Every Feature Inside The Snapshot
From the AI caller to review harvesting, every workflow is tuned for U.S. mortgage firms and included in the one-time $1,497.
The features below are not a menu of add-ons. They are one system with four jobs. Capture answers the borrower the moment they raise a hand, whether that hand goes up on the phone, in a chat window, in an Instagram DM or on a calculator. Qualify separates a purchase from a refinance and gathers enough detail for a real pre-qualification conversation. Convert books the rate-review or pre-qual call and defends it with reminders and no-show recovery. Retain keeps the relationship alive after closing through review requests, equity tracking and rate-drop alerts, which is where a past client quietly becomes your next funded loan. Each page below explains what its module does inside your own GoHighLevel account, what it needs from you, and which other modules it hands off to.
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 borrower calls around the clock, runs outbound follow-up, sorts purchase from refinance, and books rate-review calls to your calendar.
AI Chatbot
A mortgage-trained chat assistant that greets every website visitor, answers common loan questions, separates purchase from refinance, and books the call.
Appointment Automation
Let borrowers self-book rate-review and pre-qual calls, then protect each slot with staged reminders, no-show recovery and round-robin loan officer routing.
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: prebuilt mortgage pipelines and done-for-you workflows that capture, route, nurture and reactivate borrowers automatically.
Facebook Messenger Automation
Reply instantly to Facebook Messenger leads from your page and your lead ads, qualify them, and route them into the pipeline so ad spend books real calls.
FHA Calculator
An embedded FHA loan calculator with upfront MIP, LTV-based annual MIP and full PITI math, pre-installed, branded to your firm and dropped on FHA pages.
Google Business Reply Automation
Reply to every Google Business Profile review in your own voice, with instant thanks on five-star reviews and owner escalation on low ones, to hold trust.
Instagram DM Automation
Auto-reply to Instagram DMs and comments, capture borrower details into the CRM, and turn a comment trigger into an instant DM with a calculator and link.
Jumbo Calculator
A jumbo loan calculator that handles above-conforming balances with full PITI and conforming-limit awareness, branded and embedded on premium listings.
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
Ask every borrower for a review the moment their loan closes, route happy clients to Google and Facebook, and catch unhappy feedback before it goes public.
SMS Automation
Text every borrower within seconds, run purchase and refinance nurture plus past-client check-ins, and route replies to the loan officer, STOP and HELP safe.
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.