Customer Story: How Tim Stacey Grew His Mortgage Business Fivefold

Tim Stacey is an independent mortgage broker and loan officer at Stacey Solutions, where he helps military veterans with VA home loans in Vacaville, Solano County, and throughout Northern California. It’s relationship work in the truest sense — the veterans he serves trust him with one of the biggest financial decisions of their lives, and staying connected with them long after closing is a big part of how he does the job.

The hesitation: cost

Tim’s first reaction to RAD is one we hear a lot. As an independent broker, every dollar going out of the business has to earn its place, and a CRM is easy to put off.

“I was hesitant at first because of the cost. But after talking with RAD CRM, I decided to invest in myself — and it was the best business decision I ever made.”

That’s the honest tension for a lot of loan officers. The cost of a CRM is visible on a statement every month. The cost of not having one is invisible — it shows up as the follow-up that never happened, the past client who refinanced with someone else, the referral that went to the lender who stayed in touch.

What changed: consistency

For Tim, the difference wasn’t a single feature. It was consistency — the thing that’s hardest to maintain by hand when you’re busy serving clients.

“RAD helped me follow up consistently, stay in contact with clients, and make sure nothing fell through the cracks. With that support, I was able to grow my business fivefold.”

Fivefold. That’s what happens when follow-up stops depending on memory and spare time. The leads that would have gone cold get worked. The clients who would have drifted stay in touch. And the relationships that drive a referral-based business — especially one built on serving a community like veterans — keep compounding instead of quietly fading.

The support behind it

Software alone doesn’t grow a business. Tim is clear that the people behind RAD were part of the result.

“Michael and the team at RAD CRM provide outstanding support. Their guidance has helped me get more from the system and continue bringing in more business while serving the veterans who trust me with their home financing.”

That’s the part we care about most. A CRM that nobody helps you build out turns into an expensive address book. One that’s set up with you, adjusted as your business changes, and backed by people who pick up the phone is what actually moves the numbers. You can read more about how we approach that on the RAD difference.

The takeaway for other loan officers

If you’re weighing the cost of a CRM against the cost of doing it yourself, Tim’s story is worth sitting with. The question isn’t really what the software costs. It’s what slips through the cracks without it — and what your business could look like if nothing did.

Or, as Tim put it:

“What they’ve built is spectacular. I couldn’t have done it without them.”

— Tim Stacey, Mortgage Broker & Loan Officer, Stacey Solutions

Thank you, Tim, for trusting us with your business — and for the work you do for the veterans you serve. You can see more stories like Tim’s on our testimonials page.