Mortgage Brokers Are Losing $1,056/Year
on Connect CRM Software

{{competitor_names}}: $88/month. Every month. Forever.
Helix: $279. Once. You own it.

See What You're Losing
"Canceled QuickBooks after 2 years. Helix does everything I needed for $279. Should have switched sooner."
— Verified mortgage broker, Helix customer
Quick Answer: Mortgage Brokers typically spend $1,056/year on connect crm subscriptions ({{competitor_names}}). Helix includes connect crm as part of a $279 one-time purchase — or $99 today and two more payments. You also get scheduling, CRM, invoicing, time tracking, and full accounting. Break even in {{breakeven_months}} months. 30-day money-back guarantee.

Sound Familiar?

You have 15 loans in your pipeline: 3 pre-approvals, 5 in processing, 4 in underwriting, 2 waiting to close, and 1 closing today ($350K purchase, your commission is $3,500). You spent $200 on Zillow leads this month and got 40 inquiries, 8 applications, and 2 closings so far. Your lead-to-close conversion rate matters but you don't track it. Commission checks come from 6 different lenders on different schedules.

The Damage

Your monthly SaaS rent $88/mo
Annual drain $1,056/yr
3-year cost (11.4% SaaS inflation) $3,543
Hours of your work to pay for it {{hours_of_work}} hours/year

That's {{hours_of_work}} hours a year — just to pay for software you don't even own.

Your subscriptions have cost you $0.00 since you opened this page.

You Own Your Loan origination software.
Why Rent Your Software?

You wouldn't rent a Loan origination software. You bought it once. You own it.

Loan origination softwareCRM for lead managementE-signature platformRate comparison tools

So why are you renting your connect crm? Your scheduling? Your accounting?
$88/month. Every month. Forever. That's not a tool — that's a tax.

The Math

What mortgage brokers typically pay — shown first so you see the real picture:

QuickBooks $55/mo ($660/yr)
FreshBooks $33/mo ($396/yr)
Your annual SaaS rent $1,056/yr
3-year total (with inflation) $3,543
Helix — one-time, own forever $279
or 3 × $99
You keep $3,264 over 3 years
✓ 30-day money-back guarantee. If Helix doesn't save you $500 in year one, full refund.
"I was paying $88/month and didn't even realize it until I did the math. Helix paid for itself in the first two months."
— Mortgage broker business owner

The Real Cost

Median income for mortgage brokers: $70,000/year
Your SaaS subscriptions: $1,056/year
That's 3.5% of every dollar you earn — just on software you don't own.

Helix is $279 once — 0.4% of median mortgage broker income. Pay it once, keep the other 3.5% forever.

Calculate What You're Losing

Select the tools you're paying for. Watch the number climb.

Want this report emailed to you?

Your exact stack cost, 5-year projection, and what switching saves. Takes 10 seconds.

What You Get for $279

You came here for connect crm. Here's the surprise:

Connect CRM ★

Manage client relationships, track leads, and organize your contact database — the reason you're here.

Invoice Creator

Professional invoices, payment tracking, automatic reminders.

Scheduler

Online booking, calendar sync, appointment reminders.

CRM

Client database, notes, follow-ups, rebooking automation.

Task Manager

Job tracking, to-do lists, recurring tasks.

Financial Suite (SIMPL)

P&L, expense tracking, revenue, tax prep — like QuickBooks but you own it.

All of this. $279. Once. Own it like you own your Loan origination software.

FAQ

Is Helix actually built for mortgage brokers?

Yes. The connect crm is designed for mortgage brokers who need to . Plus you get scheduling, CRM, and full accounting — tools most mortgage brokers end up needing anyway. $279 total.

$279 seems like a lot upfront.

It's $7.75/month spread over 3 years. You're paying $88/month now for subscriptions — that's $3,543 over 3 years. Helix is $279 total. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.

Can I pay in installments?

Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.

What if I don't like it?

30-day money-back guarantee. Full refund, no questions asked. If Helix doesn't save you $500 in year one, we give you your money back.

Can I switch from QuickBooks?

Yes. Export your data as CSV, import into Helix. Most mortgage brokers are fully switched in 1-2 days. You can run both in parallel until you're confident.

What about updates?

Included forever. We ship updates regularly. You bought it — you get improvements. That's how owning things works.

How does Helix survive without monthly fees?

Same way any product business works. $279 x enough customers = a real business. We're not VC-funded. No investors demanding we "maximize recurring revenue." We just make a tool people want to own.

Mortgage Brokers are switching every week.

You're not the only one who's tired of renting.

"I own my Loan origination software. I own my truck. Now I own my business software. $279 and done. Best business decision this year."
— Mortgage broker business owner, Helix customer

Stop Losing $1,056/Year

$3,543 over 3 years in subscriptions. Or $279 once (or 3 × $99). Own your tools.

Get Helix — $279 Once
or 3 payments of $99
✓ 30-day money-back guarantee — save $500 or full refund

Top Tools for Mortgage Brokers

Essential equipment that most mortgage brokers use alongside their Connect CRM software.

Loan origination software
Direct →
CRM for lead management
Amazon →
E-signature platform
Amazon →
Rate comparison tools
Amazon →
See Full Mortgage Brokers Toolkit →

Links may earn us a commission at no extra cost to you.

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