Recover Revenue
Turn existing data into conversations, appointments, referrals and opportunities.
Database reactivation · Lead nurture · Past-client campaigns · Referral partner follow-up
Explore revenue recoveryWhat we solve
Less lost opportunity. Less manual work.
Start with the business problem. We’ll determine whether the right answer is a focused automation, a connected operational system or an AI assistant with a clearly defined job.
What we build
Three ways to put your systems to work.
Automate Operations
Remove repetitive work and keep your systems synchronized automatically.
CRM integrations · Reporting · Data enrichment · Task automation · Microsoft 365 workflows
Explore operations automationDeploy AI
Give your team AI systems that perform real work, with clear controls and human oversight.
AI assistants · Receptionist intake · Lead qualification · Email and content workflows · Data processing
Explore AI agentsExplore the solutions
Find the part of your workflow that needs attention.
Mortgage automation ↗
Connect the mortgage lifecycle, from the first inquiry to the next referral. HTS builds the follow-up and operational systems that keep opportunities moving inside the tools your team already uses.
AI for loan officers ↗
Spend more of your day on borrower conversations. Give AI the preparation, routing and administrative work around them, with the controls your team needs.
Jungo & Salesforce ↗
Make your CRM reflect how your team actually works. Connect fields, stages, assignments and communication so the next action is clear.
Mortgage CRM automation ↗
Turn your CRM into the place where leads, owners and next actions stay connected, from first contact through post-close follow-up.
Database reactivation ↗
Reconnect with the people already in your CRM. Build a repeatable path from old records to relevant conversations, appointments and referral opportunities.
AI lead follow-up ↗
Keep new inquiries from becoming forgotten records. Connect lead capture, relevant responses, team handoffs and appointment tracking in one workflow.
AI agents ↗
Give a defined operational job to an AI system with the tools, context and review controls to carry it out.
Small business automation ↗
Keep inquiries, quotes, appointments and customer follow-up connected. HTS builds practical automation for small businesses so owners and staff spend less time chasing the next task.
Real estate automation ↗
Keep buyer inquiries, seller conversations and past-client relationships moving. We connect your CRM, appointments and follow-up so agents can spend more time with clients.
An engagement that fits
The right scope comes after discovery.
Most custom automation projects: $2,500–$6,000. Ongoing management and optimization: $500–$5,000/month. Monthly retainers are scoped to system complexity, management responsibilities and support needs. Complex integrations and AI systems are scoped individually.
A system audit, Build-With-You session, workshop, consulting engagement or full implementation may be appropriate once we understand your workflow.
The process
A clear path from problem to working system.
Discover
Find where leads, opportunities, time and data are being lost.
Design
Map the workflow and decide what should be automated.
Build
Build and integrate the system around your existing stack.
Launch
Test, document, train and deploy with your team.
Optimize
Monitor and improve the system under the agreed support scope.
Start with your workflow
Your CRM already contains opportunities. Let’s build the system that finds them.
Talk directly with Robert about what gets missed, what takes too long, and what a better system could do.