Private Money HQ · LOS + CRM
The LOS and CRM Built for Private Money Brokers
Private Money HQ runs your whole brokerage in one place: quote and process loans, match deals to lenders, market to every lead and past borrower, and see what your team is working on.
No contract. Most brokers are up and running in about 5 days.
- 15-day free trial
- Running in about 5 days
- 3 users included
- Lenderbase + Private Money Pros included
One system from first call to funded loan
01
Lead comes in
Contacted within 60 seconds, scored and routed to the right person.
02
Quick App
Seven loan programs with LTV, LTARV, LTC and DSCR calculated as you type.
03
Lenders scored
Your deal matched against 100+ vetted lenders plus your own.
04
Quotes and term sheet
Import lender quotes with AI, compare them, and send a branded term sheet or LOI.
05
Processing
Borrower Portal, document center and a live Conditions Tracker across 14 stages.
06
Funded and followed up
Past borrowers stay in follow-up for the next deal.
See Private Money HQ in action
Watch a real private money deal move from first call to funded.
Your loan software doesn't market. Your marketing software doesn't run loans.
Generic CRMs
- No place for LTV, LTC, ARV, construction holdbacks or entity details
- Built for long sales cycles, not investor deals that move in days
- No secure way to request and organize borrower documents
- No connection to lenders, so placing the deal happens somewhere else
Most lending software
- Expensive, slow to set up, and hasn't changed in years
- Runs the loan file but tells you to buy a separate CRM for follow-up
- Past borrowers and old leads get no follow-up at all
- A different lender portal and format for every deal you shop
Private Money HQ does both, on the same contact record.
The loan side
A loan origination system built for private money deals
- Quick App with 7 loan programs and live LTV, LTARV, LTC and DSCR math
- Lender scoring against 100+ vetted lenders plus your own
- AI Quote Parser: paste a quote, upload a PDF or forward the email, and the terms fill in for you
- Branded term sheets and LOIs
- 14-stage processing pipeline from application to funded
- Document center and a live Conditions Tracker for every file
- Borrower Portal where borrowers upload documents from their phone
- Built-in e-signatures
The lead side
A real CRM that works every lead for you
- New leads get a text within 60 seconds and an email within 15 minutes
- Follow-up already built for every situation, running for up to 227 days
- Pipelines for getting the deal, working the deal and keeping the relationship
- 4 reactivation campaigns to turn old contacts into new deals
- One inbox for email, text and calls, plus a built-in business phone system
- Conversation AI that replies to texts and helps book appointments
Your team
Know what your team is working on without having to ask
- Lead scoring and a daily response queue so the right leads get called first
- Time tracking at every pipeline stage shows where leads and files are stalling
- Tasks assigned automatically as deals move forward
- Weekly lead cleanup keeps every pipeline accurate
- Reporting on which campaigns and sources drive leads and loans
- 3 users included, with more at $50/user/mo
Plus the tools to market and run the rest of your business
Funnels and websites
Build pages fast with a drag-and-drop builder and AI.
Social media
Plan, schedule and publish posts from one calendar.
Reviews
Automatically ask happy clients for Google and Facebook reviews.
Online booking
Prospects book straight into your calendar with automatic reminders.
Payments and invoices
Take payments and send invoices without extra tools.
Custom AI agents
Build AI assistants that follow your instructions across text, voice and email.
Already built. You just onboard.
Set up for you
Pipelines, campaigns and automations are ready before you log in.
Texting registration handled
We handle your carrier registration so you can text leads once approved.
Build your own automations
Core automations are protected so nothing breaks, and you can build as many of your own as you want.
Live help every week
Weekly live training, a how-to library and email support Monday through Friday.
Switching is easier than you think
- Send us a spreadsheet of your contacts and we import and route every one into the right follow-up
- Already on GoHighLevel? We move your existing setup into our account (a separate one-time service)
- Keep your current business phone number in most cases
- Keep your old system running for 30 days while you switch
Included with the full plan
Lenderbase and Private Money Pros, included
Lenderbase
Enter a deal or describe it in plain language and see which of 118+ vetted lenders fit, with a match score showing why.
Learn more →Private Money Pros
Weekly live calls with expert guests, office hours three times a week and a community of active brokers.
Learn more →Coming soon
DSCR Pricing Engine
DSCR loan pricing right inside the system through a pricing partner.
MISMO File Creator
Export loan files in the industry-standard MISMO format.
Both will be added to every full-plan account at no extra cost.
Pick the plan that fits your brokerage
Private Money HQ
LOS + CRM
$299/mo
after your 15-day free trial · $500 one-time setup, paid on your onboarding call
- Loan origination system: Quick App, AI Quote Parser, term sheets, 14-stage processing, Conditions Tracker, Borrower Portal
- CRM with follow-up already set up for private money
- 4 reactivation campaigns for your old contacts
- Lenderbase lender matching
- Private Money Pros community
- Done-for-you setup and contact import
- Texting registration handled for you
- Weekly live training and email support
- 3 users included
Additional users $50/user/mo · No contract
CRM Only
Best for brokers earlier in their business
$199/mo
- CRM with follow-up already set up for private money
- Unified inbox, business phone system and automations
- Private Money Pros community
Does not include the loan origination system or Lenderbase.