BeReach works inside Claude.See how

Reach mortgage broker leads while the timing is right.

A licence register tells you which brokerages exist, not which one is about to spend. Your agent watches for the shop that just added a state to its licence or started advertising for loan officers, then names the owner or branch manager behind it. You read the first message, and nothing sends until you say yes.

A real run

See it work on mortgage broker leads.

Who to talk to, who is worth your time, and what to say first. The screen is the real one. The people in it are made up.
You

Find owners at broker shops that just added a state to their licence or started advertising for loan officers. Who should I write to this week?

In the market

44 broker shops did something public in the last two weeks. Here are the owners behind them, freshest signal first.

  • Anthony M.
    Added a state to the licence
  • Rebecca S.
    Advertising for loan officers
  • Devon P.
    Opened a second branch
  • Fatima N.
    A loan officer team joined
Why it works

A licence says the shop exists. A hiring ad says it is spending.

A licence renews once a year, so it says nothing about this month. A state added to that licence, or a branch address that was not there in March, went public in the last few weeks and the shop published it itself.
Places your agent watches
8+

Licence filings and what a shop posts itself

Chase messages sent for you
0

One opener, then the conversation is yours

Messages you approve
100%

Nothing sends until you click

To a list you can write to
2 min

Owners and branch managers, named

How it works

Four things you stop doing yourself.

Finding the right people, deciding who is worth your time, writing the first line, and getting it out the door.
1

Who is in the market this week

Your agent watches what a shop publishes: a post about a new branch, an advert for loan officers, a change on its company page. The owner or branch manager behind each one comes back with it.

2

Only the ones worth your time

Describe a good client shop once, in a sentence: licensed states, loan officer count, product mix, how recently it opened a branch. A dormant licence stops reaching your screen, and every shop that made it through carries the reason it did.

3

The first line, already written

Every opener names the state that shop just added or the branch it is staffing, in your words rather than a template. Read it, rewrite it, or throw it away, because nothing goes out until you approve it.

4

Sent at a human pace

Messages go out spread through the day, never in a burst. A new sender starts gently and builds up. If anything looks wrong, it stops and tells you.

Where the names come from

Where a broker shop tells the market it is growing.

Licence filings and loan officer ads, read the week they change. A brokerage arrives with the owner or the branch manager named, not with a shared application inbox.
Looking atIndependent brokerages that added a state to their licence this quarter, with an owner
Branch and licence posts
A shop announcing the states it can now lend in
live
Branch openings
A new address means a lease and a team to hire
live
Loan officer ads
A shop hiring is betting on volume it has not written
live
New product lines
A non-QM line means borrowers it could not serve
live
Public profiles
The owner or branch manager behind the shop
checked
1,000 brokerages read, 42 worth a message this week, each with an owner named
What to do with it

Write while the branch is still being staffed.

A branch just opened

A new office picks its systems in the same quarter it signs the lease, and once the place is running those decisions are made. Your agent brings you the branch manager while the desks are still empty.

The loan officer ads are up

A shop advertising for loan officers is paying for volume it has not written yet. Your agent catches the ads the week they go up, so you reach the owner while the budget is still open.

A team just moved in

Loan officers announce a move the day it happens, and the shop that took them in is re-buying seats and lead sources for people who started last week. Your agent reads those announcements and names the producing manager who made the hire.

A new product line opened

A non-QM line means a brokerage is chasing borrowers it could not serve last year, with a process it has never run. Your agent brings you the owner in the months that process is being built.

Claude

Prefer to work in Claude?

BeReach runs as a connector inside Claude and Claude Cowork. Ask in plain language: it finds the people, tells you which ones are worth your time, and writes the first line. Nothing sends until you say so. See the Claude connector.

FAQ

Mortgage broker outreach, answered straight.

How does BeReach find mortgage broker decision-makers?

Your agent reads what a brokerage already put out in public: its own posts, the loan officer roles it is advertising, and its company page. Each shop comes back with the owner or branch manager named, and with the thing they just did sitting next to the name.

Why are these brokerages missing from Apollo or ZoomInfo?

Those databases are built around large corporates and refresh on a lag, so a twelve-person independent shop is thin or wrong in them. They also hand you a job title and no timing, which is the part that decides whether a message gets answered.

Does BeReach only use public data?

Yes, all of it. Licence records, branch and product announcements, hiring ads and public profiles are the whole source list, and no file was bought from anyone.

How does BeReach decide which mortgage brokerages are worth my time?

You describe a good client in one sentence: licensed states, loan officer count, product mix, how recently the shop opened a branch. Your agent grades every brokerage against that sentence and puts the reason beside the name, so a dormant licence never reaches your screen.

Can BeReach message the broker owners it finds?

Yes, and that is the difference between this and a list. Your agent drafts an opener naming the state they just added or the branch they are staffing, you approve it, and it goes out from your own account so replies land in your own LinkedIn inbox.

Can I search by product mix, metro, or brokerage size?

Yes, in a sentence. Ask for an independent shop in a growing metro with ten or more loan officers that just added a state to its licence, and that is the list that comes back.

How accurate is the contact data?

Emails and phone numbers are checked the moment you ask, rather than trusted because a file said so months ago. Your agent also reads the licence record and the public profile, so the name you get is the owner or the branch manager instead of a shared application inbox.

Find the broker shops that are spending this month.

Describe the brokerage you want as a client. Your agent finds the owner behind the new state licence or the hiring push, writes the first line, and waits for you to approve it.

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