Loan Officer Edition · Mortgage Suite

    Studio Escrow Mortgage Suite

    A done-for-you CRM and marketing system built specifically 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 automations — ready to launch.

    Starting at $197/mo + one-time buildout starting at $3,000. Built by House of Karma, our designated system engineers.

    What's Included

    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.
    How It Works

    From Discovery to Launch-Ready

    1
    Discovery Call
    We learn about your loan volume, lead sources, current systems, and goals. You tell us what you need — we handle the rest.
    2
    Brand & Buildout
    House of Karma develops your brand identity, builds your website, configures your CRM, trains AI agents, and builds all automations.
    3
    Team Training
    We train you and your team on the platform — pipeline management, lead follow-up, reviews, and daily workflows.
    4
    Ongoing Management
    Your designated system engineers continuously optimize workflows, campaigns, and AI performance month over month.
    Buildout Packages

    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.

    Essential Buildout

    Starting at $3,000one-time buildout
    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 session (2 hours)
    • 30 days of priority support
    Get Started
    Most Popular

    Complete Originator System

    Starting at $6,500one-time buildout
    4–6 weeks
    • 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
    Get Started
    Monthly Management

    Ongoing Management Retainers

    After the buildout, choose a monthly retainer to keep your system optimized, campaigns running, and your pipeline growing. House of Karma serves as your designated system engineers.

    6-month commitment, billed monthly.

    Growth Management

    Starting at $750/mo

    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)
    Select This Plan

    Full Originator Management

    Starting at $1,500/mo

    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
    Select This Plan
    Designated System Engineers

    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 — then continues as your ongoing management team.

    Complete brand identity & custom website development
    CRM optimization, pipeline configuration & lead routing
    AI agent training, script development & call review
    Proven mortgage automation architecture
    Visit House of Karma
    Why House of Karma?
    100+
    Studio Escrow clients onboarded
    Detroit · Chicago · Miami
    Service regions
    Enterprise
    Custom infrastructure & system architecture
    Ongoing
    Continuous optimization & management
    Get Started

    Tell Us About Your Business

    Fill out the form below and our team will reach out within 24 hours to schedule your discovery call. We'll review your current systems, discuss your loan volume and goals, and recommend the right buildout package.

    By submitting, you agree to be contacted by Studio Escrow and House of Karma regarding your Mortgage Suite buildout. We respect your privacy.

    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. Starting at $197/mo + $3,000 buildout.