Mortgage Brokerage

Prospect Communication Platform

Empowering Loan Officers - Seamless Communication, Streamlined Success

PRICING

For pricing plans, request a demo to speak to our sales team.

Our Software

Introducing our all-in-one CRM software for mortgage brokerages, designed to revolutionize how loan officers connect with prospects. Our platform provides each loan officer with a personalized login and dedicated contact list, enabling them to message active prospects directly through SMS without using personal cell phone numbers. Each contact is organized within a detailed customer profile, where documents, notes, and custom tags can be uploaded for easy access. The system allows contacts to be filtered by tags, making it simple to segment and target specific groups with bulk SMS campaigns. Every text and call is automatically recorded and stored, giving brokerage owners full visibility and control over communications. This comprehensive internal messaging solution ensures operations are organized and efficient, empowering loan officers to focus on closing deals while maintaining a professional and secure communication channel.

Full Oversight and Security for Brokerage Owners


All text messages and phone calls are automatically recorded and stored within the system, giving brokerage owners complete visibility into their team's communications. This not only ensures compliance and accountability but also keeps all operations organized under one roof, driving efficiency and success.

Personalized Communication for Loan Officers

Each loan officer gets a unique login with their own contact list, enabling them to communicate directly with active prospects via SMS. No need to use personal cell phone numbers—our software ensures all communications are handled through a secure, professional system.

Comprehensive Customer Profiles


Every prospect is organized within a detailed customer profile, where loan officers can upload and manage documents, notes, and custom tags. This ensures all relevant information is easily accessible and keeps the sales process streamlined and efficient.

Advanced Filtering and Bulk Messaging


Contacts can be filtered by custom tags, allowing loan officers to segment their lists for targeted communications. Whether it’s a special promotion or a general update, our bulk SMS feature makes it easy to reach specific groups with just a few clicks.