What’s included for mortgage brokers
The Mortgage Broker snapshot is built around the reality of running a multi-lender broker shop: leads come in across channels, each loan needs the right wholesale partner, and follow-up has to be relentless without becoming non-compliant.
- Multi-channel borrower intake — website forms, Facebook lead ads, Google LSA, and rate-quote landing pages all funnel into one pipeline with full UTM attribution.
- Lender-matching workflow — automatic tagging based on credit tier, property type, loan program, and DTI buckets routes each file to the right wholesale lender.
- All 7 calculators, white-labeled — FHA, VA, Conventional, Jumbo, USDA, Refinance, and Affordability calculators are pre-installed on your brokerage funnel, branded to your firm.
- Pre-qualification automation — 1003-lite intake, soft-pull integration hooks, and a same-day pre-qual letter draft for your e-sign.
- Realtor partner program — co-branded flyer requests, agent-referral tracking, and Monday-morning rate-sheet automation.
- Post-close drip — annual review reminders, refinance triggers when rates drop ≥0.5%, and birthday/anniversary touches to keep your name top-of-mind.
How it differs from generic mortgage CRMs
Most mortgage CRMs are built for retail lenders or large brokerage shops. They’re expensive, slow to configure, and full of features you’ll never use. The Mortgage Broker snapshot lives inside GoHighLevel — the platform you (or your marketing partner) already pay for — and ships pre-built for the broker workflow on day one.
You’re not configuring fields, designing emails, or writing prompts. You’re branding the snapshot and going live.
Realtor co-marketing baked in
Most broker pipelines die at the realtor-partner stage. The snapshot ships a dedicated realtor partner workflow:
- Co-branded listing flyer auto-generation when a new MLS link is submitted.
- Joint open-house follow-up SMS to attendees with your contact and the listing agent’s.
- Monthly rate-sheet PDF auto-mailed to your top 10 realtor partners.
Compliance, by default
TCPA, TILA-RESPA, and state-level rules are wired in:
- Consent capture above every form’s submit button.
- STOP/HELP keyword handlers on every SMS workflow.
- Audit-ready consent logs.
- Disclosure-timing helpers so initial disclosures fire within three business days of application.