The mortgage CRM built for every call, text, borrower, and referral partner.
Power dial mortgage leads, text borrowers, automate follow-up, manage loan pipelines, coach LO conversations with ChosenAI, and give branch managers the accountability view they need.
Pain narrative
Mortgage revenue leaks happen in the follow-up gaps.
The file does not usually stall because nobody cares. It stalls because lead calls, borrower context, referral updates, tasks, and coaching live in too many places.
New borrower leads go cold after missed calls or generic follow-up.
Referral partner outreach depends on memory instead of a managed cadence.
LO activity is hard to coach until pipeline problems show up late.
Borrower notes, texts, calls, and loan stages are not always visible together.
Workflow proof
Mortgage workflow ChosenCRM is built around
New borrower lead
Power Dialer queue
SMS follow-up
Borrower record
Loan pipeline stage
Milestone automation
Referral partner nurture
Manager report
Keep borrower communication tied to the active opportunity.
Give LOs a daily queue for new leads, old leads, pre-approvals, and referral campaigns.
Help managers coach from calls, texts, tasks, and stage movement.
Feature directory
Organized by the workflows your team actually works.
ChosenCRM Mortgage puts the execution stack above the database: calls, SMS, pipeline movement, coaching, partner follow-up, goals, and reporting.
Communicate
Built for borrower and partner conversations.
- Dialer
- Power Dialer
- Unlimited calls
- Borrower SMS
- Conversation history
Move Loan Pipeline
Track borrowers through mortgage-specific stages.
- Loan pipeline
- Lead queues
- Task management
- Custom stages
- Pipeline risk signals
Referral Growth
Make partner follow-up visible and repeatable.
- Referral partner records
- Partner nurture tasks
- Co-marketing handoff context
- Past-client campaigns
- Source reporting
Coach LOs
Use ChosenAI and coaching loops to improve daily execution.
- ChosenAI
- AI Coaching
- Conversation summaries
- Objection insights
- Next-best actions
Manage Team
Give branches and broker owners a real accountability layer.
- LO goals
- Activity scorecards
- Team management
- Manager dashboards
- Branch reporting
Connect Carefully
Use handoff language where the system of record remains outside the CRM.
- LOS/POS handoff context
- Document workflow visibility
- API/webhook readiness
- Import/export
- Integration roadmap
Product evidence
Real ChosenCRM screenshots, not invented proof.
The vertical sites use the product screenshots already in this repo. No customer logos, fake ratings, or made-up review counts are used.
Mortgage dashboard
A manager-ready view of borrower activity, tasks, and pipeline movement.
Dialer workflow
Lead queues, calls, notes, and next actions live in the same selling motion.
Loan pipeline
Mortgage stages stay visible without mixing in non-mortgage language.
ChosenAI + coaching
ChosenAI for LO coaching and branch accountability
ChosenAI is framed around action: summarize conversations, surface next steps, flag missing follow-up, and help managers coach the calls and texts that move borrower opportunities.
Call summaries and follow-up context
Objection and qualification coaching
Pipeline risk cues
LO goal and activity review
Why teams trust us
Zero risk. Full support. Built with Mortgage teams, not just for them.
We are pre-launch and building in the open. That means founding members get locked pricing, direct access to the team, and a real voice in where the product goes.
60-Day Money-Back Guarantee
Try ChosenCRM for 60 days. If it does not work for your team, you get a full refund. No questions, no hoops.
Founding Member Pricing Locked
$197/user/mo is your price forever. No rate increases for early adopters, even as we ship new features.
Free White-Glove Setup
We migrate your data, configure your pipelines, and build your automations. You do not lift a finger.
Weekly Group Onboarding Zooms
Live weekly sessions where new teams get hands-on walkthroughs, ask questions, and see real workflows in action.
Feature Voting Widget
Your roadmap input matters. Vote on upcoming features and see exactly what ships next based on real customer demand.
Founder-Led Demos
No sales reps reading scripts. You talk directly to the people building ChosenCRM who know your vertical cold.
Pricing
$197/user/mo for the core ChosenCRM execution stack.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
Join the Mortgage Waiting ListNext step
Pick Mortgage. Join the list. Help shape the CRM your team will actually work.
ChosenCRM is built for calls, texts, AI coaching, pipeline movement, automation, goals, reporting, and manager visibility.