Lead-to-Revenue Visibility makes the whole paid-lead path visible. Command turns that trail into a daily Command Center for every loan officer and branch manager. Full Stack adds governed mortgage tools after the core workflow is proven.
See the whole lead-to-revenue flow: paid sources, first calls, borrower follow-up, loan-officer ownership, CRM stages, LOS milestones, and funded outcomes in one trail.
One-time setup
$2,500–$4,000
Ongoing support / month
$800/mo
Connect lead-source identifiers and call activity so each inquiry can be traced from acquisition to its first conversation.
Show how long each lead waited for an attempt and a connected conversation, broken down by source and owner.
Identify the responsible loan officer and surface leads with no recent activity or recorded next action.
Compare CRM stages with LOS milestones to expose records that disagree, stopped moving, or lost ownership.
Follow available CRM and LOS evidence from application through funding so management can see where conversion stopped.
Give every loan officer one Command Center to manage borrower accounts, active loans, follow-ups, exceptions, and next actions without checking the CRM, LOS, dialer, and inbox separately.
One-time setup
$4,000–$7,000
Ongoing support / month
$1,000/mo
Includes the complete source, call, ownership, stage, milestone, and funded-loan visibility layer.
Give every loan officer one workspace for borrower accounts, active loans, follow-ups, exceptions, and next actions.
Turn open work into prioritized queues organized by borrower, account owner, status, and required action.
Give branch managers a consolidated view of pipeline movement, stalled files, exceptions, and ownership across the team.
Monitor connected systems and adjust approved queues, rules, and workflows when activity or data stops matching the operating process.
Automation works the queue. People make the lending decisions.
Command separates routine system work from RevOps supervision and authorized mortgage judgment.
//01
Automation handles
Watching lead and loan events, syncing CRM and LOS fields, routing borrower follow-ups, creating next actions, flagging stale files, and updating branch reports.
//02
Ops5ive handles
Broken integrations, missed syncs, queue logic, workflow tuning, uncertain exceptions, controlled releases, and the operating backlog.
//03
Your mortgage team handles
Borrower conversations, applications, disclosures, pricing, credit, underwriting, guideline interpretation, approvals, and final loan disposition.
PRICING QUESTIONS
What the published figures cover
Direct answers about audit scope, monthly support, platform costs, and the existing stack.
Revenue Audit pricing is quoted per engagement after Ops5ive confirms the systems, access, cohort, and evidence needed to trace the lead-to-funded-loan path.
The published monthly figures cover ongoing support for the approved operating layer. The exact responsibilities, term, and handoff are stated in the engagement scope.
No. Platform subscriptions, API access, telephony, data, and other vendor charges remain under the client's own contracts unless the written scope says otherwise.
No. Ops5ive audits and builds inside the approved stack. A replacement recommendation is made only when evidence shows the current system cannot support the agreed operating controls.