MP360
MP360
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
MP360.ai the 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.
100+ 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.