Built for Mortgage.
Every Single Feature.
388 database tables. Purpose-built for the mortgage workflow. Not a generic CRM with a mortgage label — a platform designed around how loan officers actually work.
Communication & Outreach
Reach Every Borrower. Every Channel.
Power dialer, unified inbox, SMS, email — all connected to your pipeline so every conversation has context.
Power Dialer
Three lines dialing simultaneously with local presence. Full borrower profile on screen when they pick up.
Unified Inbox
Every email, SMS, and call in one view. Never miss a borrower reply across any channel.
AI SMS Responses
Smart response suggestions grounded in borrower context. Reply in seconds with AI-drafted messages.
Email Campaigns
Drip sequences and broadcasts for automated nurturing at scale. Track opens, clicks, and replies.
Call Recording & Logging
Every call tracked automatically with full transcription. Complete borrower communication history.
Pipeline & Deals
See Where Every Dollar Sits. Right Now.
Visual pipeline management built around the mortgage loan lifecycle — from lead to funded.
Kanban Board
Drag-and-drop pipeline with real-time dollar values per stage. Color-coded alerts surface problems early.
Deal Management
Full deal tracking from lead to funding. Custom stages that match your actual lending process.
Custom Fields
Mortgage-specific data fields built in — LTV, DTI, loan program, rate lock date. Track what matters.
Deal Stages
Customizable loan lifecycle stages from pre-qualification through closing and post-close.
AI & Intelligence
AI That Knows Mortgage. Not Just AI.
Every AI model is trained on mortgage workflows. Not generic GPT with a CRM wrapper.
AI Lead Routing
Intelligent distribution based on LO specialty, capacity, and close rate. Right lead to right officer in under 3 seconds.
AI Follow-Up
Automated smart follow-up sequences that feel personal. AI references the borrower's specific deal context.
AI Writing Assist
Draft emails and messages grounded in borrower context. Knows rate lock expirations and underwriting status.
Smart Notifications
AI-prioritized alerts surface what matters first. No more notification fatigue from irrelevant updates.
Automation
Set It Once. It Works Forever.
Trigger-based workflows that eliminate repetitive tasks and ensure nothing falls through the cracks.
Workflow Automation
Trigger-based actions for any pipeline event. Automate the tasks you do 50 times a day.
Task Management
Auto-generated tasks from pipeline events. Never forget a follow-up or miss a deadline.
Milestone Triggers
Auto-actions when deals hit pre-approval, CTC, and closing. The right message at the right stage.
Integrations
Connected to Your Existing Tools
Native integrations with the systems loan officers already use — not bolted-on connectors.
ARIVE LOS Integration
Native connection to ARIVE Loan Origination System. Deal milestones sync automatically.
Email Sync
Gmail and Outlook sync. Every email tied to the right contact and deal automatically.
Calendar Sync
Appointment scheduling tied to your pipeline. Borrowers book time directly from your booking page.
Data Import / Export
CSV and bulk operations for easy migration. Open architecture for custom reporting and integrations.
Analytics & Admin
Full Visibility. Enterprise Control.
Real-time dashboards, team analytics, and enterprise-grade access controls for regulated lending.
Real-Time Dashboard
Pipeline health, conversion metrics, and performance data at a glance. Drill down into any dimension.
Team Analytics
Manager view of team performance and pipeline health. Track every LO's metrics in one place.
Role-Based Access
Granular permissions by role — LO, manager, admin, super-admin. Data isolation between organizations.
Audit Logging
Full compliance trail for every action. Required for regulated lending environments.
See It in Action
28 features. One plan. No surprises. Book a 15-minute demo and see how it all works together.
No contracts. Cancel anytime.