✓ Your call is booked. Watch the videos below before we speak.
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Strategy call · 15 min · Google MeetCall confirmed

You're in. See you on the call.

We'll spend fifteen minutes mapping out the loans you write, the volume we have for you, and whether Settled Leads is the right fit. Before we speak, watch the short video below.

Watch this first. How to get the most out of your call (1 minute)

Put your headphones in, this one matters.

Before the call

Two things to have ready.

1

Lock it in

Save the calendar invite from your confirmation email, and reply YES when we text to confirm.

2

Bring these numbers

Appointments you could work monthly, cost per client, and your enquiry-to-application rate.

Watch before the call

Five questions you're probably asking right now

Each video is about 90 seconds. Watch them all before we speak.

“What exactly is a booked appointment?”

“How is someone qualified before they get a slot?”

“What happens if they don’t turn up?”

“How does payment work?”

“I’ve been burned before, so can you guarantee I’ll write loans?”

See you on the call

We'll text you the day before to confirm, and again about an hour before with the Google Meet link. If your plans change, just reply to either one.