ExampleDealKit on a made-up business, built by Thomas David Jacob

All examplesWhat’s in this kit

Larkspur Home Loans

Home loans for Oregon and Washington

(503) 555-0129

Purchase · Refinance · First-time buyers

Know what you can buy before you fall in love with a house.

A plain conversation about your goals, the loan options that fit, and what to gather before you apply.

Start a pre-approval conversationRead the buyer guides
Two people at a kitchen table looking at a tablet together

Loans we help with

Buying a home

Conventional, FHA and VA purchase loans, explained in plain words.

First-time buyers

A walk-through of the process, plus help finding down payment assistance programs you may qualify for.

Veterans

VA loans for eligible veterans and service members, from certificate of eligibility to closing.

Refinancing

A straight look at whether a refinance makes sense for you right now.

A gray bungalow with a covered porch and a blue front door

Buyer guides

Short guides that answer the questions buyers search for, each one ending with a way to reach you.

What to gather before you apply

Pay stubs, tax returns, bank statements and what each one is for.

Buying with a VA loan

Who is eligible, how the certificate works and what to expect.

Down payment help in Oregon

The programs that exist, how they work and the questions to ask.

Every page carries your NMLS number and company disclosures. Your compliance team reviews the copy before it goes live.

Start a pre-approval conversation

Tell us a little about your plans. This form does not run your credit or ask for your Social Security number.

Or call (503) 555-0129

Demo form: nothing you type here is sent or saved.

Running in the background

What happens after someone reaches out

Instant reply to every lead

A buyer who reaches out on Sunday night hears back on Sunday night, with a time to talk.

Larkspur
  • Hi, this is Larkspur Home Loans. Thanks for reaching out about buying a home. Want to set up a 15-minute call to talk through your plans? (scheduling link)
  • Yes, Tuesday evening if possible
  • Pick any open time on the link and it goes straight on the calendar. We will send a short checklist before the call.

Checklist after the call

Right after the first call, the buyer gets the list of documents to gather and a secure place to send them.

Larkspur
  • Great talking today. Here is your document checklist and the secure upload link. Text us if anything on the list is unclear. (link)

Review request after closing

After closing, your client gets a thank-you and a link to review you.

Larkspur
  • Congratulations on your new home! If we made the loan easier, would you leave us a review? (link)

DealKit

What’s in this kit

Everything above is part of the kit, built in your brand with your real services, photos and hours. Once you’re live, we run it for you.

Pricing

On your 20-minute call

Connecting it to your LOS or CRM is quoted after we look at your account. Your company compliance review comes before launch.

Loan officer website

Your brand, your NMLS number and your company disclosures on every page, built for phones.

Pre-approval requests

A lead form that asks about plans and timing, not sensitive data, sent to your phone the moment it comes in.

Buyer guides

Pages that answer what buyers search for, written for local search and AI search.

Instant lead reply

Every lead hears back right away with a link to book a call.

Review requests

One request after every closing, sent for you.

LOS and CRM connectionsQuoted

Encompass, Arive, Jungo, Total Expert or similar, checked against your account.

Book your 20-minute callSee DealKit, lead apps for Realtors and loan officersOther examples
Ask the Account Man