The 2024 Mortgage Lead Conversion Mastery Playbook

Strategies and Insights from Converting Over 250,000 Mortgage Leads

Get Prepared:
Rate Drops = More Leads

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Pricing

Simple pricing for any team size

Launch

For getting started

$299

Per month + lead total*

One time setup fee $950

INCLUDES
  • Rate comparison table
  • Lead workflow - standard
  • Mortgage calculators
  • Reviews embed
  • Standard rate cards
  • Customer rate dashboards
  • Pricing Engine integration
  • Rate alert emails - up to 50 unique emails
  • Engagements - up to 50 unique emails
  • CRM post URL
  • Domain URL - 1
INCLUDES
  • Rate comparison table
  • Lead workflow - standard
  • Mortgage calculators
  • Reviews embed
  • Standard rate cards
  • Embed API
  • Customer rate dashboards
  • Lead social sign-in verification
  • Pricing Engine integration  
    (one user profile)
  • Rate alert emails - up to 50 unique
    emails
  • CRM post URL - 1
  • Domain URLs - 2

Growth

For being competitive

$699

Per month + lead total*

One time setup fee $2,950

EVERYTHING IN LAUNCH &
  • Loan officer pages
  • Lead workflow - customized
  • Landing page - 1 prebuilt
  • Itemized third party fees
  • UTM tracking
  • Lead phone & email verification
  • Rate alert emails - up to 100 unique emails
  • Engagements - up to 100 unique
    emails
  • Domain URLs - 3
EVERYTHING IN LAUNCH &
  • Landing page - 3 prebuilt
  • RateFow API access
  • Rate alert emails - up to 500 unique emails
  • Engagements - up to 500 unique emails
  • Domain URLs - 3

Launch

For getting started

$349

Per month + lead total*

One time setup fee $950

INCLUDES
  • Rate comparison table
  • Lead workflow - standard
  • Mortgage calculators
  • Reviews embed
  • Standard rate cards
  • Embed API
  • Customer rate dashboards
  • Lead social sign-in verification
  • Pricing Engine integration  
    (one user profile)
  • Rate alert emails - up to 50 unique
    emails
  • CRM post URL - 1
  • Domain URLs - 2

Core

For becoming advanced

$499

Per month + lead total*

One time setup fee $1,500

EVERYTHING IN LAUNCH &
  • Loan officer pages
  • Lead workflow - customized
  • Landing page - 1 prebuilt
  • Itemized third party fees
  • UTM tracking
  • Lead phone & email verification
  • Rate alert emails - up to 100 unique emails
  • Engagements - up to 100 unique
    emails
  • Domain URLs - 3

Leader

For scaling

$999

Per month + lead total*

One time setup fee $3,500

EVERYTHING IN GROWTH &
  • Landing pages - 3 prebuilt
  • Rate alert emails - up to 1500
    unique emails**
  • Engagements - up to 1500 unique
    emails
  • CRM post URL - 5
  • Domain URLs - unlimited

Launch

For getting started

$299

Per month + up to 20 leads*

Per month + lead total*

One time setup fee $950

INCLUDES
  • Rate comparison table
  • Lead workflow - standard
  • Mortgage calculators
  • Reviews embed
  • Rate cards - standard
  • Customer rate dashboards
  • Pricing Engine integration
  • Rate alert emails - up to 50 unique emails
  • Engagements - up to 50 unique emails
  • CRM post URL
  • Domain URL - 1

Growth

For being competitive

$699

Per month + up to 60 leads*

One time setup fee $2,950

EVERYTHING IN LAUNCH &
  • Landing page - 3 prebuilt
  • RateFow API access
  • Rate alert emails - up to 500 unique emails
  • Engagements - up to 500 unique emails
  • Domain URLs - 3

Leader

For scaling

$999

Per month + lead total*

One time setup fee $3,500

EVERYTHING IN GROWTH &
  • Landing pages - 3 prebuilt
  • Rate alert emails - up to 1500
    unique emails**
  • Engagements - up to 1500 unique
    emails
  • CRM post URL - 5
  • Domain URLs - unlimited

Calculate your ROI

Plan Comparison

Compare the features and benefits of each plan. Still unsure which plan is best for you? We're here to help

Lead workflow

Rate Cards

Rate comparison table

Loan Officer page

Mortgage calculators

Reviews Embed

Customer rate dashboards

CRM post URL

Website recommendations deck

Closing cost worksheets

Landing Page - prebuilt

Itemized 3rd party fees

UTM tracking

Lead email & phone sanitation

Social Sign In lead validation

API access

Jornaya integration

Zapier developer access

Priority Support

Rate alert emails

Engagements

Loan Officer Accounts

Pricing Engine integration

Whitelisted Domains

Launch

$199

Per month + lead total*

Book a demo

One time setup fee $950

Prebuilt

Prebuilt

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Up to 25 unique emails

Up to 25 unique emails

Unlimited

One user

1

Launch

$199

Per month + lead total*

Book a demo

One time setup fee $950

Custom

Custom

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1 included
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Launch

$199

Per month + lead total*

Book a demo

One time setup fee $950

Custom

Custom

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2 included
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Launch

$199

Per month + lead total*

Book a demo

One time setup fee $950

Custom

Custom

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4 included
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Lead workflow

Rate cards

Rate comparison table

Loan officer page

Mortgage calculators

Reviews embed

Customer rate dashboards

CRM post URL

Website recommendations deck

Closing cost worksheets

Landing page - prebuilt

Itemized 3rd party fees

Google Analytics Integration

UTM tracking

Lead email & phone sanitation

Social sign-in lead validation

API access

Jornaya integration

Zapier developer access

Priority support

Rate alert emails

Engagements

Loan officer accounts

Pricing engine integration

Whitelisted domains

Launch

$349

Per month + lead total*

Book a demo

One time setup fee $950

Prebuilt

Prebuilt

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Up to 50 unique emails

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Unlimited

One user

2

Core

$499

Per month + lead total*

Book a demo

One time setup fee $1,500

Custom

Custom

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1 included
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Up to 100 unique emails

Up to 100 unique emails

Unlimited

Unlimited

3

Growth

$799

Per month + lead total*

Book a demo

One time setup fee $2,000

Custom

Custom

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2 included
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Up to 200 unique emails

Up to 200 unique emails

Unlimited

Unlimited

Unlimited

Leader

$999

Per month + lead total*

Book a demo

One time setup fee $3,500

Custom

Custom

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4 included
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Up to 1500 unique emails**

Up to 1500 unique emails**

Unlimited

Unlimited

Unlimited

Lead workflow

Rate cards

Rate comparison table

Loan officer page

Mortgage calculators

Reviews embed

Customer rate dashboards

CRM post URL

Website recommendations deck

Closing cost worksheets

Landing page - prebuilt

Itemized 3rd party fees

Google Analytics integration

UTM tracking

Lead phone & email validation

Social sign-in lead validation

API access

Jornaya integration

Zapier developer access

Custom dashboard URL

Priority support

Rate alert emails

Engagements

Loan officer accounts

Pricing engine integration

Launch

$299

Per month + lead total*

Book a demo

One time setup fee $950

Prebuilt

Prebuilt

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Up to 50 unique emails

Up to 50 unique emails

Unlimited

One user

Core

$499

Per month + lead total*

Book a demo

One time setup fee $1,950

Custom

Custom

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2 included
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Up to 250 unique emails

Up to 250 unique emails

Unlimited

Unlimited

Growth

$699

Per month + lead total*

Book a demo

One time setup fee $2,950

Custom

Custom

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3 included
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Up to 500 unique emails

Up to 500 unique emails

Unlimited

Unlimited

Leader

$999

Per month + lead total*

Book a demo

One time setup fee $3,500

Custom

Custom

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4 included
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Up to 1500 unique emails**

Up to 1500 unique emails**

Unlimited

Unlimited

Whitelisted domains

1

2

3

Unlimited

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