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Home › Case Studies › CoreVest
Case Study · Real Estate Lending · Outbound Function Built From Zero
CoreVest, a Redwood Trust company, had a team of hungry sellers and zero outbound infrastructure: no databases, no SDR playbook, and no time to prospect. LevelUp built and managed the entire function, and the first two months on the dashboard read 224 qualified meetings and $10M+ in sales pipeline.
Industry: Real Estate Lending • Channels: Cold Calling, Email, LinkedIn
Campaign Snapshot
Full outbound SDR function built from zero for a real estate lending team, focused on reaching active real estate investors and lending partners.
Total Meetings
Pipeline generated
In short: CoreVest, a Redwood Trust company and leading lender to residential real estate investors, had no databases, no SDR playbook, and sellers with no time to prospect. LevelUp Leads built and managed their entire outbound function, cold calling led with email and LinkedIn layered on, and booked 224 qualified meetings in the first two months, generating $10M+ in sales pipeline: 43,673 dials, 2,713 connects, 786 conversations, and a 28.37% conversation-to-meeting rate.
Like many lending and financial services teams, CoreVest had sellers who were hungry and a market there for the taking. What was missing was everything underneath: contact data, an outbound playbook, SDR capacity, and anyone with time to build or manage it. Every hour a seller spent prospecting was an hour not spent closing loans.
Like many lending and financial services teams, CoreVest had sellers who were hungry and a market there for the taking. What was missing was everything underneath: contact data, an outbound playbook, SDR capacity, and anyone with time to build or manage it. Every hour a seller spent prospecting was an hour not spent closing loans.
No prospect data, no outbound playbook, no dedicated prospecting capacity, and a sales team too busy closing to build any of it.
A fully built and managed outbound team running cold calling, email, and LinkedIn: 224 meetings, $10M+ in pipeline, every dial visible on a live dashboard.
Campaigns split cleanly between active residential real estate investors and lending-partner prospects, each with its own list, messaging, and cadence. Segmentation is why the conversations converted instead of blending into one generic pitch.
A 2-to-5 person LevelUp team runs the function day to day, and CoreVest sees everything live: dials, connect rates, conversation quality, and every booked meeting. No black box, no waiting for a monthly report.
Every figure below comes from the live campaign dashboard CoreVest sees in real time: dials, connects, conversations, recordings, and booked meetings.
| Metric | Result | Context |
|---|---|---|
| Meetings booked | 224 | 223 from cold calling, 1 from email and LinkedIn |
| Pipeline generated | $10M+ | Sales pipeline sourced from the first 2 months of meetings |
| Total dials | 43,673 | Sustained daily calling volume across both audiences |
| Connects | 2,713 | 6.21% dial-to-connect rate |
| Conversations | 786 | 28.97% of connects became real conversations |
| Conversation-to-meeting rate | 28.37% | 223 cold-call meetings from 786 conversations |
| Emails sent | 10,461 | Two segmented campaigns: investors and lending partners |
| LinkedIn outreach | 679 | Connection requests sent, 74 new connections |
| Function built | 0 → live | Full SDR function created from zero, managed by LevelUp |
Meetings booked
224
223 from cold calling, 1 from email and LinkedIn
Pipeline generated
$10M+
Sales pipeline sourced from the first 2 months of meetings
Total dials
43,673
Sustained daily calling volume across both audiences
Connects
2,713
6.21% dial-to-connect rate6.21% dial-to-connect rate
Conversations
786
28.97% of connects became real conversations
Conversation-to-meeting rate
28.37%
223 cold-call meetings from 786 conversations
Emails sent
10,461
Two segmented campaigns: investors and lending partners
LinkedIn outreach
679
Connection requests sent, 74 new connections
Function built
0 → live
Full SDR function created from zero, managed by LevelUp
Questions, Answered
Yes, exceptionally well. Cold calling produced 223 of the 224 meetings booked in two months, converting 28.37% of decision-maker conversations into meetings. Real estate investors run their businesses from their phones, and a trained SDR with a relevant lending offer books them in one conversation. See how we run it for financial services and lending companies.
Four things most sales teams do not have in-house: data infrastructure, a tested playbook, dedicated calling capacity, and someone to manage it daily. CoreVest started with none of them, and their sellers had no time to prospect. We built the full function, lists from eight synced databases, segmented campaigns, trained SDRs, and live reporting, and delivered 224 meetings within the first two months.
All three, with the phone leading. For CoreVest, cold calling booked 223 of 224 meetings while 10,461 emails and 679 LinkedIn connection requests ran in parallel across two segmented audiences: active real estate investors and lending-partner prospects. Email and LinkedIn build the familiarity that makes the phone convert even better.
Trust carries more weight and timing carries everything. Financial buyers evaluate credibility before terms, and their attention follows deal cycles, rate moves, and portfolio events rather than marketing calendars. That is why segmented lists and trigger-timed outreach beat volume blasts in this sector. We run the same system across banking and credit unions, payment processing, and wealth management.
Fast, even from a standing start. These 224 meetings and $10M+ in pipeline came in the first two months of the engagement, a period that included building the entire outbound function from zero. Campaigns typically launch 7 to 10 business days after onboarding, and meeting volume compounds as lists and scripts refine.
