Frequently Asked Questions
Everything mortgage-firm operators ask before buying — and after. Can't find what you're looking for? Send us a message.
Yes, this snapshot is specifically designed for GoHighLevel. You'll need an active GHL account. Don't have one? Sign up for a 14-day free trial at gohighlevel.com. Our team will install everything for you within 1 business day.
No. We install the entire snapshot for you — workflows, automations, templates, and forms. You then get 10 dedicated hours of support that you can use any time within 15 days. Need ongoing CRM management beyond that? Our GHL VA plans start at $1,250/month.
Because the snapshot is refined and updated based on feedback from 50+ real mortgage brokers, it already contains everything most practices need to start. If something specific to your firm is missing, our team will build it for you during your 10 dedicated support hours (use within 15 days) — included free. For ongoing CRM management afterward, our GHL VA plans start at $1,250/month.
No. The $1,497 is a one-time payment for the snapshot, installation, and dedicated support. The only ongoing cost is your existing GoHighLevel subscription, which you pay directly to GHL.
Most mortgage firms start seeing results within the first 7 days — instant lead responses, fewer no-shows, and improved booking rates. Many recover their full investment within the first 2–4 weeks.
Mortgage brokers, individual loan officers, refinance specialists, FHA and VA loan specialists, first-time-homebuyer LOs, commercial mortgage originators, reverse mortgage specialists, and realtor-partner programs. We adapt to your specific origination niche during your 10 dedicated hours.
Enterprise mortgage CRMs and lead-distribution tools manage the loan pipeline after a borrower is in your system. This snapshot fills the gap before intake — speed-to-lead, AI pre-qualification, rate-drop refi recovery, and no-show recovery — and works alongside Surefire / Total Expert / Velocify via Zapier or native API.
Due to the digital nature of the product, all sales are final once the snapshot is delivered. See our Refund Policy for full details.
A2P 10DLC is the carrier registration required to send SMS messages from business numbers in the United States. Without it, your texts get filtered as spam. We file the registration on your behalf; the carrier and platform fees are billed by your messaging provider.