BUILT FOR LOAN OFFICERS

Your mortgage pipeline,
fully automated from day one.

Get a done-for-you GoHighLevel system — landing page, email automations, calendar, and contact management — all set up and ready to close more loans.

Your CloseReady System Includes:

  • Custom landing page — capture leads 24/7

  • Email automation sequences — nurture on autopilot

  • Calendar booking system — no more back-and-forth

  • Contact management CRM — all your leads in one place

  • GoHighLevel subaccount — no software to buy or install

48 Hr

Setup time

100%

Done-For-You

Client Ready

Mortgage Niche

WHAT YOU GET

Everything a loan officer needs to generate and close leads

One system. No juggling tools. No tech headaches. Just a ready-to-use pipeline that works while you focus on closing.

Custom Landing Page

A professionally designed page built to convert mortgage inquiries into booked calls. Your name, your brand, your leads.

Email Automation

Pre-built email sequences that follow up with every lead automatically — from first inquiry to pre-approval consultation.

Calendar Management

Embed your booking calendar so leads can self-schedule consultations. Syncs with your existing calendar seamlessly.

Contact Management

A full CRM to track every lead, note their stage, and never let a warm prospect fall through the cracks again.

Your Own CRM Workspace

You get your own dedicated CRM workspace — no shared logins, no extra subscriptions. Your system, your data, fully under your control.

Mortgage-Specific Setup

Every template, automation, and form is tailored to the US mortgage industry — not a generic copy-paste setup.

THE PROCESS

Up and running in 3 simple steps

No onboarding calls. No tech setup on your end. You pay, we build, you close.

1

Choose your plan

Pick the tier that fits your business. Pay securely — you'll get a confirmation email within minutes.

2

Send us your details

We'll send you a short onboarding form — your name, headshot, license info, and branding colors.

3

Get access in 48 hours

Your fully configured CRM system lands in your inbox. Publish your landing page and start collecting leads.

PRICING

One small setup fee. One monthly retainer.

Get your system built and keep it running — fully supported, always optimized.

Starter

$47

one-time setup fee

then $47 / month

  • Custom landing page

  • 3-email nurture sequence

  • Calendar booking integration

  • Basic contact management CRM

  • Dedicated CRM workspace access

  • Email Support

  • 48-hour delivery

Pro

$97

one-time setup fee

then $97 / month

  • Everything in Starter

  • 7-email nurture sequence

  • Lead pipeline with tagging

  • Monthly sequence refresh

  • Priority support

  • 1 revision included

  • 24-hour delivery

Elite

$147

one-time setup fee

then $147 / month

  • Everything in Pro

  • 14-email nurture sequence

  • Referral Partner landing page

  • Custom branding & colors

  • Monthly optimization call

  • Dedicated support

  • 2 revisions included

  • Priority 12-hour delivery

WHAT YOUR MONTHLY RETAINER COVERS

Your CRM Workspace

Your dedicated CRM workspace stays live and active every month

Maintenance & Updates

Automations, sequences, and integrations kept running and up to date

Ongoing Support

Questions answered, fixes handled — you're never left figuring it out alone

Pipeline Optimization

We monitor and improve your system so it keeps converting, month after month

FAQ

Questions answered

Still unsure? Here are the most common questions from loan officers before they sign up.

Do I need to buy any software or subscriptions myself?

No. Your LoanReady system runs inside a fully managed CRM workspace that we maintain on your behalf. You get complete access to your own workspace without needing to purchase, set up, or manage any third-party software yourself.

Can I use my own domain for the landing page?

Yes. You can connect a custom domain to your landing page. We'll walk you through the simple DNS steps once your system is ready, or handle it for you if you share access.

What if I want changes after delivery?

Pro and Elite plans include revisions. Starter customers can request changes at a small additional fee. We want your system to actually work for your market, so we're flexible.

Is this compliant with mortgage marketing regulations?

We design with RESPA and CAN-SPAM best practices in mind. However, it's your responsibility to ensure your specific communications comply with your state's mortgage regulations and NMLS requirements. We recommend a quick review with your compliance officer.

How does the pricing work- setup fee vs. monthly retainer?

You pay a small one-time setup fee ($47 / $97 / $147 depending on your plan) when you sign up — this covers building and configuring your entire CRM system. Then starting 30 days after delivery, a monthly retainer kicks in ($47 / $97 / $147/mo). The retainer keeps your workspace live, your automations running, and includes ongoing support and optimization. You can cancel anytime with no long-term commitment.

How do i pay and how long does setup take?

Payment is processed via a secure link after you select your plan. Once your setup fee clears, you'll receive a short onboarding form — your name, branding details, and license info. Your fully configured CRM system is delivered within 12–48 hours depending on your plan. Monthly billing begins 30 days after delivery.

READY?

Stop chasing leads. Start closing them.

Get your done-for-you mortgage CRM system — live in 48 hours or less.

CloseReady CRM

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