- 3,200+ Mortgage Professionals Using This System
Stop Losing Qualified Leads Close More Loans
Complete GoHighLevel automation system that captures every lead, qualifies prospects, schedules appointments, and nurtures to close—24/7 on complete autopilot.
- One-Click Installation
- Complete Setup Included
- Lifetime Support
3,200+
Mortgage Professionals
56%
Closing Increase
25hrs
Saved Per Week
$68K
Avg. Monthly Increase
Before vs. After: The Real Difference
See what changes when you automate your mortgage business

WITHOUT Automation
The manual, expensive way
- Miss 60-75% of leads because you can't respond fast enough
- 45% no-show rate on appointments costs time and resources
- Spend 25+ hours weekly on manual follow-ups and admin
- Pay $5K-$8K/month for office staff and support
- Lose deals to faster competitors during crucial windows
WITH Automation
The smart, automated way
- 100% lead response within 90 seconds via AI
- 75% fewer no-shows with intelligent reminders
- Save 25+ hours weekly on complete autopilot
- Zero staff costs for lead management
- Win deals faster with instant qualification
Everything You Need to Automate
Your Mortgage Business
Complete system from lead capture to loan close

AI Receptionist
Answers every call 24/7, qualifies borrowers, books appointments, and captures all lead information instantly.
- ✓ Natural conversation AI
- ✓ Auto-books to calendar
- ✓ Loan type qualification

AI Chatbot
Responds to messages across website, SMS, email, Facebook & Instagram with mortgage-specific answers.
- ✓ Multi-platform messaging
- ✓ Loan pre-qualification
- ✓ Rate inquiries answered

Mortgage Calculators
Pre-built calculators for FHA, VA, USDA, Conventional, and refinance loans with instant payment estimates.
- ✓ 7 loan types included
- ✓ Real-time calculations
- ✓ Lead capture on submit

Professional Website
SEO-optimized mortgage website with compliance-ready forms, loan pages, and 1003 applications.
- ✓ 30+ SEO-optimized pages
- ✓ 1003 forms included
- ✓ Mobile responsive design

Smart Appointment System
Automated confirmations, multi-stage reminders, and consultation rescheduling with 75% recovery rate.
- ✓ Instant confirmations
- ✓ 24hr, 1hr, 15min reminders
- ✓ Auto no-show recovery

Document Automation
Auto-send documents, disclosures, and loan estimates with tracking and e-signature capabilities.
- ✓ Auto-send after qualification
- ✓ E-signature integration
- ✓ Document tracking

Lead Nurture Campaigns
Automated 15-day nurture sequences via email and SMS to move prospects through the funnel.
- ✓ 15-day sequences included
- ✓ Multi-channel delivery
- ✓ Rate comparison emails

Loan Pipeline Management
Visual pipeline tracking with automated stage triggers, bottleneck alerts, and close tracking.
- ✓ Customizable stages
- ✓ Close probability tracking
- ✓ Automation on stage change

Referral & Repeat Program
Automatic referral prompts and repeat borrower campaigns to generate recurring business forever.
- ✓ Referral tracking
- ✓ Annual refi reminders
- ✓ Reward automation
- WHITE GLOVE SERVICE INCLUDED
We Don't Just Sell You Software—
We Set It Up For You!
Unlike other templates, we provide complete installation, compliance review, and 15-day hands-on support so you can start closing loans from Day 1
Complete Installation
We install the entire system into your GHL account within 24 hours. Zero technical work required from you.
- ✓ Natural conversation AI
- ✓ Auto-books to calendar
- ✓ Loan type qualification
Full Customization
We customize everything with your branding, NMLS info, loan programs, and rates.
- ✓ Your logo & colors
- ✓ NMLS & company info
- ✓ Loan programs & rates
- ✓ Phone & email setup
15-Day Support
Get dedicated support for 15 days to ensure everything works perfectly for your compliance needs.
- ✓ Direct access to our team
- ✓ Workflow customization
- ✓ Training on all features
- ✓ Compliance review help
Live in Hours, Not Days
Our system uses smart custom variables throughout. This means we can configure everything for your business in just a few hours instead of days or weeks.
- Smart Variables: One-click updates across all workflows and campaigns
- Complete Documentation: Step-by-step guides for every feature
- Video Tutorials: Learn every automation at your pace
- No Compliance Issues: We help ensure everything is compliant
Your Timeline to Success
1
Purchase Today
Instant access to onboarding form
2
Within 24 Hours
Complete installation in your GHL
3
Day 2-3
Full customization with your branding
4
Day 4-15
Hands-on support & training
✓
Forever
Lifetime email support & free updates
You're Not Buying Software—You're Getting a Done-For-You Lending System!
How The Complete System Works
From lead capture to funded loans—all automated end-to-end
1
LEAD CAPTURE & QUALIFICATION
Multi-channel lead entry with intelligent routing
Phone Calls
AI Receptionist for Mortgage
- ✓ Answers calls 24/7 in natural voice
- ✓ Qualifies borrowers by loan type
- ✓ Books consultations instantly
- ✓ Captures credit score & situation
- ✓ Schedules with loan officer
Website & Chat
AI Lead Chatbot & Forms
- ✓ Instant chat replies 24/7
- ✓ 1003 application forms
- ✓ Pre-qualification forms
- ✓ Rate quote requests
- ✓ Auto-capture to pipeline
2
INTELLIGENT LEAD NURTURE
15-day multi-touch sequence moves prospects to application
Day 1-5: Email
- ✓ Welcome with rate quote
- ✓ Loan program overview
- ✓ Pre-approval process info
- ✓ Social proof & testimonials
Day 6-10: SMS
- ✓ Rate update alert
- ✓ Process timeline
- ✓ Quick borrower story
- ✓ Application link
Day 11-15: Call
- ✓ Re-engagement call
- ✓ Address concerns
- ✓ Move to application
- ✓ Smart voicemail
3
APPLICATION & APPOINTMENT MANAGEMENT
100% compliant application processing with automated confirmations
AI Receptionist for Mortgage
- ✓ 1003 form auto-populated
- ✓ Credit consent included
- ✓ E-signature capture
- ✓ Instant processing notification
- ✓ Application auto-filed
Consultation Booking
- ✓ Instant confirmation email
- ✓ SMS & calendar reminder
- ✓ Pre-qualification forms
- ✓ Rate quote requests
- ✓ Auto-capture to pipeline
No-Show Recovery
If borrower misses consultation, AI automatically calls within 60 minutes to reschedule
4
LOAN PROCESSING & DOCUMENTATION
Automated document delivery and status updates
Pre-Processing
- ✓ Document checklist sent
- ✓ Pre-qual completed
- ✓ Title ordered
- ✓ Credit pulled
During Processing
- ✓ Status updates via SMS
- ✓ Automated reminders
- ✓ Disclosure delivery
- ✓ Appraisal tracking
Pre-Closing
- ✓ Clear to close sent
- ✓ Closing disclosure
- ✓ Walk-through scheduled
- ✓ Final confirmation
5
REFERRAL & LIFETIME NURTURE
Turn customers into your best marketers
Referral Program
- ✓ Post-close referral request
- ✓ Easy sharing links
- ✓ Reward tracking
- ✓ Automated thank yous
- ✓ Incentive campaigns
Repeat Business
- ✓ Annual refi reminders
- ✓ Birthday/anniversary offers
- ✓ Rate drop alerts
- ✓ Cash-out options
- ✓ Lifetime engagement
Complete Lending Automation Results
100%
Lead Response Rate
56%
Closing Increase
75%
No-Show Recovery
$68K
Avg. Monthly Increase
One-time payment • Lifetime access • Full setup included
Buy Today. Launch Today.
No complicated setup. Import and go. Customize later with full support.
1
You Buy. We Deliver.
Complete your purchase in 2 minutes. Within 24 hours (business days), the complete snapshot lands in your inbox with everything you need to get started.
2
Import. Launch. Done.
Import the snapshot into your account, make a few basic tweaks, and you're ready to go live. Most people launch within a few hours of receiving their snapshot.
3
Customize at Your Pace.
Want to go deeper? Use your 30 hours of dedicated support over the next 15 days to customize your website, add pages, train the AI, and dial everything in perfectly.
30 Hours of Support. Use It Your Way.
Launch with defaults and come back later. Or dive deep right away. Your support hours, your timeline.
Domain Setup
Connect your custom domain properly
Website Customization
Match your brand colors, fonts & style
Add New Pages
Service pages, landing pages & more
AI Training
Chatbot & voice AI tuned for your business
Email & SMS Templates
Personalize all your messaging
Workflow Adjustments
Tweak automations to fit your process
30
Hours of Support
15
Days to Use Them
0
Tech Skills Needed
Ready to stop waiting and start launching?
Get the snapshot. Go live today. Perfect it over the next two weeks.
Real Results from Real Loan Officers
Join 3,200+ successful mortgage professionals
“We went from missing 50% of leads to responding to 100% within 90 seconds. Closed 8 more loans in month one alone!”
JM
James Martinez
Mortgage Broker, CA
“The AI receptionist recovered over $156K in qualified leads we were missing. It literally never sleeps and handles everything perfectly.”
SA
Sarah Anderson
Loan Officer, TX
“Setup was seamless. They handled everything in 24 hours and we were closing loans immediately. Best decision for our business!”
RK
Robert Kim
Mortgage Banker, WA
- ⚡ LIMITED: Only 12 Spots Left This Month
Get Complete Mortgage Automation Today
One-time payment • Lifetime access • No hidden fees
Regular: $1,897
$1500
One-time payment • No monthly fees
Everything Included:
- AI Receptionist (24/7)
- 7 Mortgage Calculators
- 1003 Application Forms
- Smart Appointment System
- Loan Pipeline Management
- Lead Capture Funnels
- 60+ Smart Workflows
- Complete Installation
- Lifetime Support
- AI Chatbot & Forms
- Professional Website
- 15-Day Nurture Campaign
- Document Automation
- Referral Program Setup
- 15+ Pre-Built Pipelines
- 100+ Universal Tags
- 15-Day Customization
- Forever Free Updates
- Secure Checkout
- Instant Delivery
- Digital Product
- Important Note
Due to the digital nature, all sales are final. We provide complete installation, 15-day customization & lifetime support for your success.
White-Glove Service Included
We install, customize & support you—forever
Frequently Asked Questions
Everything you need to know
Do I need GoHighLevel to use this?
Yes, this is specifically designed for GoHighLevel. You’ll need an active GHL account. Don’t have one? Sign up for a 14-day free trial at gohighlevel.com. Our team will install everything for you within 24 hours.
Do I have to set this up myself?
No! We do everything for you:
- ✓ Install the complete system
- ✓ Customize with your branding
- ✓ Set up phone numbers & emails
- ✓ Configure all forms & calculators
- ✓ Provide 15 days of hands-on support
You focus on closing loans while we handle all technical setup.
Are there monthly fees besides $1500?
No monthly fees for the system! The $1500 is one-time payment for lifetime access.
The only ongoing costs:
- • GoHighLevel subscription: Starts at $97/month (you need this for any GHL system)
- • AI calling: Pay-as-you-go, $0.05-$0.15/minute (only when AI makes calls)
Most LOs spend $150-$300/month total—far less than hiring administrative staff ($3K-$5K/month).
Is this FNMA and compliance-friendly?
Yes! Our system is built with compliance in mind:
- ✓ FNMA-compliant disclosures included
- ✓ Proper consent capture flows
- ✓ Fair Lending & TRID compliant forms
- ✓ Do Not Call list integrated
- ✓ CMP & HMDA reporting ready
During setup, our team reviews your automation for compliance. We’re here to help you succeed within regulations.
What's your refund policy?
Due to the digital nature, all sales are final. However, we ensure your success with:
- ✓ Complete installation within 24 hours
- ✓ 15-day customization support
- ✓ Lifetime email support
- ✓ Forever free updates
We’re committed to your success and will work with you to ensure results.
How quickly will I see results?
Yes, this is specifically designed for GoHighLevel. You’ll need an active GHL account. Don’t have one? Sign up for a 14-day free trial at gohighlevel.com. Our team will install everything for you within 24 hours.
Ready to Scale Your Mortgage Business?
Join 3,200+ successful loan officers already using this system
$42K+
Lost monthly without automation
25hrs
Wasted weekly on manual tasks
65%
Of leads never contacted