Mortgage Brokers package
Mortgage Brokers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mortgage Brokers
Compliance notes
- Habaj is not a medical, legal, or financial advice product. Position it as intake, scheduling, and operations.
- Avoid collecting or sharing sensitive personal data over email/SMS; route sensitive items through your secure process.
- Ops Copilot defaults are conservative in this package (higher confidence thresholds and approval requirements).
Website + App BuilderUnified InboxCRMSchedulingCheckoutReputationCopilot
What you get
Habaj packages the same core modules into workflows that match how this industry actually operates. You start from templates and presets, then customize.
- Template variety pack: 1 launch-ready website templates
- Template sections: Mortgage Brokers services and positioning page · Intake and qualification form · Scheduling and appointment page
- Default pipeline: 8 stages from lead to renewal
- Scheduling preset: 3 services with durations and capacity defaults
- Checkout preset: deposits, memberships, and bundles (where applicable)
- Reputation preset: review request + rescue templates
- Copilot/inbox loops: 10 core automation playbooks
Target industries
Mortgage Brokers
In-product setup
Apply this package from your workspace: /apps/<appId>/packages.
Default Pipeline
- 1. New Lead
- 2. Intake Complete
- 3. Consult Scheduled
- 4. Scope Confirmed
- 5. Retainer/Engagement Requested
- 6. Active Work
- 7. Delivered/Closed
- 8. Renewal/Referral
Core Automations
- Intake completion nudges
- Appointment reminders and no-show prevention
- Document checklist chase
- Milestone status updates
- Payment reminders/retry
- Inactive lead re-engagement
- Lapsed client reactivation
- Neutral satisfaction check-in
- Compliance-safe review prompt (optional)
- Renewal/recall reminders
Included templates
- vpack-mortgage-brokers-hifi
Included services
- Mortgage Brokers Intake30 minutes · Collect details, qualify, and confirm the right workflow.
- Mortgage Brokers Core Service60 minutes · Primary service appointment with scoped deliverables.
- Mortgage Brokers Follow-up30 minutes · Post-service follow-up and retention touchpoint.
Pricing
Monetization model: one-time Vertical Pack setup + monthly Pro Automation Bundle. Typical pricing for this pack: $2499 setup + $299/mo. See pricing for plan limits.