Platform · CRM & follow-up

A mortgage CRM where follow-up starts itself

Every plan includes the CRM, already configured: a pipeline for borrowers, one inbox for texts, email, chat and DMs, and the follow-up for every funnel written and switched on.

Sample data — fictional borrowers

Automations we write

What follow-up should a mortgage lead get?

A fast first touch, then a human: a text within seconds when the borrower consented, a useful email within minutes, a loan officer call within the hour, light check-ins over a few days, and a slower educational series for borrowers who are months away.

  1. 01

    Lead arrives

    From a funnel, chat, call, DM or form — tagged by source and answers.

  2. 02

    Owner assigned

    You, or round-robin / by state / by language on team plans.

  3. 03

    First touch

    Text in seconds with consent; email in minutes.

  4. 04

    Task if quiet

    No booking within the hour? A call task with the answers on screen.

  5. 05

    Nurture

    A slower educational series for "later" borrowers, until they reply.

Infographic with Tenzo the fennec fox: Follow-up that never sleeps — New lead, Text in seconds, Email series, Task for you, Booked call

Included

Everything in one inbox

  • Shared inbox for SMS, email, website chat, Messenger and Instagram DMs.
  • Calendar booking with reminders that cut no-shows.
  • Mobile app with instant new-lead alerts.
  • Routing — round-robin, by state licence or language (team plans).
  • Consent records stored with each contact; STOP handled automatically.
  • UTM and source on every lead, for honest reporting.

Your words, your voice

We write follow-up the way you talk: short, specific, signed with your name. You approve every message. Reviews after closing are handled by the reviews engine add-on ($49/mo, included in Funnel Stack).

After hours, the AI Engine for SMS can hold the conversation until you're back.

Hands typing a text message on a smartphone

FAQ

CRM & follow-up questions

Can't find it? Search every answer or ask the funnel desk.

What follow-up should a mortgage lead get?

A fast first touch, then a human. For funnel leads that means a personal-sounding text within seconds (with consent), an email with something useful within minutes, a call from the loan officer within the hour, a couple of light check-ins over the next days, and an educational nurture for borrowers who are months away.

Which CRM is included?

The CRM included with your site is a full contact, pipeline, inbox and automation platform that we configure and brand for you. You get the web app and a mobile app; we set up pipelines, automations and templates.

Does it replace my company's loan origination system?

No. The CRM handles marketing and conversations before and around the loan. Applications and loan files stay in your company's LOS; we link to it or hand off from our 1003-style form as your company prefers.

Can I import my past clients?

Yes. We import a spreadsheet from your old CRM, tag past clients separately, and only enable texting for contacts with documented SMS consent.

Is SMS included?

Two-way SMS from a registered business number is included for funnel follow-up. Carrier fees and A2P 10DLC registration fees are passed through at cost. AI replies on SMS are part of the AI Engine.

Can my assistant or processor use it?

Yes. Seats for loan officers are included per plan; assistants can be added as users so they can work the inbox and tasks.

How do I see what's working?

Each lead carries its source, funnel and UTM parameters. A monthly report shows leads, bookings and applications by source, so you know which funnel and which channel earn their keep.

Do I own the data?

Yes. Your contacts and conversation history are yours. If you cancel, we export them for you.

How does it compare to a dedicated mortgage CRM?

Dedicated mortgage CRMs such as BNTouch, Surefire or Jungo offer deep LOS integrations and long-term borrower marketing. Ours is built around funnels and speed-to-lead and comes included with your plan. Some LOs run both; see our comparisons for detail.

Next stage: booked

Stop losing leads to a busy afternoon

We'll set up the CRM, write the follow-up and import your past clients — included with every plan.

Free 25-minute call · month-to-month plans · no ad spend required to start

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