MLO Shift is built on ActiveCampaign, a world-class CRM and marketing automation system trusted by over 50,000 businesses. Account includes 2,500 contacts & 25 users.
MLO Shift Membership gets you access to our complete library of easy-to-follow, step-by-step video courses to help you get started quickly and get the most out of your investment.
Create your own landing pages! Customize a template, or build your own. Pages are fast, easy to edit and mobile-friendly, so you can run campaigns and convert more leads.
Automatically drop all of your leads into one system and instantly follow up with email, text and Slybroadcast voicemails, so you can focus your time on running your business.
Automatically track and follow-up with your referrals, so you never lose track of another lead, only to find out they ended up working with the competition.
Run a flawless loan process with our click 'n drag loan pipeline with milestone notifications, automated task reminders and more. You'll stay on top of your loans like never before.
Join us on Monday's & Wednesday's at 11am PST for our live office hours calls, so you can get answers to your questions, brainstorm, and see how others are using MLO Shift.
One of the most valuable parts of MLO Shift is our community! Get access to our private FB group where you can interact with successful, like-minded MLO's from around the country.
MLO Shift is like having a part-time tech person on staff. Our Founder Jeff Irving is always looking for ways to help improve your system and grow your business to new heights.
ActiveCampaign w/ 2,500 Contacts ($125/mo Value)
MLO Pages Landing Page System ($79/mo Value)
MLO Shift Membership
Complete System Build-Out
Video Course Library
Private Facebook Group
Exclusive Future Discounts
(iOS & Android)
25 Users - (5 MLO Setup Max)
* See "MLO Limit" at the bottom of this page
Built-in 1-Way Texting
*Done-for-You Integration for 2-Way Texting
Slybroadcast VM Integration
Drag & Drop Email Designer
Contact & Lead Scoring
Email Open Tracking
Subscribe by SMS
Website & Event Tracking
* 2-way texting requires a paid 3rd party texting service. We suggest BurnerApp at $4.99/mo for unlimited texts & minutes, a local number and other great features.
Drag & Drop Pipelines
Loan Milestone Updates
Customized Sales Flow
Activity History Tracking
Custom User Permissions
Sales & User Reporting
12 Loan Automations
11 Lead Automations
200+ Lead & Loan Tasks
4 Deals Pipelines
24 Lead & Loan Stages
12-Week Lead Email Campaign
5 Cold Lead Engine Automations
60+ Custom Fields
Pre-Written Milestone Updates
Credit Authorization Automation
Birthday Wishes Text Automation
Email & Text Milestones Updates to Borrower, Co-Borrower, Real Estate Agents & Any 3rd Party
I wanted to maximize my own capacity, by working on deals versus chasing new leads. That's what it's done and the results speak for themselves.
- Ryan Wheeler, Mortgage Broker/Owner at United Residential Mortgage
It helps keep you on track and retain more of the business that otherwise you wouldn't have gotten because they would have fallen by the wayside.
If you've never used a CRM or you're looking for a new one, you found it.
- Glenn Groves, Mortgage Broker/Owner at GTG Financial
If you're on the fence about signing up for MLO Shift, just think of this way. If you don't have a CRM or a good automation system, you're losing money. I can promise you that.
- Keith Goeringer, Branch Manager at Fairway Mortgage
What's great about it is that even when I do get derailed and sidetracked, it allows me to pick up where I left off. Before in the CRMs that I had, they didn't really allow me to do that.
- Ted Canto, Sales Manager/Loan Officer at Fairway Mortgage
Technology Officer at The Amy Bonis Mortgage Team
Branch Manager at Hancock Mortgage
MLO Shift is a month-to-month service.
We know they exist, but we're not sure why any CRM or marketing automation service would lock you into a contract.
If a system delivers, won't clients be happy to continue using it without a contract?
This has been our experience :)
MLO Shift does not have a trial.
Each new ActiveCampaign account we create takes 5-6 hours to build-out and customize for each new member.
We understand choosing a CRM and marketing automation system is a big deal.
If you still have questions after reviewing this page, we invite you to email [email protected] and we will gladly answer them.
Currently we have over 60 video lessons that cover everything from getting started with your system, to bonus automations, integrations and more.
This number is continually growing as new video tutorials and automations are created and released.
Yes, there is a fantastic iOS app called, "Deals CRM".
An app for Android devices is on the way, although we don't have a firm release date at this time.
MLO Shift does not integrate with any LOS systems.
We have decided not to create LOS integrations at this time for the reasons outlined below.
The first reason is because integration with LOS systems offers minimal benefit.
We find that most MLO's ask about LOS integration for two main reasons.
1. They're looking to reduce duplicate data entry
2. They want to automatically trigger milestone updates
Although the data entry would be nice, our members find that there's minimal data entry needed to run their system and automations.
Most members choose to store only the key details of each transaction in their CRM.
Transaction details that are not important for a CRM or automation are already stored in their LOS and can be easily accessed when needed.
On a side note, Floify users can sync to MLO Shift to automatically send contact information to their CRM.
As for automatically triggering milestone updates from your LOS, in our experience this is more detrimental than helpful.
Let's say one of your loans gets initial approval on a Friday at 4pm... and you're packing up the car for a weekend of camping with the family, or some other adventure.
Do you really want a series of automated updates going out that will likely result in reply phone calls and emails right before you leave the office?
Wouldn't you rather trigger those notifications yourself when you get back into the office on Monday morning?
This is just one example.
Maintaining control of when your milestone updates go out is the better option in our experience.
Yes, you absolutely can!
You've got two primary options for texting with your system.
Option #1 (recommended)
The recommended option is adding 2-way texting through an outside service such as BurnerApp or RingCentral.
Most of our members use Burner App, which is available on iOS and Android.
Burner costs just $4.99 for unlimited calls and texts, provides you with a local phone number... and it sits on your phone.
When a lead or client texts you back you'll see their text and the message they replied to, so that you can easily pick up the conversation in context.
Integration with Burner is included in your setup.
If you use RingCentral, we'll be happy to set this integration up for you as well on the Platinum plan only.
ActiveCampaign software has built-in texting. However, we do not recommend it.
The reason we don't recommend the built-in texting is because 1-way, uses a non-local number and they charge per/text message.
There's very little use for 1-way texting, which is why we created the integrations in Option #1 above that work fantastically!
Yes, you can edit anything you want. Your initial setup gets you a completed system, but it's not locked down.
You are free to make changes, enhancements, etc as you wish.
Yes, we integrate with Slybroadcast, which is a fantastic system itself.
We usually recommend purchasing 1k prepaid Slybroadcast voicemail credits for $60. This will last you a long time.
Importing contacts into MLO Shift is extremely easy.
You simply export your contacts from your previous system into a CSV file, and then import them into your new system.
The import process allows you to quickly match all of your fields from your previous system to your new fields.
If there's a field in your old system that we haven't build into ours, you can easily create a new custom field during the import process.
It's primarily both!
MLO Shift is built on ActiveCampaign, a leading CRM and marketing automation system with over 50,000 users.
ActiveCampaign was originally built as a marketing automation system and it is easily one of the best on the market... if not the best.
A few years back they realized that their system would be greatly enhanced by adding CRM functionality.
At first, it was little weak. Fortunately, ActiveCampaign is incredible at listening to the voice of their users and in 2016 they made huge improvements to their CRM... which is now a power horse of its own!
The beauty of MLO Shift is that you get your CRM and an insanely powerful marketing automation system all wrapped into one.
MLO Shift is a more complete system with both a CRM and marketing automation. Our system can do what Agent Legend does plus a whole lot more.
The feedback we've received from current members who have joined MLO Shift after using Jungo, is that MLO Shift is more turn-key.
They've told us that Jungo requires quite a bit of customization and building out of the system.
They've also said that the process is time-consuming and there can be a big learning curve, depending on your level of expertise.
MLO Shift is the result of an actual build-out of ActiveCampaign by a former mortgage professional for his own mortgage business.
MLO Shift is the giant shortcut ex-Jungo members tell us they wish they'd had while there.
Also, we don't require a contract.
* MLO LIMIT
MLO Shift is for individual MLO's or small teams. We are not a solution for large companies.
Of the 25 users that are included with your account, 5 may be used with our complete individual MLO Shift setup.
This is due to our extensive, feature-rich build-out of ActiveCampaign.
The first MLO subscription is included with your initial monthly investment. Add-on MLO's who need their own pipelines, automations, etc, are available for $50/mo/MLO + a one-time setup fee of $100/MLO.
Other staff such as assistants, processors, LOA's, etc, can be added as users at no additional cost, up to the maximum of 25 total users per account.
The 2,500 contacts limit is shared across all users in your account. Additional contacts are available for purchase.
If you have more than 5 MLO's who require their own pipelines, automations, etc, you'll need a new account for each set of 5 MLO's.
If you have questions about increasing your contacts limit or any of these notes, please email [email protected] prior to joining.