$170/mo + a one-time system setup of $300

Subtotal: $170.00 USD every month
Setup Fee: $300.00 USD
Sales Tax:
Due Now: $470.00 USD

Sign-up with the primary email address that you use to communicate with leads and borrowers.

By purchasing membership in MLO Shift you are confirming that you have reviewed and you are in 100% agreement with our terms and conditions, which you can review by clicking here.


MLO Shift is intended for individual MLO's with an assistant or small teams with no more than 5 MLO's. 

Our system is not intended for branches with more than 5 MLO's or as an enterprise solution.

Additional MLO's on your team will need their own setup, which is $100/MLO one-time + $50/mo/MLO. If you need additional MLO setups, please email [email protected] after checkout to inform us and we'll get you the information you need.

MLO Shift is for mortgage professionals located in the United States and Canada only. Please do not sign-up if you are outside of these two countries unless you have spoken with us directly first.

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MLO Shift Platinum with ActiveCampaign + MLO Pages (Paid Zapier Acct Req'd)

Looking for our home page? Click here.

Membership Includes

NOTE: MLO Shift Platinum Requires a Paid Zapier Account. If you don't already have Zapier, we'll show you how to sign-up with them on the thank-you page.

- ActiveCampaign w/ 2,500 Contacts
($125/mo retail value)

- MLO Pages Landing Page Software
($79/mo retail value)

- MLO Shift Membership 
($100/mo retail value)

- Complete System Build-Out
($5,250 retail value)

- Private MLO Shift Facebook Group

- 25 Users
(See notes below regarding user restrictions)

- Built-In CRM

- Video Courses & Tutorials

- Sales Automation

- Process Automation

- Marketing Automation

- Bonus Automations

- SMS Marketing

- Email Marketing

- Unlimited Emails

- Auto Responders

- Professional Email Templates

- Drag & Drop Email Designer

- Contact & Lead Scoring

- Ongoing Training

- 25 SMS Starter Credits 
(Additional SMS Credits are $0.018/ea)

... and much more!


MLO Shift is for individual MLO's and small teams with 5 or fewer MLO's and one or more assistants.

The only limitation on the usage of your 25 users is that only 5 MLO's can receive our complete setup in one account.

This is due to our extensive, feature-rich build-out of ActiveCampaign. 

The first MLO subscription is included. Additional MLO's added to your account who need a complete setup of pipelines, automations, etc, are $50/mo/MLO + a one-time setup fee of $100/MLO.

The 2,500 contacts limit is shared across all users in your account. Additional contacts can be purchased.  

If you have questions about increasing your contacts limit or any of these notes, please email [email protected] prior to joining.

What People Are Saying:

“I would say MLO Shift has added 30% to my business since I started using it. The support and the training you get is excellent. I've seen some massive systems and they don't train anywhere near as good as Jeff. He just has a gift for teaching you on video exactly what you need to know. 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.”

Keith Goeringer, Branch Manager at Fairway Mortgage