2025
Technology Service Packages
End-to-End Mortgage Technology Tailored to How You Work
Loan Originator Package
CityOS - Profitability, Productivity, 1stQ
CityOS Connect
Advanced contact management system with workflow automations.
2025 G4 Plan
Annual tailored plan.
nCino Mortgage Suite
Loan origination and mobile app point of sale.
Company Website with Application Link
Integrated lead capture.
Polly Pricing Engine
Product and pricing, revolutionized.
Social Media Setup and Makeover
Compliance-friendly branding and professional content.
Active Comply
Ensures license compliance and regulatory adherence.
Lender Toolkit Prism
AI underwriting with streamlined approvals.
Total Expert CRM
On-demand collateral. Prebuilt campaigns for purchase, refinance, holidays, and more.
Company Owned Leads
High converting purchase and refinance leads.
Prism Income Analysis
All income types calculated to perfection.
Matchbox eVO
Advanced Encompass workflow experience.
MortgageQ
Non-QM AI Support
Monthly Newsletters
Tailored for borrowers, realtors, and referral partners.
Rebel IQ Lead Funnels
High-conversion lead capture tools.
Keeping Current Matters
Market insights and educational resources.
Branch Manager Package
CityOS - Profitability, Productivity, FrontDoor, 1stQ
Loan Originator Services
Includes all Loan Originator services.
CityOS Connect Pro
Additional workflows, AI, call reporting, PReferral Partner accounts, overview of subaccounts, advanced automations.
Leads Reporting & Sales Dashboards
Comprehensive report of number of leads, conversion rates and ROI.
RETR Data Integration
Data and market intelligence driving better growth decisions.
Zoom Pro & Calendly Integration
Streamlined scheduling and hosting.
Canva Templates
Access to customizable, branded social media templates.
Conversation & Voice AI
Automated communication handling.
Recruitment Package
Everything included in the Recruitment Package
Recruitment Package
CityOS - Profitability, Productivity, FrontDoor, 1stQ
1
Total Expert CRM
Candidate engagement and pipeline management.
2
CityOS Connect Pro
Workflow automation tailored for recruiting.
3
RETR Data Integration
Data and market intelligence driving better growth decisions.
4
Social Media Content
Recruitment Ads and content.
5
Recruitment Landing Page
Webpages decicated to background of the recruiter and new hire opportunity they represent.
Done For You Marketing Service Packages
Hire your personal marketing team in a done for you service specific to your goals and plan.
Tier 1: Essential Marketing Support - $100/month
We'll use the systems for you including CRM, Social, and supportive technology add-ons.
Tier 2: Lead Management - $200/month
A hands-on marketing solution for high-performing loan officers and branch managers who want done-for-you, ROI-driven campaigns.
Vendor Sponsored Add-Ons
Premium Add-Ons (Paid directly to Vendor)