Licensed Professional Growth & Technology Access Plan Licensed Professional Growth & Technology Access Plan (System + Services)

Access to Tag Lending Group’s internal technology systems, CRM infrastructure, compliance platforms, cybersecurity protections, lead management systems, communication tools, and operational integrations required for licensed loan origination and participation in the Tag growth platform.

Technology Fee Credit & Discretionary Waiver Policy

(Technology fee credits or waivers are limited to one waived month per calendar quarter, not to exceed four waived months per calendar year.Credits and waivers apply prospectively only. Unused credits do not roll over and will not be applied retroactively, regardless of production volume, system utilization, or loan activity.All technology fee credits and waivers are granted at the sole discretion of Tag Lending Group, are non-transferable, and may be modified or discontinued at any time. Participation in the Technology Access Plan and any associated credit or waiver does not alter loan-level compensation, borrower pricing, employment classification, independent contractor status, or any existing contractual agreement.)

Annual billing includes one waived month (equivalent to 8.33% savings)!

MLO Assist

Co-Origination
(License + License)

$99.00$1,089.00 /Month /Year

Operational CRM access managed by the AIMS team to support file organization, contact and deal management, and pipeline milestone updates. Sales automation functions such as templates, calling, texting, and campaign outreach are not included and are handled through your assigned AIMS Account Representative.
Get Started
Get Started

MLO Core

Core Platform Access

$199.00$2,189.00 /Month /Year

 Core system access for licensed originators. No lead eligibility. Built for independent origination with company infrastructure. 

Get Started
Get Started

MLO Pro

"MOST POPULAR"
Pro Platform Access + Lead Routing

$349.00$3,839.00 /Month /Year

 Built for originators actively originating loans. Includes full system access, CRM automation, and lead eligibility with performance-based routing. 

Get Started
Get Started

MLO Pro+ Growth

Growth + Coaching

$499.005,489.00 /Month /Year

 Built for higher volume originators who want priority lead access plus coaching and 1 to 1 strategy to increase conversion and consistent production. 

 

Unlock Pro+ Coaching
Unlock Pro+Coaching

MLO Assist

MLO Core

MLO Pro

MLO Pro+ Growth

Description:
Operational CRM access managed by the AIMS team for file organization, contact and deal tracking, and pipeline milestone updates.

Not Included:
No sales automation tools, including templates, calling, texting, or campaign outreach. These functions are handled by your assigned AIMS Account Representative.
Description:
Core system access for licensed originators. No lead eligibility. Built for independent origination with company infrastructure.
Description:
Built for originators actively originating loans. Includes full system access, CRM automation, and lead eligibility with performance-based routing.
Description:
Built for higher volume originators who want priority lead access plus coaching and 1 to 1 strategy to increase conversion and consistent production.

Plan upgrades or downgrades are permitted once per calendar quarter and take effect at the start of the next billing cycle. Technology fee credits, waivers, and plan changes are subject to policy terms. VIEW FULL POLICY

Technology & Infrastructure
Company Email & Security (Microsoft 365 / Outlook)
-
-
Company Outlook Email + Security
Company Outlook Email + Security
CRM, CMS, Sales & Marketing Automation Platform (HubSpot Enterprise)
Platform Access (No Sales Seat)
CRM Sales Seat + Automation
CRM Sales Seat + Automation
CRM Sales Seat + Automation + AI
Loan Origination System (Arive)
Company Seat
Company Seat
Team Seat
Team Seat
30+ deals annually required for Personal Arive seat..
Secure Document Management (AI Box Integration)
FedRAMP and HIPAA compliant secure document storage and collaboration powered by Box, including Box AI for automated document reading, organization, and workflow support. Box Connect is a licensed seat within HubSpot that links Box folders and documents directly to Deals for fast access, consistent folder mapping, and streamlined file review.

AI Document Reading & Folder Mapping tools are included with support technology to make document review and folder organization easier for MLOs.
AI Document Reading & Folder Mapping
AI Document Reading & Folder Mapping
AI Document Reading & Folder Mapping | Box–HubSpot Seat
AI Document Reading & Folder Mapping | Box–HubSpot Seat
Business Phone System (RingCentral)
Cloud-based business phone system with calling, SMS, voicemail, and call routing, with optional call recording and CRM logging for compliant, trackable borrower communication.
-
-
RingCentral Seat + Recording & Analytics
RingCentral Seat + Recording & Analytics
Slack + HubSpot Lead/Milestone Alerts
Slack Business/Teams for company communication and real-time collaboration, integrated with HubSpot to route new leads and deal updates directly into Slack for faster response times and smoother handoffs.

Growth Intelligence
RETR
RETR is a nationwide production intelligence platform integrated with HubSpot, providing verified production data across Realtors, MLOs, title, builders, and other referral partners for smarter prospecting and relationship growth.

Easily map and push partners directly into HubSpot for targeted marketing and automated follow-up, with coaching integration and unlimited AVM access to support outreach and conversion.
-
-
RETR + HubSpot Sync
RETR + HubSpot Sync + Coaching + AVMs (Unlimited)

Lead Allocation Standards Company lead distribution is based on objective performance and activity standards, including response time and documented CRM engagement, in accordance with company policy.

Lead & Distribution Access
Production-Based Fee Waiver
Technology fees may be credited based on monthly closed-loan production and defined activity standards. Credits are applied uniformly per company policy and are not based on loan terms, consumer fees, or referrals.
-
Close 2+ loans in a month and your next month’s fee is waived.
Close 3+ loans in a month and your next month’s fee is waived while maintaining lead eligibility.
Close 4+ loans in a month and your next month’s fee is waived while maintaining priority routing and support.
Open House Leads
Weekly access to open house leads.
We research and curate a list of upcoming open houses to support your outreach efforts. Distribution is performance-based and tied to activity standards, response time, and CRM engagement. A subscription does not guarantee lead volume.
Priority eligibility with same-day response requirement.
Pipeline Development Leads
Prospects generated through internal programs such as Nurture campaigns, the Road Map to Homeownership, and Shark Tank reviews. These contacts are earlier in the financing journey and are developed through ongoing follow-up until they become active loan opportunities.
Priority routing with increased distribution access
Company Leads
Access to Internal Company Leads
Receive access to internally generated company lead opportunities. Distribution is performance-based and determined by activity standards, response time, and CRM engagement. A subscription does not guarantee lead volume.
-
-
Priority routing with increased distribution access
Priority Redistribution Access
-
-
Priority access to unworked and reassigned leads.
Priority access to unworked and reassigned leads.

Service & Coaching Stack
Monthly 1:1 Production Coaching
Each participant receives a private strategy session focused on improving their personal production pipeline and identifying opportunities to increase funded volume.
These sessions analyze real deals, active leads, referral partners, and current challenges to create clear action steps that drive closings.
Areas typically covered include pipeline strategy, deal structure guidance, realtor relationship growth, borrower conversion, and time management for producers.
The goal is simple. Every session must move the participant closer to closing more loans each month.
Participants leave every call with specific production actions and measurable targets.
-
-
-
Custom Monthly Production Plan
Every member receives a structured monthly production plan tailored to their current level of production and long term growth goals.
This plan outlines the exact activities required to hit specific funding targets.
Production plans may include target numbers for applications, realtor meetings, referral partner development, marketing activity, and pipeline management.
Instead of guessing what to do each day, participants operate from a clear roadmap that connects daily actions to funded loan volume.
Plans are adjusted monthly based on performance, market conditions, and business opportunities.
-
-
-
Lead Conversion & Script Optimization
Many loan officers lose deals simply because their follow-up systems and conversations are not optimized.
This coaching module focuses on improving how participants convert leads into applications and applications into closings.
The objective is to increase the percentage of leads that become funded loans while reducing wasted marketing spend.
-
-
Quarterly Growth & Performance Review
Every quarter, participants complete a structured performance review to evaluate production results and refine the next stage of their growth plan.
This review examines key production metrics such as funded loan volume, application conversion rates, pipeline velocity, referral partner performance, and marketing effectiveness.
From this analysis, a new quarterly strategy is developed to ensure continued growth.
Participants walk away with a clear understanding of what is working, what needs improvement, and where the biggest opportunities for expansion exist.
-
-
Branch, Team, and Regional Expansion Mentorship
For producers who want to grow beyond personal production, this mentorship module focuses on building and leading a team.
Participants learn how to transition from individual producer to business builder while maintaining strong production numbers.
This mentorship is ideal for loan officers preparing to become branch managers, team leaders, or regional directors.
-
-
-
Priority Support
Members receive priority access for guidance on deals, business decisions, and production strategy.
This support helps participants move faster when questions arise regarding deal structure, scenario analysis, or business growth decisions.
Having access to experienced leadership can prevent costly mistakes and accelerate learning for producers who want to grow quickly.
Basic Support
Basic Support
Standard Support
Dedicated Priority Support
-
-
-
See more
DOWNLOAD

Technology Access Plan Terms & Compliance Notice

Technology Access Plans are administrative infrastructure subscriptions that provide access to company-approved technology systems and operational tools. These subscriptions are not transaction-based compensation and are not tied to mortgage referrals, loan volume, loan terms, or compensation structures.

Technology Access Plans are optional administrative subscriptions that provide licensed professionals access to company-approved technology platforms, CRM systems, communication tools, compliance infrastructure, cybersecurity protections, and operational integrations used to support mortgage transaction collaboration.Technology access fees represent charges for technology infrastructure and are not assessed on a per-transaction basis.Participation in a Technology Access Plan and payment of associated subscription fees are not a condition of referring business, submitting mortgage opportunities, receiving loan assignments, determining compensation eligibility, influencing loan pricing, or participating in mortgage transactions with Tag Lending Group.All system credentials are user-specific and confidential. Participation in the Technology Access Plan does not grant underwriting authority, pricing authority, or operational control over mortgage transactions.All services provided through the Technology Access Plan represent bona fide technology and infrastructure services provided at fair market value and are intended to comply with RESPA Section 8(c)(2), the Loan Originator Compensation Rule (12 CFR §1026.36), and applicable federal and state law.Additional terms and conditions may apply pursuant to executed co-origination, brokerage, employment, or independent contractor agreements with Tag Lending Group, LLC.

Need Additional Operational Support?

 Add a dedicated Virtual Assistant to help streamline your daily operations. 

EXPLORE VA SERVICES