Private Money HQ: The LOS & CRM Your Brokerage Runs On

Private Money HQ is a loan origination system and a real CRM in one, so you don't pay for two systems or move data between them. Most brokers are up and running in about 5 days, not months.

Your first monthly payment comes after your 15-day free trial. The one-time $500 setup fee is paid on your onboarding call.

No. It's month-to-month, and you can export your contacts anytime. Keep your old system running for your first 30 days if you'd like.

Yes. You can build as many campaigns and automations as you want. We've already created more than two dozen for nearly every scenario you'll run into, so you may never need to. Our core automations are protected so nothing breaks, since the whole system runs on workflows that depend on each other.

During onboarding, we collect what's needed to register your account for texting (A2P 10DLC). We submit it for you and handle any resubmissions. Approval usually takes about 10 days, but the carriers set that timeline, not us. Email, calling, your pipelines, the LOS and Lenderbase all work in the meantime.

Note: You will need to acquire a domain (URL) and a professional email address that matches that domain. Don't worry, there's nothing to figure out. We'll guide you through every step during our live onboarding call.

No. But if you're already on GoHighLevel, you don't need to. Instead of rebuilding from scratch, we move your existing setup into our account and connect it to the LOS and the rest of Private Money HQ. See "How does migrating my existing GoHighLevel setup actually work?" below for how that process works.

If you're coming from a different CRM entirely, we import your contacts and route them into the right campaigns instead, see "Can I import my contacts from another CRM or LOS?" for that process.

It depends on how your current account is set up.

If you're a sub-account under another agency, we submit a transfer request and that agency has to approve it. That's a GoHighLevel requirement, not something either of us can skip. Most agencies release it without issue. If yours won't, we'll let you know as soon as we find out and walk you through the alternative.

If you own your GoHighLevel account directly, meaning you're the agency owner, not someone's client, you approve the move yourself. No other party involved.

Once your setup lands in our environment, we connect it to the LOS and the rest of Private Money HQ, and you onboard from there. Phone numbers move with you either way. LC Phone generally transfers with the account, and Twilio numbers get ported by our team.

Most migrations run on the same timeline as a new build. Migration is a separate one-time service. Up to 3 hours of migration work is included. If your setup needs more, we'll give you a quote up front at $50 per half hour, and we won't go over it unless the scope of work changes.

Yes. We can help with the import and automatically route those contacts into the right follow-up campaigns based on their type, source, and where they are in your pipeline.

A DSCR pricing engine integration with a partner is in development and coming soon. It covers DSCR loans only, since other private money loan types don't have standardized pricing.

Unlimited. Every plan includes 3 user seats, and you can add more at $50/mo each. You can also share login credentials across your team if you don't need to track individual user activity.

If you need to monitor what a specific person is doing, give them their own seat. If someone is just assisting another user, logging in as that user is often the simpler route.

For the most part, no. Every pipeline, campaign, and feature is designed specifically for private money borrowers, from new leads to active deals to past clients.

You can store any contact in the CRM, but there are no pre-built campaigns or workflows for other borrower types.

The platform is incredibly capable, and you're welcome to use any feature inside the platform. Our packages include full support for the core CRM, lending workflows, and automations that run your business day-to-day.

If you want to expand beyond that, custom builds and advanced feature configurations are available as quoted services.

Here's what's included with your subscription:

•Workflows we've built, plus adjustments needed to keep them running properly

•Essential CRM functions: phone, email, SMS, and contact management

•Guidance on external integrations like Zapier (the actual build work is extra)

•Profile and account settings

•Importing and organizing your contacts

These are available as additional, quote-based services:

•Funnels and landing pages

•Custom AI bots or agents

•Websites

•Surveys, forms, and quizzes

•Blogs

•Google My Business features

•WhatsApp setup

•New campaigns or workflows outside our standard build

•Social planner and posting

•Ads manager

•Graphics and design work

•Documents, contracts, and certificates

•Product and sales funnels

•Review management

•Web chat configuration

•Communities

•QR codes

Two features are coming soon: a DSCR pricing engine integration and a MISMO file creator for exporting loan files in the industry-standard format.

Yes. Our system relies on the 3rd-party tool BoldSign for e-signature agreements. These are legally binding and enforceable in the United States, the same as a signature on paper.

BoldSign meets the requirements of the two U.S. laws that govern electronic signatures, the federal ESIGN Act and the state-level UETA (Uniform Electronic Transactions Act), which together make electronic signatures just as valid as handwritten ones for the vast majority of business agreements, including loan and financing paperwork. Every signed document comes with a digital certificate and a full activity record proving who signed, when, and from what device, and the completed file is sealed so any tampering after signing is detectable.

What exactly makes it hold up if someone challenges a signature later

•Proof of identity: signers verify themselves through email or a text-message one-time code before they can even open or sign the document.

•Proof of intent: the document clearly shows the signer agreed to sign electronically before doing so.

•Tamper-proof record: once signed, the document is digitally sealed with a recognized security certificate (an "AATL" certificate), so if anyone tried to alter it afterward, that change would be detectable.

•Full audit trail: every document comes with a timestamped log, who opened it, when, from what IP address, and when they signed.

•Independently audited security: BoldSign holds SOC 2 Type II certification, meaning outside auditors verified its security practices over an extended period, not just a one-time check.

This combination of legal compliance (ESIGN/UETA) plus real identity verification and tamper-evident sealing is what gives these documents the strongest practical footing if a signature is ever disputed.

Yes. If you're earlier in your business and only need the marketing side, we offer a CRM-only version. Book a demo or contact us and we'll walk you through it.

Private Money HQ is built for brokers who are already closing deals. If you're just getting started, Private Money Pros is a better first step. It includes Lenderbase and live coaching from brokers who are closing deals.

Yes. Both are included for as long as you're a Private Money HQ client.

We know you're trusting us with real client and deal information, so here's a straight answer on how your data is stored, who can see it, and what's worth knowing on your end.

On security, this isn't a bare-bones setup. The platform behind Private Money HQ has passed independent SOC 2 Type II security audits, encrypts your data both at rest and while it's moving (AES-256 encryption at rest, TLS-encrypted connections in transit), and supports role-based permissions so access can be limited to exactly what each team member needs. We require two-factor authentication (2FA) on every account, that single step is what stops a stolen or guessed password from actually getting someone in.

What this is built for. That security foundation covers everything we actually use the platform for, contacts, communications, and deal pipelines. What it isn't built for is the specialized compliance layer required for fully HIPAA-covered healthcare data or full consumer mortgage banking; those industries carry certification requirements beyond what a general-purpose marketing CRM offers, and we'd rather tell you that directly than let you assume otherwise.

Who can access your account. Because of how the platform is structured, our team technically has the ability to access any client's account. In practice, we only go into your account when you ask us to, when we're doing setup or support work, or when something needs attention to keep the platform running properly. We don't look through client accounts for any other reason.

If you connect other tools. If you link automation platforms, AI tools or anything else to your CRM (Zapier and n8n are common examples), that data is now also subject to how that other tool handles security. We can't vouch for a platform we don't operate, so it's worth a quick check on how any third-party tool you connect handles data.

What you put into the system. We don't monitor or filter what gets typed into notes, forms, or contact fields. That responsibility sits with you and your team, which is true of any CRM, not just this one.

What we recommend you don't put in the CRM. Please don't store Social Security numbers, full bank account or routing numbers, credit card numbers, driver's license numbers, dates of birth paired with other identifying details, or credit reports/background checks anywhere in the platform. This isn't the right tool for that level of sensitive data, and we don't handle or transfer that kind of information as part of our services, including when we help migrate your leads over from another system.

Bottom line. This is a strong, audited CRM for running your marketing, communications, and deal pipeline, not a vault for highly sensitive personal or financial records. Keep the sensitive stuff out of it, be thoughtful about what you connect to it, and reach out any time you have a specific question about how a piece of client data is handled.