💼 From New Leads to Dead Deals — Our Private Lender Team Turns Every File into Opportunity
Our all-in-one AI system combined with our team of private lenders helps mortgage brokers handle all types of files — from brand-new leads to cold, declined, or forgotten deals.
✅ Priority access to creative & private lending up to 90% ltv.
✅ Missed call handling + lead nurturing
✅ Appointment booking + CRM syncing
✅ Sales call recording & insights
✅ Dead deal reactivation
✅ 24/7 AI follow-up via voice, text, and email
✅ Full setup with scripts + onboarding included
You Work Hard for Every Client — Don’t Let Lenders Kill the Deal
We know how frustrating it is when a strong client gets declined because of high LTV, unconventional income, or bruised credit. That’s where we come in.
Our team helps you:
- Fund your toughest deals with private lending capital
- Offer creative financing alternatives (Subject-To, Lease/Options)
- Automate your entire follow-up and client relationship process through our Broker Botix Ai
- Save your client relationship
- Protect your commission
✅ No stress.
✅ No licensing risk.
✅ No lost clients
Our Mortgage Broker-Focused AI That Goes Beyond All Other CRM Automation
🚀 How Broker Botix Works (Step-by-Step)
Step 1
We Set Up Your Broker Botix AI Assistant. You choose the direction — lead follow-up, inbound call handling, cold lead reactivation.
Step 2
We Integrate or Import Your Leads. We connect to your CRM or upload your lead database — whether it’s dead files, missed calls, or ghosted borrowers.
Step 3
The Broker Botix AI Takes Over. Our system automatically reaches out by voice, text, and email, books appointments, handles calls, and revives lost leads 24/7.
Step 4
You Get Booked Appointments + Closed Deals. Hot leads and qualified borrowers show up in your calendar — ready to move forward. We close the deal and collect your commission after our team works on it.
Referral Agreement & Broker Compliance
We protect your commission with a formal Broker Referral Agreement.
✅ You don’t share credit info
✅ You stay compliant
✅ You keep the relationship
✅ We’re not mortgage brokers — we’re connectors. All private loan inquiries are referred to our trusted team of licensed mortgage brokers who specialize exclusively in high Loan-to-Value (LTV) private deals.
They do not handle traditional A or B lending. Their sole focus is placing tough, high-LTV files with the right private lenders from their established network — quickly and compliantly.
✅ All creative financing solutions are structured by experienced investors and reviewed with legal safeguards in place so your clients are protected, and your deal is handled with full transparency and care.
Dan Charron
Personalization. I Work One On One With You.
25+ Years Of Experience Helping Homeowners and Professionals Navigate Complex Mortgage Challenges.
Protect Your Commission
We use a simple Referral Agreement to lock in your payout and protect your client relationship.
Want to review it?
Submit A Deal Now
Have a declined or stuck deal? Your welcome to submit it whether your using Broker Botix or not.
Fill out the form below — we’ll review it and respond within 24 hours.
🚨 Important Before You Submit: Please ensure you have reviewed the Referral Fee Agreement and have already introduced The Private Lender Team to your client. You will be asked to confirm both before submitting this referral. If you need to review the Referral Fee Agreement first, you can click here to view it. Submit Your Client Referral Below Please fill out the information below about your client and their situation. We’ll review your submission within 24 business hours and follow up promptly. ✅ Your commission is protected. ✅ Your client relationship stays intact. ✅ No licensing risk — private loans handled through licensed brokers or creative finance deals purchased directly.
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Need Help Warming Up the Client?
We provide a short warm up script you can forward to your client to get them ready for our call.
Frequently Asked Questions
What kind of deals should I send?
Any declined or stalled deal — high LTV, low documentation, unique income, bruised credit, or unconventional scenarios.
Will you take my client?
No. We never bypass you. You maintain the client relationship, and we’re here to help you close more deals and earn more commission.
Do I need to stay involved?
Only for the initial intro. We handle the rest — strategy, structure, and closing through our Mortgage Broker’s who deal with private lending.
What is Creative Financing?
Creative financing is a specialized set of solutions designed for situations where traditional lending is no longer an option — whether due to low equity, poor credit, or urgent timelines.
In some cases, the borrower is at the end of the road — refinancing hopes are gone, and a traditional sale might not be realistic. If the homeowner still wants to stay in the property, our investor team can step in and purchase the home directly, allowing the client to remain in place under a lease agreement.
They continue living in the home — and once they’re financially ready, they can buy it back under a pre-agreed lease option arrangement.
This approach can offer stability and dignity to homeowners.
Why Top Brokers Choose Our Broker Botix AI-Powered System
✅ Revives dead leads and cold files automatically
✅ Lets you stay broker on record — and keep a commission
✅ Provides private lending solutions for tough deals (up to 90% LTV)
✅ Comes with proven, pre-written scripts tailored for mortgage brokers
✅ Follows up 24/7 via voice, text, and email — no chasing leads
✅ Fast setup, fully structured deals, and no extra compliance headache
All leads, files, and client relationships remain under the control of you the licensed mortgage broker. When a lead is revived or re-engaged using Broker Botix, you the broker decide whether or not to submit that file for private funding consideration through our team. No files are submitted or shared without your direct consent. Broker Botix is a lead engagement and automation tool — not a lender or broker.
📩 Want to See How AI Can Recover Dead Mortgage Leads — and Help You Close More?
Whether it’s a cold lead, a declined file, or a missed call — our team will follow up, qualify, and route it to funding so you get paid.
✔️ Includes proven scripts, 24/7 Broker Botix AI outreach, and private lending support.