CRM Choices

MLO Boss Diamond Plan

Imagine having everything you need ALL in one place? Custom built for your mortgage business, saving you hundreds of dollars per month.

What You Get...


  • Diamond Website (Demo)
  • CRM Email ONLY
  • Booking Calendar
  • Survey Builder
  • Reputation Management
  • 10 Home Loan Campaigns
  • Chat & Email Support
  • Weekly LIVE Classes

Investment

$99

per month

MLO Boss Platinum Plan

You will get everything that Diamond Has To offer PLUS. The MOST complete MLO package. Everything you need to be successful. Be the first to receive new releases.

What You Get...


  • Platinum Website (Demo)
  • CRM with Voice drops & Text messaging
  • Text & Email Templates
  • Document Upload Portal
  • Premium Reputation Management
  • 85+ Home Loan Campaigns
  • LIVE One-on-One Support
  • Zapier intragration ($20 per month value)

Investment

$299

per month

VA Lead Program

Our bot will automatically reach out to Veterans on LinkedIn, ask them to connect and invite them to book an appointment on your calendar for possible VA purchase and refinance opportunities.

What You Get...


  • LinkedIn Drip automation
  • Custom Messaging
  • LinkedIn Hub

Leveraging

LinkedIn

Average Results

1 to 2 VA Loans per month

$499

per month/ No Ad Spend

*Must have Sale Navigator

Agent Attraction

One of the Major Pillars for long-term success is the development of Agent Partners. This system will connect with Agents and entice them to book an appointment on your schedule, with the desire to be your partner.

What You Get...


  • Weekly Group Coaching Call
  • LinkedIn Campaign with CRM Integration
  • Meet New Referral Partners
  • Email Campaign

Leveraging

LinkedIn/MLOBoss

Average Results

2 to 3 Agent Partner per month

$499

per month/ No Ad Spend

*Must have Sale Navigator

TEAM BUILDER

MLO's are attracted through a unique pre-built automation system that helps you attract MLO's on autopilot. You'll have the luxury of being able to recruit MLO's as they respond to the messages and engage with them and invite them to the Thursday call.

What You Get...


  • LinkedIn Bot
  • Campaign Manager
  • 8 Pillars Email Campaign
  • Appointment booking
  • Recruiting Landing Page
  • Recruiting Squeeze Page

Leveraging

LinkedIn

Average Results

1 to 2 MLO's per month

$499

per month/ No Ad Spend

*Must have Sale Navigator

Healthcare Funnel

Specific targeting to our Healthcare workers. We LOVE this funnel because people in this industry typically have stable employment, good pay and better credit.

What You Get...


  • Fresh exclusive leads
  • 2 way text campaign 40+% conversion
  • Email Campaign
  • Stealth Voice Drops
  • Designed to work with your Personal Site and Landing Page

Leveraging

LinkedIn

Average Results

1 to 2 Loans per month

$499

per month/ No Ad Spend

*Must have Sale Navigator

Our Partners

Download the MLO Boss mobile app today!

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