KeySteps for Loan Officers & Brokers:
Grow Your Pipeline, Brand, and Referral Network Without Adding to Your Tech Budget
Your all-in-one mortgage marketing, client nurturing, and referral growth platform that’s built for loan officers and brokers who want to close more leads.
Why Loan Officers Love KeySteps
As a loan officer or mortgage broker, you need more than leads; you need early-journey buyers, stronger relationships, and a reliable referral network.
KeySteps is a personalized, homeownership app that helps you:
- Attract and convert homebuyers months before they’re “mortgage-ready”
- Nurture and retain clients from first contact through post-closing
- Expand your agent referral network with Model Match
- Boost your brand visibility through MLO Live marketing tools
With KeySteps, your brand stays front and center throughout the buyer’s homeownership journey — and beyond.
The Loan Officer’s Challenge
Most mortgage pros are spending $100–$200/month on tools that:
- Only work with “ready now” buyers
- Deliver generic, canned content that fails to convert
- Don’t foster long-term loyalty and referrals
Result? Missed opportunities with early-stage buyers and lost visibility with your past clients.
The KeySteps Solution: Reallocate, Don’t Add
Instead of stacking more tools into your budget, replace outdated, one-dimensional solutions with KeySteps, a platform designed to work earlier, longer, and better.
With KeySteps, you get:
- First-party leads you own and control
- Multi-channel consumer engagement tools (credit, budgeting, savings goals, mortgage readiness)
- Built-in lead nurture engine to keep prospects progressing
- Co-branding with unlimited real estate agents
- MLO Live loan officer coaching for next-level marketing & pipeline growth
- Model Match data to target and win more agent partnerships
How KeySteps Works for Loan Officers
- Distribute Your App – Share your branded KeySteps app with unlimited homebuyers and homeowners.
- Engage Early – Capture leads long before they raise their hand to shop for rates and build trust from day one.
- Nurture Automatically – Provide tools for financial fitness, credit building, savings, and home search — all inside one app.
- Get Notified of Key Buyer Actions – Alerts for when a client’s credit improves, they start property searches, and they’re mortgage-ready.
- Close More Loans – Move buyers from “just starting” to “closing table” with less friction.
How Consumers use KeySteps
Start Closing More Loans Without Spending More
You don’t need more tools. You need one platform that does more.
KeySteps is simple, affordable, and proven to grow a loan officer’s pipeline.
$115 per month with an Annual Subscription!
✔ Distribute unlimited KeySteps apps to consumers with the license
✔ Co-brand with unlimited real estate agents for app distribution
✔ MLO Live membership
✔ Model Match starter access
✔ KeySteps Marketing Resource Center
Why Loan Officers & Brokers can’t afford not to get the KeySteps Package
KeySteps Financial Fitness App
- Credit monitoring & improvement tips
- Debt reduction tracking
- Savings goal setup for down payment & closing costs
- Mortgage readiness scoring
- Built-in real estate search so clients never leave your app
Grow, Scale & Win with MLO Live
- Done-for-you marketing content
- Video, email, and social media strategies
- Sales training from top producers
- Pipeline growth tactics & referral network expansion
- Systems to improve conversion rates
Expand your Agent Network with Model Match
- Identify top-performing real estate agents in your market with 50+ data filters
- See exactly how much business your current agents are sending you vs. competitors
- Build stronger agent partnerships with data-driven insights
Why Loan Officers Are Making the Switch to KeySteps
✅ No added cost — Replace what you’re already spending
✅ Build a database you own — Attract leads and meaningfully engage prospects
✅ Early buyer capture — Win clients before they shop around
✅ Long-term retention — Stay top-of-mind post-close with homeowners
✅ Agent growth tools — Expand your referral network faster
Pricing That Makes Sense for Loan Officers
Annual Subscription: $1380 (save $720)
or $175 Monthly Subscription
Your best year starts today!
✔ Distribute unlimited KeySteps apps to consumers
✔ Co-brand with unlimited real estate agents
✔ MLO Live membership
✔ Model Match starter access
✔ KeySteps Marketing Resource Center