The Deep-Dive
The CRM is already built in. Here's what that actually means.
Most brokerages pay for a CRM, a drip/marketing tool, and an AI add-on — three separate bills for three tools that don't share a database. Ours is one system: contacts, segments, every touch across every channel, marketing spend tracked to closings, and your compliance clocks, all on the same record. Nothing synced in from somewhere else.
| Capability | Typical CRM / Marketing Tools | Mycelian |
|---|---|---|
| Contact exists without an open loan file | Yes | Yes |
| Segmentation and tagging | Basic, mostly manual | Behavior-based, automatic |
| Multi-channel touch history | Call, SMS, email | Call, SMS, email, WhatsApp |
| AI-handled touches identified by agent | Rare, usually a paid add-on | Native, no extra cost |
| Scheduled follow-up / drip | Yes | Yes |
| Native WhatsApp, with consent tracking | Not offered | Yes |
| Campaign ROI: dollars spent through to closings | Tracks leads, not dollars-to-close | Full spend-to-closing math |
| Structured long-game / credit-rehab nurture | Not offered | Yes — a dedicated tracked path |
| Compliance clocks live on the same record | Separate compliance tooling | Yes, native |
| Immutable audit log, written before routing logic runs | Not offered | Yes |
| Requires a separate paid platform underneath | Sometimes | No — included in the Retainer |
| Sync lag between CRM and the AI/marketing layer | Usually, integration-based | None — same database |
What It Actually Costs
Not just cheaper. One fewer system to run.
Entry-level mortgage CRM
$1,425/mo
for a 15-person shop, CRM alone
Full-stack CRM (on Salesforce)
$4,500+/mo
CRM license alone, before anything else stacks on top
Mycelian
$0
included in the Retainer — no separate line item
| Typical mortgage CRM | Mycelian | |
|---|---|---|
| Setup / onboarding fee | $95–$299 | $0 |
| Price grows as you hire | Yes — $95–$300+ per seat/mo | No — flat Retainer, add LOs at no extra CRM cost |
| A separate login your team has to learn | Yes — on top of your LOS/POS | No — already inside the same Desk your team uses every day |
Pricing pulled from published, current rates for the mortgage-CRM category. Range reflects standalone vs. platform-dependent pricing.
Want to see it running on a live pipeline, not a chart?
We'll walk you through it on a real call — no slide deck, the actual system.
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