Simple Mortgage CRM pricing for teams that need execution.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
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 ListDoes ChosenCRM replace my LOS?
No. ChosenCRM Mortgage is positioned as the sales execution layer for borrower follow-up, calls, texts, coaching, pipeline visibility, and partner nurture. LOS/POS work should be handled through careful handoff or integration where supported.
Is the dialer included?
Yes. Unlimited calls are included in the $197/user/mo launch pricing.
Can teams get volume discounts?
Yes. Volume discounts are available for teams.
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
Next 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.