ChosenCRM gives loan officers a mortgage-native execution system for speed-to-lead, referral follow-up, loan milestones, document chase, and ChosenAI coaching, with a built-in power dialer, 1,000 SMS/user/mo, one $197/user/mo plan, and a 60-day guarantee.
Mortgage command center with borrower pipeline, rate alerts, and daily tasks
Mortgage-native pipeline
Loan stages, not generic deals
Pre-qual, rate lock desk, application, document chase, underwriting, clear-to-close, and post-close nurture stay visible.
Speed-to-lead engine
Call, SMS, email, task
Every borrower and referral lead receives an owner, a source, and a next action.
ChosenAI coaching
Daily borrower priorities
AI surfaces stale files, follow-up gaps, and coaching prompts tied to mortgage execution.
Manager control
Activity and pipeline visibility
Managers can coach habits and files before production slows down.
Leak to control matrix
ChosenCRM turns scattered borrower activity into controlled daily execution for loan officers, branches, and mortgage teams.
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Control system
A single borrower timeline assigns owner, source, next action, and follow-up cadence from first touch.
Call, SMS, email, and tasks are logged against the borrower record.
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Control system
Stage-based checklists show what is missing, who owns it, and which reminder should go out next.
Document intelligence and milestone tasks keep the file moving.
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Control system
Segmented nurture and priority queues make referral and database follow-up part of the daily workflow.
Every priority appears in the same operating queue as active files.
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Control system
Dashboards surface call activity, contact rates, stage aging, and coaching signals before deals die.
Team accountability is built into the workflow instead of bolted on later.
Operating loop
Each handoff becomes a tracked event with owner, due date, communication history, and reporting visibility.
New lead captured from web form, referral, or import
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Automated speed-to-lead follow-up via call, SMS, and email
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Borrower pre-qualification and needs assessment
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Loan application (1003) initiated and documents requested
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Document collection tracked with extraction and status updates
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Processing and underwriting milestones updated in pipeline
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Clear-to-close notification and closing coordination
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Post-close follow-up and referral request automation
Tracked as a mortgage workflow event with owner, due date, next action, and reporting visibility.
Product command center
The mortgage command center combines pipeline status, follow-up queues, loan milestones, and AI coaching into one working surface.
See new leads, rate lock urgency, missing documents, stalled files, and follow-ups due today without hunting across tools.
Track pre-qual, application, processing, underwriting, clear-to-close, and funded stages with task ownership.
Managers see calls, contacts, stage movement, aging loans, and coaching prompts by loan officer.
Mortgage command center overview
Feature system
No fake usage claims. No invented logos. This section shows the product surfaces that make ChosenCRM a daily operating system for high-touch sales teams.
A mortgage-native pipeline for pre-qual, application, processing, underwriting, clear-to-close, and funded stages.
Call borrowers and referral partners from the CRM, then log outcomes to the relationship timeline.
Track missing borrower items and keep reminders tied to the loan stage.
Daily briefings surface which borrowers need attention and which files are losing momentum.
Upload lender product guides and matrices, then use ChosenAI to help identify guideline and product-fit options for borrower scenarios.
Coach the habits and files that control production instead of waiting for end-of-month surprises.
Core mortgage CRM features included. Add-ons and scoped services are handled separately.
AI coaching for loan officer performance
AI strategy room
ChosenAI reads pipeline activity, follow-up gaps, and stage momentum so mortgage teams know what to do next.
Role-based value
ChosenCRM gives every mortgage role a different level of control without creating another reporting chore.
Loan Officer
Daily priorities combine borrower follow-up, document chase, and referral touches.
Every borrower record carries stage, notes, tasks, and communication history.
Branch Manager
Activity, contact rate, stage aging, and coaching signals stay visible at team level.
Managers see the exact follow-up gaps that need intervention.
Owner
Pipeline, communication, AI coaching, and accountability run from one operating system.
One plan keeps core mortgage CRM features, dialer, SMS, and reporting together.
Premium pricing panel
One premium ChosenCRM plan for mortgage teams. Power dialer included. 1,000 SMS per user per month included. 60-day money-back guarantee included.
One premium plan
$197/user/mo
Core CRM, power dialer, ChosenAI, workflows, reporting, and vertical templates.
Outbound engine
Power dialer included
Dial, log outcomes, assign tasks, and keep every record tied to the contact timeline.
SMS capacity
1,000 SMS/user/mo
Built for high-touch follow-up with compliant list hygiene and opt-out handling.
Adoption backstop
60-day guarantee
Use the platform for 60 days. If it is not the right fit, the plan is covered by the guarantee.
Core mortgage CRM features included.
Add-ons and scoped services are handled separately. Mortgage launch services can map borrower stages, LO queues, referral partner nurture, milestone tasks, and LOS/POS-adjacent workflows where feasible.
FAQ
The short version: ChosenCRM is the execution layer for your revenue team. It works alongside required systems of record instead of pretending to replace them.
ChosenCRM is designed to work alongside your loan origination system, not replace it. You manage borrower relationships, follow-up, and pipeline in ChosenCRM, then hand off to your LOS for processing. We're building direct integrations with major LOS platforms — reserve early access to get updates on specific integrations.
Yes. CSV import is supported with field mapping for borrower data, loan details, and pipeline stage. We also support imports from common mortgage CRMs during onboarding.
You define rules based on loan type (conventional, FHA, VA, etc.) and rate thresholds. When published rates cross your threshold, ChosenCRM identifies borrowers in your database who match and queues follow-up via your preferred channel — call, SMS, or email.
Both. Individual loan officers get a personal pipeline and coaching. Teams and branches get manager dashboards, team leaderboards, lead routing, and visibility into every LO's activity and pipeline health. Volume discounts are available for teams.
The core mortgage platform: mortgage pipeline, power dialer with unlimited calls under fair-use and carrier policies, 1,000 SMS per user/month, email sequences, rate alerts, document tracking, ChosenAI coaching, reporting, and mortgage-specific features. No feature tiers; optional add-ons such as IDX for real estate and custom integration work are called out separately.
Run mortgage pipeline, communications, AI coaching, and manager accountability from one premium ChosenCRM command center.