For one-person loan brokerages
A calling team for your one‑person brokerage
You find the deals and close them. BoardFive callers start the conversations with investors, send your follow-ups and hand you the people who want to talk. You pay a bounty when a loan funds.
Outreach in other languages
Trouble reaching Portuguese-speaking clients?
Our multilingual callers phone business owners in Portuguese, Spanish, Vietnamese and Chinese. Each caller records a greeting in the language and passes a fluency review before they work a lead in it.
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What a one-person shop gets
The calls, the follow-ups and the list work move to callers. The deals and the closing stay with you.
Callers on your leads
Load your list or buy leads from the pool. Screened callers phone the owners in your name, send your follow-up email and log every touch. You see who wants to talk.
Your own page and email
Get a page at yourname.boardfive.com with a contact form, and an email address for your callers to write from. Share the link and the inquiries reach you.
Screenshots become leads
Spot a deal in a social media post? Upload a screenshot with a note. Our team reads it, finds the contact and works the lead.
Your own list, matched then worked
Add one lead, upload a CSV of leads or upload a raw list of LLCs. The Board matches each LLC to the data it already holds and sends you a report. Duplicate and do-not-contact checks run on every lead.
Raw LLC lists
Bought a list of LLCs? Match it, then put callers on it.
Upload your raw list. The Board checks each row against the LLC, phone, name and email data it already holds and sends you a report. Callers then work the rows you choose.
We may already hold the lead. When we do, the report says so and you can buy it from the pool. Lenders can upload lists too. See For lenders.
Talk to us- 1
Upload the list
Send the CSV you bought, up to 5,000 rows and 4 MB. Columns can come in any order.
- 2
Read the match report
See which rows we already hold and what we hold on each one, shown as yes or no.
- 3
Callers work the rows
A row with a phone or email in your file becomes a lead in your pipeline. A row with neither goes to our research team, who find the owner.
- 4
You take the handoff
Owners who want to talk come to you. You quote, shop and close, and pay the bounty and the platform fee when a loan funds.
- Rows
- 1,200
- Matched
- 310
- No data on file
- 890
- Repeat rows
- 14
| LLC | Match | Phone | Owner | Flips |
|---|---|---|---|---|
| Elm Street Holdings LLC | High | Yes | Yes | Yes |
| Pine Ridge Homes LLC | Medium | No | Yes | No |
| Harbor Flip Co LLC | None | No | No | No |
Each column shows whether we hold that data, as yes or no. Our phone numbers, emails and owner names stay with us. Contact details in the report come from your own file.
How the match works
LLC names
We drop LLC, Inc, punctuation, capitals and a leading The. “The Elm Street Holdings, L.L.C.” and “ELM STREET HOLDINGS” count as one name.
Phones and emails
We compare the last ten digits of each phone number and the lowercase form of each email.
Owner names
We compare first and last names. Bob and Robert count as one first name. A name also needs a matching city.
Confidence
A phone or email match rates high. An LLC name and state match rates medium. A name and city match rates low. Two kinds of evidence together raise the rating.
What we check
Our lead pool, our LLC owner research, our agent records and lists other brokers uploaded earlier.
Callers introduce. You quote, shop and close.
A caller opens the conversation and sets up your call with the investor. You hold the license and the relationship. The deal and the loan stay with you.
How it works
- Step 1
Tell us your niche
Write a short calling brief: the loans you place, your loan sizes, your states and how you take over a call.
- Step 2
Fill the list
Buy leads, load your own or send a screenshot. Mix all three.
- Step 3
Callers work it
Approved callers phone owners and email on your behalf. The Board records the calls and logs the activity.
- Step 4
You take the handoff
Owners who want to talk come to you. You quote the deal, shop it and close it.
- Step 5
Pay when a loan funds
You pay the bounty when the loan funds, plus a platform fee. A purchased lead carries the price shown before you buy.
You stay in control
- You approve each caller before they work your leads.
- You listen to any call and read the transcript.
- Calls run between 8am and 9pm in the owner's time zone.
- The Board blocks numbers on your do-not-contact list.
- Callers practice on your brief and pass a scored test call first.
- The platform tracks voicemail and email response times and warns slow responders.
Questions from brokers
I work alone. Do I need staff or software?
No. Everything runs in your browser. You review leads, listen to calls and take the handoffs yourself.
Who makes the calls?
Independent contractors who finish training and pass a recorded test call with an AI business owner. They say who they represent, say the call is recorded and do not quote rates or promise approvals.
Do the callers need a license?
No. They introduce owners to you. You quote, place and close the loan under your own license, and your state's broker rules still apply to you.
What does it cost?
A lead you buy shows its price before you buy it. When a loan funds, you pay the bounty and a platform fee. Callers who work your own leads add a flat fee for a 30, 90 or 180 day work term. Ask us for current prices.
What loans does it cover?
Business-purpose commercial loans, such as fix and flip, bridge and new construction. The Board does not handle consumer loans.
Can I use my own leads?
Yes. Add them one at a time, upload a CSV, upload a raw list of LLCs or send a screenshot. Callers work your leads and your leads stay yours.
What does a list upload cost?
Ask us for current list pricing. When a loan closes, you pay the bounty and the platform fee.
Does the match report show your contact data?
No. The report shows yes or no flags and counts for what we hold. It shows phone numbers, emails and names only when they came from your own file. To get contact data we hold on a lead, buy the lead from the pool.
Put callers to work for your shop
Email us with your states and the loans you place. We reply with how to get started.
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