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Suite 201 · For teams

One marketing platform for the whole team

A mortgage marketing platform for loan officer teams of 2 to 10: a team website with a page for every LO, loan-program funnels, one shared pipeline, speed-to-lead follow-up and reviews, for $389/mo with 3 seats included.

Book a walkthrough Team Suite pricing
Tolly in a cozy round team office with three desks

What usually goes wrong

Problems this suite is shaped around

  1. 01Everyone has their own tools. Each LO pays for a website, a texting app and a review tool, and leads live in five places.
  2. 02Shared leads go cold. Team leads from the website or a partner sit in an inbox until someone notices.
  3. 03The team brand drifts. Every LO page looks different and some forget the NMLS ID or the Equal Housing statement.
  4. 04Nobody knows the numbers. The team lead can’t see which source produces applications without a spreadsheet.

What the Team Suite includes

Everything on one login

Team website with up to 3 loan officer profile pages · 5 loan-program funnels · Included CRM with the mortgage pipeline · Speed-to-lead, rate-watch, birthday and review automations · Reviews engine · Team reporting · Central NMLS and disclosure blocks

Team site + LO pages

A fast team website with a personal page per LO, each with calendar, application link and NMLS details.

Five funnels

Pick the five loan programs your team originates most.

Shared pipeline

Round-robin for team leads, owner-keeps-it for personal leads.

Core automations

Speed-to-lead, rate watch, birthdays and review requests.

Team reporting

Leads, contact speed and applications by LO and source.

Locked disclosures

NMLS and disclosure blocks no LO can edit or forget.

Seat math

What the Team Suite costs at your size

$389/mo includes 3 loan officer seats (up to 10); each extra seat is $59/mo. One-time setup $1,450. Pay annually and save 15%.

Team Suite monthly cost by number of loan officers
Loan officersMonthly (billed monthly)Monthly (billed annually)Per LO per month
2 LOs $389$331$195
3 LOs $389$331$130
5 LOs $507$431$101
8 LOs $684$581$86
10 LOs $802$682$80
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 Team Suite goes live

Typical launch: 21 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 4 · day 1

    Kickoff

    Team roster, brand, program focus and which leads are shared versus personal.

  2. Stage 2 of 4 · week 1

    Content

    LO questionnaires, photos, program pages and consent wording.

  3. Stage 3 of 4 · weeks 2–3

    Build

    Team site, LO pages, funnels and pipeline built; contacts imported.

  4. Stage 4 of 4 · week 4

    Launch

    Domain pointed, redirects live, texting registered, a 45-minute team training.

A laptop showing analytics charts next to a cup of coffee

One team, one pipeline, one screen to start the day.

Ask the front desk

Questions from team leads

  1. YouWhat is the best marketing platform for a loan officer team?
    Funnel Suite team

    For a producing team, the best platform is one where the team site, every LO page, the funnels and the CRM are the same system, so team leads route fairly and nothing is lost between tools. That is what the Team Suite is designed for. Compare alternatives fairly on our comparison pages.

  2. YouHow many loan officers fit on the Team Suite?
    Funnel Suite team

    3 seats are included and the plan goes up to 10 LOs at $59/mo per extra seat. Beyond 10, the Branch Suite is usually cheaper per seat.

  3. YouCan assistants and processors have logins?
    Funnel Suite team

    Yes. Non-originating staff (assistants, processors, marketing) get free view or task logins; seats are counted only for loan officers with their own page and pipeline.

  4. YouHow are team leads shared?
    Funnel Suite team

    Leads from the team site and shared sources go round-robin (or to whoever you choose); leads from an LO’s own page always stay with that LO.

  5. YouDoes each LO get their own funnel?
    Funnel Suite team

    Yes. Every funnel has a personal copy per LO, so their marketing feeds their own pipeline.

  6. YouCan we add the AI Engine?
    Funnel Suite team

    Yes. AI Engine Complete is $449/mo with any Suite, or start with the Conversation Desk at $289/mo.

  7. YouWe already have personal LO websites. What happens to them?
    Funnel Suite team

    We redirect them to the new LO pages so links, business cards and search rankings keep working.

  8. YouWhat if the team grows past 10?
    Funnel Suite team

    Move to the Branch Suite at any time; your sites, contacts and history move with you, and the setup fee difference is credited.

See the Team 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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