Revolution Mortgage | Phase 1 Implementation Punch ListPhase 1 GoHighLevel Implementation & Deployment
CRM Chains will design, configure, deploy, test, and launch a standardized GoHighLevel operating environment for Revolution Mortgage and its initial 25 account managers.
Prepared for Zandra Jones · zjones@revolutionmortgage.com
Phase 1 Investment
$4,950
Fixed, one-time
Target Go-Live
4-8 Weeks
14-day stretch goal
Account Manager Environments
25 + 1
Fully personalized · plus 1 Agency executive account hosting the compliance dashboard
Prepared By
CRM Chains
Design · Deploy · Launch
Fixed-Scope Phase 1 Implementation
$4,950 — one-time, all 11 workstreams included
Revolution Mortgage owns its GoHighLevel subscription directly — CRM Chains builds inside your system. Third-party SaaS fees (GHL subscription, phone/SMS usage, carrier A2P) are billed by those vendors.
Ongoing White-Glove Maintenance & Support
Billed separately from the fixed Phase 1 implementation. A 2-month post-launch term is recommended — and Revolution Mortgage may cancel at the end of Month 2 if training landed and no ongoing support is needed.
Monthly
$1,250
per month · cancel after Month 2
Dedicated Support Allocation
Up to 80 dedicated Virtual Assistant / support hours per month (20 hours/week, 4 hours per business day) for user management, sub-account setup, pipeline troubleshooting, and ticketing support — a complete alternative to external services like Extendly.
Out-of-Scope Protection
Requests exceeding 80 hours in a calendar month are billed at an overage rate of $35/hour, or handled via a separate scope addition upon written approval.
Dashboard Maintenance
Continuous monitoring of the parent compliance dashboard and the automated meeting-note pipelines.
High-Integrity Regulatory Audit Repository
Phase 1 provisions a secure, client-owned compliance data architecture designed to satisfy mortgage regulator examination standards while keeping consumer PII fully isolated.
Decoupled Analytical Storage
GoHighLevel serves as the operational CRM and executive visualization layer. Backend time-series compliance data is housed in a dedicated, SOC 2 Type II-compliant relational repository (PostgreSQL / Supabase or native Azure Dataverse/SQL based on corporate IT preference).
Client Ownership & Access Control
The data repository is provisioned under Revolution Mortgage's corporate credentials. Only authorized engineers receive temporary development roles during Phase 1 schema configuration; all external administrative access is revoked upon project sign-off.
Regulatory Immutability & Audit Trail
Data records feature strict created_at and updated_at time-stamped audit logging to satisfy state mortgage regulator requirements (NMLS, GLBA, and state examination standards).
Non-PII Ingestion Boundary
Compliance data ingestion is strictly limited to operational metrics (NMLS ID, branch identifier, time-clock hours, and closed loan counts/volume), keeping consumer PII completely isolated.
11 Workstreams · Design, Configure, Deploy, Test, Launch
Expand each workstream to review every deliverable included in the fixed Phase 1 scope.
- Review Revolution Mortgage's existing GoHighLevel Agency account
- Confirm current GHL subscription tier ($297 or $497) and available capabilities
- Configure corporate agency settings, branding, and administrator access
- Establish user roles, permissions, and account/sub-account naming standards
- Configure agency-level integrations and corporate support/admin access
- Complete initial agency configuration QA
Phase 1 Scope Exclusions
The fixed $4,950 Phase 1 implementation explicitly excludes:
- Bonzo API custom development or bi-directional synchronization
- Historical Bonzo CRM data migration
- Bespoke individual web redesigns or CRM customization outside the Master Snapshot
- Integration of multiple third-party meeting/notetaker platforms
- Third-party SaaS fees (GHL subscription, phone/SMS usage fees, carrier A2P fees)
Any excluded item may be addressed through a future Phase 2 engagement upon written approval.
Compliance Walkthrough
A 2-minute walkthrough of the compliance and activity dashboard designed inside of GHL.
Live Compliance Audit Dashboard
Executive activity and compliance reporting aggregated across all agent sub-accounts.
Open the live dashboard