The Ultimate LO/Advantage

Mortgage Planner Marketing VIP & Unlimited

Your all-in-one marketing and creative powerhouse—without the overhead.

Need professionally designed flyers, database cleanup, email templates, branded presentations, social media posts, or video editing? We’ve got you covered—and more.

Whether you're growing your referral base or elevating your personal brand, The Mortgage Planner Marketing Services are built to leverage your time and amplify your impact.

✅ VIP Access – $297/mo

Includes 2 hours per week of marketing, design, and tech support. Perfect for LOs who want ongoing momentum with a systemized support team behind the scenes.

🚀 Unlimited Access – $997/mo

This is your all-access pass to anything you need, whenever you need it—without limits. You focus on relationships; we handle the rest.

Both options include:

🎯 A Monthly Strategy Review Call with The Mortgage Planner Group
🎁 Access to referral, WOW, and campaign tools
📈 Built-in alignment with your Before | During | After system

Strategic Planning: Before, During and After

Our approach to strategic planning isn’t just about managing loans—it’s about breaking down your business in a way that drives consistent, high-quality referrals.

We teach you how to take control of the client experience before, during, and after the loan to maximize every opportunity for growth:

Before: Position yourself as a Mortgage Planner, not just a loan officer. We’ll show you how to set expectations, communicate your value, and open the door for referrals right from the start.

During: Keep your clients and referral partners engaged throughout the process with key touchpoints and intentional value-adds designed to spark introductions and repeat business.

After: The transaction may be done, but the relationship isn’t. We guide you through systems that keep you top of mind long after closing—so your pipeline keeps filling with repeat and referral clients.

This isn’t just theory—it’s a repeatable, proven system that helps you analyze your business, tighten your focus, and generate more referrals with less effort.