Your All-In-One Mortgage Marketing Solution

Grow Your Pipeline On Autopilot

Cerberus CRM is your all-in-one mortgage marketing powerhouse, crafted to amplify your brand, generate leads, and secure conversions more effectively than ever. We concentrate on four key areas: lead generation, conversion rates, reputation management, and reengaging your existing database. Our goal is to free you up to do what you do best—talk to clients. Fed up with juggling multiple platforms and their costs? Looking for a marketing solution that fits your business like a glove? Dream of cutting out the middleman for leads? If you're nodding 'yes,' then you're in the right place!

Cerberus CRM

Built by Mortgage Professionals for Mortgage Professionals

How often have you stumbled upon a post debating the 'best CRM' for the mortgage industry, like the ones our colleague Jason often contemplates—or perhaps you’ve posted that question yourself? It's a common query among loan officers who hope that a new CRM system will be the silver bullet for their business woes. The saying goes, 'the best CRM is the one you use.' Yet, the challenge is that many don't invest the necessary effort to see the results they want. We, being loan officers through and through, get it. You want more closings. The path there? Consistent lead generation coupled with an innovative conversion process. We've created just that and are eager to demonstrate how it can revolutionize your mortgage business.

Things to Consider When Picking Your CRM...

Am I In The Right Place?

If expanding your sales pipeline is your goal, welcome to the solution you've been seeking. Experience has taught us that a one-size-fits-all CRM simply doesn't exist. Consider this: you wouldn't entrust a general handyman with repairing your roof; expertise matters, so you choose a specialist — a roofer. Similarly, Cerberus CRM is designed to be that specialist for your sales funnel. Intrigued? Dive deeper into this idea by watching our video for a clear understanding of how Cerberus CRM can transform your business


Driving robust traffic is key. Imagine the possibilities with a limitless stream of leads—securing sales becomes a breeze. Our expertise lies in harnessing all forms of traffic: earned, owned, and paid. By blending advanced AI with a personalized human approach, we've simplified the process of taking command of your marketing and branding efforts, even for those without prior marketing expertise. Curious to learn how? Our video will illuminate the concept for you—take a moment to explore it.


Having a wealth of leads is pointless without the ability to convert them into sales. It's a compelling fact that 78% of customers engage with the business that responds to them first. Our platform is equipped with pre-crafted workflows and an AI-powered booking assistant, ensuring that your calendar is effortlessly filled with appointments. To grasp the full potential of this seamless integration, watch our explanatory video.


Securing a larger slice of the market hinges on building a trustworthy brand. One straightforward strategy is to refine your review management process. Thanks to our direct integration with Google and Facebook, coupled with strategic review campaigns and intelligent AI response tools, accumulating a growing number of positive reviews has never been simpler. For a deeper insight into leveraging these tools for your brand’s advantage, take a look at our video.


"What becomes of leads that don't immediately result in sales? Many businesses simply overlook them, akin to discarding your investment into the void. Consider this: a staggering 90% of prospective home buyers who express interest are not ready to purchase within the next year. Without regular re-engagement, these leads are ripe for the taking by competitors like Smillow or Smealtor. Our system streamlines the process, enabling you to effortlessly secure appointment bookings with 1-3% of these dormant leads. Curious about how it works? Our video will clarify the mechanics behind this strategy—watch it now for greater insight."

This could be you...

I want to give a HUGE shout out to Bradley Brondt who is an insanely good marketer! A couple of weeks ago Brad set up an AI Bot to handle missed calls for me and help me handle all of the leads coming in from my videos, So if a buyer calls and I miss it or if I am on the other line the AI Bot takes over. Well, yesterday, I was getting a haircut and I missed a call, well the next thing I know, I saw the interaction between the buyer and the bot going back and forth on my cell phone and to make a long story short... The bot found out why they were calling, what loan program they were interested in, the address of the property they wanted to make an offer on, and a time in my schedule that was open so they could speak with me as soon as possible! Then I saw "Carlo is available at 2:00 PM will that work for you?" the buyer replied, "Yes" Then the bot said, " OK great, I have gone ahead and saved time for you to speak with Carlo and you will also receive a reminder text." In-Sane!

Carlo Bernoni, Modern Home Loans

I can't express how delighted I am with the results [Your Company Name] has delivered.


Their team's ability to adapt to the ever-evolving digital landscape is impressive.



Are there any additional costs?

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.

Does this integrate with my LOS?

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.

Why should I sign up for Cerberus CRM?

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.

What does onboarding look like?

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?

Do you offer support

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.

Built by Loan Officers for Loan Officers