Cerberus CRM is the all-in-one, mortgage-focused system that helps you generate leads on autopilot, retain clients effortlessly, and build the kind of reputation that puts you at the top of Google’s search results.
The Entire GHL Suite: Think of this as your all-in-one control center for running a modern mortgage business. Instead of juggling multiple software solutions, The Entire GHL Suite consolidates everything—CRM, automated follow-ups, text/email marketing, appointment scheduling, funnel-building, and more—into a single, streamlined platform. This not only saves you time and money but also ensures no lead slips through the cracks. You’ll be free to focus on what you do best: building client relationships and closing deals.
Fully Optimized Website (40+ pages + funnels + chatbots): Say goodbye to dull, static webpages. Our 40+ page website solution is meticulously designed to capture and convert leads 24/7. Each page is optimized for mortgage professionals, complete with integrated funnels that guide visitors to take action—whether that’s requesting a rate quote or scheduling a consultation. Plus, built-in chatbots engage prospects in real time, delivering instant responses that keep them interested and moving along the path to becoming your next closed loan.
Referral Management System: Referrals are the lifeblood of most mortgage practices, but without the right tools, it’s easy to overlook valuable introductions. Our Referral Management System keeps every referral source visible and every follow-up prompt on your radar. You’ll never forget a thank-you note or lose track of which partners consistently send you the best leads. By automating tasks and reminders, you’ll build stronger relationships with realtors, existing clients, and other referral champions—ensuring a steady stream of warm prospects.
Partner Acquisition System: Building a pipeline of reliable partners can transform your mortgage business. Our Partner Acquisition System provides a clear, step-by-step method for finding, contacting, and onboarding new referral partners—like realtors and financial planners—who fit your ideal profile. You’ll track each stage of the relationship, from the initial meeting to confirming your first referred deal, so you always know where you stand. This systematic approach makes scaling your network not just doable, but downright predictable.
Webinar System: In today’s competitive environment, sharing your expertise can be a game-changer. The Webinar System within Cerberus CRM automates everything from setting up engaging registration pages to sending follow-up emails after your event. Whether you’re educating first-time homebuyers or diving into market forecasts for experienced investors, you’ll effortlessly capture leads and build authority—without wrestling with a tangle of tech tools. Host once, and let the system keep on converting new clients every time someone watches the replay.
AI Ad Creator: Digital advertising is one of the quickest ways to stand out, but crafting the perfect ad can be tricky. Enter our AI Ad Creator. With data-driven insights, it helps you write persuasive copy and design eye-catching visuals for up to nine platforms—including Google, Facebook, Instagram, and LinkedIn. You’ll launch targeted campaigns that speak directly to your ideal borrowers, all while optimizing in real time for the best results. In short, you get more leads and a higher return on ad spend—minus the guesswork.
AI Booking Assistant: Speed of response can make or break a deal. Our AI Booking Assistant is like having an around-the-clock receptionist who greets new leads, answers common questions, and schedules calls directly into your calendar—even if you’re fast asleep. That means fewer missed opportunities, less phone tag, and happier prospects. By the time you’re ready to chat, your leads are not only qualified but also feel valued because they’ve been helped immediately.
Reputation Management System: A stellar online reputation is your ticket to more inbound leads and better conversion rates. Our Reputation Management System automates the process of requesting and responding to reviews, making it incredibly simple to gather fresh testimonials from satisfied clients. You’ll also receive alerts whenever a new review—positive or negative—pops up, so you can address concerns or highlight positive feedback right away. This constant stream of social proof helps you climb local search rankings and stand out as the trustworthy loan officer your market needs.
"Whether you’re looking to increase your leads, strengthen client relationships, or dominate local search rankings, you’re in the right place.”
Ready to see real results? Cerberus CRM empowers you with the tools you need to generate more leads, nurture prospects effectively, and close more deals. Explore our platform and unlock your business's full potential.
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With years of experience and a commitment to client success, we provide comprehensive financial advisory services tailored to your unique goals.
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FAQS
Your use of phone services, email, and AI features are pay-as-you-go, and it's all very budget-friendly. We believe in the simple principle of 'small investments for big returns.' A higher usage rate means you're actively engaging with many messages each month, which is great for business. Think about your current outreach efforts. Now, imagine multiplying that by ten – that's the potential without breaking the bank. You'll manage your own advertising budget directly, too. And the best part? You get an AI-powered ad assistant working non-stop for you without any extra fees.
The ability to integrate depends on your Loan Origination System (LOS). If your LOS is compatible with Zapier, then integration should be straightforward. Typically, all you need to do is make sure information is sent back to the system. This way, when a deal is finalized, Cerberus can manage your review requests and update client stage tags automatically. If there's no Zapier integration available, you have the option to upload your end-of-month closed loan reports for a bulk update, or you can manage the entire client journey directly within this system.
Let's look at how to boost your sales process. First, is your website set up to turn visitors into customers? And do you have a website at all? Think about your advertising too – are you running any paid ads? There's no need to overspend on outsourcing when AI can do the heavy lifting for you. Also, consider how you're tracking potential deals. Are they organized in a way that ensures you never miss out on a closing opportunity? Imagine having an AI assistant that contacts your leads and schedules them into your calendar automatically. If you're not doing these things, then there's room to make your sales more effective. Our system is designed to be easy to adopt and can help you capture more opportunities to seal deals.
Getting started with us is a breeze. Once you sign up, we'll send you a survey to collect your business details like contact info, licensing, logo, and your photo. After you fill that out, we'll set up a tech call followed by an onboarding call. These steps will get you 90% ready. Then, we'll have a third meeting to fine-tune the system specifically for your needs. We'll also help set up your phone number and ensure it meets A2P compliance standards. Simple, right?
We know how crucial support is, and we're committed to providing you with the best. It's a common frustration to never find help or to struggle with using a system. We've been there, and that's why we've focused on making support a top priority. You'll have access to weekly office hour calls, join our exclusive Cerberus community to connect with fellow users, and dive into our comprehensive training courses. Plus, our AI-driven help articles and round-the-clock support team are ready to assist you via chat or even on Zoom if needed. We thrive when you thrive.