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.
🧠 CHARLIE
Full-Funnel Machine: Dominate Attention. Own the Market.
Who it’s for: MLOs and teams ready to turn traffic into deals with a fully automated marketing and branding system.
🔹 Ad Power on 3 Channels
- Facebook/Instagram, Google, LinkedIn or YouTube
- AI-Powered Targeting + Custom Funnels
- Precision data segments layered into ad strategy
🔹 Content Domination Plan
- 8+ Custom Branded Video Assets Monthly
- Includes scriptwriting, voiceover, and edits
- Local market retargeting ads
🔹 CRM Follow-Up Expansion
Everything in Bravo +:
- Sphere of Influence (Personal & Professional) — 5-Year Engagement
- Past Clients — 2-Year Post-Close Nurture
- Realtor Ads + CRM Sync for Long-Term Partnerships
🔹 Pro Support
- Dedicated Slack Access
- Monthly Strategy & Funnel Review Call
👑 Why Top MLOs Choose CRM360
- Built on real-world strategies that funded 9-figure pipelines
- Trusted by producers who scaled during the toughest markets
- Zero guesswork. Zero wasted leads. Just a pipeline that grows daily.
- Exclusive access to premium data feeds for elite targeting precision