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    Loan Officer Edition · Mortgage Suite

    The Done-For-You System for Loan Officers

    We build your entire brand identity, website, CRM, AI agents, and proven mortgage automations — ready to launch.

    Starting at $197/mo + one-time buildout from $3,000

    30-min call Built by HOK No commitment

    What's Included

    Everything in Scale, built specifically for loan officers.

    Brand Identity & Website
    Complete brand development and custom loan officer website.
    CRM Optimization
    Pipeline configuration and lead routing built around your loan process.
    AI Agents for Mortgage
    AI receptionist, chat, voice, and follow-up — trained on your scripts.
    Proven Automations
    30/60/90 day seasoning, refi triggers, past client reactivation.
    Lead Source Connections
    MLS, Zillow, Facebook, Google — connected directly to your CRM.
    Speed-to-Lead Response
    AI responds to new leads in under 90 seconds, 24/7.
    Review Generation
    Automated post-close review requests to build your Google rating.
    Email & SMS Nurture
    Multi-touch sequences for purchase, refi, seasoning, and past clients.

    How It Works

    1
    Book a Discovery Call
    We learn about your loan volume, lead sources, and goals.
    2
    Brand & Buildout
    HOK builds your brand, website, CRM, AI agents & automations.
    3
    Team Training
    We train you on pipeline management, lead follow-up & reviews.
    4
    Ongoing Management
    Continuous optimization of campaigns, AI, and workflows.

    Buildout Packages

    One-time setup fee, then pick a monthly management retainer.

    Essential Buildout

    Starting at $3,000
    2–3 weeks
    • 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 (2 hours)
    • 30 days priority support
    Most Popular

    Complete Originator System

    Starting at $6,500
    4–6 weeks
    • Everything in Essential, plus:
    • Premium website (8+ pages, E-E-A-T SEO)
    • Refinance trigger automations
    • Realtor referral partner nurture system
    • Pre-qualification & document collection flows
    • AI chat agent for website & SMS
    • AI voice agent for inbound calls
    • AI internal assistant for pipeline briefs
    • Advanced reporting dashboards
    • Social media content calendar setup
    • Email nurture sequences (6+ campaigns)
    • Full team training (4 hours)
    • 60 days priority support

    Platform & Management

    The Scale Plan is your Studio Escrow software subscription. Management retainers are optional done-for-you services layered on top. 1-year contracts save 20%.

    Scale Plan
    Platform
    Studio Escrow platform — full access to all features.
    Starting at $197/mo
    Growth Management
    Management retainer for individual loan officers.
    Starting at $750/mo
    Full Originator Management
    Management retainer — done-for-you for branches & teams.
    Starting at $1,500/mo
    Designated System Engineers

    Built by House of Karma

    HOK handles your complete buildout — brand identity, website, CRM, AI agent training, automations, and lead source connections — then continues as your ongoing management team.

    Visit House of Karma

    Ready to Scale Your Pipeline?

    Book a 30-minute discovery call. We'll review your current systems and recommend the right buildout.