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.
$2,225
One-off · unlimited installs
All sales are final. Sending the snapshot link is the point of no return: it lands in your agency permanently and cannot be recalled, so there is no refund after that. Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Book a callfirst if you want to see the build, or read the full terms.
Contents
All of it imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see theimport checklist.Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Installation is an optional $250 add-on rather than a requirement.
Why this build is shaped the way it is
No conversion claims and no asset counts. What a snapshot produces depends on your client, their offer and the spend behind it, and a counted promise is one your client would hold you to — so here is what you are buying, named rather than totalled.
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
The snapshot lands inside 24 business hours of purchase confirmation as a link and an installation PDF. The parts worth your own hands are routing per loan officer and shaping the back-book campaign against the client's own CRM tags — the compliance-sensitive parts, which is exactly why they are not ours to set. Installation by us is an optional $250.
Schedule A · what lands in the sub-account
Every snapshot in the catalogue hands over the same thirteen lines. What is written below is what each one is fixing on this vertical's day, what changes once it runs, and where the money comes back — so you can lift it into your own proposal without rewriting it first.
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.
Works the back book with AI calls when a rate window, a closing anniversary or an equity milestone gives a genuine reason to ring.
Confirms the call with the document checklist attached, reminds early enough to find payslips and statements, and re-offers a missed slot within the hour while the borrower is still shopping around.
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.
Annual mortgage reviews, rate-movement updates, first-time-buyer sequences and a referral programme aimed at the agents sending the files.
Clause numbers in the "fires at" column point into the five-stage flow below, so you can say "clause 03.3 is the no-show rescue" to your own client without opening a demo account. Every money line is an illustration to put your client's numbers into, not a measured result.
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
The checklist goes out with the confirmation so the borrower arrives with payslips and statements rather than apologies, and the reminder lands early enough to find them. A missed call is re-offered within the hour against a 70% recovery target, while the borrower is still shopping other brokers.
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 $2,225 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 | $2,225 | $4,450 | $500 | $8,225 |
| Typical | $2,225 | $6,675 | $900 | $15,250 |
| Premium | $2,225 | $10,013 | $1,500 | $25,788 |
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 link | The whole build as a GoHighLevel snapshot link, installable into unlimited sub-accounts inside your own agency. | — |
| The installation PDF | Written for someone who installs snapshots professionally: import order, what to rebrand, what the client never sees. | — |
| Installing it for you | — | Optional, $250: the import, the website rebrand, A2P and 10DLC, domain email in GoHighLevel, and a few extra automations. |
| Version updates | Twelve months of updates as the platform moves, reissued as a fresh link to every agency that owns it. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party software | — | Anything needing a licence, a seat or a subscription somewhere that is not GoHighLevel. |
| 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.
Installation is not included and you almost certainly do not need it — the PDF is written for someone who installs these professionally. If a week is already full, installation add-on is $250.
Four of the nine, expanded
Establishes purchase or remortgage, deposit position and employment type before booking, gives no rate guidance at all, and puts the call into the diary of the adviser who writes that programme.
Calls applications that went quiet at the document stage and pre-approvals inside their expiry window, with a rate-shopping branch for borrowers who stopped replying after the first quote.
The confirmation carries the document checklist so the borrower arrives with payslips rather than apologies, reminders land early enough to find them, and a missed call is re-offered inside the hour.
Segments for expired pre-approvals and borrowers approaching the end of a fixed term, timed eighteen months out rather than at renewal, with a rate-review offer attached.
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.
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