Built On GoHighLevel

The Complete Marketing Solution for Loan Officers

Welcome to WeConnectCRM, your next-generation CRM platform tailored specifically for Loan Officers. Born from the robust foundations of Go High Level, we've enhanced and refined the system to meet the unique needs and challenges faced by Loan Officers in today's fast-paced market.


Automation at its BEST!

WorkFlows & Pipelines

Seamlessly lead potential borrowers from initial contact to final closure. Streamline crucial tasks, enhance mortgage-focused communications, and prioritize building enduring client bonds to elevate your loan completion rates.

It's that simple with...

Centralized Communication

Simplify your interactions with prospects and borrowers using our comprehensive communication center. Consolidate texts, emails, web chats, and social media messages for a seamless and cohesive mortgage conversation experience.

  • Social Media Channels

  • Google My Business

  • Text, Emails, Web Chats

Social Media Scheduler

Plan and publish to all your social platforms directly through HighLevel's Social Planner. Enhance your mortgage brand's uniformity, save precious time, and create new prospects without investing a dime.

Integrated AppointmentBooking Calendar

Streamline your appointment setting with our unified booking calendar. Move beyond tools like Calendly and coordinate meetings directly through HighLevel, enhancing both your efficiency and client engagement in the mortgage journey.

Features

Loan Officer Software Made Simple

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Reputation Management

Our system effortlessly integrates with your Google My Business Profile, automating the collection of reviews to streamline your online reputation management.

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Missed Call Text Back

Never miss a call again. Our system sends a text to your client, ensuring they receive the attention they need.

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Chatbot

Included with your website is a chatbot, allowing clients to pose questions directly on your site.

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Facebook Advertising

Integrate your Facebook account directly into our system and leverage our automation to connect with leads as soon as they come in.

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ROI Tracking

Our ROI Tracking feature enables you to monitor where your money is being invested effectively or squandered.

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Two-Way Texting

Unleash the potency of two-way texting to ignite real-time, personalized conversations with your audience, elevating customer satisfaction and loyalty in a digital world that values prompt responsiveness.

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Appointment Scheduler

Harness the Appointment Scheduler to streamline bookings, ensuring organized, timely engagements with your clientele, elevating efficiency and customer satisfaction.

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Email Marketing

Utilize email marketing to forge lasting connections with your audience, delivering tailored content directly to their inbox, nurturing relationships and fostering loyalty while driving your business growth effortlessly.

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Auto Dialer

Our auto dialer makes calling leads a breeze, automatically leave a prerecorded voice message when encountering a voicemail.

Our Products

Many different options to grow your business!

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Workflows

We offer a diverse range of workflows to suit various requirements, including those for Veterans, healthcare, purchasing, refinancing, and several other areas—the possibilities continue to expand.

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Recruitment System

Our recruitment system is comprehensive, featuring everything from landing pages and video presentations to onboarding and beyond.

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LinkedIn Automation

Utilize the power of LinkedIn to attract Real Estate Agents, Investors, Buyers or build your team.

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Agent Attraction

Harness Agent Attraction to connect with real estate agents through a compelling and effective presentation, creating impactful impressions that foster professional relationships and opportunities.

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Google My Business Profile Domination

Looking for FREE leads? Take our Google training and get highly motivated organic leads each month.

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Facebook Marketing

Whether you are looking for investor, Veterans, Healthcare & buyers leads, we have they system for you!

WeConnectCRM Comparison

Save a fortune while still having every tool needed to create a high functioning software service

The Best System for Loan Officers

14-days free trial

Everything you need to be a successful Mortgage Loan Originator

Diamond Plan

  • MLO Website (Demo)

  • Web Chat

  • 2000 Contacts

  • CRM Email

  • Workflow Automation

  • Appointment Calendar

  • Form / Survey Builder

  • SMS & Email Templates

  • Reputation Management

  • Google My Business Management

  • Document Upload Portal

  • 7+ Home Loan Campaigns

  • LIVE Video Support

  • Weekly LIVE Classes

  • Mobile App for iPhone & Android

  • Voice drops & Text messaging*

  • Social Media Planner

  • Power Dialer

  • Funnels A/B Split Testing

  • AI Content Creator

  • Recruitment System

  • RELO Attraction System

  • LendingPad Integration

$50/month

NO Setup Fee

Platinum Plan

  • Platinum Website (Demo)

  • Web Chat

  • Unlimited Contacts

  • CRM Email

  • Workflow Automation

  • Appointment Calendar

  • Form / Survey Builder

  • SMS & Email Templates

  • Reputation Management

  • Google My Business Management

  • Document Upload Portal

  • 50+ Home Loan Campaigns

  • LIVE Video Support

  • Weekly LIVE Classes

  • Mobile App for iPhone & Android

  • Voice drops & Text messaging*

  • Social Media Planner

  • Power Dialer

  • Funnels A/B Split Testing

  • AI Content Creator

  • Recruitment System (Demo)

  • RELO Attraction System (DEMO)

  • HELOC Landing Page & Funnel

  • FHA Landing Page & Funnel

  • IRRRL Landing Page & Funnel

  • LendingPad Integration

$99/month

NO Setup Fee

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