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Features

Every Feature Inside The Snapshot

From AI receptionist to review automation — every workflow tuned for U.S. mortgage firms, included in the one-time $1,497.

Affordability Calculator

Debt-to-income-driven max home price and max loan estimator — perfect for pre-qual conversations with first-time buyers.

AI Caller

A voice AI that answers every borrower call 24/7, makes outbound follow-ups, qualifies purchase vs refi, and books rate-review and pre-qual calls straight to your calendar.

AI Chatbot

A mortgage-trained chat assistant on your website that greets every visitor 24/7, answers common loan questions, qualifies purchase vs refi, and books consultations into your calendar.

Appointment Automation

Let borrowers self-book rate-review and pre-qual calls, then protect every appointment with multi-stage reminders, automatic no-show recovery, and round-robin routing to your loan officers.

Conventional Calculator

Standard 15/30-year conventional loan calculator with LTV-driven PMI logic and full PITI — branded to your firm and embedded on every landing page.

CRM & Workflow Automations

The backbone of the snapshot — 13 prebuilt mortgage pipelines and 50+ done-for-you workflows that capture, route, nurture, and reactivate borrowers so nothing slips through the cracks.

Facebook Messenger Automation

Instantly reply to Facebook Messenger leads from your page and from Facebook lead ads, qualify them, and route them into your pipeline — so click-to-Messenger ad spend turns into booked borrowers instead of cold, ignored chats.

FHA Calculator

Embedded FHA loan calculator with 1.75% UFMIP, LTV-based annual MIP, and full PITI math — pre-installed, branded to your firm, embedded on every FHA landing page.

Google Business Reply Automation

Automatically reply to every Google Business Profile review in your firm's voice — instant thank-yous on 5-star reviews and owner escalation on low-star ones — to win local Map Pack rankings and the trust of borrowers comparing lenders.

Instagram DM Automation

Auto-reply to Instagram DMs and comments, capture borrower details into your CRM, and turn comment triggers like 'RATES' into instant DMs with a calculator and booking link — built for first-time buyers who live in their inbox.

Jumbo Calculator

Above-conforming-limit jumbo loan calculator with full PITI and conforming-limit awareness — branded to your firm and embedded on high-end property landing pages.

Prebuilt Website

An SEO-ready, conversion-built mortgage website branded to your firm — lead-capture forms, 7 embedded calculators, and booking calendars live in 24 hours.

Refinance Calculator

Break-even refinance math comparing current vs new loan over a custom horizon — branded to your firm and tied directly to your rate-drop alerts.

Review Harvesting Automation

Automatically request reviews from borrowers at the moment a loan closes, route happy clients to Google and Facebook, and catch unhappy feedback privately before it ever goes public.

SMS Automation

Texts every new borrower within about 30 seconds, runs purchase and refi nurture sequences plus past-client check-ins, and routes two-way replies to your loan officer — fully STOP/HELP compliant.

Snapshot Automation System

The complete done-for-you GoHighLevel install — all 11 modules plus 7 calculators, branded and production-tested in your own account within 1 business day.

USDA Calculator

Rural-eligible USDA Guaranteed Loan calculator with 1.0% upfront guarantee fee and 0.35% annual fee logic — branded to your firm.

VA Calculator

VA funding-fee-aware calculator with first-use vs subsequent-use tiers and exemption handling, branded to your firm and embedded across your VA landing pages.

All of these, $1,497 one-time

Install the Complete Snapshot in 24 Hours

Every feature listed above — installed in your GoHighLevel account by our team, A2P 10DLC filed for you, 10 dedicated support hours.