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Best For: MLOs looking for a fast-start 30-day conversion plan.

Included Pipelines:

• PPC Purchase & Refinance Leads – 30-Day High-Intensity Nurture
• Shared Internet Leads – 30-Day Nurture
• Realtor Referrals – 24-Month Relationship Builder
• Credit Repair – 24-Month Nurture Program

Ad Sets Included:

• Local Market Brand Awareness Ad
• New Lead Retargeting Ad
• Lead Capture Landing Page Ad

✅ AI identifies engaged leads, helping you prioritize your time and build relationships faster.

✅ CRM360 Bravo

Best For: Scaling your lead conversion with a 12-month strategy and Realtor relationship system.

Included Pipelines:

• PPC & Shared Internet Leads – 12-Month Follow-Up
• Realtor Referrals – 24-Month Nurture
• Credit Repair – 24-Month Automation
• Realtors You’re Working With – 2-Year Touchpoint
• Realtors You’re Chasing – 2-Year Prospecting

Ad Sets Included:

• Everything in Alpha, plus:
• Dynamic Ads to Realtors You Work With
• Custom Ads to Realtors You’re Pursuing
• Credit Repair Funnel Ad Campaign

✅ Our system helps turn cold contacts into warm relationships through long-term touchpoints powered by AI.

✅ CRM360 Charlie

Best For: Experienced MLOs who want to build a deep pipeline over 2+ years.

Included Pipelines:

• PPC & Shared Internet Leads – 24-Month Nurture
• Realtor Referrals – 24-Month Relationship Builder
• Credit Repair – 24-Month Program
• Realtors (Working With & Pursuing) – 5-Year Drip
• SOI (Personal & Professional) – 5-Year Engagement
• Past Clients – 2-Year Post-Close Nurture

Ad Sets Included:

• Everything in Bravo, plus:
• Ads to Personal Sphere of Influence
• Ads to Professional Contacts & Referral Partners
• Retargeting Ads for Past Clients
• Long-Term Nurture Ad Campaigns for Realtor Prospects

✅ Boost repeat business and referrals with personalized AI follow-up tailored to each contact’s behavior and profile.

✅ CRM360 Delta

Best For: Top producers who want the full AI + big data + automation experience.

Included Pipelines:

• PPC & Shared Internet Leads – 24-Month Nurture
• Realtor Referrals – 24-Month Builder
• Credit Repair – 24-Month Automation
• Realtors (Working With & Pursuing) – 5-Year Campaigns
• SOI (Personal & Professional) – 5-Year Nurture
• Past Clients – 5-Year Follow-Up

Ad Sets Included:

• Everything in Charlie, plus:
• Hyperlocal Domination Ad Campaign (Zip Code Targeting)
• Multi-Touch Video Ad Sequence (You + Your Brand)
• Custom Funnel Ads for Buyer/Refi Funnels
• Lead Magnet Ads (Free Guide, Webinar, Credit Tips, etc.)
• Sphere-Wide Branding Retargeting Ad Set

✅ The ultimate hands-free marketing system — AI does the follow-up, so you can do the closing.