Back to Phase 1 Punch List
Revolution Mortgage | Phase 1 Options
Implementation Architecture & Pricing Tiers
Select the deployment path that aligns with your operational cadence and automation goals. All tiers include the full Phase 1 foundation; higher tiers add live data pipelines and hands-free enterprise sync.
Option 1
Base Deployment
$4,950one-time
Target timeline: 2–3 Weeks· 14-day stretch goal
- Account Manager Setup25 Subaccounts + Master Snapshot
- Teams Note-Taker & Email SyncDirect Routing per Account
- Executive Compliance DashboardIncluded (Dynamic Date Filters)
- GHL Activity & Referral TrackingReal-Time Automated Native
- Encompass (LOS) Data FlowMonthly Manual CSV Ingestion
- Rippling (Time Attestation)Monthly Manual CSV Ingestion
- Domo & Dynamics 365Monthly Manual CSV Ingestion
- Ongoing Team LaborRequires monthly manual file drops
Best Value / Most Popular
Option 2
Core Automated Suite
$8,450one-time
Target timeline: 3 Weeks· Recommended
- Account Manager Setup25 Subaccounts + Master Snapshot
- Teams Note-Taker & Email SyncDirect Routing per Account
- Executive Compliance DashboardIncluded (Dynamic Date Filters)
- GHL Activity & Referral TrackingReal-Time Automated Native
- Encompass (LOS) Data FlowDaily Automated Pipeline Stream
- Rippling (Time Attestation)Weekly/Monthly Automated Stream
- Domo & Dynamics 365Monthly Manual CSV Ingestion
- Ongoing Team LaborZero manual labor on core drivers
Option 3
Full Enterprise Autopilot
$10,950one-time
Target timeline: 3–4 Weeks· Maximum automation
- Account Manager Setup25 Subaccounts + Master Snapshot
- Teams Note-Taker & Email SyncDirect Routing per Account
- Executive Compliance DashboardIncluded (Dynamic Date Filters)
- GHL Activity & Referral TrackingReal-Time Automated Native
- Encompass (LOS) Data FlowDaily Automated Pipeline Stream
- Rippling (Time Attestation)Weekly/Monthly Automated Stream
- Domo & Dynamics 365Full Automated Enterprise Sync
- Ongoing Team Labor100% Hands-Free Autopilot
Architectural Guarantees Across All Tiers
100% Client-Owned Infrastructure
Zero SaaS markup. Revolution Mortgage holds direct subscription ownership with GoHighLevel.
Decoupled SOC 2 Relational Data Storage
State regulatory audit defense with time-stamped immutability and non-PII ingestion boundaries.
Parallel Track Execution
Account managers onboarded in Week 2 while backend data connections and automations run in parallel.
Feature / Tier Comparison
Side-by-side view of what changes as you move from Base Deployment to Full Enterprise Autopilot.
| Feature / Tier | Option 1: Base | Option 2: Core | Option 3: Autopilot |
|---|---|---|---|
| One-Time Investment | $4,950 | $8,450 | $10,950 |
| Target Timeline | 2–3 Weeks | 3 Weeks | 3–4 Weeks |
| Account Manager Setup | 25 + Master Snapshot | 25 + Master Snapshot | 25 + Master Snapshot |
| Teams Note-Taker & Email Sync | Direct Routing | Direct Routing | Direct Routing |
| Executive Compliance Dashboard | Included | Included | Included |
| GHL Activity & Referral Tracking | Real-Time Native | Real-Time Native | Real-Time Native |
| Encompass (LOS) Data Flow | Monthly CSV | Daily Pipeline Stream | Daily Pipeline Stream |
| Rippling Time Attestation | Monthly CSV | Weekly/Monthly Stream | Weekly/Monthly Stream |
| Domo & Dynamics 365 | Monthly CSV | Monthly CSV | Full Enterprise Sync |
| Ongoing Team Labor | Manual File Drops | Zero Manual Labor on Core | 100% Hands-Free |