Systems That Execute. So You Can Focus on Closing Deals.
You know what you should be doing. Following up, running campaigns, nurturing your database. You just don't have time. We built the system that handles it while you focus on production.
Professionals Served
Serving the Industry
Emails & Texts Delivered
Average Client Rating
You Don't Have a Tool Problem. You Have an Execution Problem.
You've tried the tools. Signed up for the platforms. Downloaded the app, watched the webinars, maybe even built a few campaigns.
Then Monday hit. Calls to return, loans to close, fires to put out. And the marketing? It didn't go out. Again.
Sign Up
New CRM, new platform, new promise. Full of potential. On paper.
→Get Busy
Because you're a loan officer, not a marketing manager. Loans take priority.
→Nothing Goes Out
Campaigns sit in draft. Follow-ups don't fire. Your database goes cold.
→Cancel
Why pay for something you're not using? Then you see another tool and start again.
The gap isn't knowledge. You know you should email past clients. You know you should follow up faster. You know your database is a goldmine you're not mining.
The gap is execution. And no amount of features will close it if the system still depends on you to push the buttons.
When You Join Sapphire United, Your Marketing Actually Happens.
Not "could happen if you find the time." Not "will happen once you learn the platform." It happens. From week one.
Your Marketing Runs Without You Running It
Pre-built campaigns go out on schedule. New leads get worked automatically. Past clients hear from you consistently. Referral partners stay warm. Birthday and anniversary messages land on time. You didn't touch any of it. It just ran.
You Stop Being Your Own Marketing Department
No more hunting for templates at 9 PM. No more "I'll build that campaign this weekend." No more Canva, Mailchimp, and three other tools duct-taped together. Built by people who've originated loans, not just marketed them.
Real Support From Industry Operators
Open Office Hours three times a week. Live, with real people who understand your industry. Not chatbots. Not a 48-hour ticket response from someone who's never been in your shoes. Your questions get answered by people who've built what you're trying to build.
Three Steps. Then Your Marketing Runs.
We Build Your System
Your marketing platform is configured and launched. Campaigns loaded, pipelines built, automations active. This isn't a blank CRM with a login and a "good luck." You start with everything a producing professional needs, already built.
We Turn It On Together
A guided onboarding gets your branding in place, your database imported, and your first campaigns live. You'll know exactly what's running, what it does, and how to see results. All without needing to become a tech expert.
You Focus on Deals. We Focus on Execution.
Your campaigns run. Your follow-ups fire. Your database stays warm. You check in when you want to, adjust what you want to, and let the system handle the rest. And when you need help, we're there.
Most producers get access to their account immediately and are fully onboarded within a week.
The Execution Gap Doesn't Just Affect You. It Multiplies Across Your Team.
For Loan Officers
You're wearing every hat. Originator, marketer, content creator, tech support. Sapphire United takes the marketing hat off your head and puts it on a system that actually shows up every day.
- Campaigns that run while you're in closings
- Follow-up sequences that never forget a lead
- A database nurture system your past clients actually see
- Content and marketing assets built for your industry
- Support from people who speak your language
For Teams & Leaders
You gave your producers a CRM. Half aren't using it. You have zero visibility into who's marketing and who isn't. And the execution gap multiplies with every producer you add.
- Every producer's marketing runs from day one
- New hires are live within a week, not a quarter
- Shared reporting so you see what's working without chasing people
- Shared marketing assets so your brand stays consistent
- A dedicated relationship manager who knows your team
2,500+ Professionals Served. 4.9 Stars. Here's Why.
"I am not a techy person at all. The team did all the hard work and was so patient with me. My website is perfect and I'm so excited to start using the platform."
"They've consistently brought their A game. The level of service and support has been incredible from start to finish."
"Blowing my mind daily with the tech and new ways of bringing in leads. The innovation is constant."
"Streamlined our processes so we could focus on continued growth. Exactly what we needed."
"I've worked with similar competitors in this space before. Sapphire United has it down best for mortgage professionals."
"They have a lot of updated content out of the box. The automations alone saved me 10+ hours a week. Highly recommend."
Plans That Scale With You
No per-user gotchas. No six-month contracts. No "contact us for pricing" games.
Launch
For solo producers ready to stop doing their own marketing.
- Pre-built marketing campaigns
- Automated lead follow-up
- Database nurture system
- Birthday & anniversary automation
- Email & SMS marketing
- Basic reporting dashboard
- Office Hours support (3x/week)
Scale
For producers who want AI-powered lead qualification and advanced tools.
- Everything in Launch
- AI-powered lead qualification
- Advanced pipeline management
- Referral partner drip campaigns
- Custom landing pages
- Advanced analytics & reporting
- Priority support access
Teams
For team leaders who need execution across every producer.
- Everything in Scale
- Multi-user team management
- Shared marketing assets
- Team-wide reporting dashboard
- New hire onboarding system
- Dedicated relationship manager
- Custom integrations
Common Questions
Sapphire United Systems is a CRM and marketing platform designed specifically for mortgage loan officers. It includes mortgage-specific pipelines, pre-built follow-up campaigns, AI lead qualification, and done-for-you marketing — starting at $197/mo with no contracts. Over 2,500 loan officers have used the platform since 2018.
Sapphire United Systems is an all-in-one marketing and CRM platform built exclusively for mortgage professionals. It comes pre-configured with automated campaigns, AI conversations, lead generation, and team management tools. Plans include Launch ($197/mo), Scale ($297/mo), and Teams (custom pricing).
Sapphire United starts at $197/month (Launch plan) with a one-time setup fee. The Scale plan is $297/month. All plans are month-to-month with no contracts. Usage credits for email, SMS, and calls are included. Compare this to legacy mortgage CRMs that charge $300-500/month with annual contracts.
Yes. Without a CRM, loan officers lose leads to slow follow-up, forget to nurture past clients, and have no visibility into their pipeline. Research shows 78% of mortgage leads go with the first lender who responds. A mortgage-specific CRM like Sapphire United automates this follow-up so you never lose a lead to response time.
Sapphire United Systems combines CRM, marketing automation, AI conversations, and lead generation in one platform built specifically for mortgage. Unlike generic tools like HubSpot or Salesforce, everything is pre-configured for mortgage workflows — no setup required. Over 50 million emails and texts delivered for mortgage professionals.
Your Marketing Should Run Whether You're Busy or Not.
The execution gap costs you deals every month. Leads go cold. Past clients forget you. Referral partners drift. Not because you don't care — because you're too busy closing deals to also run a marketing department. That's exactly what Sapphire United was built for.
Or book a strategy callTrusted by 2,500+ professionals. Preconfigured and supported specifically for mortgage professionals.