The Growth Engine For

Mortgage Professionals

Say goodbye to tedious follow-up calls, cost-prohibitive marketing, and constant networking efforts. MLO Rocket CRM is an all-in-one platform for mortgage marketing and pipeline management that gives you the freedom to focus on growth, while we handle the legwork.

Built for Mortgage Professionals by Mortgage Professionals

The leading marketing software specifically built for mortgage loan originators, brokers, and branch managers.

Solo Producers

Get a consistent source of warm leads & income

Exclusive leads self-book appointments to your calendar

Automated follow-ups take the tedious tasks off your plate

Post-sale campaigns get you more client referrals, 5 star reviews, and refinance deals

Established MLOs

Fund more loans than ever while unlocking more free time

Done-for-you marketing to help you boost your personal brand

Accelerate the lead-to-homebuyer journey so you can grow faster than ever

Proven systems to help you hire and scale your business (without sacrificing your personal life)

Branch Managers

Get a consistent stream of new business for your team

Exclusive mortgage leads delivered straight to your pipeline

Have more time to focus solely on revenue-generating activities

Support to guarantee your growth and success every step of the way

Broker Owners

Grow exponentially while amping up your workflow efficiency

Get a consistent stream of income without relying on realtors for deals

Stand out from the crowd with our done-for-you marketing & branding support

Have more flexibility and free time to focus on what matters most

Unlock Effortless Lead-to-Client Journey Automation

Efficient follow-up solutions tailored for every interaction, optimizing your customer's experience while maximizing your time. Seamlessly automated post-sale follow-ups designed to boost your 5-star reviews, secure client referrals, and pave the way for future refinance opportunities.

With Our Best-In-Class Automated Mortgage CRM Software, You Will Have Access to:

Landing Page

CRM software for your lead, contact, and deal management

Workflow Automations

Unified Inbox for SMS, chat, messaging ,and email

Lender specific marketing campaigns

Pipeline management

Referral Management

Ai Ad Creation and deployment

Loan Processing management

Appoint scheduling and reminders

Frequently Asked Questions

Do I have to sign a contract with MLO Rocket?

MLO Rocket is a month-to-month service. We know they exist, but we're not sure why any CRM or marketing automation service would lock you into a contract. If a system delivers, won't clients be happy to continue using it without a contract? This has been our experience :)

Do you offer a free trial?

MLO Rocket does not have a trial. Why? Each new account we create takes 5-6 hours to build-out and customize for each new member. We understand choosing a CRM and marketing automation system is a big deal. If you still have questions after reviewing this page, we invite you to email [email protected] and we will gladly answer them.

Does MLO Rocket integrate with any LOS system?

At MLO Rocket, we've made a deliberate choice not to integrate with LOS (Loan Origination System) platforms, and here's why:

1) Limited Benefits: Integration with LOS systems offers minimal advantages. While some may seek it to streamline data entry and automate milestone updates, our experience suggests otherwise.

2) Minimal Data Entry: Our members have found that the need for extensive data entry is significantly reduced within our system. Many opt to store only essential transaction details in their CRM, as non-essential information is readily available in their LOS when necessary.

3) Detrimental Automation: Contrary to expectations, automating milestone updates from LOS systems can often prove to be more problematic than beneficial. Our experience indicates that such automation can lead to complications rather than simplifying processes.

By focusing on efficient data management within our platform and prioritizing streamlined workflows, we ensure that our members experience maximum efficiency and effectiveness in their mortgage lending operations.

Can I track my referral sources?

Yes we offer this as an option add on with a one time payment. See our services for more information.

Can I edit the pre-written emails and text messages?

No, we spend 10-30 hours crating the perfect messages and building out each of our automations that include as part of you membership. We don't offer access to these with our clients as if you don't understand how they work you might inadvertently break something we cannot fix or tell you how to fix. For this reason we ask that you use the system as is.

Can I build my own automations or edit the ones MLO Rocket uses?

We don't allow members access to our pre-built automations and workflows as many areas are interconnected and if the wrong items were accidentally changed or deleted it could break much of your system forcing us to have do a factory reset which would likely mean that you would loose data . While in the future we may offer the service of building customized automations, we don't currently offer this service.

How do I move my contacts over from my current system?

Importing contacts into MLO Rocket is extremely easy. You simply export your contacts from your previous system into a CSV file, and then import them into your new system. The import process allows you to quickly match all of your fields from your previous system to your new fields.

Is MLO Rocket a CRM or primarily a marketing automation?

It's primarily both! MLO Rocket is built on High Level, a leading CRM and marketing automation system with over 1.2 million users.

High Level was originally built as a marketing automation system and it is easily one of the best on the market... if not the best. Since High Level is constantly innovating and adding more functionality, MLO Rocket is able to consistently add more value to our clients.

The beauty of MLO Rocket is that you get your CRM and an insanely powerful marketing automation system all wrapped into one.