What Are MLO Shift Members Are Saying?

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.

Why? 

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.

• 1 MLO user + 4 Staff users
• 1 user account to the MLO Shift membership website
• 1 user account to MLO Pages

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.

Here's why...

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 OpenPhone.co for unlimited texts & minutes, a local number and many other great features. Other options include JustCall.io & RingCentral.com.

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 is included in your setup for easy automated and manual texting from MLO Shift. 

Option #2

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, 100%. 

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.