We want to help you get leads!
Want to Get Leads and Grow Your Business? Let’s Collaborate.
If you're a real estate agent or financial advisor looking to get leads and grow your client base, ask yourself this: What are your current mortgage partners doing to help you get leads and support your business long-term?
At Freestone Mortgage, we don’t just close loans— we create opportunities. We work side-by-side with our collaborators to develop strategic, high-impact ways to get leads, build credibility, and serve clients better.
Real Estate Agents – Get Leads from Likely Sellers
We help you get leads by targeting homeowners who are ready to downsize, relocate, or tap into their home equity during retirement. With our proven tools and educational outreach, you’ll connect with motivated sellers before they raise their hand. We also promote our agent partners across email campaigns, social media, and exclusive co-branded content— giving you visibility where it counts.
Financial Advisors – Get Leads While Preserving AUM
Want to get leads from clients looking for retirement income solutions or a buffer asset— without liquidating their investments? Our home equity strategies help your clients reduce portfolio drawdown, extend retirement income, and keep more assets under management. By partnering with us, you can offer smarter solutions that protect your clients’ wealth and your advisory practice. The success of your clients will have their friends and relatives asking who their financial advisor is.
If you're serious about finding new ways to get leads and grow your business, fill out the form below. A member of our team will reach out to share how we can help.
Together, we’ll create more value— for you and your clients.
Here are just a few examples of how we promote our collaborators:
- Prominently display your business on our website.
- We promote your services and listings on our social media channels.
- We promote your services and listings through our email marketing.
- We refer clients to our recommended professionals every day.
We are also happy to offer assistance with any charities or events that benefit the local elderly community. Send us any promotional materials so that we can share them on our social media channels.
Are you ready to start working together to get more leads?
Send us your information below or give us a call to discuss how our key initiatives could help you get leads.
