📦 CRM360 Marketing Packages Overview
Each CRM360 package is designed to help mortgage professionals automate their follow-up, increase conversion rates, and build profitable long-term relationships — all while taking the manual work off your plate.
We use advanced AI-powered automation and data-driven intelligence to engage leads, nurture contacts, and identify the right time to reach out — so you focus on what matters most: closing deals and building relationships.
🤖 How CRM360 Works for You
- AI Follow-Up Automation: Our smart workflows use AI to send personalized texts, emails, ringless voicemails, and social touchpoints at just the right time — no manual outreach required.
- Behavioral Triggers: Each pipeline tracks open rates, clicks, call responses, and website activity to identify hot leads and surface the ones most likely to convert.
- Relationship Intelligence: Our system keeps you top-of-mind with realtors, past clients, and your sphere of influence using automated check-ins, birthday and anniversary messages, value-add content, and more.
- Conversion Optimization: By following up consistently and intelligently over months or years, we dramatically increase your conversion rates — without you ever lifting a finger.
🤖 What Makes CRM360 Different?
- AI-Powered Follow-Up: Smart automation sends texts, emails, voicemails, and social touches based on behavior, timing, and engagement.
- Behavior-Based Lead Prioritization: CRM360 identifies your hottest leads and alerts you when it’s time to reach out personally.
- Targeted Social Ad Campaigns: We run hyper-targeted ads to your realtors (both current and potential), past clients, and your sphere of influence — making you the go-to local lender in your market.
- Local Market Virality: By combining automation with social ads, you build brand awareness fast — without lifting a finger.
- Relationship Intelligence: Our system nurtures every contact with timely, relevant content, building trust over months and years.
🧠 Powered by Precision-IQ + Big Data
We use NDPS, CVE, NIST, NPIM and More… , cutting-edge data intelligence feeds and platforms, to supercharge our CRM360 campaigns. Because we have access to real-time behavioral data from big data sources, we’re able to:
✅ Identify your most likely-to-convert leads
✅ Time follow-ups for peak engagement
✅ Personalize messaging based on real activity
✅ Increase conversion rates by 27% to 56% higher than competitors
🔍 When your competition is guessing, you’re closing — thanks to data-driven targeting and automation.
✅ Marketing Package 1: CRM360 Alpha
Ideal For: Loan officers who want a fast, focused 30-day campaign to capture and convert new leads.
Best For: MLOs looking for a fast-start 30-day conversion plan.
Included Pipelines:
- PPC Purchase Leads – 30-Day High-Intensity Nurture
- PPC Refinance Leads – 30-Day High-Intensity Nurture
- Shared Internet Purchase Leads – 30-Day Nurture
- Shared Internet Refinance Leads – 30-Day Nurture
- Realtor Referral Leads – 24-Month Relationship Builder
- Credit Repair Leads – 24-Month Nurture Program
✅ AI identifies engaged leads, helping you prioritize your time and build relationships faster.
✅ Marketing Package 2: CRM360 Bravo
Ideal For: Loan officers ready to scale up to a 12-month conversion strategy and build deeper Realtor connections.
Included Pipelines:
- PPC Purchase Leads – 12-Month Aggressive Follow-Up
- PPC Refinance Leads – 12-Month Aggressive Follow-Up
- Shared Internet Purchase Leads – 12-Month Follow-Up
- Shared Internet Refinance Leads – 12-Month Follow-Up
- Realtor Referral Leads – 24-Month Relationship Builder
- Credit Repair Leads – 24-Month Nurture Program
- Realtors You’re Currently Working With – 2-Year Touchpoint Strategy
- Realtors You’re Trying to Work With – 2-Year Drip Campaign
✅ Our system helps turn cold contacts into warm relationships through long-term touchpoints powered by AI.
✅ Marketing Package 3: CRM360 Charlie
Ideal For: Experienced originators who want a full 2-year automation engine, built for pipeline depth and relationship expansion.
Included Pipelines:
- PPC Purchase Leads – 24-Month Long-Term Nurture
- PPC Refinance Leads – 24-Month Long-Term Nurture
- Shared Internet Purchase Leads – 24-Month Nurture
- Shared Internet Refinance Leads – 24-Month Nurture
- Realtor Referral Leads – 24-Month Relationship Builder
- Credit Repair Leads – 24-Month Nurture Program
- Realtors You’re Working With – 5-Year Relationship Builder
- Realtors You’re Pursuing – 5-Year Drip Campaign
- Sphere of Influence (Personal) – 5-Year Engagement Plan
- Sphere of Influence (Professional) – 5-Year Engagement Plan
- Past Clients – 2-Year Post-Close Nurture
✅ Boost repeat business and referrals with personalized AI follow-up tailored to each contact’s behavior and profile.
✅ Marketing Package 4: CRM360 Delta
Ideal For: Top producers looking for the ultimate CRM package with complete long-term automation across all audiences.
Included Pipelines:
- PPC Purchase Leads – 24-Month Long-Term Nurture
- PPC Refinance Leads – 24-Month Long-Term Nurture
- Shared Internet Purchase Leads – 24-Month Nurture
- Shared Internet Refinance Leads – 24-Month Nurture
- Realtor Referral Leads – 24-Month Relationship Builder
- Credit Repair Leads – 24-Month Nurture Program
- Realtors You’re Working With – 5-Year Relationship Builder
- Realtors You’re Pursuing – 5-Year Drip Campaign
- Sphere of Influence (Personal) – 5-Year Engagement Plan
- Sphere of Influence (Professional) – 5-Year Engagement Plan
- Past Clients – 5-Year Post-Close Nurture
✅ The ultimate hands-free marketing system — AI does the follow-up, so you can do the closing.
🔍 Why CRM360?
✔ AI & automation that works while you sleep
✔ Data-driven decisions for smarter outreach
✔ Consistent, valuable touches that build trust
✔ Higher lead conversion without more manual work
✔ Stronger realtor partnerships over time
✔ Personalized communication at scale
🚀 Ready to Automate, Convert, and Scale?
Whether you’re just getting started or scaling to 7 figures, CRM360 is your unfair advantage in today’s mortgage market.
✅ AI-powered automation
✅ Targeted ad campaigns
✅ Big data intelligence
✅ Plug-and-play pipelines
✅ Zero guesswork
👉 Choose your CRM360 Marketing Package now and start closing more loans.
💬 What Mortgage Pros Are Saying
“I’ve closed more in the last 60 days with CRM360 than I did the entire quarter before.”
– Laura B., LO in San Diego
“The system is always working. I get leads re-engaging with me months later that I would’ve lost without this.”
– Marcus D., MLO in Florida
“The AI + data combo is next level. I’ve never felt so in control of my pipeline.”
– Tina R., Branch Manager in Texas
⚡️Comparison
🆚 How CRM360 Stacks Up vs. Other CRMs
| Feature | CRM360 | Generic CRM |
|---|---|---|
| AI-Powered Follow-Up | ✅ | ❌ |
| Behavioral Triggers | ✅ | ❌ |
| Realtor & Past Client Ads | ✅ | ❌ |
| Pre-Built Mortgage Pipelines | ✅ | ❌ |
| Big Data Intelligence | ✅ | ❌ |
| Hands-Free Nurture for 5+ Years | ✅ | ❌ |