Built to Sell Loans.
Not Just Look Pretty.
Every feature was built because a real loan officer needed it. 69 workflows, 2 pipelines, 59 tags, 84 custom values, 10 forms, and 12+ AI content tools — all pre-configured for mortgage.
The Foundation
Your complete CRM, marketing automation, and business management platform. Everything you need to manage leads, nurture relationships, and close deals — with 69 pre-built workflows ready on day one.
Command Center
Your central dashboard with the Flywheel visualization, KPI tracking, coverage score, funnel tracker, pipeline view, and weekly checklist. One screen tells you exactly where your business stands.
69 Pre-Built Workflows
System automations (call tracking, email handling, SMS compliance), pipeline management for Purchase and Refinance, calendar handling, AI nurture, webinar systems, ringless voicemail, and consumer lead routing — all published and ready.
AI-Powered Follow-Up
Charlie, the built-in AI bot, manages email and SMS nurture 24/7. Pre-built sequences for new leads, referral partners, webinar registrants, post-webinar engagement, abandoned leads, and review campaigns.
Referral Partner Management
Automated referral submissions with contact autocomplete, 37 partner type tags, team routing, and workflow triggering. Track every referral partner by type, frequency, volume, and activity.
Flywheel Dashboard
Real-time lead source attribution. Track every lead back to its source — which campaigns, content, and referral partners are actually driving your pipeline. Coverage scoring shows gaps in your marketing.
Email & SMS Marketing
Broadcast sends, drip campaigns, and event-triggered sequences. A2P 10DLC compliant with guided registration. Pre-built templates for buyer nurture, refinance leads, and review request campaigns.
Webinar System
Full infrastructure for consumer and realtor webinars with registration, expiration pages, follow-up sequences, co-marketing variants, calendar integration, and custom value management — all in the command center.
Mortgage Calculators
Embeddable payment, affordability, and refinance calculators for your website. Capture leads while providing genuine value — education-first marketing that builds trust.
Website & Funnel Builder
Drag-and-drop builder with 6 pre-built funnel templates (webinar registration, lead magnets, call booking, and more). Templates are continuously updated as we refine what converts.
Digital Business Card
Built-in vCard builder. Embed on websites, share via text or email. Contact info, photo, and social links save directly to the recipient's phone contacts.
59 Contact Tags & Smart Lists
Pre-configured tags for 22 system events and 37 contact types — from realtors and CPAs to VA-eligible borrowers. Smart lists filter by tag, activity, and pipeline stage automatically.
84 Custom Values
Every variable your business needs — company info, loan officer details, social URLs, webinar configs (consumer + realtor), FB CAPI integration, application links, brand colors, and more. Pre-configured on install.
Watch: What You Get for $497/mo
Full command center walkthrough
The Full Marketing Flywheel
Everything in Cerberus CRM plus 12+ AI-powered content generation tools, the 4-campaign ad framework, training, and a weekly strategy call. This is where the flywheel starts spinning.
Watch: The Vortex Content Engine in Action
See ads, scripts, and content generated live
AI Content Engine
The hub of the Vortex with 12+ generation tools. Every piece of content matches your natural voice — not generic AI. Four creative lenses and 19 content angles ensure variety across hundreds of outputs.
AI Ad Creator (Ugly Ads)
Generate batches of 3–20 complete Facebook ads in under 2 minutes. Primary text, headlines, descriptions, and Gemini image prompts. Choose funnel stage mix (cold, warm, hot) and let the AI target each angle differently.
AI Headshot Creator
Professional headshots in any outfit, setting, or style — headshot, mid-body, or full-body. Place yourself anywhere: office, outdoor, urban, gradient. Upload reference photos once, generate unlimited variations.
YouTube Script Generator
Research topics, generate full scripts with hooks and CTAs, create thumbnail concepts, and auto-publish blog versions to your CRM. Three modes: 5-8 min, 10-15 min, and 20+ min deep dives.
Blog Post Automation
Every YouTube script auto-publishes as an SEO-optimized blog post. Video to transcript to blog to published — automatically. Your content compounds while you sleep.
Content Plan Generator
Creates 60+ content topics organized around the belief-breaking framework: Big Idea, Vehicle, Internal Beliefs, and External Beliefs. Each topic generates 4 content pieces — that's 240+ pieces from one input.
Organic Post Creator
Image posts and video scripts with platform-specific captions for TikTok, Reels, Shorts, and LinkedIn. Three image modes (character reference, custom photo, topic scene). Four copy formats: organic, AIDA, PAS, story hook.
Email Writer
Paste a URL and the AI reads the article, then writes a high-converting email in your voice. Reply-based CTAs optimized for deliverability. Lens and angle framework for unlimited variations.
4-Campaign Ad Framework
The proven structure: Omnipresence (always-on retargeting), Webinar Enrollment (direct response), Creative Testing (10 new ads every two weeks), and Scaling (winners get budget). Audience building and frequency management built in.
Webinar Framework Builder
Pick your dream buyer, offer, and geo. AI generates the webinar script with presenter notes, builds the slide deck outline, creates landing page copy, email sequences, and all marketing assets from a single input.
Guide & Calculator Builder
Generate 12-14 page lead magnet PDF guides and interactive HTML calculators with branded CTAs. The guide builder positions you as the expert; the calculator builder captures leads with real utility.