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Suite 202 · For branches

Branch marketing that the manager can actually run

Mortgage branch marketing for a branch of up to 25 loan officers: a branch website with its roster, a page and funnels for every LO, lead routing that respects licensing, approvals for LO edits and a branch pipeline, for $749/mo with 10 seats included.

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Tolly standing on one floor of a cutaway office building

What usually goes wrong

Problems this suite is shaped around

  1. 01Recruiting depends on tools. Good LOs ask what marketing the branch provides. "Build your own website" is not an answer.
  2. 02Leads route by luck. Branch leads go to whoever answers the shared inbox, sometimes to an LO who isn’t licensed in that state.
  3. 03Compliance finds problems late. A rogue page or a rate in a post is discovered at audit time, not before it went live.
  4. 04Monday reporting is manual. The manager rebuilds the same spreadsheet every week.

What the Branch Suite includes

Everything on one login

Branch website with up to 10 loan officer profile pages · All 8 loan-program funnels · Included CRM with branch-wide pipeline and lead routing · Full automation library · Reviews engine with per-LO review pages · Branch and per-LO reporting · Approval workflow for LO page edits

Branch site + roster

A branch site with local content, the LO roster, branch reviews and a page for each of your loan officers.

All 8 funnels

Every loan program, with a personal copy for each LO.

Routing with license checks

Round-robin, zip code, program or owner-keeps-it.

Approvals

Manager or compliance approval before LO edits go live.

Full automation library

Including milestone and realtor partner updates.

Branch + LO reporting

Contact speed, applications and closings by LO and source.

Seat math

What the Branch Suite costs at your size

$749/mo includes 10 loan officer seats (up to 25); each extra seat is $49/mo. One-time setup $2,850. Pay annually and save 15%.

Branch Suite monthly cost by number of loan officers
Loan officersMonthly (billed monthly)Monthly (billed annually)Per LO per month
10 LOs $749$637$75
12 LOs $847$720$71
15 LOs $994$845$66
20 LOs $1,239$1,053$62
25 LOs $1,484$1,261$59
Prices in USD before sales tax. Calculated from pricing.json (2026-10-19).

Compare with your current tools on the ROI calculator, or see every plan side by side.

Rollout

How a Branch Suite goes live

Typical launch: 30 business days from kickoff, agreed in writing. If we miss the date, the monthly fee pauses until you’re live.

From Kickoff to Launch: Kickoff call, Content and data, Build and review, Approvals, Go live. Infographic with Tolly the puffin.
From kickoff to launch: kickoff call, content and data, build and review, approvals, go live.

  1. Stage 1 of 5 · day 1

    Kickoff

    Roster, license states, routing rules and who approves what.

  2. Stage 2 of 5 · week 1–2

    Content and data

    Branch copy, LO questionnaires, contact export from your current CRM.

  3. Stage 3 of 5 · weeks 2–4

    Build and import

    Branch site, LO pages, funnels, pipeline; test import, then full import.

  4. Stage 4 of 5 · week 5

    Approvals and training

    Compliance sign-off, manager training, then LO training in small groups.

  5. Stage 5 of 5 · week 6

    Launch

    Domain live, redirects tested, texting registered, first Monday report scheduled.

Aerial view of a suburban neighborhood around a park

A branch serves a whole map of neighborhoods. Route every lead to the right LO.

Ask the front desk

Questions from branch managers

  1. YouWhat does a mortgage branch need for marketing?
    Funnel Suite team

    A branch site that builds local trust, a page and funnels for every loan officer, a pipeline with fair and licensed lead routing, follow-up automation, reviews and reporting the manager can read in minutes, with approvals so the branch stays compliant.

  2. YouCan the branch manager approve LO page changes?
    Funnel Suite team

    Yes. You decide which edits publish instantly and which need the manager or a compliance reviewer first.

  3. YouHow does lead routing check licensing?
    Funnel Suite team

    Each LO’s license states are stored once. Zip-code and state routing only assigns a lead to an LO licensed where the borrower is.

  4. YouOur branch is part of a larger company. Can we still use it?
    Funnel Suite team

    Yes, if your company allows branch-level marketing. We match the company brand and disclosure text, and the Company Suite is available if corporate wants every branch on one account later.

  5. YouHow much does the Branch Suite cost per LO?
    Funnel Suite team

    $749/mo includes 10 LOs; extra seats are $49/mo up to 25. The table on this page shows the per-LO cost at common sizes.

  6. YouDoes it help with recruiting?
    Funnel Suite team

    A branch that can say "you get a fast personal site, funnels, a CRM, automations and an AI receptionist on day one" has a concrete answer when candidates ask about marketing support.

  7. YouWhat happens when an LO joins or leaves?
    Funnel Suite team

    New LOs get a page and funnels from the template within a few business days. When an LO leaves, their page redirects and their pipeline is reassigned.

  8. YouCan we keep our current CRM data?
    Funnel Suite team

    Yes. We import contacts, stages, tags and notes from a CSV export, with a test import first.

See the Branch Suite with your roster

Send your LO list before the call and we’ll show the suite with your own people on the org tree.

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