DealCloser Autopilot Custom Enterprise Offer

Mortgage Referral Sales Engine

A custom build of DealCloser Autopilot for your mortgage practice. It introduces you to accountants, tax preparers, financial planners and realtors who work with self-employed borrowers, and keeps those relationships warm. Tell us about your practice, choose what to include, and watch the estimate update. When you submit, we finalize your proposal and send it to you.

Prepared for Andrew Russell, RCG Mortgage · Prepared by Eli Tanenbaum, Jahvis AI · October 2026
How this works

Three steps, and nothing to sign yet

1

Answer the questions

About your practice, your counties and your compliance team.

About 6 minutes. Skip anything you are unsure of.
2

Choose your pieces

Untick anything you do not want. The estimate changes as you go.

Every price on this page is an estimate.
3

Submit

We finalize your proposal from your answers and send it to you.

Within 1 business day. You sign only that final proposal.

Submitting this form does not commit you to anything and does not charge you.

What we build for you

A steady flow of partners who send you borrowers

  1. We map your partners

    Every accountant, tax preparer, planner and realtor in your counties, with a verified email or LinkedIn profile.

  2. We reach out as you

    A short, friendly sequence from your own LinkedIn and email. Three touches at most, then it stops. You approve the message library once, not every send.

  3. Your phone buzzes when someone is warm

    When a partner replies, you get a text with a suggested answer. Start by tapping Send. Later you can switch routine replies to Autopilot.

  4. You take the call

    Fifteen minutes comparing notes with a CPA. They get a lender who understands their clients. You get bank-statement and P&L borrowers.

See an example CPA sequence

Dana and Harbor Tax Group are made-up examples. The personal line changes for each person and is built only from a fact we verified.

LinkedIn invite

Hi Dana, I work with a lot of self-employed borrowers on Long Island. Figured we should be connected.

2 days after she accepts

Thanks for connecting, Dana. Saw Harbor Tax Group works mostly with small-business owners. Quick question: when one of those clients wants to buy a home, what usually trips them up?

5 days later

I put together a one-page guide on how bank-statement loans work for self-employed buyers. Happy to send it if it would help your clients. No strings.

A week later, the only ask

Would you be open to 15 minutes to compare notes? I have a feeling we meet the same business owners from different sides of the table.

Built to protect your name and your license

The safeguards are part of the system, not a setting

  • Every message passes a mortgage compliance check before it sends: no rates, no payments, no promises, no personal data. Your NMLS details are added automatically.
  • Your compliance team can review the full message library before anything goes live.
  • Only professionals are contacted. People you already know are skipped.
  • "Stop" means stop. Anyone who says no is never contacted again.
  • Low, steady sending volume, set by code, to keep your LinkedIn account in good standing.
  • We never pay or gift partners for referrals. The Partner Kit helps their clients, which keeps it clean under RESPA.
Step 1 of 5 · About you

Tell us about your practice

These answers set the scope. Fields marked * are needed to finalize your proposal. Your answers save on this device as you type. The details we only need to run the campaign (your NMLS details, voice, compliance contacts, calendar and alert preferences) come later, in a short onboarding form after you sign.

You
Please enter your name.
Please enter a valid email. We send your proposal here.
For reply alerts and your Monday scoreboard.
Please enter a mobile number.
Your market*
Counties to cover
Choose at least one county.
Partners you want to reach*
Partner types
Up to four types are included in the estimate. Two or more are needed for the guarantee. Your do-not-contact list (current partners, competitors, friends) is collected at onboarding.
Choose at least one partner type.
Your ideal borrower
Loan types you want referrals for
Capacity
Days, times and your booking link are set at onboarding.
LinkedIn
We size your network from it. You connect the account itself at onboarding, through a secure link. Jahvis AI never sees your password.
Please enter your LinkedIn profile link.
Compliance
Does your employer require pre-approval of outreach messages?*
This decides when we can go live. Your compliance contact, archiving rules and required wording are collected at onboarding.
Please choose one. It decides when we can go live.
Goals and timing
Step 2 of 5 · Your pieces

Choose what to include

Everything recommended is ticked. Untick a piece to remove it and see the estimate change. Two pieces are required because nothing else works without them.

Already covered by your current DM Setter agreement and not part of this estimate: Instagram auto-replies to personal DMs are switched off, and the setter answers only people who comment a keyword on your posts.

Your estimate
$0one-time setup
$0per month
SelectedSetupMonthly
When you payAmount

Illustration only. It is not a projection or a promise of results.

Optional add-on · Reseller License

Sell this system to other loan officers

The license gives you the right to offer the Loan Officer Edition of this system to other licensed loan officers under your own name. Jahvis AI builds and runs each client's engine. You set your price and bill your client. Jahvis AI earns a royalty on every client you sign.

License fee: $1,500One time, non-exclusive, 12 months. Renews at $500 a year while you have at least one active client.
Royalty: 60% of client feesOf setup and monthly fees, per client, with a minimum of $2,000 setup and $300 a month per client.
What you getA Loan Officer Edition sell sheet, a wholesale price sheet, a client onboarding checklist and a monthly royalty statement.
ConditionsYour employer's approval of any outside business activity. Each client passes their own compliance review. No income claims without our written approval.
Example, not a projection
First 12 monthsAmount

Example only. It assumes every client stays 12 months and pays in full. It is not a projection or a promise of income.

Step 3 of 5 · Replies

You approve first. Autopilot comes when you trust it.

You approve the message library once, and cold messages then send on schedule. Replies from partners are the part you control. Every reply starts in Approval Mode. When you trust it, you can switch routine replies to Autopilot. Routine means a partner who is interested (we send your booking link, or ask what day works), a partner who says not now (a thank-you), or a simple thanks.

Day one

Approval Mode

Each reply arrives on your phone with a suggested answer. Tap Send, edit it, or ignore it. Nothing goes out without your tap.

Trust checkpoint

We text you when you qualify

After 10 replies handled, with at least 90% sent without edits and no compliance flags, we text you the switch.

When you choose

Autopilot

Routine replies send on their own. You get a daily summary of everything that went out.

Autopilot never sends these. They always wait for your tap.

  • Anything about rates, qualifying, payments or fees
  • Anything with a dollar amount, rate or percentage in it
  • A partner telling you they are sending a client
  • A complaint, a legal question or an unhappy reply
  • Any reply our sorter is less than 90% sure about

A person who says "stop" or "not interested" is blocked and never gets a reply. Text PAUSE at any time and Autopilot turns off within a minute. Any compliance flag switches it off automatically and we tell you. If your employer requires approval of automated replies, Autopilot stays off until you have it.

Your preference
Autopilot
How alerts reach you and your quiet hours are set at onboarding.
Step 4 of 5 · Delivery

Exactly when setup counts as delivered

Each piece you selected has a checklist. Setup is delivered when every item on those checklists is met. We prove each one and send you the evidence in a Delivery Report.

You do not need to confirm delivery.The Delivery Date is the day the Delivery Report shows every item met. The second half of your setup fee is invoiced that day.
You have 7 days to test it.If any item on the list fails when re-tested in the 7 days after the Delivery Date, we fix it at no charge within 3 business days.
Anything not on the list is out of scope.Changes and additions are quoted before any work starts.

Go-live steps that belong to you

These are not delivery criteria. They can delay when messages start, never the Delivery Date or your invoice.

  • Connect your LinkedIn through the secure link we send. Jahvis AI never sees your password.
  • Approve the message library.
  • Get your employer's compliance approval, if it requires one.
  • Answer our questions within 3 business days.

We go live within 2 business days after the last of these is done.

Step 5 of 5 · Terms and submit

Terms at a glance

This summary is not the contract. Your finalized proposal contains the full agreement.

Our guarantee

10 booked conversations with CPAs, financial planners or realtors in the first 90 days after go-live. If we fall short, we keep running the monthly service at no charge until you reach 10.

Applies to a package that includes the Foundation, Partner Target Map, LinkedIn Outreach and Reply Desk, with at least two partner types. Conditions: autopay stays active, replies are handled within 48 hours in Approval Mode, and your LinkedIn stays connected.

Setup paymentsHalf at signing, half on the Delivery Date. Target Delivery Date: 21 days after your signed proposal and deposit.
Monthly feeStarts on go-live, or 30 days after the Delivery Date, whichever comes first. Card on file with autopay.
Minimum term90 days from go-live, then month to month with 30 days' notice.
Late paymentsInvoices are due in 7 days. Late invoices carry a 1.5% monthly fee, and work pauses if an invoice is more than 7 days late.
OwnershipYour lists, approved messages and results are yours. Jahvis AI keeps the software, templates and prompts.
BillingInvoices are issued by Elevated Talent LLC, Jahvis AI's billing entity.
Things to know before you decide
  • LinkedIn's terms restrict automated tools. We keep volume low and spread it across the week to reduce the risk, but we cannot promise your account will never be limited.
  • Your employer's compliance team decides what you may send. Nothing here is legal advice.
  • Referral partners are never paid or given gifts for referrals. Any commission or license arrangement is tied only to our service, never to a loan, and is subject to your compliance team's approval.
  • Prices on this page are estimates. The finalized proposal locks them.
Please tick the box to submit.
Received

Thank you, we have your answers

Reference

  1. We review your answers

    We size your territory and confirm the scope you chose.

  2. We finalize your proposal

    Exact scope, locked prices and the delivery checklist for the pieces you selected.

  3. We send it to you

    Within 1 business day. You sign and pay the deposit only if you are happy with it.


  










  

    
Estimate$0 setup · $0/month

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