Capture, follow up, and book appointments across Mortgage, Life, Final Expense, and Recruiting... all done-for-you, plug-and-play, and ready to scale.
$49.99
Mortgage Protection pipeline (New Lead → Contacted → Appt Set → Sold → Not Taken → Dead)
Prebuilt MP SMS + voicemail + email follow-up automations
Calendar + appointment booking for MP only
MP landing page templates (opt-in + appointment pages)
Lead intake via forms, webhooks, or CSV upload
Contact management + tagging (MP only)
Basic reporting (leads, appointments, conversions)
Agent onboarding + usage walkthrough

No contracts - cancel anytime
$59.99
Everything in MP plan PLUS
General Life (Living Benefits) pipeline
GL-specific SMS + email follow-up automations
MP + GL calendar routing
GL landing page templates
Coverage needs conversation prompts (non-AI)
Combined MP + GL reporting dashboard
Shared contact record across MP + GL

No contracts - cancel anytime
$59.99
Everything in MP plan PLUS
Final Expense pipeline (FE-specific stages)
FE SMS + voicemail + email automations
FE landing page templates
FE appointment booking flow
MP + FE reporting dashboard
Senior-friendly contact flow logic

No contracts - cancel anytime
$69.99
Includes MP + GL + Final Expense
All three pipelines active
Unified contact record across MP / GL / FE
All automation sequences for MP, GL, and FE
Multi-calendar routing
Combined performance dashboard
Designed for full-time producers

No contracts - cancel anytime
$49.99
Recruiting pipeline (Lead → Booked → Interviewed → Licensed → Onboarded)
Recruiting SMS + email follow-up automations
Recruiting landing page templates
Calendar + interview booking
Candidate tagging + notes
Basic recruiting metrics (leads, bookings, interviews)
Works without MP/GL/FE
No AI recruiter
No insurance workflows

No contracts - cancel anytime
$29.99
Recruiting pipeline added to MP system
Recruiting automations integrated with agent CRM
Shared calendar + contact records
Recruiting landing pages
Agent + recruit tracking in one dashboard
Ideal for builders producing + recruiting
No AI recruiter

No contracts - cancel anytime
Capture leads, automate follow-up, and book appointments instantly... for Mortgage, Life, Final Expense, and Recruiting.
Work with your own Meta and Google ads, import leads via forms or CSV, or buy fresh/aged leads. All lead sources feed seamlessly into your system — no restrictions, no limits


Pre-built, high-converting funnels for Mortgage, Life, Final Expense, and Recruiting. Landing pages, surveys, and forms are ready to generate leads from day one..
Pre-built sequences for emails, texts, and reminders. Every lead gets consistent, timely follow-up so appointments are booked automatically.. fast, structured, and reliable.

FAQs
You’re getting a fully built, plug-and-play lead system for Mortgage, Life, Final Expense, and/or Recruiting... including funnels, workflows, landing pages, surveys, and automation. No tech setup required.
es. The system captures and automates leads, but lead costs (from ads, forms, or purchased lists) are not included.
Yes. We provide guidance to get your system up and running, plus resources to help you use it effectively.
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