Done-for-you marketing for a mortgage broker only works when the same company runs the ads, owns the website the ads land on, and runs the CRM that follows up — otherwise three vendors blame each other. MWSS Elite is that shape: $997 a month, we run your ads with a $300 a month ad budget included, produce the videos, do the SEO, transfer warm leads to you, with a 20 to 30 leads a month target, on top of the website, CRM, AI chatbot and online 1003 every plan includes. Here is what is inside and how it compares to an agency retainer.
7-day free trial · cancel anytime · est. 2008
By the MWSS team · Updated October 2026 · Vendor figures are published or commonly quoted numbers at time of writing — confirm current rate cards before deciding.
Agencies sell activity. You are buying booked conversations. Four things to check before you sign a retainer.
If the agency drives traffic to a page they built on a tool they own, you lose the asset when you leave. On Elite the website, the CRM and the campaigns are on your platform and your account.
Most retainers quote management and bill ad spend separately. Elite includes a $300 a month ad budget inside the $997; more spend is your call, not a surprise.
A lead that waits an hour is a lead for the next lender. Elite leads land in the CRM, get the automated text and email, and warm leads are transferred to you.
We work to a 20 to 30 leads a month target on Elite. Ask any agency for theirs. If the answer is impressions, keep looking.
Typical mortgage marketing agency shape, next to what Elite includes at a flat $997 a month.
| Typical agency retainer | MWSS Elite | |
|---|---|---|
| Management fee | Commonly quoted $1,500–$5,000/mo, plus ad spend | $997/mo flat |
| Ad budget | Billed on top | $300/mo included; add more if you want |
| Website + landing pages | Theirs, or extra | Yours, included, built for lead capture |
| CRM + follow-up automation | Your problem | Included, with AI chatbot and automated text/email |
| Video + SEO | Separate line items | Included |
| Lead handling | Delivered to a spreadsheet or your CRM | Warm lead transfer to you |
| Target | Impressions, clicks | 20–30 leads a month |
Elite is for the top producer who already closes what they talk to and wants the top of the funnel handled: a steady flow of leads, the videos made, the SEO moving, and warm transfers instead of a spreadsheet. It is not where a brand-new originator should start; the follow-up discipline has to exist before the volume arrives.
If you are earlier than that, Standard at $99 or Premiere at $249 gives you the same website, CRM and AI chatbot and lets you run your own marketing until you are ready to hand it over. Moving up is a plan change, not a migration. Every plan is monthly, setup fee equals the first month, 7-day free trial, cancel anytime.
The one that runs the ads, owns the landing site and runs the follow-up as one system. MWSS Elite ($997 a month) runs your ads with a $300 a month ad budget included, produces video, does SEO and transfers warm leads, with a 20 to 30 leads a month target, on top of the website, CRM and AI chatbot.
Agency retainers are commonly quoted from $1,500 to $5,000 a month plus ad spend. MWSS Elite is $997 a month flat with a $300 a month ad budget included; the setup fee equals the first month.
The website, CRM and contacts are on your MWSS account. Plans are monthly; there is no long-term contract.
No guarantee. Elite works to a 20 to 30 leads a month target; results depend on your market, your offer and how fast you work the warm transfers.
Yes. Standard ($99) and Premiere ($249) include the same website and CRM; moving to Elite is a plan change on the same account. Every plan starts with a 7-day free trial.
We build your preview in your market with your loan types, and walk you through what Elite would run. You decide after you see it.
Serving loan officers since 2008 · Questions? 310-446-0246
Ads, video, SEO and warm transfers on the same platform as your site and CRM — since 2008.
Est. 2008 — built for loan officers. Honest math over hype.
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