Explore

Services and Fee Schedule

Loan Originators ($125/month)

2025 Marketing Roadmap: Annual tailored plan.

Email Signature: Branded and professional.

Company Website with Application Link: Integrated lead capture.

Social Media Setup and Makeover: Compliance-friendly branding and professional content.

Active Comply: Ensures license compliance and regulatory adherence.

nCino Mortgage Suite: Loan origination and analytics tools.

Total Expert CRM: Prebuilt campaigns for purchase, refinance, holidays, and more.

Monthly Newsletters: Tailored for borrowers, realtors, and referral partners.

Radiant Chat: Basic automation for lead nurturing.

Rebel IQ Lead Funnels: High-conversion lead capture tools.

Keeping Current Matters: Market insights and educational resources.

Otter Pilot: AI transcription for enhanced productivity.

Zoom:

Branch Managers ($250/month)

Includes all Loan Originator services.

Radiant Chat Pro: Advanced workflows, overview of subaccounts and advanced automation.

Leads Reporting: Comprehensive report of number of leads, conversion rates and ROI.

MMI Data Integration: Data and market intelligence driving better growth decisions.

Conversation AI & Voice AI: Automated communication handling.

Zoom Pro & Calendly Integration: Streamlined scheduling and hosting.

Canva: Access to customizable, branded social media templates.

HomeIQ Integration: Equity monitoring and homeowner engagement.

Listings to Leads Integration: Automated marketing for real estate professionals.

Recruitment Package: Everything included in the Recruitment Package

Recruiters ($250/month)

Total Expert CRM: Candidate engagement and pipeline management.

Radiant Chat Pro: Workflow automation tailored for recruiting.

MMI Data: Data analytics and production measurement software for efficient prospecting.

Social Media Content: Recruitment Ads and content.

Recruitment Landing Page: Webpages decicated to background of the recruiter and the platform and new hire opportunity they represent.

⁠

Premium Add-Ons

Premium Add-Ons

Service

Monthly Cost

Features and Benefits

Subscribed

Corporate Leads

$37 per lead

High-quality leads for increased production.

Verse Call Center

$5 per lead

Professional lead follow-up within 5 minutes.

Vonk Digital Website

$89/month

Personal website with advanced lead capture.

Directory Listings

$36/month

Ensures consistent online visibility across directories.

HomeIQ

$65/month

Tracks client equity, sending reports directly to their inbox.

Listings to Leads

$150/month

Automated real estate marketing and lead generation tools.

City 1st Home Rewards

$200/month

Loyalty rewards platform for homebuyers.

MBS Live

$25/month

Real-time market data for rate locks and pipeline management.

Evocalize

Starting at $99 per campaign

Local branded blog strategy for local businesses.

There are no rows in this table

⁠

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.