The mortgage CRM layer that keeps loans moving
The layer between a new inquiry and a booked loan consult. It answers in under 30 seconds, captures the borrower's details, books the LO call into your calendar & writes the record into your CRM. It never makes a credit decision or gives loan advice. That decision is always the loan officer's.
See plans & pricing →Where does mortgage lead management break between inquiry and pre-approval?
In the same two places on almost every team: the lead goes cold before anyone calls back, and the details a loan officer needs to work it never get captured on the first touch. A missed call gets a text back; web and portal leads get a reply just as quickly. The refinance or purchase lead books a call with you before rates move them elsewhere, with loan purpose, price range and timeline captured up front for your loan officers to work.
A missed call gets a text back; web and portal leads get a reply just as quickly. The refinance or purchase lead books with you before rates move them elsewhere.
Loan purpose, price range, timeline & the details your LOs work on, captured before the lead shops rates elsewhere.
What does a mortgage CRM need to do that an LOS doesn't?
An LOS manages a file once a borrower has applied. Everything before that sits outside it: qualifying who is worth a loan officer's time, keeping rate-sensitive leads warm until someone can call, booking the call before the lead shops rates elsewhere. A mortgage CRM does that part: structured conversation on your overlays prepares each lead for a loan officer, never decides automatically, and follow-up and scheduling run without one.
Qualification by structured conversation
Loan purpose, rough profile & the facts your team pre-screens on, prepared for the LO, never decided automatically.
Approvals & anything time-sensitive
Credit and approval conversations always reach a licensed LO. Rate-sensitive leads route immediately, with full context attached.
Follow-up & scheduling
Follow-up, scheduling & status updates run without an LO, so their time goes to the leads worth working.
The leads you pay for and never call back: recovered and booked.
Where does loan officer CRM data sit next to the LOS you already run?
Written straight into your CRM. Contact, loan details and status are recorded there and the LO call is booked into your calendar, so your team has a complete file in hand when they open the loan in the LOS they already run.
Contact, loan details & status written into your CRM, with the LO call booked into your calendar.
Scoped to your lead volume & team size. Tiers published on the pricing page, no lock-in, cancel any time.
What stays with you.
Credit decisions and loan advice are always a licensed LO's, never automated, and that is what keeps the system safe under a lender's compliance obligations.
Every plan runs all seven flows end to end.
The same intake layer, built for agents working new inquiries.
The same answer-qualify-book system, built for agencies quoting new business.
The same intake-to-record system, built for firms taking on new matters.
The same inquiry-to-booking system, built for cleaning companies chasing bids to a decision.
See how loan intake runs for your pipeline.
Built around your products, your overlays & the way your team already works. Plans & pricing on the page.
See plans & pricing →