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For loan officers and mortgage teams

Call every lead first and stay in touch until they close.

LeadDragon answers every lead in minutes, keeps borrowers updated through closing and keeps past clients and realtor partners hearing from you for years.

  • $97per month
  • $500onboarding, waived
  • 30-daymoney-back guarantee
Loan officer reviewing paperwork with a young couple

Sound familiar?

Mortgage leads go to whoever calls first. Past clients go to whoever stayed in touch.

Internet leads shop around.

A borrower fills out three forms at once. The loan officer who calls back in five minutes usually gets the application.

Borrowers go quiet in process.

Missing documents and silence slow loans down. Updates and reminders by hand take hours every week.

Past clients forget your name.

Refinances and repeat buyers are your cheapest loans. Most of them go to a lender who stayed in touch.

Why loan officers

Your database is your business. Most of it never hears from you.

Loan officers live on speed and relationships. The ones who grow answer leads first, keep borrowers informed and touch their past clients every month.

So we set LeadDragon up around those three. We build it with you on a 1-hour onboarding call, connect your lead sources, and stay with you after launch with 24/7 live chat and weekly office hours.

How it works

Three things that keep your pipeline full while you're on calls.

01

Every lead hears back in minutes

Ad leads, website forms and missed calls get an instant text and a call prompt to you, so you're first on the phone.

02

Borrowers stay informed

Milestone updates and document reminders go out by text and email as the loan moves, so borrowers and realtors aren't calling for status.

03

Past clients come back

Home anniversary texts, monthly newsletters and rate-drop campaigns keep you top of mind for refinances and referrals.

What's inside

Your whole pipeline, in one account.

Texting, calls, email, AI Voice, calendars and pipelines in one place. Here's what's inside the account we set up for you.

MJ

Marcus Jordan SMS

Sent the pay stubs over. Anything else?

2:21 PM
?

(678) 555-0168 Missed call

Text-back sent: Sorry I missed you! Want to grab a time to talk about your loan?

1:58 PM
KB

Kim Baker Facebook

What do I need to get pre-approved?

1:40 PM
TS

Tony Silva Email

Re: Happy home anniversary!

11:05 AM

One inbox for every conversation

Texts, email, calls and Facebook and Instagram messages sit in one thread per contact, on your desktop or the mobile app.

Pipelines you can read at a glance

See every lead by stage and who owns it, so nothing sits untouched.

Call summary · 8:57 PM

Jasmine L. is a first-time buyer, already working with a realtor, and wants to get pre-approved this week. Booked a call tomorrow at 9.

New

AI Voice for after-hours calls

An AI receptionist picks up when your team can't. It takes the caller's details and reason for calling and sends you the transcript.

Missed call · (678) 555-0168

Sorry I missed you! Want to grab a time to talk about your loan? Pick one here.

Sent automatically

Missed-call text-back

When you can't pick up, the caller gets a text right away and the conversation keeps going.

Sites, funnels and forms

Build pages and forms on the same platform so every submission lands in your pipeline.

Congrats on the new home, Marcus! Would you leave me a quick Google review?

Review requests

Ask happy customers for a Google review while the job is still fresh in their mind.

Plus calendars, email and text campaigns, social scheduling, AI writing tools and the LeadConnector mobile app. See every feature →

What we set up on your onboarding call

Built for loan officers from day one.

Your pipeline

  1. 1New lead
  2. 2Contacted
  3. 3Pre-approved
  4. 4Application
  5. 5In process
  6. 6Closed

Your follow-up

  • Instant text and call alert for every new lead
  • Missed-call text-back and after-hours AI Voice
  • Long-term nurture for leads not ready yet
  • Document reminders until uploaded
  • Loan milestone updates to borrower and realtor
  • Review request at closing
  • Home anniversary and birthday texts
  • Rate-drop campaigns to past clients

From a LeadDragon customer

"I can easily say that LeadDragon has been instrumental in the growth of my business."
Brannon EastBusiness owner
BrandLyft

The team behind LeadDragon

Run by an agency that builds HighLevel for franchises.

LeadDragon is run by BrandLyft, a HighLevel partner agency that builds HighLevel for franchise networks, clinics and local service businesses. When you want more than the software, the same team does the done-for-you build.

HighLevel accounts the BrandLyft team has built for

  • Critter Control
  • S.C.I. Roofing & Construction
  • Legacy Roofing
  • Anytime Fitness
  • UBX Boxing + Strength
  • Yunique Medical
  • Sculpt Aesthetics & Plastic Surgery
  • BioGlow Cryo & Wellness
  • ProHealth Wellness Center
  • Affordable Septic Services
  • Kaylor's Septic Servicing
  • WC Timber & Tree Service
  • A Perfection Tree Removal
  • B&P Tire Automotive

Do the math

What slow follow-up is costing you.

Change the numbers to match your business.

Revenue slipping through each month

$3,600

That's $43,200 a year, against a $97/month platform.

An estimate based on your inputs, not a promise of results.

Works with your stack

Connects to the tools you already use.

Your LOS keeps the loan file. LeadDragon handles leads, follow-up and past client marketing, connected through Zapier or a custom integration we build.

  • Facebook Lead Ads
  • Zillow
  • Google Calendar
  • Zoom
  • Google Business Profile
  • Zapier

One plan

Everything above for $97 a month.

1-hour onboarding call included. Normally $500, waived.

  • Full CRM, pipelines and follow-up automation
  • Missed-call text-back and AI Voice setup
  • A2P 10DLC texting registration handled
  • 24/7 live chat support and weekly live office hours
  • Month to month, 30-day money-back guarantee

$97/month

Create your accountBook a demo

Texts, calls and email billed at wholesale rates.

Free training

Who answers first wins the job.

A free 20-minute training: what AI can really do for your phones and inbox this year, and the follow-up system that turns more leads into booked jobs.

Watch the free training

Questions

What loan officers ask us.

Does LeadDragon replace my LOS?

No. Keep your loan origination system for the loan file. LeadDragon handles lead response, nurture, borrower updates, reviews and past client marketing.

Can I text my past client database?

Yes, once your texting registration is approved. We handle the A2P 10DLC registration, and texts only go to contacts who gave you permission.

Can I share updates with realtor partners?

Yes. Realtors can get the same milestone updates as the borrower, so they stop calling you for status.

What does onboarding cover?

One 1-on-1 onboarding call, about an hour, with our team. We set up your account, connect your phone, calendar and lead sources, and turn on the follow-up that matters most for your business first. It's normally $500 and it's waived on the $97 plan. After the call, you have weekly live office hours and 24/7 live chat.

What if it doesn't work for me?

Go through onboarding and use it. If LeadDragon isn't right for your business, tell us within 30 days and we'll refund your payment in full.

A borrower just filled out three forms.

Be the one who calls first.