by Dovetail MKTG
Everything you need to onboard, get trained, and close more loans.
Your single destination for BLS onboarding, Lenderbase access, support, billing, and the conversion habits top performers rely on.
Welcome to your BLS Client Hub
Get set up fast
Complete your First Steps now so we can launch you without delays.
Get trained early
Join coaching calls and the community before you go live.
Close more loans
Use Lenderbase and our conversion playbook to win deals.
Onboarding Timeline
First-time onboarding
First-time onboarding generally takes 2–3 weeks to complete training, setup, and build work. Clients resuming after a pause may onboard faster depending on how long they were paused and their situation.
A2P 10DLC verification
If using the Ampd Works CRM, A2P 10DLC verification must be completed. This typically takes 7–10 days and is controlled by a third party.
We do not recommend going live until A2P is complete
What is A2P 10DLC?
This is a carrier verification process all new Ampd Works CRM users must complete. Once verified, you can send texts through the CRM — one of the most important features for lead conversion. Many closed deals start with a text conversation. This is a legal requirement for all modern phone systems — not something we've chosen. Since it's controlled by a third party, we cannot guarantee timing.
First Steps — Do These Now
Create Your Lenderbase Account
Fill out the form to request access. We'll send your account activation invitation during normal business hours after you submit.
Get Lenderbase AccessJoin Private Money Pros (Skool Community)
You'll receive a free invite via email. This is your mastermind community — don't skip it.
A calendar of call times and topics is posted in the group. We host 1–3 calls every week and regularly invite various industry experts to discuss matters relevant to brokers. These calls are extremely valuable — make a habit of attending.
Attend CRM/LOS Coaching Calls Early
It's critically important that new clients join our Ampd Works CRM coaching calls early on. Most people make avoidable mistakes in the CRM and with lead handling that cost them deals.
These calls happen every Thursday at 2pm EST / 11am PST.
Join CRM Coaching Call
Why Lenderbase Matters
Speed. What used to take a day or two — figuring out if a deal is even fundable and who can do it — now takes about 30 seconds.
100+ vetted private money lenders
Guidelines submitted directly by lenders, not scraped or approximated.
Live deal qualification
Enter a scenario while the borrower is still on the phone and give an answer before hanging up.
Multi-state filtering
Automatically returns only lenders active and licensed in the selected state.
Team-ready
Any team member can run it, no training required.
Bigger lender panel
Most brokers work with 8–15 lenders; Lenderbase handles 100+ without adding mental overhead.
Private money only
No banks, credit unions, or wholesale lenders cluttering results.
This database doesn't really exist anywhere else in private money.
Working Hours & Support
Support Email — Use This, Nothing Else
This is not just an email — it's our ticketing system that routes your request to the right team member. Do not use personal work emails. We don't check those frequently and your request may be missed.
Working Hours (all times EST)
- Mon – Thursday10am – 7pm EST
- Friday10am – 6pm EST
We observe all major US holidays (not "banker's holidays").
Call Us
It's a good idea to save this number as a contact — we do call from it. You can also call in at any time. Because of pre-scheduled appointments we can't always answer live, but we'll attempt to call you back.
Scheduling a Zoom or Phone Call
Impromptu calls can be requested, but same-day availability is often limited due to existing client meetings. Please book in advance. You'll be able to select an appointment for the specific request type you have.
Billing, Pausing & Change Requests
Understanding Your Service
Understanding the Ampd Works CRM
Need help with other CRM functions?
Join our prescheduled Zoom every Thursday at 2pm EST / 11am PST. The link lives in your CRM and is also available via vip@dovetailmktg.com. It's the same link every week.
New Lead Pipeline — Stage Map
Here's how each stage in your New Lead Pipeline works, and which stages the call team works.
New Online Lead
Missed Appointment
Booked Call
In Contact – No Auto
Ready Soon – No App Taken
2–6 Months
6+ Months
Longterm
Keep Your Automations Running — Critical CRM Skill #2
AMPD CRM automations pause when a lead replies. You should manually unpause them if:
- The reply was neutral
- You need more information to proceed with the lead
When a lead replies, a tag called paused-replied is applied. When it is removed, the campaign resumes. See below. If you ever need to manually pause a lead, just add that tag back by typing in the Tag Box and selecting it.
Contact view — Tags
Click the X on the paused-replied tag to remove it — this resumes the lead's automations. To pause again, type paused-replied into the Tag Box and select it.
Ampd Works CRM — Pricing
BLS clients receive significantly discounted CRM pricing with no setup fees for standard implementation (already covered by your BLS setup fees). Additional seats are $50/user/mo on any plan.
Starter — CRM Only
BLS Client Price
$99/mo · 1 seat
No setup fees (covered by your BLS setup)
- CRM features
- 1 user seat
Standard (non-BLS)
$199/mo or $2,149/yr · $350 setup fee
Core — CRM + LOS
BLS Client Price
$199/mo · 1 seat
No setup fees (covered by your BLS setup)
- Full CRM + LOS features
- 1 user seat
- Lenderbase access (FREE)
Standard (non-BLS)
$299/mo or $3,769/yr · $500 setup fee
Pausing longer than 2 months & your discount
Lead Conversion Tips — Don't Miss These
These are the habits that separate top performers from everyone else. Make them automatic.
Text After Every Call
Whether they answer or not — always follow up with a quick text after every call attempt.
Double-Dial Before Voicemail
Call twice back-to-back immediately if they don't answer on the first attempt. It's better to double-dial fewer leads than to single-dial more. Pick-up rates increase significantly.
Use Scheduled Texts
If a lead says they're free at 7pm, schedule a text for 6:30pm: "Is 7 still good for our quick call?" — It keeps them accountable and gives you a heads-up if they need to reschedule.
Don't Wait for Appointment Times
Even when leads self-book or your call team books appointments — don't wait. Try calling leads as soon as possible after an appointment is scheduled. You'll get more pickups and move deals forward faster. No-shows happen, and sometimes leads disappear for good.
4X Your Application Rate — Get the App on the Phone
Never send an application by email or text. Always get it while you're on the call. If you stay on the phone and guide them through it, you'll convert ~50% of borrowers to applications. If you send it after the call, expect closer to 10–15%. This one habit alone can quadruple your application rate.
Deliver Terms on the Phone — Not by Email
Deliver loan terms verbally on the call whenever possible. This gives you the chance to strengthen rapport, explain costs and options, and show up as a consultant — not just a vendor. You'll get 2–3X more commitments this way. Only send terms by email as a last resort, and ideally while still on the phone so you can walk them through it.
More tips worth building into your routine
Never Let the Lead Text Last
Always respond — even just "Perfect, I'll call you then." Letting hours pass can derail a conversation that was about to take off.
Call From the CRM — Not Your Personal Phone
Keep all communication in one place. Automations help, but phone calls convert. About 10–15% of leads will only respond by phone.
Reference Their Form Answers
Personalize outreach with their own details and screenshots of their form. It jogs their memory and builds instant credibility.
Rework Aged Leads
There is "pure gold" in aged leads. Once you have 300+, start reworking them. We always see closed deals when clients actually do this.
Give It Time — This Is Marketing
Investor leads average ~90 days to close. Not hearing back within a week doesn't mean a lead is dead — that's a common misconception.
Ask for Referrals — Every Time
One of the easiest ways to turn a dead lead into opportunity. Make it automatic, no exceptions.