Done-For-You Mortgage CRM & Growth System
Built For Loan Officers.
We develop your entire brand identity, build your website, optimize your CRM, connect your lead sources, train your AI agents, and build proven loan officer automations — ready to launch.
Everything in Scale, Built for Loan Officers
The Mortgage Suite isn't just software — it's a complete system. House of Karma handles the brand identity, website, CRM configuration, AI training, and automation builds so you can focus on closing loans.
Brand Identity & Website
Complete brand development and custom loan officer website built to convert prospects into applications.
CRM Optimization
Pipeline configuration, custom fields, and lead routing built around your exact loan process.
AI Agents Trained for Mortgage
AI receptionist, chat, voice, follow-up, and internal assistant — all trained on your scripts and loan types.
Proven Automations
30/60/90 day seasoning, refi triggers, past client reactivation, and realtor referral nurture — pre-built and ready.
Lead Source Connections
MLS, Zillow, Facebook, Google, and referral partner integrations connected directly to your CRM.
Speed-to-Lead Response
New leads get an AI response in under 90 seconds, 24/7 — so you never lose a deal to a faster competitor.
Review Generation
Automated post-close review requests via SMS and email to build your Google rating and online authority.
Reporting & Analytics
Marketing performance, lead attribution, and pipeline KPIs in one dashboard — know your numbers.
Email & SMS Nurture
Multi-touch nurture sequences for every lead type — purchase, refi, seasoning, and past client.
From Discovery to Launch-Ready
Discovery Call
We learn about your loan volume, lead sources, current systems, and goals. You tell us what you need — we handle the rest.
Brand & Buildout
House of Karma develops your brand identity, builds your website, configures your CRM, trains AI agents, and builds all automations.
Team Training
We train you and your team on the platform — pipeline management, lead follow-up, reviews, and daily workflows.
Ongoing Management
Your designated system engineers continuously optimize workflows, campaigns, and AI performance month over month.
Two Ways to Get Started
Choose the buildout package that fits your business. Both are one-time setup fees, then pick a monthly management retainer for ongoing optimization. The starting at $197/mo platform fee applies to both.
Mortgage Suite Platform
Includes full CRM pipeline, contact database, multi-channel messaging (SMS, Email, Voice), automated workflow engine, and reporting dashboards.
One-Time Buildout Packages
Choose the setup level that matches your loan production complexity.
Essential Buildout
Core setup for individual loan officers needing a proven system.
- Complete brand identity development
- Custom loan officer website (3 pages)
- CRM optimization & pipeline configuration
- Lead source connections (MLS, Zillow, FB, Google)
- AI receptionist training & script development
- Speed-to-lead response automation
- 30/60/90 day seasoning sequences
- Review request automation post-close
- Team training session (2 hours)
- 30 days of priority support
Complete Originator System
Advanced system for producing branches, teams, and high-volume originators.
- Everything in Essential Buildout, plus:
- Premium custom website (8+ pages with E-E-A-T SEO)
- Refinance trigger automations & past client reactivation
- Realtor referral partner nurture system
- Pre-qualification & document collection flows
- Closing anniversary follow-up campaigns
- AI chat agent for website & SMS lead qualification
- AI voice agent for natural inbound call responses
- AI internal assistant for daily pipeline briefs
- Advanced reporting dashboards (KPIs, attribution)
- Social media content calendar setup
- Email marketing nurture sequences (6+ campaigns)
- Full team training (4 hours) + documentation
- 60 days of priority support
Ongoing Management Retainers
Optional retainers for loan officers who want House of Karma managing campaigns & optimizations.
Growth Management
Ongoing platform management and optimization for individual loan officers.
- Monthly workflow optimization & updates
- AI agent tuning & call review
- Reputation management monitoring
- Review response management (AI-assisted)
- Monthly performance report & strategy call
- Email & SMS campaign management (2/mo)
- Priority support (24-hour response)
Full Originator Management
Complete done-for-you management for producing branches and teams.
- Everything in Growth Management, plus:
- Weekly workflow optimization & A/B testing
- Social media content creation & scheduling (8 posts/mo)
- Blog article creation (2/mo, SEO-optimized)
- Google Ads & Meta ads campaign management
- Realtor referral pipeline management & outreach
- Quarterly business review & strategy session
- Dedicated account manager
- Same-day priority support
Built by House of Karma
Studio Escrow partners with House of Karma (HOK) as the designated system engineers for all Mortgage Suite deployments. HOK handles your complete buildout — brand identity, website, CRM optimization, AI agent training, automation architecture, and lead source connections.
Mortgage Suite FAQ
Ready to Build Your Mortgage Suite?
Get a complete brand identity, website, CRM, AI agents, and proven automations — built by House of Karma and ready to launch.