A mortgage CRM with real follow-up automation does the first five minutes without you: the lead comes in from your website, the text and the email go out with your name on them, and the sequence keeps going until the borrower replies or books. SMS should be included, not metered by the segment. MWSS includes the CRM with text and email automation on every plan from $99 a month, on the same platform as the website that captured the lead and the online 1003. Here is what to require, and the side-by-side.
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.
Every CRM says automation. Here is the difference between a feature list and a lead that gets worked.
The first text and email go out on their own when the lead arrives, with your name, your number and the next step. If a human has to click send, it is a template, not automation.
Per-segment SMS metering turns a follow-up sequence into a bill you watch. Require included texting so the sequence runs the same way on day 1 and day 30.
Automation starts when the lead lands in the CRM. If the website is a different vendor, that handoff is where leads get lost. On MWSS the form fill is the contact, tagged by source, the moment it is submitted.
Replies land on the contact record, the sequence stops when it should, and on Premiere the AI chatbot has already answered the borrower’s first question on the site.
Published pricing and included automation for the common per-user mortgage CRMs, next to MWSS.
| Per-user mortgage CRMs (published) | MWSS | |
|---|---|---|
| Pricing model | BNTouch $165/mo solo + $125 activation; Shape $99/user; Jungo $96–$149/user + setup, 1-yr minimum | Standard $99 · Premiere $249 · Elite $997 flat, not per user |
| SMS | BNTouch metered ~$0.03/segment; usage add-ons are common | Included in the automation |
| Website | Separate | Included on every plan |
| Lead from site → CRM | Integration | Same platform, instant |
| AI chat on the site | Not the core product | Premiere: answers and books |
| Online 1003 | Via integrations | Included |
| Trial | Mostly demo-led | 7-day free trial |
A text within a minute that says who you are and asks one question. An email a few minutes later with the thing they asked for. A second text the next morning if there was no reply. A call task for you on day two. Then a slower cadence that stops the moment they reply or book. That is the whole playbook, and it runs the same for every lead only if the CRM runs it, not you.
The second half is the handoff from the website. A lead that is captured on a site and then exported to a CRM is a lead that waits. On MWSS the website, the CRM and the online 1003 are one platform, so the sequence starts at the form fill. Standard at $99 includes the site and the CRM; Premiere at $249 adds the AI chatbot that answers on the site and books before the sequence even starts.
One where the first text and email go out automatically when the lead lands, SMS is included rather than metered, and the website that captured the lead is on the same platform. MWSS includes the CRM with text and email automation on every plan from $99 a month.
No. Texting is part of the CRM automation on the plan, not metered by the segment.
No. MWSS plans are flat monthly plans: Standard $99, Premiere $249, Elite $997, with a setup fee equal to the first month. Premiere includes up to five loan officer sites, Elite fifteen.
Yes. Export contacts and notes, import with tags into the MWSS CRM, rebuild the two or three sequences that actually run, and point your domain. Export before you cancel anything.
Yes. Every plan starts with a 7-day free trial, so you see your site and CRM working before the first month bills. Cancel anytime.
We build your preview — website, CRM, lead capture — and you submit a test lead and watch the text and email go out.
Serving loan officers since 2008 · Questions? 310-446-0246
CRM automation with texting included, on the same platform as your site and 1003 — since 2008.
Est. 2008 — built for loan officers. Honest math over hype.
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