Fill your pipeline with commercial borrowers, SBA candidates, and business owners looking to refi — without buying expensive shared leads.
New to JYNI? Product overview · Features & workflow · Lead-gen playbooks
Mortgage brokers who focus on business owners and commercial deals face a different prospecting challenge than residential originators. Your clients are harder to find, the deal sizes are larger, and the competition from banks is fierce. JYNI helps commercial and business-purpose mortgage brokers identify and reach the right business owners at the right time — whether they're expanding, refinancing, or need SBA working capital — before they call the bank.
Agents mine verified owners in your territory — with checked direct phone, email, and website. Owner-direct, not a shared list five other people already bought.
JYNI writes and sends your sequence from warmed, managed domains, then sorts every reply — booking the interested ones so you get to them first.
On-brand posts across your channels keep you visible between touches — so when they're ready, you're the name they already know.
Commercial realtors and CPAs are the best referral sources for mortgage brokers — they see clients who need financing before you do. Building and nurturing these relationships systematically, with a CRM to track touchpoints, is the highest-ROI channel for most brokers.
Shared mortgage leads from aggregators are competitive and expensive. Exclusive leads are better but cost $80–$300+ each. ROI depends heavily on your conversion rate and loan size. Best for high-volume residential shops, less effective for commercial.
LinkedIn is underutilized by mortgage brokers. Business owners research financing options on LinkedIn and are receptive to educational outreach about SBA programs, DSCR loans, or rate environments. A consistent content + DM strategy builds deal flow over 3–6 months.
Targeting businesses by age (2–5 years in operation), revenue band, property ownership, and SIC code identifies strong SBA and commercial refi candidates. This data is public and can be filtered down to your sweet spot.
JYNI builds targeted prospect lists from public business data, enriches contact info, and runs personalized multi-step email campaigns — so you have consistent outreach running even during busy closing months.
Target businesses that are 3–10 years old with $500K–$5M revenue — the prime SBA borrower profile — from a database of millions of U.S. businesses.
JYNI personalizes your outreach based on the prospect's industry, so a message to a restaurant owner sounds different from one to a manufacturer.
Track prospects from first touch through pre-qual, application, and close with a pipeline view designed for deal-based businesses.
Manage your referral network — CPAs, realtors, attorneys — with a separate pipeline for partner relationships and activity tracking.
JYNI is optimized for B2B outreach — commercial loans, SBA, business-purpose mortgages, and investor loans. It's less suited for consumer residential leads, which are better served by Zillow/Realtor.com integrations.
Yes. JYNI can filter by property ownership indicators and SIC codes associated with owner-occupied commercial real estate, helping you identify businesses that may be candidates for commercial refi or SBA 504 deals.
The default sequence is 3–5 touches over 14 days. You can customize the number of steps, timing, and message content for each campaign.
Yes. JYNI lets you create separate pipeline views for referral partners (CPAs, realtors) vs. direct borrower prospects — so you can track relationship development with each group.
Start free. 100 credits, no card. Verified owners, reached on autopilot.