LinkedIn Search Strings:
"reverse mortgage" "specialist" · "HECM" "broker" · "reverse mortgage" "consultant" Florida · "HECM specialist"

Filter order (non-negotiable):

• 1. Posted in last 30 days — always first
• 2. Geography: FL, TX, CA → AZ, NV, NY, NC
• 3. 2nd connections first, add 3rd for volume
• 4. Years of experience: 5+
• 5. Company size: 1–50 employees

Default template:
"Hi [Name], I work exclusively with reverse mortgage brokers helping them fill their calendar with pre-qualified appointments — saw your profile and wanted to connect."

Personalization priority:

• Reference a specific post about leads, referrals, or market conditions
• Reference their state or regional market
• Reference their brokerage name or bio detail
• No hook? Use the default template as-is.

Never write: "I help businesses with lead generation. Let's connect!" — generic, automatic ignore.

The template (use verbatim):
"Hey [Name], thanks for connecting. Quick question — are you running paid traffic for your reverse mortgage pipeline right now, or primarily working referrals?

Not pitching anything. Genuinely curious how brokers in your market are generating leads these days.

— Christian"

Why it works: Binary = easy to answer. "Not pitching" = removes resistance. Short = respects their time.
What NOT to add: No P.S., no link, no explanation of the service. Nothing else.

Scenario A — Referrals only: Validate their skepticism → introduce exclusivity + 5-min VA → offer call

Scenario B — Running paid ads: Probe agency or self-run → name shared leads + HEC compliance problem → offer call

Scenario C — Tried ads, didn't work: Name the 3 failure points (shared leads / HEC violations / no follow-up system) → offer call

Scenario D — Ask what you do before you bridge: Quick 1-paragraph system description → application mention → offer call

Compliance check before sending: Does this push toward the belief that a compliant digital system delivers exclusive appointments without shared leads, retainers, or the broker doing the work? If no — rewrite.

Template:
"Perfect — here's my calendar: [GHL CALENDAR LINK]
Pick whatever works. Before we talk, I have 4 quick questions so I can come prepared and make the most of your time: [gate.html link]
Looking forward to it."

Critical — The 5 Minute Rule: Warm interest cools fast. If you wait an hour, conversion drops sharply.

Language in DMs: "4 quick questions" — NOT "application" or "form." Keep it low-friction.

What to look for:

• State — Tier 1 or Tier 2? If neither — flag it.
• Monthly closes — 2–5 = right fit. Under 2 = too early. Over 10 = may not feel urgency.
• Primary lead source — referral = high pain. Aggregator = understand failure. Self-run = what broke?
• Marketing budget — below $1,500/month ad spend = disqualify before the call.
• Biggest challenge (open text) — use their exact words as your opening question on the call.
• Decision maker? — If no — end it. Only speak to the person who signs.

The 5 discovery questions (in order):

• 1. "Walk me through your pipeline right now — where are your leads actually coming from?"
• 2. "When you do get a qualified appointment, what's your close rate typically?"
• 3. "What's your biggest frustration with how you're generating leads?" (use their application language)
• 4. "Have you tried paid traffic for RM before? What happened?"
• 5. "If I could put 10 qualified appointments on your calendar in 30 days — what would that be worth?"

Question 5 is the setup for the close. Their answer = the number you reference at the end.

The Guarantee (read aloud, slowly):
"Within your first 30 days, we deliver a minimum of 10 qualified RM appointments. Qualified means: 62+, homeowner, equity confirmed, spoke with our VA, confirmed interest, time on your calendar. If we don't hit 10 in 30 days — we extend at no additional cost. However long it takes."

The 3-part package sent same day:

• Invoice — $9,997 via GHL or Stripe. Split pay: 2 × $5,249 or 4 × $2,749.
• Service Agreement — Guarantee language must be verbatim. Do not paraphrase.
• Onboarding Questionnaire — GHL account details, Meta Business Manager access, database export instructions.

Timeline to tell the broker:
"Onboarding begins within 48 hours. Live with ads in 5–7 business days. Database reactivation in Week 1 — first appointments before paid campaign ramps."