Who We Help

Finance

Financial services are a critical pillar of the real estate industry. From loan and refinance lead generation to facilitating transactions and advising on tech, we can help.

CAST Services has several current and prior mortgage professionals on our leadership team and we truly understand the hurdles you deal with every day. Lending and finance operations are one of the most critical, yet most underserved segments of the real estate space. From marketing to consulting and lead generation, we’ve spent over a decade, perfecting strategies to help you grow your business, network and profitability. We know. We run a mortgage operation and test our strategies on ourselves.

Imagine if you had a totally custom website that encapsulated your value proposition, ranked well organically and was designed to convert leads to customers—not just to look pretty. Envision leads flowing from every corner of the market—

after being screened for income, credit scores and needs—seamlessly, into a CRM we built just for you. Then your team is prescribed exactly what follow-up and nurture is required to close the transaction, while receiving support and training to keep your team accountable. CAST Services is at the forefront of prioritizing mortgage operations instead letting them fall at the tail of the transaction. And the results are meaningful.

Mortgage and finance lead generation should be treated independently of traditional buyer and seller lead generation. If you’re tired of getting hand-me-down leads from agents and want to discuss a strategy to push you ahead of your competition, we’d love to chat.

CAST Services has several current and prior mortgage professionals on our leadership team and we truly understand the hurdles you deal with every day. Lending and finance operations are one of the most critical, yet most underserved segments of the real estate space. From marketing to consulting and lead generation, we’ve spent over a decade, perfecting strategies to help you grow your business, network and profitability. We know. We run a mortgage operation and test our strategies on ourselves.

Imagine if you had a totally custom website that encapsulated your value proposition, ranked well organically and was designed to convert leads to customers—not just to look pretty. Envision leads flowing from every corner of the market—after being screened for income, credit scores and needs—seamlessly, into a CRM we built just for you. Then your team is prescribed exactly what follow-up and nurture is required to close the transaction, while receiving support and training to keep your team accountable. CAST Services is at the forefront of prioritizing mortgage operations instead letting them fall at the tail of the transaction. And the results are meaningful.

Mortgage and finance lead generation should be treated independently of traditional buyer and seller lead generation. If you’re tired of getting hand-me-down leads from agents and want to discuss a strategy to push you ahead of your competition, we’d love to chat.

Some kind words from our clients

We understand that your market, your business, and your goals are unique. We treat each client with a fresh set of eyes and diagnose solutions through a deep on-boarding and interview process. Here is what some of our clients have to say about us:

James Wexler

“CAST Services is the only team that works harder than realtors! I recommend working with them without hesitation, and they delivered exactly what was promised and more. Their extensive market research and onboarding process was like nothing I’ve ever seen, and I’m thrilled with the result.”

Mark Kuhl

“We were struggling financially for a while, then we found CAST. Chris and David flew out to Montana, gave us hope, direction, advice, and friendship. We are now back on track and strong as ever. No matter what is going on, CAST is there, and I love them like brothers. Business analytics, marketing, real estate knowledge, website design—they have it all. We truly appreciate CAST and what they are doing for the entire real estate industry.” Read more

“We were struggling financially for a while, then we found CAST. Chris and David flew out to Montana, gave us hope, direction, advice, and friendship. We are now back on track and strong as ever. No matter what is going on, CAST is there, and I love them like brothers. Business analytics, marketing, real estate knowledge, website design—they have it all. We truly appreciate CAST and what they are doing for the entire real estate industry.”

Brent Hanson

“We’ve been working with CAST for years, and are consistently impressed with their innovative strategies and ability to deliver results. They are able to provide market insights and trends, to equip us with tools and tactics to keep us ahead of our competition.”

Want to hear more? We’ve got mortgage clients across the country who are loving our fresh perspective. Let’s talk.