2025

2025
Marketing Packages
Loan Originator Package ($150/mo.)
1
2025 G4 Plan
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/mo.)
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/mo.)
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)
Service
Monthly Cost
Features and Benefits
MRC Corporate Leads
$37 per lead
High-quality leads for increased production.
Evocalize
$99/month
Run ads on Facebook, Instagram and Google using your brand.
Verse Call Center
$5 per lead
Professional lead follow-up within 5 minutes.
Vonk Digital Website
$89/month
Personal website with advanced lead capture.
Directory Listings
$36/month
Ensures consistent online visibility across directories.
HomeIQ
$65/month
Tracks client equity, sending reports directly to their inbox.
City 1st Home Rewards
$20/month
Loyalty rewards platform for homebuyers.
MBS Live
$25/month
Real-time market data for rate locks and pipeline management.
CitySites
$200/month
Digital BNI Group.  Local branded blog strategy for local businesses.


Service	Monthly Cost	Features and Benefits
MRC Corporate Leads	$37 per lead	High-quality leads for increased production.
Evocalize	$99/month	Run ads on Facebook, Instagram and Google using your brand.
Verse Call Center	$5 per lead	Professional lead follow-up within 5 minutes.
Vonk Digital Website	$89/month	Personal website with advanced lead capture.
Directory Listings	$36/month	Ensures consistent online visibility across directories.
HomeIQ	$65/month	Tracks client equity, sending reports directly to their inbox.
City 1st Home Rewards	$20/month	Loyalty rewards platform for homebuyers.
MBS Live	$25/month	Real-time market data for rate locks and pipeline management.
CitySites	$200/month	Digital BNI Group. Local branded blog strategy for local businesses.