Suite 701 · Blog
Practical guides for mortgage teams, branches and small companies: pipelines, speed-to-lead, AI receptionists, compliance, SEO and what the tools really cost. Sourced, dated and written plainly.
Growth & operations · 5 min read
Add up what a mortgage team pays for CRM seats, LO websites, texting and reviews, using published prices, and compare per-user tools with a per-group suite fairly.
Renata Vossberg ·
Websites & SEO · 5 min read
How mortgage websites get found in search, extracted as answers and cited by AI assistants: speed, schema, answer-first writing, llms.txt, crawl access and entity clarity.
Renata Vossberg ·
CRM & pipeline · 6 min read
How to build a rate-watch list and refinance nurture for past clients using weekly Freddie Mac data, LO-first alerts, approved messages and consent rules.
Dashiell Okoro ·
Websites & SEO · 5 min read
How a mortgage company should structure its company, branch and loan officer websites: one domain vs many, URL patterns, what each level owns, and migration tips.
Renata Vossberg ·
Compliance · 5 min read
A page-by-page compliance checklist for mortgage company, branch and loan officer websites: NMLS display, license lines, Equal Housing, Reg Z trigger terms, reviews and accessibility.
Priya Halvorsen ·
AI Engine · 5 min read
A plain-English checklist for mortgage teams using AI chat, SMS and social DMs: TCPA consent, A2P 10DLC registration, Meta and TikTok rules, disclosure and fair lending.
Priya Halvorsen ·
AI Engine · 5 min read
A plain guide to AI receptionists for mortgage teams: how they answer calls, where they help, the guardrails (no rates, no advice), disclosure, recording consent and handoff.
Dashiell Okoro ·
CRM & pipeline · 6 min read
Why the first minutes after a mortgage inquiry matter, what the research on lead response actually found, and a consent-first speed-to-lead setup for teams and branches.
Dashiell Okoro ·
CRM & pipeline · 8 min read
A practical six-stage mortgage CRM pipeline (lead, pre-qual, application, processing, closed, past client) with entry rules, owners and automations for each stage.
Dashiell Okoro ·
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