Yes and No. You can utilize this NEW CRM to only be your marketing and lead follow up platform or utilize just as a CRM & pipeline management or you can utilize this CRM for both. We recommend you use this CRM for both. Once you see the Demo. you will be able to know quickly what you want to use the system for ;)

Yes. In fact we will do this heavy lift for you. If you want to learn we can do it with you as well. This system can handle your entire database (clients & attached loans to the contacts) for organization and easy pipeline management.

We have multiple packages. We have a package for just 1 user (Independent Loan officer) that wants to grow their business and marketing efforts. We have packages for your entire team for just one cost for the entire team. We won't charge for additional users as you grow your team or reduce your team as the market demands. We also have packages for entire companies. Contact us for details on company access. And, we even let you try our system for 30 days

We’ve chosen Go High Level, the top marketing and CRM platform, and fully customized and white-labeled it for the mortgage industry. Developed by a top originator, this system was built by a loan officer specifically for loan officers and their teams, ensuring it caters perfectly to the unique demands of the mortgage business.

Yes. We have pre-built workflows for your team, for your customers, for your leads and for your past clients. We also have prebuilt lead funnels, email campaigns, websites etc. And the best part we are constantly adding to these templates every month with video tutorials on how to implement them. Book a free demo. It's a complete game changer.

Yes. We have built out an API that will connect with your Loan Operating System (LOS). Encompass, Arive, and many more LOS's are available. There is an extra set up cost depending on the LOS.