KeySteps: A Smarter Way to Grow Your Business Without Growing Your Tech Spend

All loan officers and brokers can have a personalized app to attract leads, nurture prospects & retain customers!

Plus: MLO Live to scale your brand, pipeline and performance

and Model Match to expand your agent referral network

What Is KeySteps?

KeySteps is your all-in-one financial fitness and homeownership readiness platform designed to help Loan Officers:
• Capture more early-journey buyers
• Build trust earlier in the process
• Nurture leads until they’re mortgage-ready

Your Brand. Your Leads. Your Advantage.

KeySteps is personalized for you. It positions you as the trusted financial guide from the first thought of homeownership to the closing table – and beyond.

The Problem:

Most LOs are spending $100-$200/month on tools that:
• Only work with “ready now” or past clients
• Deliver canned content that doesn’t convert
• Don’t create stickiness or loyalty

The Solution: Reallocate. Don’t Add.

KeySteps replaces tired tools in your tech stack with a lead magnet that works earlier, longer, and better.

How You Win:

• No Added Cost: Use KeySteps for what you’re already spending today
• First-Party Leads: Engage prospects directly and build YOUR pipeline
• Multi-Channel Support: Includes credit, budgeting, savings goals, and mortgage readiness tools
• Lead Nurture Engine: Consumers stay connected and keep progressing, even when they’re months away from buying

Simple. Affordable. Proven.

You don’t need more tech. You need tech that does more.

Ready to reallocate your spend and reimagine your growth?

Let’s talk. Schedule a walkthrough of KeySteps today.

How a Consumer uses KeySteps

Get KeySteps or Schedule a Demo

$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

✔ Access to KeySteps Marketing Resource Center

KeySteps Package

Grow, Scale & Win with MLO Live

Build your Brand and Visibility: Video, emails, social media and other resources to build a brand people trust and talk about.

Pipeline Growth: Classes and insights from top producers to grow your pipeline, expand your agent network, bring value to your community.

Conversion and Execution: Turn leads into closings with systems, scripts and structure

Personal Performance: Get your mind right, your time back, and your energy locked in with training that moves the needle.

Scale & Legacy: Build a business that grows with or without you — and changes lives.

Model Match is included with your KeySteps package

Expand your Referral Network with Model Match

Identify Top Real Estate Agents in your market with 50+ interactive filters to expand your referral network. See the percentage of business your current agents are referring to you versus other loan officers.

Build Your Team with dynamic Loan Officer, Company and Branch reports with transaction volume, types of buyers / borrowers they work with, loan size and more.

Help consumers establish positive financial habits to qualify for a mortgage and sustain homeownership. Homebuyers are provided with tools, resources and guidance to build and monitor their credit, save for their costs to close, pay down debt, overcome financial challenges, improve their mortgage eligibility, find the right home for their budget, improve their financial literacy, and grow their household wealth.

As a marketing tool, KeySteps can be used as a call-to-action on social media, email, open house flyers, and workshop invitations to generate homebuyer and homeowner leads. Your KeySteps will be branded with your headshot and contact information to stay top-of-mind and connected to your consumers throughout their homeownership journey.

Insulated Property Search

KeySteps has integrated the homegenius Real Estate property search, so homebuyers never need to leave the app to find a home within their price range and desired neighborhood.

Homebuyers can save multiple properties and receive a homebuying budget for each property. They’ll be notified when the listing price changes and how this affects their monthly mortgage payment.

Loan officers and their real estate agents (if referred from a co-branded app) are also notified when a consumer saves a property.

Co-Brand with Unlimited Agents

Build and enhance your strategic real estate agent partnerships with co-branding opportunities.

Each agent receives a digital business card and personalized landing page for enrollment to distribute your app to their prospects and clients.

Success Tools

Amplify your marketing using the FinLocker Resource Center:

Every subscription includes a personalized landing page and digital business card for the loan officer and each real estate agents to distribute your KeySteps app
Create marketing materials, such as social media content, video scripts, emails and blogs, using a library of resources that can be customized with your branding and co-branded with your real estate partners to distribute your KeySteps
AI-powered chatbot trained on KeySteps marketing resources to help you create unique social media posts, video scripts, emails, and much more to build business

Data Insights

See the homeownership status of every consumer user in your pipeline and receive real-time alerts when a consumer:

Self-selects as Ready to Buy
Achieves 4 stars in Readiness
Credit score increases one tier (e.g. poor to fair)
Sets a monthly payment goal
Searches for a property
Saves at least one property

Annual Subscription: $1380 (save $720)

or $175 Monthly Subscription