Mortgage brokers, loan officers, finance advisers
Answers rate enquiries the moment they land, keeps pre-approvals moving, and calls past borrowers back when the rate window opens.
$1,500
One-off · unlimited installs
Contents
Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.
Why this build is shaped the way it is
No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.
The problem
Mortgage is two problems wearing one coat. At the front, the file goes to whoever calls first, which is a minutes-not-hours problem. At the back, the file is worth money again in eighteen months, which is a memory problem.
The build
The system qualifies, books, reminds and follows up. It does not quote a rate, confirm eligibility or advise on a product, and you should configure it that way and say so plainly to the client.
The rebrand
Delivered within 24 hours of purchase confirmation, with 14 hours of dedicated installation support to be used within 15 days of purchase. Most of that support time goes on routing per loan officer and on shaping the back-book campaign against the client's own CRM tags.
Included · exactly nine
Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.
Lead Capture & First Contact
Answers rate and pre-approval enquiries the minute they land, qualifies on purchase or refinance, timeline and property type, then books the officer.
Answers the affordability and process questions on the site and by SMS, captures the enquiry, and books a call without a long application form.
Loan programme pages, a calculator-led landing structure, licensing and disclosure areas, an enquiry form and a discovery call calendar.
Intelligent Lead Nurture
Calls missed discovery appointments, chases borrowers sitting on outstanding conditions, and reopens pre-approvals that have gone quiet mid-search.
Booking & No-Show Prevention
Confirms the consultation instantly, reminds at 24 hours, one hour and 15 minutes, and reoffers a slot within the hour when a borrower misses.
Reviews & Social Proof
Requests the Google and Facebook review at closing, when the borrower has the keys and is at the most positive point of the whole process.
Keeps the review flow steady between closings with follow-up reminders, an alternate channel and requests spread across platforms rather than bunched.
Lifetime Nurture & Retention
Works the back book with AI calls when a rate window, a closing anniversary or an equity milestone gives a genuine reason to ring.
Annual mortgage reviews, rate-movement updates, first-time-buyer sequences and a referral programme aimed at the agents sending the files.
The problem you are being paid to solve
Rate-table and portal leads arrive at night and go to several brokers at once. Your client sees the email at eight the next morning; by then the borrower has already spoken to two other loan officers and taken a soft credit pull with one of them.
A borrower gets pre-approved, then spends four months house-hunting. Nobody in the office touches the file, the letter expires, and the borrower re-applies with the lender their agent recommended instead.
Two pay stubs, an updated bank statement and a letter of explanation. The processor emails, waits, emails again, and the file sits on the desk while the rate lock counts down.
When rates drop half a point, the broker's own past borrowers are the warmest list in the market, and the broker is too busy closing to work it. Somebody else's mailer lands first.
What the build changes
Enquiries are answered at the hour they arrive, qualified on purchase or refinance, timeline, rough credit band and property type, and booked into the loan officer's diary.
ai-receptionist
Pre-approvals that have gone quiet and borrowers with outstanding conditions get an actual phone call rather than a fourth email, which is what moves a file inside a lock period.
ai-outbound-caller
Staged reminders at 24 hours, one hour and 15 minutes before the consultation, with automatic recovery within the hour of a miss. The system targets 70% no-show recovery.
smart-appointments
Closed files are not dead files. Campaigns work the back book with AI calls when a rate window, an anniversary or an equity position makes the conversation worth having.
database-reactivation
Annual mortgage reviews, closing anniversaries, first-time-buyer education and a referral programme aimed at the estate agents who feed the pipeline.
lifetime-nurture
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say a two-officer shop takes 60 enquiries a month, misses 18 outside hours, holds 25 live files, and books 30 discovery calls.
about 16 hours a month off the loan officers and the processor
When it pays for itself
Take a commission of $4,500 on an average closed file, which sits inside the normal range on a mid-sized loan.
On these assumptions a single additional closing covers the snapshot three times over, which is the arithmetic to put in front of a broker-owner rather than a feature list.
Your resale ledger
You pay $1,500 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $1,500 | $3,000 | $500 | $7,500 |
| Typical | $1,500 | $4,500 | $900 | $13,800 |
| Premium | $1,500 | $6,750 | $1,500 | $23,250 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot itself | Import, install, and a working walk-through in the sub-account you nominate. | — |
| Its automations | Every workflow that ships with it, tuned to how your client actually runs. | — |
| More automations | Additional workflows on the same foundations — another reminder, another branch, another tag rule. | — |
| Adjusting what is there | Retiming sequences, adding pipeline stages, rewriting the copy inside them. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party API work | — | Anything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.
Four of the nine, expanded
Enquiries are answered at the hour they arrive, qualified on purchase or refinance, timeline, rough credit band and property type, and booked into the loan officer's diary.
Pre-approvals that have gone quiet and borrowers with outstanding conditions get an actual phone call rather than a fourth email, which is what moves a file inside a lock period.
Staged reminders at 24 hours, one hour and 15 minutes before the consultation, with automatic recovery within the hour of a miss. The system targets 70% no-show recovery.
Closed files are not dead files. Campaigns work the back book with AI calls when a rate window, an anniversary or an equity position makes the conversation worth having.
Add labour
Read first
Operations · 10 min read
Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.
Read the guideSpecifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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