Now serving Arizona · expanding by market
Your own branded lead site. We run the ads. The leads are yours alone.
Mortgage Connect Pro puts your own consumer lead-gen site live in minutes: your name, your colors, your domain. We run the Google Ads campaign behind it, budget included, and every lead lands in a built-in CRM with AI scoring, instant alerts, self-booking, and follow-up. Stop renting leads. Own the source.
New lead: Sarah M. (purchase, 700–719 credit, pre-approval, Phoenix AZ). Score A 92. Open: app.mortgageconnectpro.com/l/8241
Leads come from your own branded site, so they're yours alone.
From consumer submission to your phone buzzing.
Every lead AI-scored before you open it.
We run your Google Ads campaign. The budget is in your plan.
How it works
From application to appointment, without you lifting a finger
Four steps run automatically on every lead. Your job starts at the conversation.
A borrower applies
A consumer in your market completes a full mortgage inquiry on your own branded site: loan purpose, credit range, timeline, and contact details.
AI scores and briefs it
Our engine grades the lead A, B, or C, builds a working brief, and alerts you instantly. It came from your site, so there's no queue and no one else in line.
Your phone buzzes
You get an instant SMS and the full lead lands in your CRM with score, brief, and suggested opener included, while the borrower is still at their keyboard.
They book onto your calendar
The consumer picks a time on your real availability, synced to your schedule, so you start the day with consultations already on the books.
Platform features
Built to close more loans
Six integrated modules that remove every friction point between a borrower’s first click and your funded loan.
Every lead is graded A, B, or C the moment it arrives, with a working brief covering budget, credit band, timeline, and urgency, plus a suggested opener. You open the lead already knowing how to win it.
Every lead lands in a full CRM with a drag-and-drop pipeline, per-lead timelines, and tasks, ready on day one with nothing to buy. Prefer your own stack? We push every lead into it in real time via signed webhooks.
Every lead gets a booking page synced to your live calendar. Consumers pick a day and a slot, and the consultation lands on your schedule. No phone tag, no double-booking.
Timed SMS and email touches keep working every lead that doesn't answer: first touch within minutes, then paced over days. The sequence stops the moment they reply or book, so nobody gets spammed after they've answered.
Every month closes with a report: what your included ad budget spent, the leads and appointments it produced, and your cost per funded loan, with a pacing chart that tracks lead flow all month long.
Express written consent is captured and stored on every lead. Automated outreach respects quiet hours, opt-outs suppress messaging instantly platform-wide, and every lead carries a timestamped consent and event record you can review any time.
The platform
Everything between the click and the closing
Lead generation is the start. The platform handles scoring, alerts, booking, follow-up, and proof, so nothing leaks between a borrower’s application and your pipeline.
AI lead intelligence
Open every lead already knowing how to win it
Before a lead reaches you, our AI grades it, flags urgency, and writes a working brief covering budget, credit band, timeline, and contact preference, plus a suggested opener tuned to what the borrower actually said.
- A/B/C score with the reasons behind it
- Four-line brief you can read at a red light
- A suggested opener that references their situation, not a script
- Pre-approval for a first home, budget $420–460k
- 700–719 credit band, stable W-2 income, 10% down
- Wants to move within 60 days; lease ends Sept 1
- Best contact: after 5 PM, prefers text first
“Hi Sarah, I saw your lease is up September 1. A 60-day close is doable at your budget. Want me to walk you through what your pre-approval would look like?”
Speed-to-lead alerts
Your phone buzzes before the borrower closes the tab
The moment a lead is routed to you, an SMS hits your phone with the essentials and a one-tap link to the full brief. When they book, you get that too. You are never the last to know about your own lead.
- Instant SMS with score, purpose, and credit band
- Bookings land on your calendar and lead timeline instantly
- Alerts go to you, not a round-robin queue
Built-in CRM & pipeline
A pipeline that's ready on day one, with no new software to buy
Every lead lands in a full CRM with a drag-and-drop pipeline, from first contact to closed loan. Already have a CRM you love? We push every lead into it in real time via signed webhooks instead.
- Kanban pipeline: New → Contacted → Appointment → Application → Closed
- Score badges and lead history on every card
- Or keep your stack: signed webhooks deliver every lead to your CRM
Self-booking calendar
Consumers book straight onto your real availability
Every lead gets a booking page synced to your schedule. They pick a day, pick a slot, and the consultation lands on your calendar. No phone tag, no back-and-forth, no double-booking.
- Synced to your live availability, not a separate calendar
- Consumers self-schedule in under a minute
- Confirmations and reminders sent automatically
AI follow-up & nurture
Follow-up that runs itself and knows when to stop
Not every borrower answers the first call. Our sequences keep working the lead with an SMS at five minutes, an email on day one, and an SMS on day three, then stop the moment they reply or book. No spamming someone who already answered.
- Timed SMS and email touches written for mortgage borrowers
- Smart stop: the sequence ends the moment they reply or book
- Every touch logged on the lead's timeline
- SMS5 min after delivery
Hi Sarah, it's Frank with your mortgage inquiry. Good time for a quick call this evening?
- EmailDay 1
What your 700–719 credit band qualifies you for right now
- SMSDay 3
Still planning the September move? Rates moved this week. Worth a look.
Smart stop: the sequence ends the moment they reply or book.
Full transparency
Every lead's event log, plus your ad spend, itemized
Scored, alerted, booked: every event on every lead is timestamped and visible to you, and your monthly report itemizes ad spend alongside what it produced. You never have to take our word for anything.
- Timestamped events from submission to appointment
- Every alert and follow-up touch logged
- The same log our team sees, nothing hidden
- lead.created10:42:07Consumer submission received
- lead.scored10:42:07AI score: A 92 · high urgency
- lead.routed10:42:08Delivered to your pipeline
- alert_sent10:42:09SMS alert to (602) •••-4417
- sms.delivered10:42:11Carrier confirmed delivery
- appointment_scheduled11:03:44Thu, Jul 9 · 2:30 PM
Monthly ROI report
Know exactly what your month produced
Every month closes with a report: ad spend, leads your site produced, appointments booked, and your cost per funded loan. If the campaign falls behind pace, you see it early, and so do we. Mid-month surprises don't exist here.
- Ad spend and leads, side by side
- Appointments and cost per funded loan
- Pacing chart so mid-month surprises don't exist
Accountability
Lead vendors ask for trust. We show you everything.
The lead industry earned its reputation. This is how a subscription you own operates differently, in terms you can hold us to.
Your ad budget, in writing
Every tier includes a set monthly Google Ads budget, quoted for your market in writing before you pay. We report spend against it every month, so you always know exactly what your subscription bought.
Your site, your leads
Leads come from a site with your name on it, not a shared pool, and every lead carries a timestamped event log: created, scored, alerted, booked. Nothing routed away, nothing resold, nothing hidden.
Cancel anytime
The subscription is month-to-month. No long-term contract, no exit fee. Start with a 14-day free trial of the platform, and leave whenever we stop earning the renewal. That's the standard we hold ourselves to.
FAQ
The questions loan officers actually ask
Are the leads really exclusive?
Yes, structurally. Every lead comes from your own branded site, not a shared pool, so there's no vendor to resell, re-route, or recycle it. A lead from your site is yours the way a referral is yours. That's the upgrade over buying leads, even 'exclusive' ones.
What happens if I get a bad lead?
Mark it invalid in the portal. Invalid leads (disconnected numbers, fake names, consumers outside your market) are excluded from your stats and reporting, so your numbers reflect real borrowers only. You don't pay per lead, so a bad one costs you nothing but the tap to flag it.
Do I need to buy or learn new software?
No. Every lead lands in the built-in CRM, which is included with every plan and ready on day one. If you'd rather keep your existing CRM, we push every lead into it in real time via signed webhooks. Either way, there's nothing new to buy.
Who runs the ads?
We do. Every subscription includes one managed Google Ads campaign for your market, and the ad budget is built into your tier. You approve the ad copy; we handle setup, bidding, and optimization. The campaign starts after your first payment, once your trial converts.
Can you integrate with my existing CRM?
Yes. We deliver leads via signed webhooks to any CRM that accepts inbound data, including common mortgage stacks. Payloads include the full lead record, score, and brief, and every delivery is timestamped in the lead's event log.
Where do you operate?
We're live in Arizona today and expanding market by market. We deliberately limit the number of clients per metro so we're never bidding against ourselves on your ads, and new markets open when we can run campaigns there properly. Book a call to ask about yours.
Am I locked into a long contract?
No. The subscription is month-to-month and starts with a 14-day free trial of the platform; your ad campaign begins after your first payment. Cancel anytime. The event log on every lead and the monthly spend report mean you can verify performance before every renewal.
Your market has a limited number of seats.
We cap how many clients we serve in each market so we’re never running competing campaigns against you. Book a call to see if yours is still open.