Growth

Customer Acquisition and Partner Development, Built From Direct Experience

Marketing, funnel design, CRM and process, and partner channel development, built from direct experience originating Home Equity Agreements, grounded in the market rather than observed from outside it.

Growth Program
Metrics reported over a Growth engagement.
Leads Generated
1,240
Conversion Rate
34%
Cost Per Lead
$86
Callback Rate (24hr)
91%
Funnel Breakdown
First Customer Contact
100%
Qualified Opportunity
68%
Partner Referral
41%
HEA Application
24%
Funding
15%

Example figures

2018 -
Founded and commenced HEA operations
End to End
Covers first customer contact through funding
3 -
Partner channel types actively developed: brokers, adjacent industries, and referral networks

What growth includes

Built for the whole funnel.

01
01

Customer acquisition and campaign design

Marketing campaigns and funnel sites built for a new program, or reviewed and strengthened for one already running, informed by direct experience with what does and does not convert in this product category.

02
02

Connected CRM and process design

Lead intake and sales workflow connected directly into the origination system, whether built new or integrated into a process already in place. When a customer receives a link and starts an application, the originating sales rep is notified automatically, and every party, sales, processing, and the customer, sees the same deal status as it moves through underwriting to funding.

03
03

Broker network development

Broker recruitment and onboarding supported by continuing education programs, giving broker partners a working understanding of the product before they represent it.

04
04

Adjacent industry partnerships

Partner-facing dashboards and co-branded tools that let companies serving homeowners, contractors, service providers, and similar businesses offer HEAs as a non-debt funding option to their own customers.

05
05

Referral and adviser network management

Ongoing management of referral networks and investment advisers, structured as continuing relationships rather than one-time introductions.

06
06

One system, visible to every party

The principle behind QuantmRE's Partner Connect Hub dashboards: every stage of a deal is visible to the team that generated the lead and the team processing it, together. Application, underwriting, offer, closing, funding: each party sees the same status at the same time.

Who this is for

Growth without starting from scratch.

01
Established Originators

Companies already writing HEAs that want to strengthen distribution, grow a broker or partner channel, or review and enhance an existing origination process and team, without rebuilding what already works.

02
+
New Entrants

Launching an HEA program and building a go-to-market approach for the first time, drawing on a team that has run this process rather than studied it.

Tell us where you fit and we will show you how QuantmRE's growth experience applies to your business.

Request a Demo →

Or call us at (888) 612-3101

Common questions

Frequently asked questions.

Does QuantmRE only work with companies launching a new HEA program?

QuantmRE works with originators at every stage. For companies already running a program, that often means reviewing an existing process, team, or partner channel and strengthening it, alongside or instead of building something new.

Does QuantmRE run marketing campaigns directly, or advise on them?

Both, depending on what a company needs. QuantmRE can build and run campaigns, funnel sites, and partner programs directly, or work alongside an existing marketing team to strengthen what's already in place.

What kind of partners does QuantmRE help develop?

Three types, primarily: mortgage brokers and third-party originators, companies serving homeowners through home services or similar channels looking to offer a non-debt funding option, and referral networks including investment advisers.

Is this separate from the Technology platform?

Growth and Technology work together but can be engaged independently. Growth covers acquisition, marketing, and partner development. Technology is the point of sale, origination system, broker portal, and Customer Dashboard those efforts feed into.

How is this different from a marketing agency?

QuantmRE's growth work is informed by having originated Home Equity Agreements directly, with visibility into how marketing and partner decisions affect underwriting and funding outcomes, grounded in direct exposure to the product's mechanics.