2025
Marketing Packages
Loan Originator Package ($150/month)
1
2025 Marketing Roadmap
Annual tailored plan.
2
Email Signature
Branded and professional.
3
Company Website with Application Link
Integrated lead capture.
4
Social Media Setup and Makeover
Compliance-friendly branding and professional content.
5
Active Comply
Ensures license compliance and regulatory adherence.
6
nCino Mortgage Suite:
Loan origination and analytics tools.
7
Total Expert CRM
On-demmand collateral. Prebuilt campaigns for purchase, refinance, holidays, and more.
8
Monthly Newsletters
Tailored for borrowers, realtors, and referral partners.
9
Radiant Chat
Advanced contact management system with workflow automations.
10
RebelIQ Lead Funnels
High-conversion lead capture tools.
11
Keeping Current Matters
Market insights and educational resources.
12
Otter Pilot
AI transcription for enhanced productivity.
Branch Manager Package ($250/month)
Loan Originator Services
Includes all Loan Originator services.
Radiant Chat Pro
Additional workflows, AI, overview of subaccounts advanced automations.
Leads Reporting
Comprehensive report of number of leads, conversion rates and ROI.
MMI Data Integration
Data and market intelligence driving better growth decisions.
Zoom Pro & Calendly Integration
Streamlined scheduling and hosting.
Canva Pro
Access to customizable, branded social media templates.
Conversation & Voice AI
Automated communication handling.
Recruitment Package
Everything included in the Recruitment Package
Recruitment Package ($250/month)
1
Total Expert CRM
Candidate engagement and pipeline management.
2
Radiant Chat Pro
Workflow automation tailored for recruiting.
3
MMI Data
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 the platform
and new hire opportunity they represent.
Custom Service Packages
Hire me as your marketing team in a done for you service specific to your team and plan.
Tier 1: Essential Marketing Support - $100/month
A foundational plan for loan originators who need consistent, professional marketing without the heavy lifting.
Tier 2: Elite Growth Package - $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 (Vendor-Funded Pass-Through)