All Customer Info
All details in one centralized profile
CRM Customers
Your Complete Customer Workspace
Manage every lead, borrower, and client from one place. Track communication, store documents, monitor applications, and stay updated on every client's progress — all in one powerful customer profile.
Full Communication
Calls, SMS, emails in one timeline
Documents
Store, organize & access any file
Smart Alerts
Stay notified with event logs & alerts
Applications
Track applications and client progress
Activity Logs
Track every action and client update
Section 3
Turn Customer Profiles Into Active Loan Files
Send pre-approval packages, collect documents, and push to LOS — everything happens inside CRM, fast, secure, and seamless.
Pre-Approval Package
Send professional pre-approval packages via email, SMS, or POS portal in one click.
From:Alex Johnson <alex.johnson@demo.com>
To:robert.smith@email.com
Subject:Your Pre-Approval Package
Dear Robert Smith,
Please download and fill the attached preapproval or apply online.
Any questions feel free to contact me.
Online Application Access
Portal: Customer Portal
Email: robert.smith@email.com
Password: Demo@1234
Email: robert.smith@email.com
Password: Demo@1234
Offline Application
Preapproval_Package.pdf
1.2 MB
Email
SMS
POS Portal
Smart Document Storage
All documents and attachments are automatically saved and organized under the customer profile.
Robert Smith
Active
POS Documents
12
Email Attachments
8
Uploaded Files
15
Disclosures
6
Other Documents
4
POS docs auto saved
Email attachments saved instantly
No download or re-upload
CRM → LOS Sync
Pull documents and data directly from CRM into LOS and continue your workflow seamlessly.
CRM
Robert Smith
POS Documents
Email Attachments
Uploaded Files
and more
LOS
Loan File #123456789
Imported
Borrower Info
Application
Documents
Disclosures
All files are ready to go.
Less work. Faster closings.
Email to CRM
Email attachments are saved directly to the customer profile.
POS Auto Sync
Borrower uploads on POS are automatically organized.
LOS Ready
Pull documents into LOS with one click.
Section 4
Connected With Every Part of Your Workflow
Customer CRM acts as the central hub of 1 Solution, connecting leads, communication, pricing, applications, documents, marketing, and loan processing into one seamless workflow.
Customer CRM
- Customer Data
- Documents
- Activity Timeline
- Communication
- Progress & Status
Front Line
Capture leads from multiple sources
- E-Card Leads
- Website Forms
- Quote Requests
Every lead automatically creates a customer profile.
PPE
Pricing & Proposal Engine
- Scenarios
- Rate Comparisons
- Proposals
- Rate Alerts
All scenarios, quotes and proposals are connected to the customer.
Marketing / Drip Campaigns
Targeted campaigns. Smarter engagement.
- Customer Groups
- Religion & Preferences
- Special Days / Festivals
- Drip Campaigns
- Unsubscribe Tracking
- Compliance Friendly
If a customer unsubscribes, their preference is saved in CRM and campaigns stop instantly.
Communication
Every interaction. Fully synced.
- SMS
- Calls
- Emails
- POS Chat
- Voicemail
- Notes & Tasks
All communication is logged in the customer timeline.
POS
Point of Sale
- Applications
- Document Uploads
- Messages
- Pre-Approvals
All borrower activity is automatically reflected in CRM.
LOS
Loan Origination System
- Push customer to LOS
- Pull documents from CRM
- Continue processing without duplicate entry
One click sync. Faster processing. Better borrower experience.
Documents / Essentials
All documents in one secure place
- POS Documents
- Email Attachments
- Uploaded Files
- Disclosures
Centralized, organized and always accessible from anywhere.
READY TO GET STARTED?
Start Running Your Mortgage Business the Right Way
All-in-one platform designed to simplify your workflow, increase productivity, and help you close more loans.
Save Time
Automate tasks and streamline your workflow.
Close More Loans
Get better visibility and move faster.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Scale Effortlessly
Grow your business with confidence.
