Connected Investors leads: the investor was promised offers in minutes

How the Private Lender Network works

Connected Investors is a marketplace for real estate investors, and its lender program runs largely through its sister site, PrivateLenders.com. A lead is “an investor looking for financing to purchase a non owner-occupied investment property that matches your pre-selected criteria.” Investors ask about fix and flips, rental property loans, bridge loans and other residential or commercial investments. They verify their phone number by text before the request goes out, and no credit check is run to match them.

You give your lending criteria when you sign up, and an account manager builds your profile. You pay per lead, at a rate that depends on the states you lend in, your loan amount range and your property types. More filters cost more. Connected Investors’ terms say subscription fees aren’t refundable, “There are no refunds available on any product purchases,” and leads aren’t represented as pre-approved.

Investors are told several lenders will compete, in minutes

Connected Investors doesn’t publish how many lenders get each lead. Its pitch to investors is plain, though: they’ll be connected with “multiple verified, vetted lenders who compete,” and can “receive multiple offers from private money partners in minutes.” Its testimonials mention offers from three and four lenders, and one investor says, “I started getting calls from lenders in minutes.”

That sets the clock. An investor who expects calls in minutes takes the first lender who knows their deal seriously. A lender who calls back that evening is just one more voicemail.

How to get each Connected Investors lead called as soon as it reaches Callingly

Connected Investors delivers the investor’s phone-verified details “by email or directly into your existing software.” It doesn’t name the CRMs it connects to or document an API or Zapier app. So you have two ways in. By email:

1. 1 In Callingly, add an email integration. It gets its own @mail.callingly.com address and sends its leads to the team you pick.
2. 2 Ask your Connected Investors account manager to deliver your leads to that address, or forward their lead emails to it with a rule in your inbox.
3. 3 Send a few test emails, then tell Callingly support. They set Callingly up to read the lead email format within a few business hours.
4. 4 Send a test lead through. Calls begin within a few minutes of the email.

Or through your CRM. If Connected Investors posts your leads into a CRM that Callingly connects to, either directly, like HubSpot or Salesforce, or through Zapier, start the Callingly call from the CRM instead.

Either way, the AI Agent calls each lead that arrives inside your team’s call hours as soon as it lands, and only between 8 AM and 9 PM in the lead’s time zone. For leads outside those hours, add an AI call to the sequence’s Outside Business Hours branch, or turn on its “Wait until next business hours” step so the call goes out at the next time that fits both your call hours and the lead’s window.

What happens when the AI Agent calls

Within your team’s call hours, each new lead gets a call from the AI Agent as soon as it reaches Callingly, plus texts in the same sequence if you want them. The AI Agent asks your qualifying questions, such as the property, the strategy (rent or flip), the purchase price and the timeline, and warm-transfers the live investor to a loan officer who’s free. When nobody is, it offers a callback at a time the investor picks. When the investor doesn’t answer, the followup sequence keeps calling and texting on your schedule.

Buy other investor leads too? See Rabbu and Direct Marketing Media, or the rest of a mortgage team’s lead flow.

Connected Investors lead questions

How much do Connected Investors lender leads cost?

Connected Investors doesn’t publish lender prices. An account rep quotes a per-lead rate based on how many states you lend in, your loan amount range and the property types you want, and more filters cost more. The $99 to $549 monthly plans on its pricing page are for investors, not lenders.

Are Connected Investors leads shared?

Connected Investors doesn’t say how many lenders get each lead. It tells investors that “multiple verified, vetted lenders” will compete, and its testimonials mention offers from three and four lenders. Plan on calling against other lenders.

Can I get a refund on a bad Connected Investors lead?

Its terms say “There are no refunds available on any product purchases,” and that subscription fees aren’t refundable. They also say leads aren’t represented as pre-approved. Ask your account manager about credits for wrong numbers before you start.