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For referral-based firms

Your next clients already know you.

We turn your past clients and referral partners into reviews, repeat business and referrals. No ads. No cold leads.

Book my free Proof Plan Session See how it works

Mortgage brokers · Real estate agents · CPAs · Financial advisors

The DG Lending team in a meeting
  • DG Lending: one filming day
  • 5 core videos
  • 150 photos
  • 30 short clips
  • A 12-month past-client plan
  • A review ask
  • Realtor campaigns

The problem

Your best leads are going quiet.

  • You already have a list of past clients, old leads, partners and contacts. Most of it sits untouched.
  • Past clients forget you between deals.
  • Referral partners only hear from you when you need something.
  • Reviews and referrals happen by luck, not by plan.

You bring in most of the business, and nobody has time to stay in touch. Built for owner-led firms doing $500k to $5M a year.

How it works

We plan it, film it and run it for you.

Step 1

Strategy Map

$1,500

A survey, one call and a 12-month plan.

Credited toward Foundations within 30 days.

Step 2

Foundations

$7,500

One filming day: 3 core videos, 6 short clips and 50+ photos, shot to your plan.

Includes the Strategy Map.

Step 3

Foundations Complete

$12,500

The whole year: 24 clips and 12 months of emails, check-ins, review requests and referral asks.

Includes the Strategy Map. Paid in 3 installments.

Step 4

Monthly Activation

$2,500 a month

We run the plan in our system and film fresh content every 6 months.

Requires Complete. 6-month minimum, then $2,000 a month.

The guarantee

The Pillar & Frame Promise.

We get it right.

If something isn’t right, we keep working on it until it is.

The whole process · Click through it

Map the year before you film.

From the first survey to month twelve and beyond. Click a step, use the arrows, or swipe.

Step 1 · Strategy MapPlan

Step 2 · FoundationsFilm

Step 3 · Foundations CompleteThe year

Step 4 · ActivationAfter

Plan · 1

You tell us about your list.

A short survey before anything else: the people you already know and where you stand with them.

Your survey

  • Your past clients
  • Your referral partners
  • Your reviews

Plan · 2

One call to agree the plan.

We go through your answers together and decide who to reach first.

On the call

  • Who to reach first
  • What each message has to do
  • When each one goes out

Plan · 3

Your 12-month plan.

Every clip gets a month, an audience and a job. You see the whole year before we film. The Strategy Map is $1,500, credited toward Foundations within 30 days.

  1. JanWhat rates mean for you this yearPast clients
  2. FebTax season: the papers to keepPast clients
  3. MarSpring buyers: where to startReferral partners
  4. AprWho do you know buying this spring?Referral ask
  5. MayA client’s story, in their wordsClient story
  6. JunYour loan anniversary check-inPast clients
  7. JulMid-year market update for agentsReferral partners
  8. AugHow was working with us?Reviews
  9. SepWho do you know who’s moving?Referral ask
  10. OctUsing your home equityPast clients
  11. NovThank you to our partnersReferral partners
  12. DecOur year, and thank youReviews

Film · 1

Film the whole year in one day.

We film to the plan, so nothing needs a reshoot.

  1. MorningCore videosWhy work with you, and how your process works
  2. Late morningClient storyOne client, in their own words
  3. AfternoonThe year’s clipsAbout 30 topics, in plan order
  4. All dayPhotosTeam, office and details, with a half-day photographer

Film · 2

What comes out of the day.

Foundations ($7,500) delivers the core videos, 6 clips and the photos. Complete ($12,500) delivers all 24 clips and the year of messages.

  • 3core videos
  • 24short clips
  • 50+photos
  • 12months of messages

Month 1 · Example plan

“What rates mean for you this year”

Past clients Stays in touch with past clients between deals. This month: 2 short clips, 1 email and a partner touch.

Short clip · Past clientsWhat rates mean for you this year
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 2 · Example plan

“Tax season: the papers to keep”

Past clients Stays in touch with past clients between deals. This month: 2 short clips, 1 email and a partner touch.

Short clip · Past clientsTax season: the papers to keep
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 3 · Example plan

“Spring buyers: where to start”

Referral partners Gives referral partners something useful to share. This month: 2 short clips, 1 email and a partner touch.

Short clip · Referral partnersSpring buyers: where to start
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 4 · Example plan

“Who do you know buying this spring?”

Referral ask A planned referral ask, sent to the people most likely to know someone. This month: 2 short clips, 1 email and a partner touch.

Short clip · Referral askWho do you know buying this spring?
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 5 · Example plan

“A client’s story, in their words”

Client story A client tells the story, so the proof comes from someone else. This month: 2 short clips, 1 email and a partner touch.

Short clip · Client storyA client’s story, in their words
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 6 · Example plan

“Your loan anniversary check-in”

Past clients Stays in touch with past clients between deals. This month: 2 short clips, 1 email and a partner touch.

Short clip · Past clientsYour loan anniversary check-in
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 7 · Example plan

“Mid-year market update for agents”

Referral partners Gives referral partners something useful to share. This month: 2 short clips, 1 email and a partner touch.

Short clip · Referral partnersMid-year market update for agents
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 8 · Example plan

“How was working with us?”

Reviews Asks for a review while the experience is fresh. This month: 2 short clips, 1 email and a partner touch.

Short clip · ReviewsHow was working with us?
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 9 · Example plan

“Who do you know who’s moving?”

Referral ask A planned referral ask, sent to the people most likely to know someone. This month: 2 short clips, 1 email and a partner touch.

Short clip · Referral askWho do you know who’s moving?
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 10 · Example plan

“Using your home equity”

Past clients Stays in touch with past clients between deals. This month: 2 short clips, 1 email and a partner touch.

Short clip · Past clientsUsing your home equity
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 11 · Example plan

“Thank you to our partners”

Referral partners Gives referral partners something useful to share. This month: 2 short clips, 1 email and a partner touch.

Short clip · Referral partnersThank you to our partners
  • 2 short clips
  • 1 email
  • 1 partner touch

Month 12 · Example plan

“Our year, and thank you”

Reviews Asks for a review while the experience is fresh. This month: 2 short clips, 1 email and a partner touch.

Short clip · ReviewsOur year, and thank you
  • 2 short clips
  • 1 email
  • 1 partner touch

After

We keep it running.

With Monthly Activation, we run the plan in our system and film fresh content every 6 months. $2,500 a month, 6-month minimum, then $2,000 a month. Requires Complete.

Book my free Proof Plan Session

The months show an example plan for a mortgage broker.

See it

One day with DG Lending.

Their main videos from a single filming day.

DG Lending

Overview

Mortgage broker or bank: why the difference matters

DG Lending

Client story

Self-employed, two homes, closed 75% faster

DG Lending

About us

A team that has worked together for 20 years

DG Lending

For investors

A property a year, financed the right way

What you end up with

Six things every referral business needs.

  • 01A clean client list
  • 02A review after every completed job
  • 03A steady touch with past clients
  • 04A planned referral ask
  • 05A system for your referral partners
  • 06Proof before the first call

Next step

Start with a Strategy Map.

Book a free 30-minute Proof Plan Session. We’ll look at your client list, your reviews and your referral partners, and tell you where to start.

Book my free Proof Plan Session

Let’s talk about your referral business.

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