How Josh Tagg Closed $60M In Deals With An Automated Webinar
Driven to grow his mortgage business in a consistent, sustainable way, Josh tried everything: flyers, seminars, social media, referral pushes. But the results were unpredictable. Some weeks leads poured in, others the phone barely rang.
In-person seminars meant renting conference rooms, high marketing costs, low show rates, and in winter, almost no one showed up at all. Online prospecting wasn’t better. It had him glued to his phone from 8 a.m. to 10 p.m., chasing cold leads and stuck in the grind.
"I was exhausted. I couldn’t keep up. I didn’t want to chase leads. I wanted them to chase me."
That’s when Josh found RECODemand, a fully automated webinar system that attracted the right leads, booked calls, and worked in the background. It gave him predictable deal flow, more freedom, and growth on his terms.
Since launching his webinar funnel with RECODema, Josh has closed over 160 mortgages, generating $60 million in funded business. His average funded deal is roughly $400,000, and the majority of his webinar attendees are first-time homebuyers.
Beyond the numbers, the true impact has been the shift in how Josh runs his business. No more cold calls. No more unpredictable schedules. No more lead chasing. His pipeline is full, his days are structured, and his clients show up informed and ready to work with him.
"It’s changed my life because it’s allowed me to have a more scheduled life... I’m not just answering the phone from 8 a.m. to 10 p.m. anymore. They’re on my calendar. They know when they’re going to talk to me."
Josh didn’t just grow his business - he took back control of his time, energy, and future. This is what scaling should look like.
Close More Deals With Automation like Josh Tagg
At a glance
- Client
- Josh Tagg
- Role
- Mortgage broker
- Industry
- Mortgage brokerage
- Challenge
- Flyers, in-person seminars and social prospecting produced unpredictable lead flow and long days spent chasing cold leads.
- Approach
- An automated webinar funnel for first-time homebuyers with targeted ads, instant booking, and CRM email nurture, later moving from live to pre-recorded sessions.
- Reported outcome
- Over 160 mortgages closed and roughly $60 million in funded business, with an average funded deal of about $400,000.