Turn More Leads Into Funded Loans With Automated Follow-Up That Never Sleeps
We worked directly with RCN to develop a custom Broker Marketing CRM (built in Go High Level) specifically for you! Everything built on what top brokers are doing to get more loans closed. If you're ready to scale up - this is the system.
Do you have special use case or questions before getting started?
Book a Time with Bob
This CRM was built in partnership with RCN specifically for brokers!
See What’s Inside!
Watch this short 11 minute video to get a feel for exactly what’s included inside this custom RCN build out for you
Do you have special use case or questions before getting started?
Book a Time with BobSetting up marketing shouldn't be a project.
Most brokers spend months stitching together pipelines, forms, and follow-up sequences and it's still not fully complete. We took the guess work out. Our system is based on what the top RCN brokers are already doing and it's built to keep you focused on what matters... getting leads & closing loans!
Why most brokers stall
Manual Setup
Building pipelines, workflows, and calendar from scratch eats weeks of admin time.
Generic pre-loaded content misses the mark
Off-the-shelf CRM's & Snapshots aren't built around how brokers like you actually close deals.
Wasted time causes you to lose deals
Every day spent configuring settings, building funnels, writing emails, is a day you aren't bringing in leads to close loans.
RCN CRM for Brokers
- Pre-built loan pipelines wired for quote → funded
- Nurture sequences and instant-notification workflows ready to run
- Lead-gen forms, loan intake, and investor landing pages included
- Broker, Q&A, and support calendars live from day one
From startup to closing deals in three steps.
Decide you want to grow
It's as simple as that. Checkout takes under a minute.
We create your account instantly
We spin up your account immediately and load in RCN's custom broker buildout. This way you can start building right now!
Log in and go
Access will be granted within a few minutes. Log in and start building your marketing machine today!
One plan. One checkout. Your Marketing ready to go.
No tiers, no upsells — the complete mortgage & loan broker snapshot for a flat $197 per month*
Broker Workspace
Everything a RCN broker needs — one plan, no tiers.
- Full RCN broker snapshot
- Quote + Loan Processing pipelines
- 30–180 day nurture automations
- Lead gen & loan request funnels
- Multi-calendar booking system
- Unlimited contacts and workflows
- Priority onboarding support
- Live Weekly Office Hours for Support
*Plus usage rates - $10 of usage/mo included - see usage rates
Do you have special use case or questions before getting started?
Book a Time with BobBroker Workspace
Everything a RCN broker needs — one plan, no tiers.
- Full RCN broker snapshot
- Quote + Loan Processing pipelines
- 30–180 day nurture automations
- Lead gen & loan request funnels
- Multi-calendar booking system
- Unlimited contacts and workflows
- Priority onboarding support
- Live Weekly Office Hours for Support
*Plus usage rates - $10 of usage/mo included - see usage rates
Do you have special use case or questions before getting started?
Book a Time with BobSecure checkout by Stripe. Cancel anytime from your workspace.
Your mortgage & loan broker workspace, pre-built.
We built a custom RCN buildout for brokers like you. Pipelines, automations, funnels, and calendars — already wired so you can hit the ground running immediately.
Broker Loan Pipelines
Pre-configured Quote and Loan Processing Kanban pipelines with stages like Out for Quote, Underwriting, and Servicing. Track every deal from cold inquiry to funded.
Smart Broker Automations
Pre-built nurture sequences — 30 to 180-day, long-term nurtures plus instant lead and deal notification routes. Nothing slips.
Lead Funnels
Ready-to-use broker landing pages that make lead-gen easy. Data is automatically captured and set for follow up to ensure no deal is lost in the process.
Multi-Calendar Booking
Investors have a plethora of choices for financing. The brokers who win build relationships. So we've built calendars for your contacts to book directly with you.
Unlimited Custom Fields
We built 31 custom fields & 9 custom values for you already. Add as many as you need to fit your business.
Unlimited Users
Unlike many CRM's who charge by the seat - you can add everyone from your team for no extra charge. No more sharing passwords and lack of visibility on actions.
Workflows that work
23 pre-built workflows, 13 email sequences, 9+ fill in the blank templates. Communication wins deals - we've automated as much of it for you as we can.
Free Updates
As RCN & 3DC build new functionality into the system, you get it free of charge while your account is active. Never worry that your marketing methods are out of date again.