearly labelled estimates and limitations. Strength comes from relevance and supporting information, not a promise that every prospect will qualify or close.
Find the fit for your brokerageTell us what you’re looking for.
Define the products, markets and type of opportunity your team wants to pursue. We’ll discuss availability and fit before agreeing an engagement.