Funnels + ads
Mortgage funnel and ads management, measured by booked calls
We run your Meta and Google ads into the funnel that matches each borrower, then judge every ad by what matters: booked calls and applications in your CRM — not clicks.
Bundle
Funnel Stack + Ads
$789/mo
Save $49/mo vs $838 separately · plus ad spend · plus Funnel Stack setup
Add-on to any plan
Ads management (Meta + Google)
$449/mo
Campaign setup, special-ad-category targeting, weekly optimisation. Ad spend is paid directly to the platforms.
Optional
Ad creative pack
$290 one-time
6 static ads + 2 short video scripts per funnel, written to avoid unbalanced trigger terms.
The loop
Ads and funnels make each other better
Ads bring the right borrower to the right funnel; the funnel's CRM data tells us which ads produce booked calls. Every month we keep what books, pause what doesn't, and test one new angle.
- 01
Plan
Pick the funnel, the borrower and the budget you are comfortable testing. Agree what a "good lead" means for you.
- 02
Launch
Campaigns in Meta's Special Ad Category and Google Search, built in your own ad accounts.
- 03
Feed back
The CRM tells us which ads produced booked calls and applications — not just clicks.
- 04
Report
A plain monthly report: spend, leads, booked calls, applications, cost per booked call.
- 05
Improve
Pause what doesn't book, test a new angle, adjust budgets. Repeat.
What's included
What ads management covers
Campaign setup
Meta Special Ad Category campaigns, Google Search campaigns, conversion tracking from the funnel to the CRM.
Compliance-first copy
Ad copy without unbalanced trigger terms, reviewed with your compliance team.
Weekly optimisation
Budgets, audiences within platform rules, and pausing ads that don't book.
Monthly report
Spend, leads, booked calls, applications and cost per booked call — in plain English.
Run them yourself, hire an agency, or bundle?
| DIY ads | General ad agency | Funnels + ads bundle | |
|---|---|---|---|
| Landing pages built for each ad | You build them | Often extra | Included (the funnels) |
| Knows Special Ad Category & trigger terms | You learn them | Varies | Built into our process |
| Measured by booked calls | If you set it up | Often by clicks/leads | Yes, via the CRM |
| Follow-up on every lead | Manual | Not included | Automatic + AI Engine option |
| You own the ad accounts | Yes | Varies | Yes |
General comparison of approaches, checked 2026-10-19.
Should loan officers run their own ads?
You can, if you have time to learn Meta's Special Ad Category, Google's restrictions and the Reg Z trigger-term rules, and to check results weekly. Many loan officers would rather spend that time on calls, which is what the ads add-on is for.
Is ad spend included in the price?
No. Ad spend is billed by Meta or Google directly to your card in your own ad accounts. Our ads management fee is separate and fixed, so we have no incentive to inflate your spend.
How much should I spend on ads?
There is no single right number. We ask what you are comfortable testing for about two months, then report cost per booked call so you can decide with your own data. We do not publish "typical" budgets because markets differ too much.
Who owns the ad accounts?
You do. We work inside your Meta Business account and Google Ads account as partners. If you leave, the accounts, pixels and history stay with you.
What does the ad creative pack include?
Six static ads and two short video scripts per funnel, written to avoid unbalanced trigger terms and sized for Meta placements. You can film the scripts on your phone; we send shot notes.
Do you run Google Ads too?
Yes — Search campaigns for intent keywords (for example "VA loan officer near me"), pointed at the matching funnel. Google restricts personalised targeting for credit ads, so we lean on keywords and location.
How do you avoid discrimination in targeting?
We use the Special Ad Category on Meta, don't target or exclude by protected characteristics on any platform, and keep creative inclusive. Your compliance team reviews campaigns before launch.
What if leads are poor quality?
The quiz filters, and the CRM shows which ads produce booked calls. We pause ads that produce form fills but no conversations and test new angles. Quality is measured by bookings and applications, not by lead count.
No question matches that.
Try fewer words, pick "All", or send us the question — we answer within one business day.
Next stage: booked
Turn ad spend into booked calls
Tell us your programs and budget comfort zone. We'll recommend the funnel and the first two ad angles to test.
Free 25-minute call · month-to-month plans · no ad spend required to start
