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Bryan KernPrincipal, KPM Financial70 people at real estate firms replied in 1 month
Read the case studyCase studies / Swifte Capital
We built a system that finds active mortgage brokers and real estate investors based on their deal activity, and we run LinkedIn outreach to them. Swifte’s team handles the interested conversations.
Buildwise solutions
Alec OrioloManaging Director, Swifte CapitalChallenge
Swifte grew by word of mouth, through the network Alec Oriolo, its Managing Director, built over seven years with brokers and clients. That network brought repeat business, which is what Swifte looks for.
To grow beyond it, Swifte tried a marketing firm that ran Google ads. The ads brought in almost entirely spam and inquiries outside Swifte’s lending criteria, so Swifte ended the work.
“We have the capital to deploy. We just, frankly, need more volumes. We want more loans to look at, more opportunity.”
What we did
Buildwise developed a data engineering system to identify active mortgage brokers and real estate investors, research their deal activity and qualify them against Swifte’s lending criteria. We then ran LinkedIn outreach from Swifte’s accounts. The first campaign focused on mortgage brokers.
Example: a rental investor in Florida
We research broker websites for the loans they arrange, and investors’ deal posts for fix-and-flip projects and buy, rehab, rent, refinance, repeat (BRRRR) investments.
Closed on a 4-unit in Jacksonville: BRRRR, refinance next
Bought at $410,000 · rehab $65,000 · rents $1,450 a unit
Selected for research: a rental investor in Swifte’s lending area
Fix-and-flip post · Phoenix, AZ
Excluded: outside Swifte’s lending area
We connect that activity to the brokerage or investment firm behind it and enrich its record with its markets, property focus and financing activity.
↓ Matched through property records and LinkedIn
We qualify prospects against the campaign’s target: financing needs below $3M, relevant investment strategies and locations within Swifte’s lending area.
Matches Swifte’s target borrower
A targeting match, not a credit approval.
We identify brokers arranging financing for those deals and investors buying, renovating and renting properties. We check their current company, role and LinkedIn activity.
Hale Coastal Properties · people
Marcus Hale Owner, arranges the financing
Selected for outreachCurrent company ✓ Role ✓ Active on LinkedIn ✓Dana Brooks Leasing manager
Excluded: handles tenants, not financingWe reference the prospect’s deal activity or lending focus, connect it to Swifte’s offer and include a relevant completed-loan example. Swifte approves the messaging.
From Alec Oriolo’s LinkedIn · to Marcus Hale
Every person reached gets a message and follow-ups from Swifte’s accounts. Follow-ups stop when someone replies.
Reply received after message 3
Message 4 not sent: follow-ups stop on a reply
Sent from Alec’s LinkedIn. Run by Buildwise.
Swifte’s team shares loan programs, arranges introduction calls and reviews incoming opportunities. We meet weekly to review results and refine the campaign.
Reply on Alec’s LinkedIn · Marcus Hale
Handoff to Swifte
A post on Alec Oriolo’s LinkedIn
Alec OrioloManaging Director, Swifte Capital
Just Closed | $1,675,000 | Rumson, NJWe funded a $1,675,000 fix & flip loan on a single family home in Rumson, NJ at 90% of cost.
Jessica MorenoReal estate investorExample
Interesting, I have a similar project. Just sent you a DM.
“It’s very tailored to your specific needs and what you want the outreach to say.”
Results
“You connect with one broker at an office that perhaps has 10 brokers… Now instead of one broker, I got six.”
“I would certainly recommend you guys, number one, because you’re driving results almost instantly, but number two, you actually understand the industry. You understand what the goals are.”
Book a free outreach audit. We review your target clients, current outreach and tools, then send you a written action plan.