AdvisorHub CRM
A CRM Built For Brokers.
Customized HighLevel snapshots: optimized, simplified, and tailored to your needs.
Focused on Brokers.
Elevate your business operations with AdvisorHub CRM’s comprehensive suite of tools designed to streamline your workflows, enhance customer relationships, and boost your marketing efforts.Â
AI Lending Access
Refer clients to our AI lending platform and receive commissions.
Digital Onboarding Portal
Simple, efficient client portals to collect all forms and documents.
Automated Report Collection
Use agreements from legal teams in the broker space.
Workflows That Work
No more wasting time perfecting business processes.
Custom Templates
Choose from pre-built funnels, websites, forms, and surveys.Â
Marketing Materials
Start with customized email templates for campaigns.
Client Agreements
Use agreements from legal teams in the broker space.
Trainings & Webinars
Personalized broker strategy sessions and training.
AdvisorHub CRM
A CRM Built For Brokers
Customized GoHighLevel snapshots: affordable, simplified, and tailored to your needs.
Starter
Ideal for individual brokers
$97
/mo
- Basic CRM features
- Templates & workflows
- Help center access
- Basic support
Professional
For small business brokers
$197
/mo
- Advanced CRM features
- Custom templates
- Agreements & workflows
- Marketing materials
- Priority support
Blueprint
Exclusively for Broker Blueprint
$247
/mo
- Digital Onboarding Portal
- Extensive workflows
- Advanced customizations
- Custom integrations
- Premium support/webinars
Join The Broker Blueprint Program
Learn to become a lending broker with extensive training, exclusive resources, weekly strategy sessions, and private community access.
Trusted by leading brokers in the entrepreneurial funding space.
4.9 out of 5
Rated on Trustpilot
4.8 out of 5
Rated on Google
Compare plans
AdvisorHub Features
AI Lending Platform Access (Coming Soon)
API Credit Report Module (Coming Soon)
Digital Onboarding Client Portal
Secure 2FA Client Login
Streamlined Credit Report Collection
Credit Monitoring Reseller Commissions
Broker Funnel & Website Templates
Website Legal Policies
Client Legal Agreements
Custom Email Templates
Advanced Broker Workflows
Custom Workflows
Custom Integrations
Trainings & Webinars
Help Center
Zoom Support
Email Support
Discord Community Support
Contact Management
Unlimited Contacts
Smart Contact Segmentation
Advanced Search & Filtering
Automated Lead Assignment
Custom Contact Tags
Custom Fields
Lead Scoring & Prioritization
Merging & Duplicate Detection
Communication Tools
Inbound/Outbound Calling
Call Recording
Voicemail Drops
Two-Way SMS Messaging
SMS Campaigns
SMS Templates
Email Campaigns
Email Templates
Drag-and-Drop Email Editor
Email Scheduling
Email Tracking
A/B Testing
Custom Email SMTP
Sales Pipeline Management
Customizable Sales Pipelines
Automated Deal Stages
Deal Tracking
Opportunity Management
Pipeline Reporting
Sales Forecasting
Automation & Workflows
Visual Workflow Builder
Automation Triggers and Actions
If/Then Logic
Task Automation
Automated Follow-Ups
Marketing Tools
Pre-built Funnel/Website Templates
Drag-and-Drop Editor
Responsive Design
SEO Optimization Tools
Membership Courses
Secure Content Delivery
Custom Domain Mapping
Funnel A/B Testing
Appointment & Calendar
Team Calendars
Custom Appointment Booking Pages
Google & Outlook Calendar Sync
Appointment Scheduling
Round-Robin Scheduling
Group Scheduling
Automated Reminders
Rescheduling Automation
Appointment No-Show Reminders
Reporting & Analytics
Customizable Dashboards
Campaign Analytics
Funnel & Website Analytics
Sales Reports
ROI Tracking
Team Collaboration
User Roles & Permissions
Task Assignment
Team Chat & Tagging
Shared Calendars
Activity Logging
Integrations
API Access
Webhooks
Zapier, Make, Pabbly Integrations
Third-Party App Integrations
Support & Training
Live Chat Support
Email Support
Knowledge Base Access
Video Tutorials
Onboarding Assistance
Security & Compliance
SSL Encryption
GDPR Compliance
Data Backup & Recovery
Two-Factor Authentication
Role-Based Access Control
