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1 contribution to AI AUTOMATION INSIDERS
Need direction / Lead gen for a loan officer
Hey guys. Need some direction. I just started the program a few days ago so still getting things setup and learning. I have a potential first client who wants lead gen. He's a loan officer for a hard money lender and wants to target investors. He has a database of investors and borrows called SFR analytics. He wants to get started right away to meet an end of year quota. Since I know it takes a couple of weeks to get mailboxes warmed up I'm goin to propose he get an instantly account and get pre warmed mailboxes. He also uses Mail Chimp for his CRM so I was going to integrate through n8n or make because I believe Instantly doesn't integrate directly to Mail Chimp, correct me if I'm wrong. I do need help with configuring sequencing and building an offer. Am I on the right track? Also, anyone else here who built lead gen for a loan officer trying to reach out to investors.
0 likes • Nov '25
@Grant Charge Thanks for the insight
0 likes • Nov '25
@Zillion Wong I just spoke with my client. We talked about a performance based costing model. Every deal he closes I would get a percentage in exchange for a low setup fee. My question is to protect myself how do I verify if he actually closed a deal. I'm thinking is there way to create a simple dashboard from mail Chimp to see what leads came from Instantly and how much the deal closed. Or I believe Mail Chimp has a viewer role but not sure if it can just see leads and deals from that lead specifically without seeing all his customer data and deals. Have you guys used a similar use case.
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Edwin Jean-Gilles
1
5points to level up
@edwin-jean-gilles-7626
In the IT industry for 25 plus years but I still have much to learn about AI. I'm a network/cloud architect. I'm a tech enthusiast.

Active 2h ago
Joined Nov 7, 2025
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