Most Popular 😃
$499
Per Month
Our most popular plan designed with small broker & lender teams in mind.
Up To 5 Users
Unlimited Contacts
Launchpad: Quick system setup
Mobile App: Work your system on the go
CRM & Opportunities: Visual loan pipeline
Power Dialer: Call leads & contacts sequentially right from the CRM
2-Way Text & Email: Unified client inbox
Missed Call Text Back: Auto-reply to missed calls
Calendar: Discovery call booking
Form Builder: Capture leads on pre-built lead form built for borrowers
Web Chat: Website chat widget
Websites: Run your business from our premium website templates
Funnels: Multi-step pre-qual funnels
GMB Messaging: Google Business chat
SMS & Email Templates: Canned quick replies
QR Codes: Scan-to-connect flyers
Open API: Integrate with vendors for tri-merge credit, appraisal, & more
Proprietary Borrower Intake: Dynamic borrower intake form & logic
Lender Marketplace: Browse through our list of hundreds of lenders
Ads Launcher: Launch & manage ads for Meta, Google, & LinkedIn
Ad Templates Library: Use proven ads that we've used to generate thousands of quality leads
Workflows & Triggers: Automated lead follow-up
Survey Builder: Multi-step survey forms
Documents & Contracts: E-sign disclosures & agreements
Facebook Messenger: FB chat integration
GMB Call Tracking: ROI & source tracking
Invoice & Text To Pay: Collect appraisal fees easily
Email Marketing: Newsletters & rate updates
Social Planner: Social media scheduling
All Reporting: Team conversion metrics
Daily Support Calls
Weekly Ad Strategy & CRM Training Calls

No contracts - No setup fee - Cancel anytime
$899
Per Month
The ultimate plan for larger organizations with everything unlimited and access to our AI suite.
Everything in Pro 💫 plus:
Unlimited Users
AI Suite Of Tools:
Inbound/Outbound Call Bots
Inbound/Outbound Chat Bots
Interactive Voice Response System (IVR)
Workflows & Automations
Search Engine Optimization (SEO)
Reputation Management
Affiliate Manager: Realtor referral tracking
Memberships: Client education portals
Communities: VIP partner networks
Blogs: SEO content builder
Quizzes: Interactive lead generation
Trigger Links: Advanced click tracking
Certificates: Course completion awards
Gokollab: Team whiteboard & collaboration

No contracts - No setup fee - Cancel anytime
Frequently Asked Questions
We have many service options for brokers and lenders. Our Done-For-You services include paid ads management, website development, SEO, branding, systems implementation and more.
We also provide a 20% discount for an annual plan on our DIY products (click on Pricing). It's like getting 2 months free! We do not provide discounts on any of our premium services.
While we can't say how well your ads will perform compared to other competitors, we can say that they will give you a very good ROI. Usually (depending on the market and services/products you are advertising for/sales process) we can expect a 3-5X ROI. Over time the ROI improves with constant optimization.
We always recommend you go with our borrower lead generation and paid ads management first as it is the most intent-driven advertising. This means prospective clients are searching for specific things and are usually sooner to transact.
While every campaign and client is different, we usually have a ramp-up period of about 30-60 days to start seeing some great results. Sometimes this happens sooner, but we prefer to under-promise and over deliver. Some loan products such as DSCR and commercial can take 30-60 days to close, while other loan products like bridge, fix & flip, and new construction loans can close as soon as 2 weeks. It may also depend on where the borrower is in the buying process.
It depends on the ad platform. We recommend at least $30 per day on Meta and $50 per day on Google.
Yes we are SOC 2 compliant, which means that your data and your client data is securely stored.
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