Your Marketing workspace, pre-built for RCN brokers.
Skip the weeks of manual setup. We worked directly with RCN to develop a custom Broker Marketing CRM (built in Go High Level) specifically for you! You'll get pipelines, automations, funnels, and calendars — all built for you and pre-installed in your account.
This CRM was built in partnership with RCN for brokers!
Setting 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
You have to build pipelines, workflows, and calendars 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.
A broker-ready workspace, live in 1 business day or less.
- 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 provision instantly
We spin up your account immediately and within 1 business day load in RCN's custom broker buildout.
Log in and go
You can access your account immediately, load in your basic info to get started 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 mortgage or loan 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
Secure checkout by Stripe. Cancel anytime from your workspace.
Your mortgage & loan broker workspace, pre-built.
We ship a custom RCN buildout for brokers like you. Pipelines, automations, funnels, and calendars — already wired for brokers.
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 workflow sequences — 30 to 180-day long-term nurtures plus instant lead and deal notification routes. Nothing slips.
Lead Funnels
Ready-to-use lead-gen forms, Loan Request intake forms, and pre-built investor landing page templates designed to capture larger deals.
Multi-Calendar Booking
Integrated scheduling out-of-the-box — Broker 1-on-1s, Lending Request Q&As, and dedicated Borrower Support calendars.