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opportunity
Digital Lending Platform, DSCR Funnels & AI Search
House of Funding is a U.S. real estate lender seeking a team to build a mobile-first digital lending experience and generate qualified DSCR leads. Please price each part separately, including setup, ongoing management, software, and ad spend. Do not submit one combined price. 1. WEBSITE AND LEAD CAPTURE Build a premium site designed for phones first and working fully on tablets and desktops. Include loan-product and market pages, our Fast 50 program, broker information, funded-deal examples, company pages, and educational resources. Provide a CMS, technical SEO, analytics, and clear options to call, book, or submit a deal. Build guided intake using qualification rules and disclosures we approve. Connect it to our existing CRM and track the lead source through application and funding. 2. DSCR PAID-AD FUNNELS Build separate funnels for (a) rental purchases, (b) rental cash-out refinances, and (c) portfolio or repeat investors. Each needs its own ad message, mobile landing page, qualifying form, call and form tracking, CRM connection, follow-up, and staff handoff. Quote a broker funnel separately if recommended. Include Google Search campaign setup, keywords and exclusions, conversion tracking, testing, and a 90-day optimization plan. House of Funding pays ad platforms directly. Price each funnel, campaign setup, monthly management, and recommended ad spend separately. Report qualified leads, applications, funded loans, and cost per funded loan. 3. SEARCH AND AI VISIBILITY Propose approved DSCR content for traditional search and AI-generated search answers, including Google AI Overviews and AI Mode. Specify the pages, technical work, ongoing updates, and ways you will measure visibility and resulting leads where possible. Address eligible ad opportunities in AI search experiences. Price this separately from paid-ad management. Do not guarantee rankings, AI citations, or ad placement. 4. BORROWER AND BROKER EXPERIENCE Build secure accounts and a mobile-first borrower portal showing application progress, deal status, documents, messages, appointments, and next actions. Include a resumable application and secure uploads. Build a broker portal for submissions, referral tracking, deal status, documents, resources, and pipeline visibility. Include a limited staff view for essential deal tasks and conditions. 5. TOOLS AND LAUNCH Quote DSCR, LTV, LTC, ARV, payment, and scenario calculators with tested formulas and non-binding disclosures. Include an AI assistant restricted to company-approved information with human handoff. Add consent-aware email/SMS follow-up, security and integration testing, backups, launch support, training, and documentation. COMPETITORS TO REVIEW Study their DSCR offers, borrower and broker journeys, calculators or quotes, lead capture, and application paths: LendingOne: https://lendingone.com/loan-types/dscr-rental-loans/ RCN Capital: https://rcncapital.com/ Kiavi: https://www.kiavi.com/loans/rental Lima One: https://www.limaone.com/ Visio Lending: https://visiolending.com/ OfferMarket: https://www.offermarket.us/dscr-loan Consider competition in New Jersey, Pennsylvania, New York, Illinois, Florida, and California. Tell us how House of Funding could stand out. We will confirm approved lending states before launching state-specific pages or ads. YOUR PROPOSAL MUST INCLUDE 1. Fixed build price and timeline for each section and each DSCR funnel, plus a total. 2. Separate monthly prices for ad management, SEO/content, hosting, maintenance, software, AI, email/SMS, and support. Show ad spend separately. 3. Exact numbers of pages, funnels, calculators, user roles, integrations, and revisions included. 4. Features you will build versus existing software you will integrate. 5. Examples of secure financial platforms, paid funnels, and search campaigns you delivered. 6. Handover and ownership of code, designs, documentation, website and ad accounts, and data. 7. Information needed about our CRM and application system to finalize pricing. If you deliver only part of this scope, identify that part and quote it separately. The posted budget is for receiving proposals, not a price for the entire project. Please provide your independent, itemized quote.
21 days ago83 proposalsRemote