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Warm borrowers,hand selected.

Fundio finds homeowners and buyers. Athena reaches out, qualifies them and keeps following up. Only the warm, hand selected ones are passed to you, with everything she learned.

Recent warm leads
A homeownerNaples, FloridaFound by Fundio · Just now
Our view

Fundio finds the homeowners and buyers, and Athena reaches out, qualifies them and keeps following up. Only the warm, hand selected ones are passed to you, with everything she learned. That is the whole difference.

A warm lead
Step one of three
Maria AlvarezHomeowner · Naples, Florida
Found
Owns her home in Naples. Athena has not reached out yet.
HomeownerFound by Fundio
AthenaTexting Maria Alvarez
Qualifying
Hi Maria, it’s Athena, with Jordan Ellis. Are you thinking about doing anything with your home this year?
Maybe. I’d like to pay off my credit cards
That’s exactly where we start. Would Tuesday morning work for a short call with Jordan?
Tuesday works
Jordan EllisYour calendar · Tuesday
Booked
10:00
10:30
Maria Alvarez, cash outWarm, hand selected · Brief ready
11:00
One

Fundio finds the borrower.

Fundio finds homeowners and buyers in the markets you work. Some are realtor referrals; the rest Fundio finds itself.

Two

Athena warms them up.

She reaches out by text, qualifies them, learns what they need and when they are free, and keeps following up until they answer or ask her to stop.

Three

Only the warm ones reach you.

Each warm, hand selected borrower is passed to you with everything Athena learned, and the call lands on your calendar. All you do is the part you are best at.

The Desk

Your private desk.

Each morning, the day’s warm borrowers, where each one came from, and what Athena learned. Nothing to chase and nothing to sort.

Fundio
  • Today
  • Warm leads
  • Ready to pitch
  • Calendar
  • Realtor partners
  • Athena
Tuesday morningGood morning, Jordan

Three warm leads today.

TimeBorrowerSource
10:30Maria AlvarezCash out, credit cardsFound by FundioNaples, FloridaBrief
1:00The ParkersPurchase, pre approvalRealtor referralDana Morales, ScottsdaleBrief
3:15Robert ChenRefinanceFound by FundioAustin, TexasBrief
From Athena
About the Parkers

Emily is the planner. They want to stay near her parents and keep the payment close to their rent.

7:42 AMOpen brief
Warm leads this weekSteady
AthenaFollowing up
MembershipPrivate
Markets

Coast
to coast.

MiamiFlorida
Palm BeachFlorida
NaplesFlorida
TampaFlorida
AtlantaGeorgia
CharlotteNorth Carolina
NashvilleTennessee
DallasTexas
AustinTexas
HoustonTexas
ScottsdaleArizona
Las VegasNevada
San DiegoCalifornia
Los AngelesCalifornia
SeattleWashington
DenverColorado
ChicagoIllinois
New YorkNew York
Your calendar

Fundio can connect to a loan officer’s Google Calendar or Outlook and put the appointments it books right on that calendar. Fundio only adds, moves and removes its own appointments, and never reads or shares anything else on the calendar. The details are in our Privacy Policy.

Membership

Membership is
by application.

We review every loan officer personally and keep each market small, so every warm lead means something.