MP360
Your Complete System for Referrals, Relationships, and Results
The Mortgage Planner Growth Suite is a bundled powerhouse that combines MP360 CRM, MPGPT, and The Mortgage Planner Membership into one seamless package.
Instead of patching together tools that don’t speak the same language, you get a system designed by top-producing mortgage planner Brad Roche — one that’s been tested in one of the most systemized teams in the industry.
This isn’t just software. It’s the strategy, service, and structure you need to dominate your market.
🔑 What’s Included in the Suite
The MP360 CRM – Referral Operating System
Built by Referral. Designed for Results.
MP360 isn’t just another CRM — it’s your entire business operating system, tailored exclusively for mortgage professionals.
Automated Client Journeys: Preloaded Before, During & After workflows that turn every deal into a referral magnet.
WOW Moments Built-In: Popcorn drops, pizza nights, concierge perks — strategically timed for maximum client impact.
Referral-Centric Tools: Proprietary source codes (CCR, RLT, BUS, etc.), scripts, and messaging designed to activate the Reticular Activator System.
Complete Messaging Suite: Branded texts, emails, and autoresponders ready to deploy for Tuesday Updates, PreApps, and Post-Close touches.
Smart Dashboards: Live lead tracker, partner boards, and accountability-driven pipeline views.
Long-Term Loyalty Systems: Automated annual reviews, personalized “All About You” contact captures, and concierge integrations that keep you in front of clients for life.
With MP360, you don’t just manage your business — you multiply it by referrals.
MPGPT – Your 24/7 AI Mortgage Coach
Scripts, systems, and strategies on demand.
MPGPT is an AI-powered assistant trained exclusively on The Mortgage Planner Playbook. Think of it as having Brad Roche on speed dial.
Instant Script Writing: From referral asks to Tuesday Updates, get word-for-word language that works.
Content Creation in Minutes: Emails, social posts, flyers, and presentations tailored to your brand and your voice.
Roleplay & Coaching Partner: Prep for planning calls, agent meetings, and client conversations with confidence.
System Builder: Customizes the Before, During & After framework for your exact business.
WOW-Aligned Marketing: Generates content aligned with WOW touches, Loyalty Ladder, and referral ignition strategies.
It’s not ChatGPT. It’s Mortgage Planner GPT — automated with everything that’s made Brad’s system produce over $2B in closed loans.
The Mortgage Planner Membership – Training, Tools & Templates
Your growth hub, updated daily.
The Membership unlocks the resources and support you need to stay sharp and scale with confidence.
50+ Training Courses: Videos, forms, and scripts that walk you step-by-step through sales and systems.
100+ Downloadable Tools: Checklists, presentations, podcasts, and done-for-you processes.
Exclusive Canva Templates: Professionally designed marketing pieces ready to personalize.
Weekly Tuesday Updates (Live): Market and referral insights delivered in real time.
Loan Partner Training: Specialized content to elevate your support team’s performance.
Daily Systemization: Routines, cross-selling strategies, and lead-tracking systems that keep you dollar-productive.
Tuesday Updates each week from the team at 10am eastern
Full-Time Design Team Access: Optional fast-turn creative support for branding and marketing campaigns.
With Membership, you get a living library of growth tools, updated daily with new trainings, insights, and strategies for today’s dynamic market.
💡 Why MP360?
All-in-One Solution: No need to juggle multiple tools or guess what works.
Referral-Focused by Design: Every feature is engineered to spark repeat and referral business.
Proven in the Field: Created by one of the industry’s top 1% producers.
Scalable for Any Stage: Whether you’re solo or building a full team, the system grows with you.
Still actively producing at a high level and minimum hours.
MP360 isn’t just where you run your business —
it’s how you build a referral empire.
MORE ABOUT MP360 CRM…
MP360.ai – The Mortgage Planner CRM a fully customized, all-in-one client relationship and referral system, designed specifically for mortgage professionals who lead with value, not just rates.
Unlike generic platforms, MP360 was built by originators, for originators and rooted in the Before, During, and After system that fuels top producers in today’s market.
Here’s what makes MP360 truly next-level:
💼 Built By Referral, For a Business That Lasts
Pre-loaded with our proprietary Before, During & After workflows to turn every transaction into a lifetime client.
Designed to activate RAS + Frequency Illusion to deepen relationships and attract more introductions.
Auto-assigns referral types using our Lead Tracker Codes (CCR, RLT, BLD, BUS, etc.) for strategic follow-up.
📩 Messaging That Moves
Fully integrated email, text, and autoresponder campaigns with:
Branded scripts built for real conversations (not canned marketing).
Trigger-based WOW moments like pizza nights, popcorn surprises, and concierge gifts.
Specific referral prompts that align with memory recall psychology.
🛠️ Turnkey Mortgage Process Automation
Partner Boards, PreApp Boards, Live Loan Boards.
Built-in Weekly Tuesday Updates with scripts.
Approval letters ready and personal video options.
Client surveys → social posts → partner meetings – all systemized.
🧠 Smart Automation with Soul
Personal touches like “All About You” forms built right in.
Annual Review dashboard automation with cross-sell and loyalty ladder cues.
Easy scripting to integrate financial planners, insurance, CPA referrals & Triangle of Trust strategy.
📊 Your Dashboard to Dominate
Live lead source tracking for real-time coaching insight.
Pipeline health, engagement metrics, and partner value reports at a glance.
💬 From Brad:
“We didn’t just slap a logo on a CRM… we built it from scratch with the same philosophy that made our team one of the most referred in the industry. This is how we manage our business, not just where. And now it’s yours.”
🧭 Want to walk through it together and see how it fits your flow?
👉 [Schedule a Demo with Our Team] - platform review.
To world-class service and referral-driven success,
MORE ABOUT MPGPT…
🚀 The Mortgage Planner GPT: Your All-in-One Referral & Results Accelerator
The Mortgage Planner GPT (MPGPT) is your 24/7 digital coach, content engine, and systems strategist—built exclusively for Brad Roche and his elite team. Designed to deliver world-class service and referral generation at scale, MPGPT powers your growth with proven language, systems, and structure that drive results.
🌟 What Makes MPGPT Game-Changing?
🔁 Before, During & After Systems Coaching
MPGPT helps you dominate the client journey with fully integrated “Before, During, After” playbooks. It provides plug-and-play email drips, WOW scripts, concierge touches, and referral asks that boost lifetime loyalty and repeat business.
🎤 Roleplay, Refine & Rehearse
From Tuesday updates to Realtor calls to post-close follow-ups, use our real-time "Ring Ring" Roleplay Coach to sharpen your pitch, build the Triangle of Trust, and grow natural referrals through embedded ask language and WOW surprises.
📈 Referral Mastery + Marketing Made Easy
From specific referral ask campaigns (“Who do you know that’s downsizing?”) to loyalty ladder coaching, MPGPT uses psychological tools like frequency illusion and RAS triggers to activate your network and spark high-value referrals.
🧠 Intelligent Sales Tools with Emotional Precision
MPGPT helps you sell smarter using:
Effective Rate Presentations for rate control conversations
Side-by-Side Buydown Breakdowns
Layered Emotional Scripts to uncover “what’s important about that to you?” and future pace big life goals
📅 Accountability + Ideal Day Planning
Integrated with your 10/25/50/100 framework, MPGPT builds daily momentum by aligning your time with your highest-value activities—from handwritten notes and pizza drop-offs to VIP events and annual reviews.
🎁 WOW Moments On-Demand
Need to script a WOW? Plan a Concierge touch? MPGPT delivers real-time ideas tied to client milestones, from lawn care to Passport to Charlotte incentives and private chef parties.
🛠 Content, Campaigns & Coaching Assets in Seconds
MPGPT instantly builds:
Personalized emails, texts, and call scripts
Social media content tied to current campaigns
Partner presentations and event outlines
Flyers, LFHs, EOS mailers, and more!
🕊 Faith-Based, Results-Driven
For those who lead with purpose, MPGPT includes spiritual encouragement, Proverbs-based planning prompts, and “Faith Without Works” accountability to keep your mission front and center.
🧭 Ready to Lead, Guide & Protect Clients Better?
Whether you’re onboarding new partners, reactivating past clients, or driving weekly results—The Mortgage Planner GPT is your unfair advantage.
Let MPGPT help you coach more, market smarter, and convert faster.
Mortgage Planner Coaching Membership Benefits
Becoming a member of Mortgage Planner Coaching gives you access to the exact systems, trainings, and templates that have built a referral-driven business for Brad Roche, The Mortgage Planner. Whether you’re a new loan officer or a seasoned producer, our membership provides everything you need to simplify your process, grow predictable leads, and deliver a client experience that creates raving fans.
Here’s what you get inside the membership:
✅ On-Demand Trainings & Coaching Calls
Step-by-step video modules on the Before, During, and After client system
Masterclasses on Referral Ignite, Loyalty Ladder, Triangle of Trust, and WOW Moments
Roleplay libraries (Tuesday updates, Realtor calls, pre-approval follow-ups, post-close calls)
Business planning tools including the Ideal Day 10/25/50/100 Framework
✅ Plug-and-Play Templates
Scripts for every stage of the client and partner journey
Email campaigns & drip series for Before | During | After
Social media posts and marketing content designed to attract referrals
Ready-to-use checklists, flyers, and event tools for WOW client touches
✅ Referral Systems That Work
Learn how to ask for specific referrals that trigger memory recall
Implement the Law of Compounding Suggestion & Frequency Illusion to stay top of mind
Master scripts that turn 1 client into 3 new referrals before closing
✅ Accountability & Tracking Tools
Lead Tracker and Weekly Weigh-In system (10 leads, 4 apps, 10 F2Fs, 50 touches)
Activity accountability trackers for daily calls, notes, and follow-ups
Planning Call & Rate Control presentation tools for more impactful client meetings
✅ WOW Extras for Clients & Partners
Ideas and templates for pizza deliveries, popcorn surprises, chef parties, and Passport-to-Charlotte partnerships
Concierge services checklists and scripts that set you apart from average LOs
Why Join?
With Mortgage Planner Coaching, you don’t have to reinvent the wheel. You’ll plug into a proven playbook that has generated thousands of loans through referrals, not cold leads. This isn’t generic coaching — it’s real, tactical tools you can use today to close more loans and create a referral-only business.
👉 CTA Idea for Site: “Start Your Membership Today – Unlock the Systems, Scripts & Templates That Close More Loans”