While most of the industry is still relying on coffee meetings and email drip campaigns that get a 3% open rate, massive tech companies are playing a totally different game. Rocket drops billions to acquire Redfin and Mr. Cooper. They hook your client with a budgeting app, capture them during the home search, convert the mortgage, and service the loan for 30 years.
It is a closed loop. Once your client is in, they never need to speak to you again.
Meanwhile, your traditional follow-up channels are being destroyed by AI slop. 70% of people block business texts. If you don't have a system that lives on your client's phone—the screen they check 96 times a day—you are operating a leaky bucket.
Michael Neef, Founder & Chief Roadmap Visionary
(Currently ignoring his CFO)


I built Pre-Approve Me because I was an LO tired of working nights and weekends. Today, the problem is bigger than answering late-night texts. You need an ecosystem. So, my team spent the last year building five massive new products to protect your database.
When they asked me how to price it, I said, "Let's just give it to them." My CFO called me clinically insane. I prefer the term "Roadmap Visionary."
For a strictly limited group of 25 Build Partners, we are bundling our entire 2026 innovation roadmap into our annual membership. No upsells. No hidden tiers.
Five products. One annual membership. Zero upsells.
Pre-Approve Me POS + Integrated Home Search. Your clients search for homes inside your app — not Zillow. Every listing they save, every pre-approval they start, happens under your brand.
Individual Price:$229/mo with Home Search

Feat. the "Chat-u-lator"
Custom, embeddable, mobile-responsive mortgage calculators powered by AI. They answer borrower questions, qualify leads, and capture contact info while you sleep.
Individual Price:$70/mo

Automated reputation management that grows your Google reviews on autopilot. Smart routing ensures only happy clients get the review prompt. Only the 5-star ones, obviously.
Individual Price:$15/mo

A strike-rate database manager that watches every closed loan in your portfolio. The second rates drop enough for a client to benefit, you get the alert — before they start shopping.
Individual Price:$129/mo

The only CRM built around Push Notifications — the double opt-in channel your clients actually trust. No more emails landing in spam. No more texts getting blocked. Yes, we will send emails and texts as well. :-)
Individual Price:TBD

If you lock in your annual rate today, I am throwing in one more thing:
50% OFF the build fee for your own Custom Native App.
Your name. Your brand. Sitting right next to Zillow and Rocket Mortgage in the Apple App Store and Google Play Store. They spent hundreds of millions to get there. You get it for half our normal price. Be as "legit" as the big dogs, without the billion-dollar budget.
We are only opening this up to 25 Loan Officers. We need a group small enough that I can personally get your feedback as we roll these features out.
Lock in your annual membership at $199/mo (billed annually at $2,388).
Unlock the Foundation, Home Search, and Apex Reviews today.
Get free, priority access to Refi Window, Vortex Calculators, and PAM CRM the second they ship.
🔥 Offer expires Friday at 11:59 PM PST
Once these seats are gone, these tools will be priced individually.