Marketing Package 1: CRM360 Alpha

Why CRM360 Isn’t Just Another CRM
This isn’t just “follow-up software.” This is a full-blown AI-powered marketing engine, combining done-for-you advertising, long-term nurture automation, and brand dominance—all engineered for mortgage pros ready to scale.

 ✅ Paid Traffic.
✅ Automation That Closes Deals.
✅ Branding That Makes You the Obvious Choice.
✅ Precision Audience Targeting Powered by Proprietary Data Feeds.

While other agencies guess who to target… we don’t. Our access to exclusive, proprietary data feeds gives you a massive edge—allowing us to build high-conversion precision audiences most agencies can’t touch. That means less ad waste, faster results, and a deeper competitive moat.

Whether you’re a solo mortgage loan officer or a top-producing team, CRM360 gives you the same playbook the greats use—optimized, installed, and ready to dominate.


💼 ALPHA — $5,000/mo

The Foundation: One Platform. One Focus. Maximum Leverage.

Who it’s for: Solo MLOs who want a proven system to generate high-quality leads and automate conversion—without doing it all themselves.

🔹 Platform Ads (Meta & Google)

  • Done-for-you lead generation campaign on Facebook/Instagram or Google
  • Proven high-converting static creatives + ad copywriting
  • Pixel setup, retargeting & CRM integration
  • Proprietary data-enhanced targeting to improve ad efficiency

🔹 Smart Follow-Up Pipelines

  • Pay-Per-Click Purchase & Refinance (24-Month Nurture)
  • Shared Internet Leads (Purchase & Refi, 24-Month Nurture)
  • Realtor Referral Leads (2-Year Relationship Builder)
  • Credit Repair Leads (24-Month Nurture Program)

🔹 Support & Optimization

  • Weekly ad performance reporting
  • AI-enhanced engagement & lead alerts