Build Roadmap
BIK Media Platform
In-house platform to replace GoHighLevel for Bik Media — a marketing agency that puts mortgage brokers on monthly retainers, scripts their ads, organises videographers, edits content, runs Facebook ads, and builds landing pages.
Own your stack
Cancel GoHighLevel and stop renting the system your business runs on — it becomes an asset you control.
Onboard in minutes
Clone a full broker setup with one click instead of rebuilding every new client by hand.
Never drop a lead
New leads auto-assign and jump to the top of the broker's dialer the moment they land.
Prove the ROI
Track cost per settled loan back to the exact ad that produced it — the number that keeps clients paying.
Open the interactive platform demo
Click through the live mockup — Agency HQ + Broker Portal, every feature, with sample data.
Heads up: the demo is an illustrative example, not the finished product. We build your platform with you, phase by phase — so the real thing will be sharper, simpler and tailored to exactly how Bik Media works. Treat it as a sketch of the direction, not the destination.
Start here — Phase 1
By the end of Phase 1 you're already off the Google Sheet and GHL calendar, with every broker migrated onto their own workspace. You feel the change in the first phase — not at the end.
~411
Total build hours
9
Phases (+1 optional)
42
Deliverables
GHL + Sheet
Retired on completion
Not a ~411-hour wait — value lands from Phase 1 and compounds with every phase after — not at the end. We build it bit by bit, so you're live and seeing the return as soon as Phase 1 ships; the total simply covers every phase of the build, never a delay before anything works.
Optimistic, AI-accelerated focused build hours building on the existing v1 — not calendar time.
Already built — broker CRM (v1, single-tenant)
Why now
Stop renting. Start owning.
Built for you — not for everyone
GoHighLevel is a generic tool — built for every agency and shaped to fit none. You're forever bending a mortgage-broker business to fit software that was never made for it. This is the opposite: purpose-built around exactly how Bik Media works, and AI-native so it keeps getting sharper while GHL stands still. Generic, rented platforms are the generalist default — and the part of the market that wins next is the one running software built for its industry and its goals, not a tool everyone else also rents.
Upside: because you own it, Phase 9 lets you resell the platform to other brokers — turning a tool you pay for into a revenue line of your own.
The build
Roadmap — 9 phases
Multi-tenant foundation, agency side, kill the spreadsheet
- Multi-tenancy: agency workspace + isolated per-broker workspaces, auth, roles.
- Snapshot / template cloning — clone a full broker setup to spin up a new client in minutes.
- Agency sales pipeline — outreach → closed-retainer.
- Sales Intel — call logging (prospect, rep, outcome, objections, notes), KPI row, objection tracker, outcomes breakdown.
- Lead capture/intake into the right broker workspace, including inbound webhooks for external lead sources.
- Speed-to-lead — new leads instantly assigned and pushed to the top of the broker's Speed Dialer queue.
- Calendar & booking — availability, booking pages, calendar sync.
- Client portal — broker sees their own leads and appointments live.
- Migrate existing clients across — set up each current broker as a workspace and import their existing lead data (from the Google Sheet, the current single-tenant app, and GHL) so nothing is lost in the switch.
Goal: All existing brokers and their lead data moved across, multiple brokers live on isolated workspaces; Google Sheet and GHL calendar switched off. (Migration time scales with how many brokers and how messy the existing data is.)
ROI: The biggest single jump — and it lands first. Off GHL's monthly fee, every broker on their own workspace, and new leads worked in minutes instead of sitting in a spreadsheet. Fewer dropped leads means more settled loans from week one, and a new client onboards in minutes instead of hours.
Automation engine + integrations
The backbone everything else plugs into — build it before comms so sequences, reminders, and onboarding chasing are just configurations of it.
- Automation / trigger engine — generalised "when X, do Y" (triggers, conditions, delays, actions) powering lead routing, sequences, onboarding, and internal alerts.
- API — full REST API over contacts, leads, pipelines, bookings.
- Outbound webhooks — fire events to external tools in real time.
- Zapier / integration layer — connect to anything without custom code.
Goal: A single automation + integration backbone the rest of the platform builds on.
ROI: Routing, reminders and onboarding chases stop eating the team's hours — that time goes back into selling and servicing. The platform also connects to anything without paying for middleware.
Communications, closed-loop ROI, churn prevention
- Email + SMS engine — sequences (built on the Phase 2 engine), unified two-way inbox, appointment reminders, missed-call textback.
- AI transcript intake — drop in a call transcript, get a summary plus structured fields (objections, next steps, qualification, sentiment) written back to the lead; auto-fills Sales Intel.
- Cost-per-settled-loan attribution — tracking numbers per campaign, settlement outcomes tied back to the ad/creative that produced them.
- Lead-quality feedback loop — broker's bad-lead reasons feed back to shift ad spend away from junk sources.
- Agency god-view — cross-client dashboard flagging lead-handling quality (uncalled leads, slow speed-to-lead) and at-risk accounts.
- Import existing contacts and conversation history from GHL where available, so nurture picks up where it left off.
Goal: Nurture runs in-house, the agency can report ROI per client, and churn risks surface early.
ROI: The number that keeps clients paying: cost per settled loan tied back to the exact ad. Nurture runs in-house with no per-message GHL markup, and at-risk accounts surface early so you save retainers before they churn.
Website builder, cancel GHL
- AI website & landing-page builder — block/template-based, custom domains, publishing; AI generates first drafts from the client's Content Brief.
- Built-in forms — submissions drop straight into the right pipeline.
- Facebook Lead Ads sync — pull leads from FB forms automatically.
- Facebook Ads reporting + Conversions API — spend, CPL, ROAS per client; settled-loan outcomes fed back as the optimisation signal.
- Per-client ROI dashboard — feed ad-spend into the existing analytics so it shows cost-per-lead and ROAS.
- Port existing GHL sites and repoint domains, then cancel GHL.
Goal: Pages built in-house, all sites ported, GHL cancelled. (Builder ~40, ads/CAPI/reporting ~15, porting depends on site count.)
ROI: GHL is cancelled here — the monthly rent is gone for good. Landing pages and Facebook lead ads run in-platform, with ad spend tied to ROAS per client.
Agency operations
- Production pipeline — schedule videographer shoots, assign videographers, track footage, editing queue with statuses.
- Asset / media library — store and organise creatives and footage per client.
- Script / creative approval workflow — versioning and client sign-off.
- Client onboarding system — intake form that auto-provisions the workspace and pre-fills the Content Brief; onboarding checklist with assignable tasks; client portal; automated chasing of missing items; contract + first payment before kickoff.
- E-signature + billing/subscriptions — recurring retainer billing, failed-payment handling, MRR/churn visibility.
- Auto-proof — when a loan settles, auto-generate a case-study/proof snippet that flows into the content engine.
Goal: A broker can be onboarded, scripted, filmed, edited and launched entirely in-platform; retainers auto-bill.
ROI: The whole production line — shoot, edit, approve, bill — runs in one place. Less coordination overhead per client, faster turnaround, and retainers auto-bill so revenue stops leaking through failed or forgotten payments.
Founder content engine
Built as the same engine as Phase 5's production pipeline, pointed at the founders first, then reusable per client.
- Content Brief — deep profile per brand (bio, story, brand voice, funnel, footage), versioned.
- Content Hub — idea stream (AI scans, audience questions, manual adds), production kanban, platform/funnel-mix targets, content calendar.
- Asset Library — clips tagged and searchable, auto-tagged on upload.
- AI ad-editor — pulls the right clip for a script automatically.
Goal: Founders run their own personal-brand content in-platform; the engine is reusable for clients. (AI ad-editor is the bulk; the rest reuses Phase 5.)
ROI: The founders' own brand becomes a lead engine, and the same content machine is reusable for every client — more output from the same creative hours.
White-label, reputation, growth
- White-label custom domains and branding on portals and pages.
- Reputation / Google review management — automated review requests + a review widget on landing pages.
- Social media planner/scheduler — schedule and publish across platforms (ties into the Phase 6 content engine).
- Referral-partner tracking + portal — manage broker referral relationships and attribution.
Goal: The platform looks fully branded and adds growth/retention tooling.
ROI: The platform looks fully yours, and reviews, referrals and social bring in leads you don't pay ad spend for — cheaper growth and stickier clients.
Advanced AI
- AI voice agent / appointment booking — inbound/outbound AI phone agent that qualifies and books.
- AI live call coaching (Chrome extension) — listens to a broker's live call and surfaces real-time tips, tied to the Playbooks packs. Partially built.
Goal: AI handles front-line calls and coaches reps live.
ROI: AI books calls and coaches reps live — more front-line capacity without more headcount, and more booked calls means more settled loans.
Reselling (optional)
- SaaS-mode / usage-based rebilling — resell platform access to brokers and mark up SMS/email/AI usage.
Goal: The platform becomes a product Bik Media can sell, not just bundle into retainers. Only if they want that business.
ROI: Turns the platform from a cost into a product — resell it to other brokers and mark up their usage. Pure upside, only if you want that business.
Sequence
Build order & cumulative hours
Low-risk by design — Built phase by phase. You get working software at the end of every phase and approve the next one only when you're happy — never a big-bang, never a blank cheque.
Phase 1 · Multi-tenant foundation, agency side, kill the spreadsheet
+60h → 60h total
Phase 2 · Automation engine + integrations
+40h → 100h total
Phase 3 · Communications, closed-loop ROI, churn prevention
+55h → 155h total
Phase 4 · Website builder, cancel GHL
+65h → 220h total
Phase 5 · Agency operations
+55h → 275h total
Phase 6 · Founder content engine
+45h → 320h total
Phase 7 · White-label, reputation, growth
+32h → 352h total
Phase 8 · Advanced AI
+35h → 387h total
Phase 9 · Reselling (optional)
+24h → 411h total
Hours vs payoff
What each phase costs — and pays back
It's not ~411 hours before anything works. Each phase is a set chunk of hours that ships as working software and a usable jump in ROI you keep. Phase 1 is the biggest single jump and it lands first — every phase after stacks more return on top.
Multi-tenant foundation, agency side, kill the spreadsheet
Biggest jumpROI: The biggest single jump — and it lands first. Off GHL's monthly fee, every broker on their own workspace, and new leads worked in minutes instead of sitting in a spreadsheet. Fewer dropped leads means more settled loans from week one, and a new client onboards in minutes instead of hours.
Automation engine + integrations
ROI: Routing, reminders and onboarding chases stop eating the team's hours — that time goes back into selling and servicing. The platform also connects to anything without paying for middleware.
Communications, closed-loop ROI, churn prevention
Proves ROIROI: The number that keeps clients paying: cost per settled loan tied back to the exact ad. Nurture runs in-house with no per-message GHL markup, and at-risk accounts surface early so you save retainers before they churn.
Website builder, cancel GHL
GHL cancelledROI: GHL is cancelled here — the monthly rent is gone for good. Landing pages and Facebook lead ads run in-platform, with ad spend tied to ROAS per client.
Agency operations
ROI: The whole production line — shoot, edit, approve, bill — runs in one place. Less coordination overhead per client, faster turnaround, and retainers auto-bill so revenue stops leaking through failed or forgotten payments.
Founder content engine
ROI: The founders' own brand becomes a lead engine, and the same content machine is reusable for every client — more output from the same creative hours.
White-label, reputation, growth
ROI: The platform looks fully yours, and reviews, referrals and social bring in leads you don't pay ad spend for — cheaper growth and stickier clients.
Advanced AI
ROI: AI books calls and coaches reps live — more front-line capacity without more headcount, and more booked calls means more settled loans.
Reselling (optional)
ROI: Turns the platform from a cost into a product — resell it to other brokers and mark up their usage. Pure upside, only if you want that business.
ROI notes are estimates of effect, not dollar guarantees, and the optional phase is shown with an amber tag. Bars are proportional to optimistic build hours — see the Timeline for cumulative hours and the Proposal for when each phase goes live at your chosen pace.
What's in, what's out
Scope
8 core phases make up the build. One phase is optional, and a whole category of broker loan-origination features is deliberately left out — here's the line.
In scope — the core build
Delivered one phase at a time, building on what's already live: Leads, Pipeline, Speed Dialer, Analytics, Playbooks & Coaching.
Phase 9 — Reselling
Optional · ~24 hrs- SaaS-mode / usage-based rebilling — resell platform access to brokers and mark up SMS/email/AI usage.
The platform becomes a product Bik Media can sell, not just bundle into retainers. Only if they want that business.
Out of scope — Mortgage origination
Broker loan-workflow features that turn the platform into a regulated origination tool (what BrokerEngine/Salestrekker do). Out of scope unless Bik Media decides to compete with broker CRMs.
- Serviceability / borrowing-capacity calculators.
- Open banking → auto income/expense verification.
- Digital fact-find / needs analysis.
- Lender product/policy comparison + AI policy Q&A.
- Document collection + verification portal.
- Best Interests Duty tooling, commission tracking, lodgement/settlement tracking.
The deal
Proposal
It's simple: $50/hour, up to 90 hours a month. You pick how many hours you want each month, I bill it as a flat retainer — and you own everything I build.
$50
Per hour
90 hrs
Max per month
Monthly
Flat retainer · no lock-in
100%
Yours — you own it
Pick your pace
Pace is your call — and it's about how fast you reach each ROI jump, not a wait before anything works. The platform pays off from Phase 1 and compounds with every phase after. Same $50/hour at any pace.
Steady
$1,500/mo
30 hours / month
Balanced
Common balance$3,000/mo
60 hours / month
Max pace
My max$4,500/mo
90 hours / month
You're live and earning from Phase 1 — the biggest single jump (off GHL, every broker on their own workspace, leads worked in minutes) — and each phase after stacks more return on top. The month figures are just when the whole platform is fully built out, not a delay before value. Change your monthly hours any time.
When each phase lands
Every phase ships as working software — a usable jump in ROI you keep, not a step toward some far-off finish line. Here's roughly when each one goes live at each pace.
| Phase | Steady30h/mo | Balanced60h/mo | Max pace90h/mo |
|---|---|---|---|
| P1 Multi-tenant foundationBiggest ROI | ~2 mo | ~1 mo | ~3 wks |
| P2 Automation engine + integrations | ~3.5 mo | ~1.5 mo | ~1 mo |
| P3 Communications | ~5 mo | ~2.5 mo | ~1.5 mo |
| P4 Website builder | ~7 mo | ~3.5 mo | ~2.5 mo |
| P5 Agency operations | ~9 mo | ~4.5 mo | ~3 mo |
| P6 Founder content engine | ~11 mo | ~5.5 mo | ~3.5 mo |
| P7 White-label | ~12 mo | ~6 mo | ~4 mo |
| P8 Advanced AI | ~13 mo | ~6 mo | ~4.5 mo |
| Fully built out | ~13 mo | ~6 mo | ~4.5 mo |
Cumulative go-live estimates against the optimistic build hours — not calendar guarantees. Phase 9 (reselling) is optional and excluded.
What you cover
The platform runs on your accounts, in your name — so the running costs are yours.
- Software infrastructure — hosting, database and domains.
- Usage-based services — email & SMS sending, AI voice, telephony.
- Any third-party APIs the platform connects to.
What I cover
The cost of building it well is on me — it's baked into the hourly rate.
- My build tooling — Claude and other AI dev tools, my editor and environment.
You own the platform outright — the code, the data and the IP are yours from day one.
How I work
How many hours I put in on any given day comes down to my schedule — one day I might smash out 9, another day none. What you can count on is the monthly total: I over-deliver on the hours we agree, never under.
Working software at the end of every phase — you approve the next one only when you're happy.
Every session time-tracked — you see the hours logged and exactly what got done.
Regular progress updates, async and on your schedule.
I over-deliver on the agreed monthly hours — never under.
How to start
Pick a monthly hour commitment and we kick off with Phase 1 — off the spreadsheet and GHL calendar, every broker on their own workspace. Approve each phase as you go.