One system. Nine stages. Engineered for bridging.
Qualified bridging loan appointments, booked into your calendar by our AI system. No retainer. No risk. Commission based only.
Every loan funded through Capital Edge passes through the same nine qualifications.
Ideal client mapping
We start by sitting inside your book. Average loan size, preferred LTVs, geographies you actually fund, lenders on your panel, deal types you close fastest. Your existing wins become the template - we don't sell what you don't want.
- Loan size, LTV, term, security type
- Geographic concentration & exclusions
- Lender appetite mapped to borrower profile
- Deal velocity - what you close in 14 days vs 60
Data acquisition & enrichment
We build a private list of UK property developers, refurb specialists, auction buyers and HNW investors who actively use bridging - sourced from Companies House filings, planning portals, LinkedIn, Land Registry signals and proprietary vendor data. Every record is verified, enriched and de-duplicated against your CRM.
- Companies House filings + SIC code targeting
- Active planning application monitoring
- Auction completion records
- Triple-verified contact data (≥97% deliverability)
Trigger & intent signals
Bridging is bought in moments - auction date approaching, planning granted, chain breaking, refurb completing. We layer intent signals over the list so messages land the week a developer actually needs capital, not six months early or three months late.
- Auction calendars (Allsop, Savills, Auction House, Barnard Marcus)
- Planning decisions issued in last 60 days
- Property listed STC / sale fall-through
- Companies posting new development charges
Positioning & message architecture
Generic outreach is the reason brokers get 1% reply rates. We write per-segment value propositions - auction buyer messaging is not the same as a serial developer pitch. Every sequence ties back to a specific lender outcome you can deliver: speed, LTV, exit, complexity.
- Segment-specific value propositions
- Lender-backed proof points, not hype
- Compliance-aware copy (FCA-conscious)
- Tested against control sequences monthly
The 16-touchpoint sequence
A choreographed multi-channel cadence across cold email, LinkedIn, calling, SMS and direct mail - staggered over 6 weeks. Not 16 emails. Sixteen meaningful moments designed to start a conversation without burning the prospect.
- 5 cold emails (problem → proof → offer → bump → break-up)
- 4 LinkedIn touches (visit → connect → voice note → DM)
- 4 call attempts at varied dayparts
- 2 SMS / WhatsApp follow-ups
- 1 physical mail piece for tier-1 prospects
AI-handled response & triage
Replies hit a trained model in real time. Genuine interest is routed to qualification. Objections are answered with broker-approved responses. Out-of-office, wrong-person and unsubscribes are handled silently. Your inbox never sees noise - only conversations worth having.
- Real-time intent classification
- Auto-routing to qualifier / nurture / disqualify
- Objection library tuned to your firm
- 100% reply coverage, 24/7
Human qualification call
Every interested prospect is screened by a UK-based qualifier before they ever reach your calendar. We confirm the deal is real, the timeline is live, the security exists and the borrower isn't unbankable. No tyre-kickers, no curiosity calls.
- Deal size, security, LTV requirement
- Timeline to completion (must be inside 90 days)
- Adverse credit / legal flags surfaced upfront
- Decision-maker confirmed on the call
Calendar handover
Qualified appointments are booked directly into your diary with a full briefing pack - borrower background, deal summary, security notes, indicative terms, suggested lenders. You walk into the call already three steps in.
- Two-way calendar sync
- Pre-call brief delivered 12 hours before
- Borrower context, security, exit, urgency
- CRM record created and tagged
Pipeline intelligence & reporting
A weekly performance review - open rates, reply quality, qualified appointments, conversion to terms, conversion to drawdown. We don't sell vanity metrics. The only number that matters is loans funded.
- Weekly written review + dashboard access
- Funnel attribution to every appointment
- Lender win-rate by segment
- Quarterly strategy recalibration
16 touchpoints. Six weeks. Five channels.
Each week is engineered for a specific psychological moment in the developer's decision process. Select a week to see what it is designed for.
Opening contact
Designed to introduce the broker to the developer, establish credibility, and earn the right to a second message - without ever sounding like cold outreach.
- Establish broker identity, lender panel, deal range
- Reference a specific signal - auction date, planning grant, recent acquisition
- Offer a clear, low-friction next step
Model what the system is worth to your book.
Adjust the assumptions to match your panel, your average deal and your commission. The numbers update live - this is the same model we run in private briefings.
Illustrative. Final modelling is calibrated to your lender panel and book.
What Capital Edge will not do.
Our qualifications are a service. We refuse the things that erode broker reputation and burn the market.
The questions brokers ask before they engage.
No. Capital Edge is an outbound approach - we go directly to the developers, refurb specialists and investors who need bridging finance. There is no media budget, no paid social, no PPC. The system is built to compound without ad spend behind it.