One client engagement, our own operating business, and the ventures we built or evaluated. We label which is which, because the distinction matters.
Mission35 Mortgages
Client engagement · ~70 agents · 50+ lenders · national expansion
Built a custom in-house AI intake that has clients arrive already knowing what they want to discuss, and hands the broker a prepared conversation instead of a cold one.
Not a chatbot bolted onto a contact form. The system helps a client organise a decision they make once or twice in a lifetime, then gives the broker the context before the first call. Alongside it, agents were repositioned from brokers to mortgage strategists, so the conversation starts with the client’s wealth position rather than the rate sheet.
Client-reported Weekly lead volume also rose over the same period, on the owner’s direct observation. We have not reviewed source reports, and that figure is being measured to a full twelve months before we treat it as evidence.
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Taylor Moving & Storage / Taylor International
Our own operating business · household goods relocation · related party, disclosed
A quality control system behind 40% of the industry’s top-rated awards, and a self-pack revenue line that lowers the customer’s price without lowering the margin.
Most movers win price-sensitive work by discounting, which buys volume with profit. Software-guided self-packing moves the labour to the customer instead of moving the margin to them, so a cheaper tier earns the same margin percentage as full service — and catches moves that would otherwise have gone to a cheaper competitor or a rental truck.
Management-reported Award share is management-reported; names, issuing bodies and years are being confirmed for publication. The self-pack line is built and in rollout, with its margin effect modelled on current pricing rather than measured across a full season.
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