For mortgage companies that need more than a productized snapshot. We design, build, and roll out HighLevel implementations configured around your producers, lead sources, reporting, onboarding, and how your business actually operates.
The Empower LO Platform is the right answer for individual producers and most growing teams. Custom Builds exist for the operations where the productized version stops fitting. If any of these sound like your business, you're in the right place.
You need lead routing, brand governance, and reporting structured by branch, region, or producer team. Off-the-shelf snapshots don't model that.
You're integrating producers from acquisitions or operating multiple brand identities under one parent. The CRM has to follow that org chart, not flatten it.
Your producers operate differently than the standard solo LO model. Comp tiers, partner pairings, processor handoffs, ops splits. The system has to match how your business actually works.
You want HighLevel talking to your specific LOS configuration. Milestone triggers, status syncs, borrower data flow. We scope and build it.
Your leadership needs reporting we don't ship out of the box. Branch P&L rollups, producer scorecards, source attribution across brands. Built to your spec.
Your CRM is part of your recruiting pitch. New producers should land in a system that's better than what they came from. We make that real.
Every Custom Build is scoped to your business. These are the layers we typically build, refine, or extend depending on what your operation actually needs.
Custom stages, fields, opportunity flow, permissions, and producer views built around how your team manages business.
Routing rules, speed-to-lead workflows, source-specific nurture, assignment logic, and accountability visibility for every lead source you run.
Dashboards for leadership, activity visibility, campaign performance, branch or team views, and implementation standards across producers.
Launch flows, training, account setup, team snapshots, and adoption support that helps new producers become productive faster.
Strategy and configuration for systems like Arive, LendingPad, Encompass, Google Ads, Facebook Lead Forms, calendars, and internal workflows.
Mortgage-specific automations, database nurture, referral partner communication, review requests, and brand-governed marketing assets.
Every Custom Build moves through four phases. We tell you what's happening at each step, what we need from your team, and what you'll see at the end. No black boxes.
We map your team structure, workflows, lead sources, LOS configuration, reporting needs, and rollout constraints. This is where we figure out what to actually build.
We design how HighLevel should be configured before anyone starts clicking. Pipelines, permissions, routing logic, integration plan, reporting structure. You sign off, then we build.
We configure the system, integrate the connected platforms, launch with the right users first, and support adoption across your producers or branches as you scale up.
We keep improving the system based on real usage, reporting, producer feedback, and where the business is headed. Most clients keep us engaged as an ongoing partner after launch.
Most Custom Builds launch in 30 to 60 days from kickoff. Larger or more complex operations take longer. We give you a real timeline during discovery, before you commit.
First Coast Mortgage Funding runs a custom HighLevel implementation built and supported by Empower LO. The build powers a 60+ LO brokerage operating in five states with $460M+ in annual production.
The custom build supports producer onboarding, marketing execution, lead distribution across branches, and operational consistency for a 60+ LO operation. New producers land in a system that's better than what they came from. Leadership has the visibility to actually run the business.
60+ producers · 5 states · 1,300+ loans closed · $460M+ annual volume
Read the First Coast storyThe CRM, pipelines, automations, integrations, and reporting set up to your specification. The instance is yours, in your account, with your team granted access.
Architecture documented. Workflows documented. Your team trained on how to operate, extend, and support the system after launch.
Producers onboarded into the system with launch sessions, written guides, and adoption support so the build doesn't sit unused.
Most clients keep us engaged after launch for continued tuning, new initiatives, and operational support. Optional, not required.
Custom Builds are scoped engagements. Pricing depends on the size of your operation, the depth of integrations, the rollout footprint, and the level of ongoing partnership you want after launch. We don't publish a sticker price because we'd be lying if we did.
What the engagement costs. What the timeline looks like. What we need from your team. What's in scope and what's not. If we don't think a Custom Build is the right fit for where you are, we will tell you that on the discovery call. Most operations under 10 producers do better starting on the productized Platform.
See the productized Platform plans →Tell us how your team operates today. We'll walk through what a Custom Build would look like, what it would cost, and whether it's actually the right move for where you are.