Which plan should my group pick?
Count your loan officers: up to 10 usually fits the Team Suite, up to 25 the Branch Suite, and several branches the Company Suite. The pricing slider shows the cheapest fit.
Read the full guideSuite 702 · Help center
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The Mortgage Funnel Suite help center: pick a topic or press the search button (or ⌘K) to search every page, post and guide on the site.
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How long until launch?
A written date is set at kickoff; the timeline depends on plan size and how fast content and approvals come back.
Read the full guideWhat do we prepare before kickoff?
Roster, brand assets, disclosure text, a CRM export and DNS access.
Read the full guideCan we see the suite before buying?
Yes: a 30-minute walkthrough and three live sample sites.
Read the full guideDoes every LO get a page?
Yes, on your company domain, with NMLS details, calendar and application link.
Read the full guideHow do you handle our old URLs?
Each one gets a one-hop 301 redirect to its closest new page.
Read the full guideWhat is AEO and why does it matter?
Writing sections so engines can lift a direct answer; it helps snippets and voice results.
Read the full guideDo you publish llms.txt?
Yes, for every client site and for this one.
Read the full guideWhat are the pipeline stages?
Lead, pre-qual, application, processing, closed and past client.
Read the full guideHow do leads get assigned?
Round-robin, zip code with license checks, loan program, or owner-keeps-it.
Read the full guideDo automations text people without consent?
No: texts only go to opted-in contacts, with STOP handled automatically.
Read the full guideCan we import our contacts?
Yes, from a CSV export, test-imported first.
Read the full guideWill the AI quote rates?
Never. It answers general questions, collects details and books a licensed LO.
Read the full guideDo callers know it’s an AI?
Yes, it says so up front and offers a human.
Read the full guideDoes TikTok messaging always work?
Only where the account’s messaging access allows; we check first.
Read the full guideWhat does business texting require?
A2P 10DLC carrier registration, which we handle in onboarding.
Read the full guideIs there a contract?
A short minimum term, then month-to-month; annual plans are paid up front.
Read the full guideWho counts as a paid seat?
Loan officers with their own page and pipeline; support staff log in free.
Read the full guideAre there usage fees?
Carrier texting fees at cost and AI Receptionist minutes over the included amount.
Read the full guideCan we export everything if we leave?
Yes, anytime, with a full export after cancellation.
Read the full guideDo you give legal advice?
No. We provide controls and flag common risks; your compliance team decides.
Read the full guideWhere do NMLS IDs appear?
On each LO page and in the locked footer, linked to NMLS Consumer Access.
Read the full guideHow do approvals work?
Choose which changes publish instantly and which need a manager or compliance sign-off.
Read the full guideAre reviews on your site real?
They are labelled samples written by our team until we have real, permitted reviews.
Read the full guideStill stuck? Ask a person
Reply within one business day, or book a quick call.
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