Mortgage Professionals: Get Started Building your CLIENT FOR LIFE System Today

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THE INVESTMENT THAT WILL TAKE YOUR BUSINESS TO THE NEXT LEVEL

Partnerships & Pricing

Mortgage Partnership Options
 
Our Mortgage partnerships are designed to help you grow stronger relationships with your clients by providing a different level of value and service to your clients. 
 
Our Technology Package is an Automated Relationship Management program which provides your clients with real estate/finance management applications (Toolbox) that helps them manage their home and finances long-term. 
 
Our Customer Support Manager Program is a staffing program in which our trained Customer Support Managers connect with your clients post-close to help the client in their transition and continue building the relationship.
 
 
LEARN MORE
Community Member
$
199
User per Month
This plan gives you access to a community of mortgage professionals dedicated to the same values as you & helps you get started on your Partner Certification Course
No Onboarding Fee
Certification Course
Weekly Training Webinars
Online Community
Full Learning Center Access
AoH Client Resources & Technology
Get Started
Technology Toolbox + Client Management System
$
799
User per Month
Partner Plans require a $1499 Startup & Onboarding Service Fee. This fee covers product setup, onboarding support & vendor fees for the first 30 days post sign-up
Client Experience Resources
Mobile Application
AoH Website
Client Enrollment Campaigns
"Find an AoH Partner" Feature
All Community Member Access
Dedicated Onboarding Specialist
Customizable User Journeys
Marketing Templates
Sign Up Today
Customer Support Manager Program
$
2k+
Pricing based on closings/mo.
Stay connected with your clients after closing and help them through the first couple years of their loan with our team of Trained Customer Support Staff.
Dedicated Customer Support Manager
Hours based on business needs
Customize your call scripts
Direct Client Info/Notes Management
Affiliate Partner Information Management
Employee Training & Management
NO HR fees or hassles
Technology Toolbox
Get More Info
 
 
 
Our Technology partnership programs require a one-time onboarding fee of $1499 (per seat). This fee covers technology set up and orientation with our service department. Monthly membership costs begin 30 days after onboarding fee is paid, regardless of client's implementation progress. Onboarding can be completed in as little as 1 week.
Get More Done

AoH + Daily Ai CRM

Sign up for Daily Ai CRM and get a discount on your Technology Package

Daily Ai CRM is the modern marketing engine for Mortgage Professionals. Sign a contract with Daily Ai as your new CRM and get $100 credit on AoH marketing engine offering.*

Connect with Daily Ai Sales Learn More
Faster Lead Connection

Connect with incoming leads instantly with web-lead routing and auto-campaign triggers. 

Increased Lead Conversion

Level-up your communication with high conversion video texts and ringless voicemails.

Streamline Operations

Power the transaction process with automation to keep teams running and borrowers informed. 

*CRM membership must be purchased directly with Daily Ai.

*Active Partner + Marketing Engine members billing will be reduced by $100/mo. 

Teams, Groups & Enterprises

Connect with us for custom pricing for your mortgage team, branch, or company.

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Teams

For producers looking to rollout Art of Homeownership leveraging time of multiple team members or non-producing associates.

Talk to Sales
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Groups

For a branch or company looking to rollout Art of Homeownership to a group of 2-9 producers. 

Talk to Sales
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Enterprise

For companies looking to provide Partner Basic or Partner + memberships to 10+ producing Loan Officers.

Talk to Sales
Get the Most Out of Your AoH Partnership
Add-On Resources
 

MBS HIGHWAY Full-Access

$99/mo

Add best-in class mortgage resources to your team's tool belt for only $99/mo. This offer can be added or subtracted from your membership plan at any time. Learn more about MBS Highway.

Accept Offer
MBS Highway Dash

Add a Team Member to your Marketing Engine 

$250 setup + $100/mo after

Want to track team member activity in your Marketing Engine? Add a Loan Assistant, Marketing Assistant, Customer Support Manager or Business Dev Officer to your Marketing Engine. Team members can update contacts in the system, create marketing materials and campaigns, and much more -- and you can see their activity separate from your own. 

Sponsoring Mortgage Partner must have an active Partner + Marketing Engine membership with AoH. 

Order Team Seats
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Connect with Your Real Estate Partner in a Whole New Way

$299/mo

Create synergy with your Real Estate Partners like never before. Our Real Estate Partnerships offer the ability to collaborate on shared service tasks, creating a better experience for clients before, during and after a transaction.

Sponsoring Mortgage Partner must have Partner + CRM membership with AoH. $299 monthly membership may be covered by either party (Real Estate Partner or Sponsoring Mortgage Partner). 

Learn More
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  • MBS HIGHWAY
  • ADDITIONAL TEAM MEMBERS
  • REAL ESTATE PARTNERSHIPS
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UP-LEVEL YOUR BUSINESS TODAY

Get Started on this next-generation platform thats changing the Mortgage Industry

 

Schedule a call with one of our Strategic Partnership Representatives to take a deep dive into our platform and get started today.

SCHEDULE A CALL
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