What modules are in Mortgage Funnel Suite?

Seven: websites (company, branch and loan officer), funnels, the included CRM with a mortgage pipeline, automations, reviews, reporting and governance. The AI Engine (receptionist plus conversation desk) is an optional eighth module priced separately.

Do we have to use every module?

No, but they are all included in every plan, so there is no saving in switching one off. Most groups start with websites, funnels and the CRM, then turn on automations and reviews in the first month once routing is settled.

Is the CRM a separate product with its own login?

No. The CRM is part of the suite and uses the same login, the same contact records and the same roles as everything else. It is presented as the CRM included with your sites, not a third-party tool you have to integrate.

Which modules differ between Team, Branch and Company plans?

The modules are the same. What changes is scale and governance depth: included seats (3, 10 or 25), the number of sites, the funnel library size, and whether approvals and the audit log run at branch or company level. The comparison table on this page lists it line by line.

Can loan officers change their own pages?

Yes, within limits you set. LOs can edit their bio, photo, calendar link and featured loan programs. Disclosure blocks, NMLS lines and branding are locked. On Branch and Company plans, LO edits can require manager or compliance approval before they publish.

How do leads move between modules?

A visitor on an LO page fills in a funnel; the CRM creates the contact with the LO, branch and UTM source; automations start speed-to-lead follow-up; reviews fire after closing; and reporting counts every step. Nothing is exported between tools because there is only one tool.

Is there a limit on contacts or page views?

We do not meter contacts or page views on any plan. Text messages and AI Receptionist minutes have usage costs, which we explain on the pricing page; carrier fees for business texting are passed through at cost.

Can we add modules later?

Every module is included from day one. You can add the AI Engine, the SEO content program, Spanish-language sites, extra funnels or extra branch sites at any time from the pricing page options.

Does the suite replace our loan origination system?

No. The suite handles marketing and the borrower relationship before and after the loan; your LOS handles the loan itself. See works alongside your LOS for how handoffs work.

Suite 100 · Overview

Every module your group needs, on one floor plan

The mortgage marketing suite has seven modules that share one set of contacts, one pipeline and one set of roles. Here is the directory: what each module does, who uses it, and how they hand work to each other.

Book a walkthrough See pricing

Directory · Mortgage Funnel Suite

The seven modules

What each module does in plain terms

Answer first: a mortgage marketing suite is one platform that builds the websites, captures the lead, follows up, collects the review and reports on it, with compliance controls over all of it.

Websites

A company site, branch sites and a page for every loan officer, all static, fast and built with full schema markup. Each LO page carries its own calendar, application link and NMLS details.

Built to score 90+ on PageSpeed
Loan-program and calculator pages included
LO pages inherit locked disclosure blocks

Open

Funnels

Short, loan-program-specific lead funnels for ads, social posts and QR codes.

Open

CRM & pipeline

Six mortgage stages from lead to past client, with routing by LO, branch or zip code.

Open

Automations

Speed-to-lead, rate-watch refinance nurture, birthday and home-anniversary touches, and review requests, all consent-aware.

Open

Reviews

Requests at closing, per-LO review pages and a feed on your site.

Open

Reporting

Company, branch and LO roll-ups on one dashboard.

Open

Governance

Central disclosure blocks, approval workflow, roles and an audit log.

Open

How the modules connect

One lead, followed end to end

Follow a single borrower through the suite. Every arrow below is an automatic handoff, not an export.

01 A borrower lands on Maya’s FHA funnel from a social post. The funnel records the source.
02 The CRM creates the contact in Maya’s pipeline and the North branch view.
03 Speed-to-lead sends a consented text and gives Maya a call task.
04 After closing, reviews asks for feedback and the past-client nurture begins.
05 Reporting counts it at LO, branch and company level; governance logged every page it touched.

Included by plan

Same modules, different scale

Every plan gets every module. Here is what changes as the building gets bigger. Prices are monthly, in USD.

Modules and limits by plan
	Team Suite	Branch Suite	Company Suite
Monthly price	$389/mo	$749/mo	$1,690/mo
Seats included	3	10	25
Websites	Team site + LO pages	Branch site + LO pages	Company site + 3 branch sites + LO pages
Funnels	5 loan-program funnels	All 8 funnels	All funnels + company templates
CRM pipeline	Team pipeline	Branch pipeline + routing	Company, branch and LO pipelines
Automations	Core four recipes	Full library	Full library + company-managed templates
Reviews	Yes	Per-LO review pages	Across every branch
Reporting	Team	Branch + LO	Company → branch → LO roll-up
Governance	Central disclosure blocks	+ approval workflow	+ audit log and custom roles

Full pricing, setup fees and add-ons: see pricing

One Suite, Every Level: Company site, Branch sites, Loan officer pages, One shared CRM. Infographic with Tolly the puffin. — One suite covers every level: company site, branch sites, loan officer pages and one shared CRM.

Ask the front desk

Questions about the modules

YouWhat modules are in Mortgage Funnel Suite?

Funnel Suite team
Seven: websites (company, branch and loan officer), funnels, the included CRM with a mortgage pipeline, automations, reviews, reporting and governance. The AI Engine (receptionist plus conversation desk) is an optional eighth module priced separately.
YouDo we have to use every module?

Funnel Suite team
No, but they are all included in every plan, so there is no saving in switching one off. Most groups start with websites, funnels and the CRM, then turn on automations and reviews in the first month once routing is settled.
YouIs the CRM a separate product with its own login?

Funnel Suite team
No. The CRM is part of the suite and uses the same login, the same contact records and the same roles as everything else. It is presented as the CRM included with your sites, not a third-party tool you have to integrate.
YouWhich modules differ between Team, Branch and Company plans?

Funnel Suite team
The modules are the same. What changes is scale and governance depth: included seats (3, 10 or 25), the number of sites, the funnel library size, and whether approvals and the audit log run at branch or company level. The comparison table on this page lists it line by line.
YouCan loan officers change their own pages?

Funnel Suite team
Yes, within limits you set. LOs can edit their bio, photo, calendar link and featured loan programs. Disclosure blocks, NMLS lines and branding are locked. On Branch and Company plans, LO edits can require manager or compliance approval before they publish.
YouHow do leads move between modules?

Funnel Suite team
A visitor on an LO page fills in a funnel; the CRM creates the contact with the LO, branch and UTM source; automations start speed-to-lead follow-up; reviews fire after closing; and reporting counts every step. Nothing is exported between tools because there is only one tool.
YouIs there a limit on contacts or page views?

Funnel Suite team
We do not meter contacts or page views on any plan. Text messages and AI Receptionist minutes have usage costs, which we explain on the pricing page; carrier fees for business texting are passed through at cost.
YouCan we add modules later?

Funnel Suite team
Every module is included from day one. You can add the AI Engine, the SEO content program, Spanish-language sites, extra funnels or extra branch sites at any time from the pricing page options.
YouDoes the suite replace our loan origination system?

Funnel Suite team
No. The suite handles marketing and the borrower relationship before and after the loan; your LOS handles the loan itself. See works alongside your LOS for how handoffs work.

See the floor plan for your group

We’ll map your company, branches and LOs onto the seven modules on a 30-minute call and send you a written plan.

Book a walkthrough Compare plans

Free 30-minute walkthrough · no obligation · reply within 1 business day