MP360: The CRM Built for Mortgage Planners
Most CRMs store contacts. MP360 runs your week.
MP360 is the system behind The Mortgage Planner. It’s built from 30+ years in the business and brings everything a referral-based loan officer needs into one place: partner tracking, deal and pre-approval follow-up, annual reviews, and coaching.
What MP360 does
Partner Board
Every referral partner is rated and tracked, so your best sources never go quiet.
Pre-Approval Engine
Follow-up keeps buyers warm until they’re under contract.
Deal Board
Every loan from contract to close in one view, so you, your team, and your partners always know where each deal stands.
Annual Review System
Reviews, refis, and referrals happen on a rhythm instead of depending on memory.
Workflows & Campaigns
Cards, emails, and touches go out on time, every time.
Coaching Built In
Tuesday Talks, member training, and a community of loan officers building the same system.
Meet AI360, your assistant inside MP360
MP360 gives you the system. AI360 helps you run it every day, working inside your CRM to draft, prepare, and keep track so nothing slips.
- Morning briefs built from your own pipeline and partners
- Follow-ups drafted and ready to send
- Lead reports for your referral partners
- WOW client experiences built on demand
- Deal status kept current across your tools
- Annual reviews prepared from a single mortgage statement
- Social and email content created from one approval
Pricing
MP360
Your complete system for referrals, relationships, and results.
- MP360 CRM, including one user
- AI360 Assistant, working inside your CRM every day
- MPGPT, your 24/7 AI mortgage coach
- Access Membership: on-demand training, scripts, and templates
- The Mortgage Planner book, in hard copy
Want to see it first? Book a demo call
Adding your team? Extra user seats start at $15 a month each. See user seats
About AI360: Included at no extra cost for most members. Heavier usage may add $20 a month.
Common questions
Who is MP360 for?
Loan officers and mortgage planners who run a referral-based business. If your business runs on partners and past clients, MP360 is built for you.
What’s the difference between MP360, AI360, and MPGPT?
MP360 is the CRM and the system. AI360 is the assistant that works inside it every day, drafting follow-ups, building briefs, and keeping deal status current. MPGPT is your 24/7 AI coach for scripts, strategy, and questions. All three come with your membership.
Do I have to change how I work?
No. MP360 follows the Mortgage Planner process (plan before pitch, advice before rates), so it supports the way you already sell.
Can my team use MP360?
Yes. Your membership includes one user, and you can add team members for $15 a month per seat. See user seats
How do I get AI360 turned on?
Book a 25-minute AI360 setup call. We’ll connect it to your MP360 and walk through what it will handle for you. Book your setup call
Is there a discount for paying yearly?
Yes. MP360 is $1,470 a year, which gives you two months free compared with paying monthly.
Is my data used to train AI for anyone else?
Your business data stays yours. AI360 works only inside your operation.