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Suite 203 · For mortgage companies

Every branch, every LO, one standard

A marketing platform for small mortgage companies: a company site, 3 branch sites and 25 loan officer pages included, company-managed templates, roll-up reporting, an audit log and custom roles, for $1,690/mo.

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Tolly on a sea cliff full of lit burrow doors, like a colony of offices

What usually goes wrong

Problems this suite is shaped around

  1. 01Each branch built its own stack. Different websites, CRMs and vendors per branch, and no company view of any of it.
  2. 02Compliance can’t see everything. Disclosures differ by branch and nobody knows how many LO pages exist.
  3. 03Brand consistency is a negotiation. Every branch manager has opinions, and the brand pays for it.
  4. 04Owners can’t compare branches. Different stage names and sources make branch numbers impossible to compare.

What the Company Suite includes

Everything on one login

Company website plus 3 branch websites and 25 loan officer profiles · All funnels, with company-wide templates · Included CRM with company, branch and LO pipelines · Full automation library with company-managed templates · Reviews engine across every branch · Roll-up reporting: company, branch, loan officer · Governance: central disclosure blocks, approvals, audit log, roles

Company + branch sites

A company site, 3 branch sites (extra branches $219/mo) and a page for each of 25 LOs.

Company templates

Funnels and automations managed centrally, used everywhere.

Roll-up reporting

Company → branch → LO with the same stages everywhere.

Audit log + custom roles

Every edit and approval recorded; roles beyond the defaults.

Approval chains

Manager, then compliance, then publish.

Seat math

What the Company Suite costs at your size

$1,690/mo includes 25 loan officer seats; each extra seat is $39/mo. One-time setup $5,900. Pay annually and save 15%.

Company Suite monthly cost by number of loan officers
Loan officersMonthly (billed monthly)Monthly (billed annually)Per LO per month
25 LOs $1,690$1,437$68
30 LOs $1,885$1,602$63
40 LOs $2,275$1,934$57
60 LOs $3,055$2,597$51
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 Company Suite goes live

Typical launch: 45 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 · week 1

    Discovery

    Org chart, branches, license matrix, current vendors and data owners.

  2. Stage 2 of 5 · week 2

    Standards

    Brand, disclosure blocks, approval chains and roles agreed with compliance.

  3. Stage 3 of 5 · weeks 3–5

    Company + first branch

    Company site and a pilot branch built, imported and tested.

  4. Stage 4 of 5 · weeks 5–8

    Branch wave

    Remaining branches rolled out in waves, one training per branch.

  5. Stage 5 of 5 · week 9

    Roll-up live

    Company reporting, audit export and the first owner review.

Aerial view of a neighborhood of red-tiled roofs and trees

Many neighborhoods, many branches, one company standard.

Ask the front desk

Questions from owners

  1. YouWhat marketing platform suits a small mortgage company with branches?
    Funnel Suite team

    One that treats the company as a structure: company standards that branches inherit, branch control where it makes sense, LO personalization within limits, and reporting that rolls up. The Company Suite is built around exactly that hierarchy.

  2. YouHow many branches are included?
    Funnel Suite team

    3 branch sites are included; extra branch sites are $219/mo each.

  3. YouHow many LOs are included?
    Funnel Suite team

    25 LO seats, then $39/mo per extra seat with no upper limit.

  4. YouCan branches keep their own local branding?
    Funnel Suite team

    Branches can have local photos, content and reviews; the company brand, logo and disclosures stay consistent. You decide how much each branch can change.

  5. YouDoes the audit log help with exams?
    Funnel Suite team

    It records who changed what and who approved it, exportable by date range, which makes it easier to answer marketing questions during audits. It does not replace your compliance management system.

  6. YouCan we roll out branch by branch?
    Funnel Suite team

    Yes, we usually recommend a pilot branch first and then waves, so lessons from the first branch improve the rest.

  7. YouWhat about LOs licensed in several states?
    Funnel Suite team

    Each LO’s license states are stored once and shown on their page; routing uses them so out-of-state leads never go to an unlicensed LO.

  8. YouHow is this different from enterprise platforms?
    Funnel Suite team

    Enterprise mortgage marketing platforms are built for large lenders with long implementations and quote-only pricing. The Company Suite is priced openly for small companies and delivered done-for-you. See our Total Expert comparison.

See the Company 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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