Case Study: LVL Funding Group achieves higher-quality leads and faster $500k+ deals with Reonomy

A Reonomy Case Study

Preview of the LVL Funding Group Case Study

Mortgage Broker Elevates his Cold Call Strategy with Reonomy

LVL Funding Group, led by commercial mortgage broker Michael Pickard, needed a faster way to identify quality small-balance commercial loan prospects (above $500,000). Relying on referrals and multiple disparate resources made it hard to find accurate property and ownership data—current lender, debt, tax info and maturity dates—so LVL Funding Group turned to Reonomy’s commercial property data platform to streamline prospecting.

Using Reonomy, Michael can pre-qualify borrowers and get full transparency on properties before outreach, and he leverages Reonomy’s light CRM features and labels to save time and focus on high-value targets. The result: more purposeful, higher-engagement calls, faster underwriting conversations, and measurable pipeline growth—after three months on Reonomy he has six deals over $500k in process and reports “insane ROI” from the platform.


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LVL Funding Group

Michael Pickard

LVL Funding Group


Reonomy

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