Know What Matters
ChosenAI, daily focus, lead intelligence, and prioritized notifications give the day a clear starting point.
Explore this outcomeMortgage CRM platform
One mortgage workspace. Clear next actions.
ChosenCRM connects the work around the loan: lead and borrower records, communication, pipeline attention, follow-up, daily priorities, automation, and team reporting.
- 30-day free trial
- Credit card required
- 60-day money-back guarantee
Core workflows
Built around the mortgage day.
Each capability shares the same mortgage context. Availability and configuration can vary by account.
Start More Conversations
Work email, SMS, call queues, templates, and borrower context from the same mortgage record.
Explore this outcomeKeep Every File Moving
See pipeline stages, applications, tasks, milestones, and workflow exceptions before they become surprises.
Explore this outcomeCoach the Team
Review activity, goals, pipeline, performance, and coaching through role-based organization views.
Explore this outcomePipeline and applications
Keep mortgage opportunities in a workflow your team can read.
Use configurable stages, tasks, milestones, activity, and team views to organize sales-pipeline work around mortgage opportunities. Contact, deal, and application views provide different levels of detail without turning the CRM into an LOS.
- Mortgage stages and loan-specific fields
- Filters by loan officer, stage, loan type, and date
- Tasks, milestones, and connected activity
Inbox and dialer
Respond with the borrower record in view.
ChosenCRM connects supported email, SMS, calls, templates, and communication history to CRM records. Loan officers can move from a reply to the next task without reconstructing the conversation.
- Email, SMS, and call activity
- Templates and connected contact history
- Call queues, click-to-call, and call logging
Calling and messaging depend on account configuration. Teams remain responsible for consent, calling rules, and applicable law.
Workflows and follow-up
Turn a defined process into repeatable next steps.
Trigger tasks, notifications, supported messages, and scheduled actions from workflow and milestone events. Review what ran and keep exceptions visible instead of relying only on personal reminders.
- Trigger-based workflow automation
- Scheduled tasks and actions
- Mortgage milestone events
- Workflow status and review
ChosenAI
Put AI assistance where decisions happen.
ChosenAI supports specific CRM tasks: lead routing and scoring, writing assistance, follow-up guidance, daily focus, and prioritized notifications. It gives users a clearer starting point while keeping work inside the mortgage record.
- Lead routing and scoring assistance
- Borrower-aware writing assistance
- Follow-up guidance
- Prioritized notifications and pipeline alerts
Call queues
Work the queue with contact context attached.
The power-dialer workflow supports call queues, click-to-call, call logging, and related borrower or referral-partner context. Confirm telephony configuration and available capabilities for your account during the demo.
Tough Scenario Finder
Turn a difficult file into a focused research question.
Describe a mortgage scenario in plain language and review possible matches from available lender-guideline sources. Treat every result as a research lead, then verify current eligibility, pricing, documentation, and overlays with the lender.
- Plain-language scenario research
- Possible lender-program matches
- Saved-search and lender-directory context
- Verification before use
Scenario Finder does not underwrite, approve, price, or guarantee eligibility for a loan.
Reporting and coaching
Review the same work your team is doing.
Managers can review pipeline, activity, goals, team analytics, and coaching views from organization-scoped mortgage data. Loan officers keep a focused daily view while leaders get broader context.
- Dashboard and custom reporting views
- Team and loan-officer filters
- Activity tracking and coaching context
- Role-based access
Integration fit
Works around your LOS. It does not replace it.
Review the supported connection for your LOS, email, calendar, phone, and data workflows. The team can confirm data direction, fields, setup, and current limitations for your configuration.
Platform FAQ
Questions about scope and setup.
Can ChosenCRM replace a loan origination system?
No. ChosenCRM supports lead, relationship, communication, task, and sales-pipeline workflows around mortgage opportunities. Your LOS remains responsible for the formal origination and processing workflow.
How does AI work inside ChosenCRM?
ChosenCRM uses AI for defined CRM tasks such as lead routing and scoring, writing assistance, follow-up guidance, and prioritized notifications. Users review the resulting actions inside the mortgage workflow.
Can ChosenCRM automate borrower follow-up?
ChosenCRM supports trigger-based and scheduled actions, including tasks and supported email or SMS follow-up. Teams remain responsible for message content, timing, consent, suppression rules, and the policies that apply to their use.
Does ChosenCRM support team roles?
Yes. ChosenCRM includes organization roles and permissions for loan officers, managers, and administrators. The exact setup depends on responsibilities, data access, work assignment, and reporting needs.