M
Mortgage Automator // GTM Command

Active Pipeline · Snapshot 2026-04-22

GTM Growth Engine

Prospects in DB

7,872

New Lenders Discovered

371

Encompass Hits (H+M)

377

MIC/Fund Hits (H+M)

21

Spreadsheet Shops

21

Runs (24h)

46

Live Pipeline Activity

refreshes every 30s

Recent Classifier Runs

12 shown

  • runningTech Stack0 processed57s ago
  • doneMIC/Fund50 processed3m ago
  • doneHubSpot Contacts8 processed1 err4m ago
  • doneLender Type50 processed5m ago
  • doneEncompass50 processed7m ago
  • doneTech Stack30 processed11m ago
  • doneMIC/Fund50 processed13m ago
  • doneLender Type50 processed15m ago
  • doneEncompass50 processed17m ago
  • doneHubSpot Contacts12 processed19m ago

Newly Discovered Lenders

371 total

next discovery sweep is queued — first results will appear here

This Week's Takeaways

Click through for deep dives

Total Found

7,872

5 active strategies

Contact Records Pulled

154

2% of prospects · from HubSpot

Contacted (Outreach)

0

Instantly sends scheduled — not yet live

Strategy Performance

Who We're Targeting

3 segments · parallel campaigns

Encompass Displacement

TARGET
29HIGH + MEDIUM hits

ICE/Ellie Mae users hit with 4 pain angles: slow file open, single-user lock, $80-120K admin cost, Oct 2025 SDK deprecation.

Examples

  • Mortgage Investment Services
  • Prosperity Mortgage
  • Bond Street Mortgage
  • Montefiore Mortgage Investment Corp
  • United Mortgage
  • Worldwide Capital Lending Group

MICs & Mortgage Funds

TARGET
44HIGH-confidence detections

Mortgage Investment Corporations + mortgage funds. Distinct persona: offering memorandums, accredited investors, investor portals. Top pain: investor reporting + monthly distributions.

Examples

  • Antrim Investments (MIC)
  • Montefiore Mortgage Investment Corp (MIC)
  • Prosperity Capital MIC
  • CMI Mortgage Investments
  • Fluent Capital (MIC)
  • Gentai Capital (Fund)

Spreadsheet Shops

TARGET
7First pass — expected 2-3k at full sweep

No detected LOS + confirmed PRIVATE/MIC/FUND lender. Biggest displacement bucket per deal data: 56% of MA deals come from Excel + internal tools.

Examples

  • 11CAPITALFINANCE
  • 1stresmort.com
  • 1st Call Mortgage
  • 1st American Commercial Lending
  • 360 Mortgage
  • 365 Lending

Production Deal Data — Competitive Reality

286 won + 250 lost deals

Who MA Competes Against

competitors_mentioned across Won + Lost deals

25×

TMO vs Encompass

The Mortgage Office (TMO)
53
Internal Tools
46
Excel
23
Lendr
19
LendingWise
18
Baseline Lending
9
Dolphin
5
Liquid Logics
5
Loan Pro
3
Bryt
3
Encompass
2

What Prospects Run On Today

current_solution field — their existing stack

76%

Spreadsheet Shops

Excel
97
Internal Tools
63
TMO
26
LendingWise
8
Dolphin
7
Baseline Lending
3
Calyx
2
Lendr
2
Bryt
1
Encompass
1

Outreach Pain Library — Role-Matched Angles

7 angles · mined from G2 reviews

Slow Performance

P1
"Software is slow, taking about 2 minutes to open and close one loan."

Your team is spending 2 minutes just to open and close a single loan. That's dead time that compounds across every file.

Ops · Tech · Exec

Single-User File Lock

P2
"Only one person can work in a file at a time."

Your processors and underwriters are literally waiting for each other.

Ops · Exec

Not Built for Private Lending

P3
"Encompass was built for conventional lending."

Your bridge, fix-and-flip, and DSCR workflows are fighting the system, not working with it.

CEO · Strategy

Admin Cost

P4
"Many companies hire an inside Encompass Administrator."

Your Encompass admin costs you $80-120K/year. MA is self-service.

CFO · Finance

Clunky UI

P5
"Outdated source code, outdated User Interface."

2000s-era UX in 2026 — your team deserves better.

Ops · All

SDK Deprecation Oct 2025

P6
"ICE is eliminating SDK-based dependencies as of Oct 31, 2025."

Your Encompass integrations will break this fall unless you migrate to the new API.

CTO · Tech

Expensive

P7
"Only one of the five mortgage companies I worked for could afford this product."

Encompass pricing is sized for the top 20% of the market. Most of our customers couldn't justify it either.

CFO · Exec

Discovery Coverage — Weighted by Client Density

Monthly · net-new only

Monthly Sweep Scope

19

States / Provinces

45

Query Templates

300

Queries / Run

US · CA

Coverage

Top Markets — Query Allocation

CAOntario
103 queries
171 clients
CABritish Columbia
25 queries
41 clients
USCalifornia
13 queries
21 clients
USTexas
13 queries
21 clients
CAAlberta
12 queries
20 clients
USFlorida
11 queries
18 clients
CAQuebec
11 queries
18 clients
USArizona
9 queries
15 clients

Live Classifier Progress

7,872 prospects

Encompass Detector

VPS

388 / 7,872
5%

Lender Type Classifier

VPS

400 / 7,872
5%

MIC/Fund Classifier

VPS

450 / 7,872
6%

Spreadsheet Shop Detector

VPS

21 / 7,872
0%

Tech Stack Detector

VPS

248 / 7,872
3%

High-Confidence Hits — Ready to Sequence

Mortgage Investment Services

HIGH

mischomeloans.com

Encompass Detector

Prosperity Mortgage

HIGH

phmloans.com

Encompass Detector

Bond Street Mortgage

MEDIUM

bondstreetloans.com

Encompass Detector

Montefiore Mortgage Investment Corp

HIGH

montefiore.com

Encompass Detector

United Mortgage

HIGH

umloans.com

Encompass Detector

Worldwide Capital Lending Group

HIGH

wwclg.com

Encompass Detector

Franklin Credit Management

HIGH

franklincredit.com

Encompass Detector

Likely Prospects — Top of the List, by Segment

Encompass Displacement

10
  • Mortgage Investment Services

    mischomeloans.com

    HIGH · TPO portal + careers

  • Prosperity Mortgage

    phmloans.com

    HIGH · homepage + careers

  • Montefiore MIC

    montefiore.com

    HIGH · encompass subdomain

  • United Mortgage

    umloans.com

    HIGH · TPO portal

  • Worldwide Capital Lending

    wwclg.com

    HIGH · encompass subdomain

  • Franklin Credit Management

    franklincredit.com

    HIGH

  • Bond Street Mortgage

    bondstreetloans.com

    MEDIUM

  • MLB Residential Lending

    mlbmortgage.com

    HIGH

  • American Fidelity Mortgage

    afmsi.com

    HIGH

  • GSF Mortgage

    gogsf.com

    HIGH

MICs & Mortgage Funds

10
  • Antrim Investments (MIC)

    antriminvestments.com

    HIGH · investor page

  • Prosperity Capital MIC

    prosperitycapitalmic.com

    HIGH

  • CMI Mortgage Investments

    cmimic.com

    HIGH

  • Fluent Capital

    fluentcapital.ca

    HIGH · offering memorandum

  • Gentai Capital (Fund)

    gentaicapital.com

    HIGH

  • YES Capital

    yescapital.ca

    HIGH · accredited investor

  • GPC Funds

    gpcfunds.com

    HIGH

  • Peak Hill Capital

    peakhillcapital.com

    HIGH

  • Brooktree Fund

    brooktreefund.com

    HIGH

  • Seaside Capital Partners

    seasidecapitalpartners.com

    HIGH

Spreadsheet Shops

8
  • 11CAPITALFINANCE

    11capitalfinance.com

    PRIVATE · no LOS

  • 1st American Commercial Lending

    1stamericancomm.com

    PRIVATE · no LOS

  • 1st Call Mortgage

    1stcallmortgage.com

    PRIVATE · no LOS

  • 1stresmort.com

    1stresmort.com

    PRIVATE · no LOS

  • 360 Mortgage

    360-mortgage.com

    PRIVATE · no LOS

  • 365 Lending

    365-lending.com

    MIXED · no LOS

  • 1281solutions.com

    1281solutions.com

    PRIVATE · no LOS

  • (many more expected)

    full sweep pending

    2-3k candidates projected

This Week's Build

10 shipped

  • Mon

    Encompass Detector

    LIVE

    3-stage signal scoring (homepage + careers + TPO portal + CSE job-post fallback). Running on 10-min trigger.

  • Tue

    HubSpot Contact Enrichment

    SHIPPED

    Pulled 156 real contacts for 29 Encompass hits. 155/156 with email, all with phone. Decision-maker filter narrowed to 30.

  • Tue

    Lender Discovery (monthly)

    LIVE

    Broad US + CA sweep via Serper, 77 queries, deduped vs HubSpot.

  • Wed

    MIC/Fund Classifier

    LIVE

    Python + GAS cross-validated. 44 HIGH-confidence hits (29 FUND + 15 MIC) from 2,831 classified so far.

  • Wed

    Lender Type Classifier

    LIVE

    PRIVATE / RETAIL / BROKER / WHOLESALE / COMMERCIAL / MIXED / UNKNOWN scoring across all prospects.

  • Wed

    Tech Stack Detector — 32 systems

    LIVE

    TMO, Dolphin, LendingWise, Lendr, Baseline, Encompass, nCino, Calyx, LoanPro + 23 more. 3 stages: scrape → Serper jobs → Serper news.

  • Thu

    State-Weighted Discovery

    LIVE

    19 states × 45 templates. Query budget proportional to MA's real client density (ON 103, BC 25, CA/TX 13).

  • Thu

    Spreadsheet Shop Detector

    LIVE

    Flags prospects with zero LOS signal + confirmed PRIVATE/MIC/FUND lender type. First pass: 7 candidates; expected 2-3k at full run.

  • Thu

    HubSpot Deal Mining

    RESEARCH

    286 won + 250 lost deals + 396 notes. Surfaced TMO as the real #1 competitor (25× Encompass).

  • Thu

    Instantly-Ready Outreach

    SHIPPED

    Role-matched pain library, CSV export for Instantly, LinkedIn URLs preserved for BDR follow-up.

Lookalike Pipeline

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Top Matches

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