Releado MLO
An AI-run platform built by people who have sat in your chair — around a properly constructed website that you own.
The MLO’s Problems
When volume hits, your marketing is the first thing that dies.
The fix: Up to 30 social posts a month, email campaigns, and 4 SEO articles — prepared in advance, published on schedule, monitored continuously. Your pipeline stays warm precisely when you have no time to warm it.
Your website is a business card, not a presence — invisible on Google and absent from AI answers.
The fix: Releado audits your web presence first, then builds or rebuilds your site on a properly constructed foundation — with Search Console and Analytics tracked, technical and content SEO maintained, and AI visibility worked and monitored as its own pillar. And once your setup fee is paid, you own the website.
Your referral partners drift to whichever loan officer showed up last.
The fix: A separate referral partner database — not mixed into your borrower list — with automated partner drip campaigns and co-branded marketing pieces that make you look good to the agents who feed your business, between transactions, automatically.
Past borrowers refinance or buy again — with whoever kept in touch. It wasn’t you.
The fix: A borrower CRM with automated email drip campaigns: past clients, quiet pre-approvals, and long-game prospects stay on a nurture sequence in your voice, with every touch tracked in their record.
Follow-up after closing — reviews, check-ins, staying in touch — happens when you remember. Which is rarely.
The fix: Review management and follow-up automation run the post-closing playbook on schedule: review requests, monitoring, and the touches that turn one loan into the next three referrals.
You’d never hand your borrower list to another loan officer — why would a platform be different?
The fix: It’s in the agreement, in writing. Releado is brought to you by a mortgage broker — full disclosure — and the Privacy Guarantee states your customers, prospects, and referral relationships are never used to benefit our brokerage, never used to help a competitor, and never disclosed without your prior written consent. Your workspace is private. That guarantee is a reason to choose Releado, and we put it on the table instead of burying it.
You don’t have time to learn a marketing platform on top of everything else.
The fix: The AI does the work; you approve it. Run things from the AI Command Center when you want to, edit a draft when you feel like it — or stay completely hands off. Touch as much or as little as you want.
Everything Included
Your professional web presence, built on Releado’s optimized architecture — audited first, built right, and owned by you.
A centralized, interactive AI hub that knows your business, your market, and your pipeline — plus a private notebook with AI recall.
Your borrower database with automated nurture sequences, notes, communication history, stages, and follow-up tasks.
A separate CRM for your Realtor and referral partners, with its own automated outreach campaigns.
Marketing pieces co-branded for you and your Realtor partners — the value-add that keeps referrals flowing.
AI-generated posts across your platforms — up to 30 publications a month across up to 3 connected accounts.
Researched from MNC and industry sources, written in your voice, approved by you, sent every month.
Automated review requests and monitoring, built into your post-closing workflow.
Your own Search Console metrics and Analytics reporting, technical and content checks, and agreed fixes — reported monthly.
Optimization for AI-powered search: source-backed content, structured-data checks, and brand consistency — monitored, not guessed at.
MLOs on Releado
MLO Questions
A branded MLO website you own, an AI Command Center and Marketing Control Center, lead generation and a borrower CRM, borrower email drip campaigns, a separate Realtor/referral partner database with its own partner drip campaigns, co-branded marketing, automated social content, a monthly newsletter, review management, search performance and SEO maintenance, and AI visibility — monitored continuously with a month-end report.
Your referral partners live in their own database — separate from your borrowers — with automated partner drip campaigns and co-branded marketing pieces, so the agents who send you business keep seeing your name and your value between deals.
Yes — and it’s in writing. The Privacy Guarantee in the Releado agreement states that your information is never used to benefit the broker’s own business, never used to help competitors, and never disclosed without your prior written consent. Your records stay private in your own workspace.
$249 for setup plus $149 per month, with a three-month initial term and month-to-month after that. Team pricing is available — every seat gets its own full suite and its own website.
Inside the Platform
Real screens from the Releado client workspace — where your borrower pipeline, your referral partners, and your marketing all live.
New leads, drafts awaiting your approval, scheduled content, and the week's plan — one screen, every morning. Your borrower follow-up and your Realtor partners are worked on schedule, and you see all of it.
You decide which actions need your review and which run on their own. Your workspace is private — your borrowers, your partners, and your strategies are protected by the written Privacy Guarantee in our agreement.
Book a short demo and see what Releado would build, post, send, and monitor for your production.
Book an MLO Demo