You gave your team a CRM. Half aren't using it. You have no visibility into who's marketing and who isn't. Onboarding takes a quarter. Brand consistency is a myth. Sapphire United Systems fixes all of it.
The execution gap doesn't just affect individual producers — it compounds across your entire organization, creating a ceiling on your team's total production.
You have fifteen producers. How many sent marketing last month? Which campaigns are running? Who's following up on leads? You have no idea — because there's no centralized view. You're managing by hope instead of data.
Every LO is creating their own content. One's using outdated templates, another's ignoring compliance. Your brand looks different on every producer's social page and email signature. It's chaos that dilutes your reputation.
A new hire joins and it takes 60–90 days before they're set up with a CRM and campaigns. Three months of production lost while they "get spun up." We eliminate that delay, putting them into production on day one.
Inbound leads come in and sit in a queue. There's no intelligent routing or immediate automation. In this market, speed is everything. If you aren't responding in 90 seconds, you've already lost the deal.
Every producer on your team gets a fully-configured marketing platform from day one. Pre-built campaigns. Active automations. Branded assets.
It all runs whether they touch it or not. And you get the dashboard that shows you exactly what's happening across your entire team.
Everything your individual producers need, plus the management layer that makes it all visible and controllable.
Deploy pre-built marketing systems to every producer with one click. New hire? Import the team snapshot and they're live with campaigns, automations, and branding in hours, not months.
Route inbound leads automatically with round-robin, geographic, or performance-based rules. No more leads dying in a shared inbox. Every lead gets assigned, contacted, and tracked.
See marketing activity, lead flow, and campaign performance across your entire team from one view. Know who's executing and who needs help — without chasing people for spreadsheets.
Shared templates, approved assets, and locked brand elements ensure every piece of marketing your team sends looks like it came from a professional organization — because it did.
Connect your team's loan origination system at the organization level. Every producer's borrower updates, milestone notifications, and pipeline tracking — unified and automated.
A single point of contact who knows your team, your goals, and your workflow. Not a ticket queue. A real person who picks up the phone and understands your business.
We don't just hand you logins and wish you luck. Here's how a team deployment actually works.
We learn your team structure, production goals, existing tools, brand standards, and pain points. Every deployment is customized — not a one-size-fits-all template.
Your team snapshot is built with your branding, campaigns, lead routing rules, LOS integrations, and reporting structure. Every producer gets a configured account.
Producers are onboarded in batches or all at once — your call. Each gets a guided setup session, database import, and their first campaigns activated. Most teams are fully live within two weeks.
Your account manager monitors adoption, reviews team performance, and identifies opportunities. Open Office Hours 3x/week give every producer access to live support. New hires get onboarded within days.
What team operations actually look like — the honest version.
We've helped teams scale from a solo LO adding their first hire all the way to 50+ producer operations. The system scales with you.
"Streamlined our processes so we could focus on continued growth. Before Sapphire United Systems, every new producer was a 90-day project just to get their marketing running. Now they're live in a week with better systems than I had when I started."
Team pricing is custom based on the number of producers, your support needs, and the level of configuration required. We don't do per-seat pricing that punishes you for growing. Schedule a call and we'll build a proposal that fits your team's size and goals.
In most cases, Sapphire United Systems replaces your existing CRM and marketing tools. But we understand transitions take time. We'll work with you on a rollout plan that minimizes disruption — often running both in parallel during the transition period before consolidating.
With your team snapshot already built, a new producer can have a fully configured account with campaigns running within days. Compare that to the industry average of 60–90 days for a new hire to get their marketing set up. It's a recruiting advantage.
The beauty of the system is that it works whether a producer touches it or not. Campaigns run automatically. The tech-savvy ones can customize, build new workflows, and dig into analytics. The ones who just want to close loans? Their marketing still runs perfectly. Everyone benefits.
Yes. We work with organizations from a single branch to multi-state operations. Lead routing, brand governance, and reporting can all be structured at the branch or organization level. Your dedicated account manager helps architect the right setup for your structure.
You get visibility into campaign activity, lead flow, response times, and marketing execution across every producer. See who's active, which campaigns are performing, and where opportunities exist — all from a centralized dashboard. No more asking each LO for a status update.
Every team is different. Your pricing is built around your producer count, support needs, and configuration requirements. No per-user gotchas. No hidden fees. Just a proposal that fits your team.
Every producer you add without a running marketing system is another person sitting on an untapped database. Another person who "means to send that email" but never does. Another multiplication of the execution gap.
Sapphire United Systems was built to close that gap — at the individual level and across your entire team.