Do it yourself with Create, or hand it all off with Branded. Every plan comes with 100s of mortgage templates and fresh content every week.
Month-to-month, or go annual and save up to $398 a year.
| 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 | — | — | ✓ |
“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.”
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.
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.
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.
Not at all. Templates open in Canva — swap the text and photos and you’re ready. On Branded, our designers do it for you.
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.
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.
New templates are added every week, and each month’s calendar is released ahead of the month.
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.
Email hello@lendercrate.com. Our team is available Monday through Friday, 9am–5pm EST.
Lender Crate has helped 1,000+ loan officers show up online — without the Sunday-night scramble.
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