Per-user CRM pricing that scales against you
Salesforce Financial Services Cloud starts at $325/user/month. Add a broker or support staff member and your bill jumps immediately.
Industry landing page
Mortgage Brokers: Fork Your SaaS Stack
Typical SaaS spend: $800-$2,500/month
Between your CRM, marketing automation, document collection tools, compliance trackers, and lead gen platforms - you're renting an entire tech stack that someone else controls. Salesforce alone runs $25-$330/user/month. Add Jungo, email, e-signatures, and client portals. We build it all into one system. Yours. No per-user fees. No aggregator lock-in.
Pain Points We Replace
Aggregator-locked tools you can't take with you
MyCRM, Infynity, and SalesTrekker are tied to aggregators. Switch and you risk losing your CRM, data, and workflows.
Cobbled-together tech stacks
CRM here, document collection there, e-signatures somewhere else, and compliance in spreadsheets.
No real ownership of your client data
Your client database and referral network live in someone else's system under someone else's terms.
Generic tools not built for broking
HubSpot does not know loan stages. Monday.com does not understand serviceability. You are paying full price for the wrong shape.
What We Replace → What We Build
| You are currently paying for | What we build you |
|---|---|
| Salesforce / MyCRM / SalesTrekker ($100-$330/user/mo) | Custom broker CRM - leads, pipeline, client history, referral tracking. No per-user fees. |
| Jungo / BNTouch ($96-$149/mo) | Mortgage-specific pipeline with loan stage tracking and milestone alerts. |
| ActiveCampaign / Mailchimp ($50-$300/mo) | Built-in email drip campaigns and SMS nurture triggered by loan milestones. |
| FileInvite / Floify ($100+/mo) | Custom client portal with uploads, checklists, and live status updates. |
| DocuSign ($25-$65/user/mo) | Integrated e-signature capture inside your own portal. |
| Compliance spreadsheets | Audit trails, responsible lending checklists, and auto-generated file notes. |
| Lead gen landing pages ($75-$200/mo) | Custom lead pages integrated directly into your CRM pipeline. |
Stacks We Replace Across Markets
The names change by country. The problem is the same: rented tools, locked data, and monthly software tax.
USA
- Salesforce
- Jungo
- BNTouch
- Floify
- SimpleNexus
Australia
- MyCRM
- BrokerEngine
- Infynity
- Mercury Nexus
- SalesTrekker
UK
- Twenty7Tec
- Iress Xplan
- Mortgage Brain
- Smartsheet-based workflows
Canada
- Filogix
- Velocity
- BluMortgage
- Pipedrive-based workflows