Take your mortgage business to the next level with LeadBuddy

We help loan officers increase their income by 30% in less than 12 months.

  • Drive website traffic

  • Better capture + nurture leads

  • Book + keep more appointments

  • Get more 5-star reviews on Google

A Personalized Website & CRM That Belongs to YOU, NOT Your Brokerage

LeadBuddy empowers mortgage brokers by allowing them to keep full control over their data and personal branding. With LeadBuddy, brokers can create a website and custom landing pages that reflects their unique style and brand, rather than relying on a generic template page provided by their agency. Brokers can also manage all their customer data within their own CRM system, without worrying about losing access or control if they decide to leave their brokerage.

With LeadBuddy, mortgage brokers have the freedom and flexibility to build and grow their business on their own terms.

Drive More Traffic By

Automating 5-Star Google Reviews

In today's digital age, having a strong Google Business Profile is critical for mortgage brokers looking to establish credibility and attract new home buyers. Reviews from satisfied clients attest to your expertise and reliability, and can help you stand out in a crowded market. LeadBuddy's reputation management tool helps increase your digital presence and attract more clients, by automatically requesting reviews from your existing clients. Establish your online reputation and credibility, attract more clients, and ultimately grow your business.

Attract Your Dream Client

With a Video Sales Letter

As a mortgage broker, you know how important it is to stand out in a crowded market and attract new clients. That's why you need a powerful marketing tool that can help you showcase your expertise, highlight your unique value proposition, and engage potential clients in a meaningful way.

By creating a video sales letter, you can deliver a compelling sales message that sets you apart from your competitors and motivates potential clients to take action. A well-crafted video sales letter can help you establish yourself as a leader in your industry, enhance your digital presence, and appeal to a wider audience.

Take your mortgage business to the next level with LeadBuddy

We help loan officers increase their income by 30% in less than 12 months.

Read below to find out how:

We help mortgage brokers...

  • Drive traffic to their website

  • Capture + nurture leads

  • Book + keep more appointments

  • Get more Google reviews

  • Automate routine sales processes

A Personalized Website & CRM That Belongs to YOU, NOT Your Brokerage

LeadBuddy empowers mortgage brokers by allowing them to keep full control over their data and personal branding. With LeadBuddy, brokers can create a customized landing page or website that reflects their unique style and brand, rather than relying on a generic template page provided by their agency. Brokers can also manage all their customer data within their own CRM system, without worrying about losing access or control if they decide to leave their brokerage. With LeadBuddy, mortgage brokers have the freedom and flexibility to build and grow their business on their own terms.

Drive More Traffic By

Automating 5-Star Google Reviews

In today's digital age, having a strong Google Business Profile is critical for mortgage brokers looking to establish credibility and attract new home buyers. Reviews from satisfied clients attest to your expertise and reliability, and can help you stand out in a crowded market. LeadBuddy's reputation management tool helps increase your digital presence and attract more clients, by automatically requesting reviews from your existing clients. Establish your online reputation and credibility, attract more clients, and ultimately grow your business.

Attract Your Dream Client

With a Video Sales Letter

As a mortgage broker, you know how important it is to stand out in a crowded market and attract new clients. That's why you need a powerful marketing tool that can help you showcase your expertise, highlight your unique value proposition, and engage potential clients in a meaningful way.

By creating a video sales letter, you can deliver a compelling sales message that sets you apart from your competitors and motivates potential clients to take action. A well-crafted video sales letter can help you establish yourself as a leader in your industry, enhance your digital presence, and appeal to a wider audience.

Success Stories

Don't take our word for it.

Hear from other loan officers about how LeadBuddy has transformed their business and allowed them to do more, faster, and better.

"LeadBuddy understands the digital relationship between businesses and their customers. They have helped me customize and leverage their CRM to message and reconnect with my database in a quick, easy and efficient manner. After setting up the CRM for me, LeadBuddy designed a review and referral campaign for me that not only reopened communication with clients but also yielded almost online reviews to help improve my digital presence. Do yourself a favor and let LeadBuddy help you start talking to your database before someone else does."

-Adam Heaney
Home Loan Officer - Newport Beach, CA

Success Stories

Don't take our word for it.

Hear from other loan officers about how LeadBuddy has transformed their business and allowed them to do more, faster, and better.

"LeadBuddy understands the digital relationship between businesses and their customers. They have helped me customize and leverage their CRM to message and reconnect with my database in a quick, easy and efficient manner. After setting up the CRM for me, LeadBuddy designed a review and referral campaign for me that not only reopened communication with clients but also yielded almost online reviews to help improve my digital presence. Do yourself a favor and let LeadBuddy help you start talking to your database before someone else does."

-Adam Heaney
Home Loan Officer - Newport Beach, CA

© 2026 LeadBuddy - All Rights Reserved.

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Robust business tools at your disposal

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Client Management

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Sales

Funnels

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Appointment

Booking

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Process

Automation

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Task

Tracking

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Invoice

Payments

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Reporting &

Analytics

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Content

Planning

Standard

$97/month

$970/year

(2 months free!)

Our entry-level package, perfect for small businesses looking to get started with CRM. It includes all the essential features you need to store and manage customer data, track customer interactions, and analyze customer behavior.

  • No-code website and sales funnel builder

  • CRM and pipeline management

  • Custom form and survey builder

  • Calendar sync and appointment booking

  • Unified inbox for text/email/social media

  • Business phone line for call + text

MOST POPULAR

Pro

$197/month

$1970/year

(2 months free!)

Our pro CRM package offers advanced features and support. In addition to everything in Basic, it includes tools for managing sales and marketing efforts, like email campaigns and lead tracking to get the most out of your CRM software.

  • Everything in Standard plan PLUS:

  • Website chat widget

  • Conversation AI

  • Email & SMS marketing campaigns

  • Invoicing and payments

  • Social content planner and AI content generator

  • Blog functionality

  • Reputation management

Elite

$297/month

$2970/year

(2 months free!)

Our elite plan is ideal for coaches aiming to productize their expertise and sell digital assets to generate passive income. This plan equips you with the necessary tools to create, market, and manage digital products efficiently, enabling you to expand your reach and increase profitability with minimal ongoing effort.

  • Everything in Pro PLUS

  • Online course and subscription builder

  • Online community builder

  • Affiliate program builder

  • Advanced reporting & analytics