Marketing that works for loan officers.
Ready-made mortgage content, posts designed in your brand, and soon, a CRM that follows up for you — so referral partners and borrowers keep seeing your name.
Mortgage content that stops the scroll. Ready in minutes.
Posts, reels, printables, guides and mailers written for loan officers — open in Canva, add your info, post.
Which loan officer are you?
Three plans. Pick the one that matches where your business is right now.
You like making content. You just need the tools.
A monthly calendar, captions and 100s of mortgage templates. Make them yours in Canva and post on your schedule.
Hands-off, start to finish. We design it. We schedule it.
Our team designs three posts a week with your logo, colors and headshot, then schedules them to Instagram and Facebook for you. Nothing to edit, nothing to post.
You’re building a real business. You need follow-up that runs itself.
Your contacts, pipeline, landing pages and automated email follow-up — with mortgage email templates ready to go.
Up and running this week.
Pick your plan
Choose Create, Branded or CRM. Your member dashboard opens right away.
Add your brand
Drop in your logo, colors, headshot and contact info.
Stay visible
Post from the calendar, let our team post for you, or let the CRM handle follow-up — depending on your plan.
Everything a loan officer needs to show up.
Not ready today doesn’t mean not ready ever.
Most borrowers take months to move. The CRM keeps you in front of them with automated follow-up, so the deal comes to you when they’re ready.
Loan officers love it.
“Yep, I love it. It saves a bunch of time and you can easily manipulate the templates too. If I’m busy, I just post right off the monthly marketing calendar too!”
“There is so much I can do. I created a logo just for me. I schedule all my Facebook and Instagram with their content. There are so many extras.”
Choose your plan.
Month-to-month, or go annual and save up to $398 a year.
CREATE
For loan officers who like to DIY- ✓Monthly content calendar + captions
- ✓100s of mortgage templates
- ✓Reels hub & video scripts
- ✓Guides, printables & mailers
- ✓Stock photos & prompt library
- ✓New content added weekly
BRANDED
Hands-off, in your brand- Everything in Create, plus:
- ✓3 branded posts per week
- ✓Your logo, colors & headshot
- ✓Reel + carousel + post each week
- ✓Designed by our team
- ✓Scheduled to Instagram & Facebook
CRM
COMING SOON- Everything in Create, plus:
- ✓Full CRM & contact management
- ✓Deal & pipeline tracker
- ✓Landing page builder
- ✓Automated email follow-up
- ✓Mortgage email template library
- ✓Triggers + workflows
| Feature | Create | Branded | CRM (soon) |
|---|---|---|---|
| Content calendar & templates | ✓ | ✓ | ✓ |
| Reels hub, scripts, guides & mailers | ✓ | ✓ | ✓ |
| Posts designed in your brand | — | 3 / week | — |
| Scheduled to Instagram & Facebook | — | ✓ | — |
| CRM, deal board & landing pages | — | — | ✓ |
| Automated email follow-up | — | — | ✓ |
Questions, answered.
Which plan is right for me?
Create is for loan officers who like to post themselves: you get the monthly calendar, captions and 100s of templates to customize. Branded is for loan officers who want it handled: our team designs posts in your brand and schedules them for you. The CRM isn’t live yet, but it’s coming soon.
What’s the difference between Create and Branded?
With Create, you can make every template look like you by swapping in your logo, colors and photos in Canva, then posting on your own schedule. With Branded, our team does that work for you. We design three posts a week in your brand and schedule them to Instagram and Facebook, and you still get everything in Create.
What happens after I join?
You get instant access to your member dashboard with the calendar, templates and resources. On Branded, we’ll email you to collect your logo, colors and headshot and to connect your Instagram and Facebook.
Do I need design experience?
Not at all. Templates open in Canva — swap the text and photos and you’re ready. On Branded, our designers do it for you.
Is the CRM available yet?
Not yet. The CRM isn’t live yet and is coming soon as its own plan, with contacts, a deal board, landing pages and automated email follow-up built for mortgage. We’ll let members know as soon as it’s live.
Can I cancel anytime?
Monthly: absolutely. There’s no contract. Cancel from your account settings any time before your next billing date and you won’t be charged again.
Annual: you get a lower price in exchange for committing to the full year. Cancel whenever you like and your plan stays active through the year you paid for. It just won’t renew.
How often is new content added?
New templates are added every week, and each month’s calendar is released ahead of the month.
Can my team share one membership?
Each membership is for one person. If you’re setting up a team of loan officers, email us and we’ll help you get everyone in.
How do I reach you?
Email hello@lendercrate.com. Our team is available Monday through Friday, 9am–5pm EST.
Lending is your job. Content is ours.
Lender Crate has helped 1,000+ loan officers show up online — without the Sunday-night scramble.
Find your plan