Stop Worrying About Where Your Next Referral Will Come From.
We help Loan Officers add 2-3 consistent, high-quality loans to their pipeline every single month.
The Digital Loan Officer Package
Initial Setup
- Go High Level Account Creation & Setup
- Setup Email Domain & Warm (Avoid Spam)
- Setup Phone Number with A2P Approval
- Import Database & Segment Lists
- LOS Connection Integration
- Virtual Business Card Creation
- Custom Website Setup / Clean Up
- Google My Business Setup / Clean Up
- Social Media Account Setup / Clean Up
Recurring Services
- Video Scripting & Editing
- Social Media Management
- Blog Creations
- Podcast Management
- Custom Graphics (5 Star Review & Just Closed)
- Weekly Video Realtor Market Update
- Client Question Insight Video Update
- Holiday Video Updates
- Touch Base Campaigns (Loan Milestones, Loan Anniversary, Birthday)
- Lead Campaign Video Build Outs (First Time Homebuyer, Credit Repair, Purchase, etc.)
- Targeted Ads to a Custom List (Past Clients, Agents, & Previous Leads)
- Review Management (GMB & Video Testimonials)
- AEO Ranking (AI Search Optimization)
- Webinar Buildouts
- Custom Funnels
- Co-Branded Assets for Realtors (Websites, Open House, Single Property, App Pages)
Ready to scale your origination?
Join top producers using our complete digital ecosystem.
Custom Website Build & Management
It's essential to have a personal, branded website that belongs to you, not your company. Why? Because it makes you easier to find online, helps you build your own digital presence, and gives you something you can take with you no matter where your career takes you.
Includes:
Website creation (If you don't already have one.)
Live chat widget
Blog hosting
Lead capture forms
Video scripting
Video editing
Unlimited technical support
Rank on AI Search (AEO & GEO)
People have been searching "loan officers near me", "mortgage calculators", and "how much home can I afford", on Google for decades now. The tide has shifted. We're now in an AI era where people are diverting to LLMs (large language models). It's time to start showing where it really matters.
Utilize the largest levers to get you ranked on ChatGPT
Track ranking
Create content built to appear on ChatGPT
Review Management
There's other items that are important, but LO's forget. Such as Google My Business testimonials and video testimonials.
Written emails and texts
Easy way for clients to leave reviews
Posted to your website
Video Scripting
Most loan officers don’t struggle with posting videos, they struggle with knowing what to say. Unlimited video scripts means you never stare at a blank screen again and always know exactly what to record in a way buyers and agents actually understand. Instead of overthinking or repeating yourself, you show up consistently with clear, trust-building content that keeps you top of mind.
Coaching calls
Updates on what's trending
See what other top producers are doing
Video Editing
Recording the video is only half the battle, editing is where most loan officers get stuck. Unlimited video editing means you can hit record, send it off, and get polished, professional content back without spending hours trimming clips or figuring out captions. That’s how you stay consistent, look sharp online, and keep your focus where it belongs on conversations and closings.
Social Media Management
Posting on social media isn’t the hard part, doing it consistently is. Social media management means your content actually gets published on the right platforms at the right time, without you having to think about it. Instead of falling off after a few weeks, you stay visible, relevant, and top of mind with the people who send you business.
Blog Creations
Most loan officers know they should be blogging, but few have the time or consistency to do it well. Unlimited blog creation means fresh, relevant content is written for you, published under your name, and working in the background to build authority and improve search visibility. Instead of starting from scratch every time, you build a library of content that attracts and educates clients long after it’s posted.
Targeted Ads to a Custom List (Past Clients, Agents, & Previous Leads)
With your permission, we'll boost top performing posts to extend your reach and establish a more dominant brand in your local area.
Meta Account Setup
Campaigns Launched
Target Your Past Clients, Realtors, and Leads
Custom Graphic Creation
Your wins deserve to be seen. We create custom, on-brand graphics for five-star reviews, just-closed loans, client success stories, and other important milestones. Once each graphic is ready, we also write the caption and post it to your social media accounts for you. This keeps your brand active, highlights your results, and builds trust with potential clients and referral partners without adding more work to your schedule.
Virtual Business Card Setup
Provide your bio and links, and we'll build your high-converting digital landing page directly in your CRM at no extra cost.
Includes:
Custom Branding: Profile photo, handle, NMLS data, and social icons.
Lead-Gen Links: Applications, appointment calendars, and calculators.
SEO Preview: Clean text and image preview optimized for texting and social sharing.
Custom Funnel Build Out
Instead of just saying "call me when you need me", give your agent partners something tangible, something to hold on to so you stay top of mind. The more free value you give, the closer you move to becoming unforgettable.
Custom lead magnet build out
Free value for your partners/borrowers
Lead capture funnel built for you
Lead capture forms
Video scripting
Video editing
Weekly Realtor Market Updates
Your Realtor partners are looking to you as the go-to expert someone who can educate them on what matters most. That’s why it’s crucial to stay top of mind and consistently show up with real value.
Video scripting
Video editing
Written and sent email to Realtor partners
Posted to Social Media
Co-Branded Assets
What happens when you start building real, tangible assets for your realtor partners rather than asking them out to lunch to "reconnect"..? Our answer: a lot.
Co-branded application page
Personal website for your agent partner
Open house lead capture forms
Single property sites
Podcast Management
This is a great way to land new Realtor relationships and provide value to your current Real Estate Agents.
Podcast setup
Editing of the long form video and 3 short form clips.
Posted to all social media platforms with collaboration.
Created as a blog to help increase SEO for you and your agent partners.
Client Question Insights
Your borrowers and potential clients have questions that’s why we take the top two you’re asked each month and turn them into clear, educational content that builds trust and positions you as the expert.
Video scripting
Video editing
Written and published blog on the website
Written and sent email to your database
Posted to Social Media
Holiday Updates
Most Loan Officers rely on their company’s stock holiday emails but those don’t build real connections. That’s why we personalize every message, so your audience hears from you, not just a template.
Video scripting
Video editing
Uploaded to a video software
Written and sent email to your database
Posted to Social Media
Touch Base Campaigns
Automation is great, as long as it’s hyper personalized. That’s why you should be recording short videos for key campaigns like loan anniversaries, birthdays, and other touch points. It adds a human touch that automation alone just can’t replicate.
Video scripting
Video editing
Uploaded to a video software
Written and sent email to your database
Lead Campaigns
You’ve got to stay in front of your leads consistently. If you don’t, they’ll forget who you are and end up with another lender. The best way to prevent that? Educate, add value, and stay top of mind. Examples would be credit repair, purchase leads, first-time homebuyer, refinance, rent vs own, etc.
Video scripting
Video editing
Written and sent email to your database
Live Training Webinars
You can sell a service without ever feeling
salesy. The key? Hosting educational webinars. They let people learn, ask questions, and engage without the pressure of scheduling a call. Plus, webinars are a powerful way to keep your Realtor partners involved and invested.
Landing page and lead form creation
Custom automation for confirmations and reminders
Video scripting
Video editing
Written and sent email to your database
Posted to Social Media
Custom Calendar Builds
Most follow up falls apart because there’s no clear system behind it. Custom calendar builds means your calls, reminders, and touch points are mapped out for you so nothing slips through the cracks. Instead of reacting to your day, you run a schedule that supports consistent outreach and predictable business.
Connection Setup
Automated Reminders
Confirmation Page
Mortgage CRM
Every Loan Officer we work with gets free access to our all in one CRM built specifically for the mortgage industry. It includes texting, emailing, DMs, scheduling, automations, and all the marketing assets you need to stay organized, follow up fast, and close more deals.
Free CRM (If you don't have a marketing CRM.)
Texting, emailing, DMs, call scheduling
Pipeline automations
Landing pages (we can build them for you)
LOS Connection Setup
It's important you get your LOS working for you by sending updates and ensuring it's connected to your CRM. We'll work with you or your team to get your LOS connected if you don't already have an LOS connected CRM.
Setup of all stages
Testing each stage to ensure it works
Building the automations to send to your borrower
Loan Database Cleanup
Provide your realtor, lead, and closed loan lists, so you can offload the time consuming task of database cleanup and uploading. We cleanse your data, ensuring accuracy and formatting.
Data clean up and formatting
Uploaded into the CRM
Organized with tags to easily filter contacts
Weekly Marketing Training
You need someone in your corner to hold you accountable that’s why it’s so important to work with a coach who can guide you step by step on how to reactivate your database and turn old leads into new opportunities.
Coaching calls
Updates on what's trending
See what other top producers are doing
The Digital Loan Officer Package
Initial Setup
- Go High Level Account Creation & Setup
- Setup Email Domain & Warm (Avoid Spam)
- Setup Phone Number with A2P Approval
- Import Database & Segment Lists
- LOS Connection Integration
- Virtual Business Card Creation
- Custom Website Setup / Clean Up
- Google My Business Setup / Clean Up
- Social Media Account Setup / Clean Up
Recurring Services
- Video Scripting & Editing
- Social Media Management
- Blog Creations
- Podcast Management
- Custom Graphics (5 Star Review & Just Closed)
- Weekly Video Realtor Market Update
- Client Question Insight Video Update
- Holiday Video Updates
- Touch Base Campaigns (Loan Milestones, Loan Anniversary, Birthday)
- Lead Campaign Video Build Outs (First Time Homebuyer, Credit Repair, Purchase, etc.)
- Targeted Ads to a Custom List (Past Clients, Agents, & Previous Leads)
- Review Management (GMB & Video Testimonials)
- AEO Ranking (AI Search Optimization)
- Webinar Buildouts
- Custom Funnels
- Co-Branded Assets for Realtors (Websites, Open House, Single Property, App Pages)
Ready to scale your origination?
Join top producers using our complete digital ecosystem.
Real Loan Officers. Real Results.
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