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The Only Mortgage Specific CRM That Fills Your Calendar With Qualified Appointments Automatically Using Artificial Intelligence

Streamline Your Business With Our AI-Powered Mortgage Marketing Software

Our AI-powered marketing platform comes pre-built with all of our proven marketing blueprints. Seamlessly manage past and potential clients, enhance your referral network, and boost your online reputation—all through our integrated power dialer, automated SMS, and email campaigns. Unlock the potential of AI and automate your most valuable opportunities.

about us

More than an AI Powered CRM

Let AI Connect & Engage with your Past & Future Leads

Proven Mortgage Campaign Blueprints

Our 13 most successful messaging campaigns including call scripts, emails, and text messages.

Omni-Channel Marketing

3x your response with our power dialer, text messaging, and email all built into our proven timing sequences. Plus A/B testing & reporting.

Seamless Integrations + ChatGPT

Connect to all other sources of data in your mortgage business using our Zapier integration and power your CRM with our ChatGPT integration.

Social media Content Creation & Scheduling

Utilize our AI tool to easily create, schedule, and distribute your social media content across all profiles. Effortless and efficient. Tailor content strategies with data insights to optimize engagement and reach.

Conversation Intelligence

Our AI helps you convert more of your funnels and conversations into qualified appointments.

Automatic Appointment Booking

Full integrate with all of your calendars so clients and referral partners book automatically through email, text, and social media.

Live Chat & Review Widgets

Boost leads with our live chat, and build trust showcasing real-time Google reviews on your website. Instant engagement, instant credibility.

Lead Generation Systems For Social & Search

You get access to all the campaigns we used to run our paid marketing division! Targeting ad copy, calls-to-action, landing pages, and follow-up campaigns. Get direct cost on your lead generation.

Current Bonuses

Limited Offer

Our Entire Ad Campaign Library

Get the targeting, ad copy, and landing pages you need, for running ads and generating leads on Facebook, Instagram, Google, and YouTube.

Business Marketing Class

Our $5,000 8-module course shows you how to generate high-quality inbound mortgage applications from every opportunity in your business. Discover how to generate qualified appointments from your database, new referral partners, social media, search marketing, and new leads.

Daily Office Hours

Need help building custom follow-up campaigns? managing your software? running your ad campaigns? Integration help? We have got you covered, simply show to the daily office hours, and our team will help you build what you need

Unified Client Interactions

Manage all your client interactions from a single dashboard. Whether it's SMS, email, or phone calls, our platform offers seamless multi-channel communication.

Email Campaigns
SMS Marketing
Call Tracking

Data-Driven Decisions

Our comprehensive analytics dashboard provides real-time insights into your campaigns. Make data-driven decisions to optimize your marketing efforts.

Real-Time Tracking
ROI Metrics
Custom Reports

Streamlined Bookings

Our built-in appointment scheduler makes it easy for clients to book time with you, reducing the back-and-forth and saving you time.

Automated Reminders
Time Zone Support
Calendar Integration

Client Insight Tools

Capture valuable client information through automated surveys and quizzes. Use this data to personalize your marketing campaigns.

Customizable Forms
Automated Scoring
Conditional Logic

Turnkey Marketing Campaigns

Unlock the full potential of your mortgage business with our meticulously crafted Executive Campaigns. Designed to target specific segments like home buyers, sellers, and refinance opportunities, these campaigns are your key to exponential growth.

12 Proven Campaigns
Database Activator
Milestone Updates

Conversion-Optimized Funnels

Our lead generation webpages are more than just pretty designs; they are conversion machines. With 10 different funnels complete with lead forms and surveys, we make sure you get the most out of your ad spend.

Optimized for Conversion
Variety of Funnels
Lead Forms & Surveys

Automated Reputation Management

Take control of your social media presence with our advanced automation and reputation management tools. We ensure your brand is consistently represented and reviews are handled with care.

Automated Posting
Reputation Management

Google & Facebook Ad Templates

Take advantage of our preset templates that are proven to return high ROI.

Industry optimized templates
Easy copy & paste interface
Easy copy & paste interface

Real-Time Support

Get real-time assistance for integrating and understanding all our features. Our daily office hour calls ensure you're never left in the dark.

Expert Guidance
Smooth Operation

Weekly AI Insights

Join our AI Inner Circle Mastermind for weekly interactions that cover various topics about AI implementation in your business.

Expert-Led Sessions
AI in Business

Comprehensive Marketing Training

Get free access to our 8-week Business Marketing Class, focused on actionable marketing strategies to grow your mortgage business.

8-Module Program
Actionable Insights

AI-Driven Customer Engagement

Enhance user interaction with our ChatGPT Integration. This AI-driven feature is designed to make your funnels more dynamic and responsive.

Dynamic Interaction
AI-Enhanced

about us

Seamless Software Integrations

Easy & Perfect Solution With Latest Software Integrations

From CRM to SEO

Ready to Transform Your Mortgage Business with AI?

Imagine a world where cutting-edge technology streamlines your day, optimizes your operations, and helps you build meaningful relationships with your clients. At Connect My Leads, we've made this vision a reality.

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