Jeremy understands that your referral is more than just a name—it’s a potential client and a future closing. We know that inconsistent follow-up and lack of urgency is the biggest threat to converting leads. That’s why we have a “speed to lead” mindset and have built an extensive, multi-channel lead follow-up system designed to maximize every opportunity you send our way.
From the moment a lead enters our system, our team initiates a proactive engagement strategy. We don’t just send one email; we launch a multi-wave contact plan using:
Active Calling: Direct phone calls are our primary method for initial consultation and relationship building.
Targeted Texting: Short, professional texts are used for quick scheduling and reminders, meeting clients where they are.
Personalized Emailing: We provide value and necessary documentation through clear, tailored email communication.
The statuses you see in our weekly reports to agents aren’t random—they reflect our concrete progress and the next action needed to move the client toward pre-approval. This transparency ensures we are always aligned on the client’s status.
Here are the key stages we track and report on:
| Stage | Definition & Goal | Follow-Up Strategy |
| Lead | We are actively reaching out. | Immediate initial contact attempt (call, text, email) within the first hour of receipt. |
| Lead – Working | We have made initial contact with the client and received an initial application. We are actively working on scheduling a meeting with Jeremy for preapproval. | Daily and as needed |
| Lead – Cold | Moved to this stage after the first 2 weeks if we haven’t gotten a response. | We continue to email the client monthly for 12 months with 2 calls and texts |
| Lead – Inactive | Client didn’t want to proceed with anything | None |
| Credit Impaired | The client has some work to do on their credit. | We give them a game plan and provide credit tips monthly for 2 years |
| Not Qualified | A reason other than credit they did not qualify. | We do go over a game plan with the client and follow up accordingly. For example: say they are self-employed for a year and need to wait to do their taxes in Feb. We will follow up the end of Jan. to check on their taxes. |
| Pre-Approved | Preapproval letter has been issued | Client is actively looking for a home. We will continue to check in with the client over the next 12 months with 12 follow up calls and 13 emails. |
This detailed tracking and aggressive follow-up is the difference maker for your business:
Higher Conversion Rates: Our disciplined approach ensures no lead is abandoned, significantly increasing the odds of conversion.
Faster Closings: By moving clients quickly and efficiently from application to Pre-Approval, we help you get your clients under contract sooner.
Complete Transparency: Our weekly lead reports use these exact stages, giving you real-time insight into which clients are ready to start house hunting and which ones need a final push.
When you refer a client to Jeremy you gain a dedicated partner committed to the success of that lead.
With Kalamazoo County home prices climbing over 12% this past year and houses disappearing from the market in just 22 days, is your financing built for speed or is it stuck on the runway? When you search for a mortgage broker near me in West Michigan, you aren’t just looking for a digital rate sheet. You’re looking for a flight navigator who understands why 30-year fixed rates are hovering between 6.036% and 6.396% this May. You need a partner who can translate complex financial jargon into a clear, steady flight path toward your new home.
It’s natural to feel a sense of turbulence when facing shifting 2026 interest rates or the fear of hidden fees grounding your dreams. We agree that the path to homeownership should feel like a controlled, engineered process rather than a high-stakes gamble. This guide will show you how a local expert provides the necessary lift by accessing specialized programs like MSHDA down payment assistance or navigating the new $832,750 conventional loan limits. We will preview the essential technical mechanics of the current Kalamazoo market and map out a stress-free journey from your initial pre-approval to the final landing at the closing table.
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