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Enhancing Mortgage Originator’s Lead Generation, Lead Conversion, and Client Retention Processes

Collaborate better, align faster, and move forward together in a real-time workspace.

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Our mission is to give mortgage originators the tools they need so they have the best chance for
personal and financial success, by strategically evolving the way they communicate with their clients.
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Tactical Mortgage Solutions is a web-based tool that helps mortgage originators enhance the mortgage experience they have with their clients with personalized Strategy Sessions.

Gain insights in real-time and increase Lead Generation

Whether you’re new to the industry or a seasoned veteran, lead generation is stressful and will always be on the mind of a mortgage originator. TMS will help build rapport and credibility with referral sources and past clients.

TMS can ultimately be used as a content marketing and presentation tool to educate and give helpful tips and solutions to referral sources and past clients.

Being able to present value and impress your clients and referral sources with a live visual of how you can give them value, and address and solve challenges that may/will happen allows you to be in the driver’s seat. Give value and your Lead Generation efforts will come to fruition

Improve Your Lead Conversion Ratios​

Mortgage consumers, and consumers in general, are becoming less responsive with the noise they hear and see. Wherever you source your leads (online, realtors, financial planners, past clients and their referrals), TMS gives mortgage originators a tool in their back pocket that will help them convert more of their leads.

Do more with less

Generating leads is tough enough but converting those leads is just as difficult. Increasing your conversion ratios means less time and stress generating leads, and more time being spent on growing your income.

Build and retain relationships with your clients long-term

Mortgage originators work hard to generate and convert their leads but once their clients mortgage has funded this relationship can become disconnected over their mortgage term. Client retention for lenders is at an all-time high, which means mortgage originators need more time and a deeper connection with clients during their term.
  • Convert and keep more of your renewals
  • Keep your clients engaged with what you have to offer
  • Give your clients solutions so they continue to seek your advice

Our Google Reviews...

Christian Amurao

Mortgage Broker

Great tool to educate and guide our clients.

Ben Rutledge

Mortgage Broker

TMS has a been an amazing tool for our clients and brokerage. It makes all the details readily available so you can focus on your clients needs.

Teague Brinkworth

Mortgage Broker

I think that every broker fundamentally likes to re-create the wheel. In doing this they have their own spreadsheet, their own way of doing things. TMS did that, but they did that with the broker in mind. Do you want a solution that shows comparisons? TMS has that. Do you want a way to give almost every possible detail and piece of knowledge to your client? TMS did that too.
The thing that I value the most about TMS is that not only is their software created by a Broker who knows the business, it was made by a broker who does the business. Russ and TMS accurately describe, document, and create solutions that are useful, trustworthy, and accurate.

Choose the best plan for you.

There are two subscriptions plans to choose from…
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Strategic Tactics

$ 79/mo
  • Tools and education that will ASSIST & SIMPLIFY the mortgage and real estate experience.
Get Started

Elite

$ 99
  • Tools and education that will ASSIST & SIMPLIFY the mortgage and real estate experience.
Get Started

Enterprise

Let’s talk!
  • Need more than 10 users ?
Get Started
See Full Comparison

Strategic Tactics

Home Purchase Strategy Session
Home Sale & Purchase Strategy Session

Home Refinance Strategy Session

Mortagage Renewal/Transfer Strategy Session

Rental Property Purchase Strategy Session

Resources & Training

Export to PDF

Monthly home expense budgeting tool

Control to PDF

Add Team Members to Strategy Sessions

Add Others to Strategy Session (Realtors, FP’s, etc.)

Import contacts from database

Purchase Plus Improvements planning

Mortgage Product Options

White Label

Strategic Tactics

Elite Tactics

Close Full View

Strategic Tactics Tactics

Home Purchase Strategy Session
Home Sale & Purchase Strategy Session
Home Refinance Strategy Session
Mortgage Renewal/Transfer Strategy Session
Rental Property Purchase Strategy Session
Resources & Training
Monthly home expense budgeting tool
Control panel
Add Team Members to Strategy Sessions
Add Others to Strategy Session (Realtors, FP’s, etc.)
Purchase Plus Improvements planning
Mortgage Product Options
White Label

Strategic Tactics

Elite Tactics

Close Full View

Frequently Asked Questions

We welcome you to try TMS for 14 days free of charge so you can have a chance to navigate and use the product with your clients. A credit card is not required for the free trial! Need help seeing all that TMS can offer? Contact us for a demo at info@tacticalmortgagesolutions.com or click here to schedule a meeting.

Yes, you have the ability to upgrade your subscription plan anytime.

If you choose an Annual Subscription you will be rewarded by receiving 1 month free.

Yes, you have the option to use your marketing spending account to purchase a subscription. In this case you would purchase your subscription and provide the invoice to the lender and once TMS receives payment from the lender you will be reimbursed.

Within your TMS dashboard there is an option to “Refer and Earn” which gives you a free month of your subscription for every referral that becomes a paid subscriber.

If you have chosen a Monthly Subscription, you can cancel anytime. If you have chosen an Annual Subscription, then you are committed for the full year of your subscription.

No credit card required

Ready to Get Started?

Try TMS for free 14 days, and start Generating and Converting more
Leads, and Retain Your Clients Long-term!
Start your 14 Day Free Trial

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info@tacticalmortgagesolutions.com

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