No contract
Cancel anytime. Nothing locks you in, so the system has to keep earning its place every month.
For loan officers closing 3 to 5 loans a month
Your LOS already knows every birthday, closing date, and home anniversary. Nothing is acting on them.
MortgageStack connects to your LOS and runs your client marketing for you: campaigns, milestone updates, Google reviews, booked appointments. You never log in to anything.
The complete walkthrough is written out below
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- Connected to your LOS
- Live in 14 days
- No contract
The pattern
Every closed file eventually goes quiet. That silence is the most expensive part of your business.
You close the loan. You send the congratulations. And then, for most loan officers, that client never hears from you again. No birthday message. No home anniversary note. No annual mortgage review. Not because you do not care. Because follow-up lives in your head, and your head is busy closing this month’s files.
Here is what that silence costs: the next purchase, the refinance, and every referral that client would have sent go to whoever stayed in touch.
More leads will not fix it. A silent database keeps leaking past clients no matter how many new ones you pour in the top.
The mechanism
We connect to your LOS and run all of it for you.
CRMs hand you software and expect you to run it. MortgageStack did away with the mortgage CRM entirely. We connect to your LOS and run your client marketing for you. You never log in to anything.
Here is exactly what turns on:
- The campaigns your database has been waiting for
- Birthday, home anniversary, holiday, and annual financial review campaigns, applied across your entire imported database. Every date your LOS knows finally gets acted on.
- Loan milestone updates for every party
- As each file moves stage to stage, your borrowers, co-borrowers, buyer agents, and listing agents get the right update by text and email. Fewer "where are we at?" calls, and agents who remember who kept them informed.
- A Google review engine
- Review asks go out after closings on schedule, and AI-drafted responses take care of the reviews that come in. Your profile grows without you asking anyone.
- AI-booked appointments
- Voice agents book application, pre-approval, contract, post-closing, and annual financial review appointments with your current clients. Booking only. You still own every rate conversation and every piece of advice.
- A professional website on your own domain
- Built and hosted for you while you are subscribed. Included in the price, and optional if you already love your site.
Your borrower, during the file
Milestone update
Quick update: your file moved to Submitted to Underwriting today. I will let you know the moment we hear back.
Milestone update
Great news: you are Clear to Close. Next step is scheduling your signing. More details shortly.
Your past client, years after closing
Birthday
Happy birthday! Hope the house is treating you well. Enjoy your day.
Review ask
It meant a lot helping you get home. If you have 60 seconds, would you share a quick Google review?
Annual review
It has been about a year since we closed. Want to grab 15 minutes to look over your mortgage together?
- Closing day Congratulations message goes out the day the file funds Text
- Weeks after closing Google review ask sends at the right moment Text + email
- The holidays Holiday campaign lands, written in your voice Email
- Their birthday Birthday message sends without you remembering it Text
- One year in Home anniversary note marks year one in the house Email
- Annual review Voice agent books their annual financial review with you AI call
When a file funds in your LOS, MortgageStack sends the congratulations message, queues the review ask for the right moment, schedules next year’s home anniversary touch, and sets the annual financial review campaign. You never opened a screen. Your LOS already knew every date. Now something acts on them.
Ready now? The call is 30 minutes: fit check, price, and what goes live first.
Book a Strategy CallYour part
Your part happens once, at the start. Then there is nothing on your to-do list.
Onboarding asks you for four things, one time:
- A short survey
- Your voice, your milestones, your preferences.
- Your contact export
- The past clients and pipeline we import for you.
- LOS authorization
- One approval so your loan data can flow in.
- Domain and profile access
- Your domain and Google Business Profile, where they apply.
From there we do the rest: import your historical database, connect the LOS feed, build every campaign in your voice, wire the review engine and AI booking, and put your website live. MortgageStack works alongside major LOS platforms, and ARIVE is the flagship connection. After go-live there is no login, no homework, and nothing to fall behind on. Your involvement is reading the monthly report.
Proof it runs
Every month, you see exactly what ran.
A short personalized video report lands every month: the campaigns that went out, the reviews that came in, the appointments that got booked. Every quarter, a live account review keeps it tuned to your business.
The fastest wins show first. The review engine and AI booking start working your current pipeline in the first weeks, while the birthday, anniversary, and annual review campaigns compound across your database month after month.
A fit check
This is not for everyone. We would rather tell you here than on a call.
MortgageStack works because it markets to the clients and pipeline you already have. That means there are three people it genuinely does not fit:
- You have no real database yet
- If you are brand new, with no past clients, closed files, or active pipeline, there is not enough for the system to work with. Close your first files, then come back.
- You want software to run yourself
- There is no login and no dashboard. If you want a CRM to operate, we are the wrong company. We did away with all of that on purpose.
- You are looking for a lead vendor
- We do not sell leads. We market to the clients and pipeline you already own. More leads will not fix a silent database.
If you are closing a few loans a month and you know your database deserves better than it is getting, this was built for you. The strategy call is a fit check in both directions.
From the founders
Why we built this.
We have spent years inside real mortgage pipelines, and the same pattern shows up every time: the loan officers pulling away from the pack are not outworking everyone else. They are running different systems. Their follow-up happens every time because none of it depends on memory or motivation.
We also watched what happens when LOs try to fix this themselves. The CRM becomes another login. The coaching program becomes homework. And the database goes quiet again by spring.
So we built the version we always wanted to hand people: we connect to your LOS, we run the marketing, and your only job is reading the report. Closing 11 loans a month is not 11 times harder than closing 1. It is the same work, done inside a different system.
If that sounds like the thing that has been missing, book the call. We will be straight with you about whether it fits.
Waz and Brad, founders of MortgageStack
The math
What getting client marketing done actually costs.
- A marketing agency $1,500+ per month Custom retainers, and none of them are wired into your LOS.
- A virtual assistant $800 to $1,200 per month Needs managing, needs training, and eventually leaves.
- A CRM you run yourself Another login The effort is the price. That is why it turns into shelfware.
MortgageStack is a flat price, wired into your LOS, live in 14 days, and run entirely by us.
The offer
One flat price. Everything above, done for you.
Done-for-you client marketing
$497 per month
$497 one-time setup
- Birthday, anniversary, holiday, and annual review campaigns
- Loan milestone updates to every party on the file
- Google review collection and AI-drafted responses
- AI appointment booking with your current clients
- A professional website on your domain
- White-glove onboarding with historical database import
- Monthly video report and quarterly account review
$497 setup + $497/month. No contract.
- No contract
- Live in 14 days or your setup fee back
- 30-day money-back
Texting, calling, email, and voice minutes are billed separately as usage, based on what your account actually sends.
The commitments
Three commitments. All in writing.
Live in 14 days
Fully live in 14 days, or your setup fee back.
30-day money-back
Your first subscription month carries a 30-day money-back guarantee.
Straight answers
The questions we get on almost every call.
- I already have a CRM.
- Keep it or fire it. MortgageStack is not a CRM and there is nothing for you to log into. We connect to your LOS and run the client marketing ourselves. Most LOs realize their CRM was only there to do what we now do for them.
- I am not on ARIVE.
- ARIVE is our flagship connection, and MortgageStack works alongside major LOS platforms. On the strategy call we confirm your LOS and walk through exactly how your data flows in.
- What does the separate usage billing actually cost?
- Texting, calling, email, and voice minutes are billed based on what your account actually sends, so it scales with your database and activity. We show you exactly how it works on the call, plainly.
- I already have a website I like.
- Keep it. The new website is included in the price but completely optional. Everything else runs the same either way.
- Who is actually talking to my clients?
- Every campaign and update goes out in your name and your voice. The AI voice agents do one job: booking appointments. They never quote rates, never give loan advice, and never qualify anyone. You own every real conversation.
- What happens if I cancel?
- Nothing locks you in. There is no contract; cancel anytime and the system turns off, including the website we host if you used it. We prefer it that way: the system has to keep earning its spot every month.
Two ways to start. Both take minutes.
Some LOs know by now. Some want to talk it through first. Both doors lead to the same place: your client marketing, running by itself, inside 14 days.
Already sure? Start today.
You have seen what turns on, what it costs, and the three commitments in writing. Start now and we begin with your onboarding inputs: one survey, one export, one authorization.
Get Started Today$497 setup + $497/month. No contract.
Have questions? Book the call.
Thirty minutes: we confirm your LOS, size your database, and tell you honestly whether this fits. A fit check in both directions.
Book a Strategy CallTimes show in your timezone.