CRM for mortgage brokers
The mortgage broker CRM that keeps every borrower moving toward closing
Answer rate and pre-approval questions the moment they come in, collect documents without endless email, and nurture the buyers who are not ready yet.
CRM included in every plan, from $39/month. AI manager included.
New lead
Pre-qualification call
Application started
Documents in
Quick answer
Why do mortgage brokers need a CRM?
Mortgage leads come from realtors, websites and past clients, and most are not ready on day one. A mortgage broker CRM tracks each borrower from first inquiry to funded loan and keeps long-term leads warm. Clientager adds an AI manager that answers 24/7, gathers purchase or refinance details, books calls with the loan officer and sends document reminders so files move faster.
Built for mortgage brokers and independent loan officers
Your Mortgage Broker CRM comes set up with the stages and fields mortgage brokers and independent loan officers actually use. Change anything, add your own.
Pipeline stages
- New lead
- Pre-qualification call
- Application started
- Documents in
- Won
What each record holds
- Loan purpose (purchase, refinance, cash-out)
- Target price or loan amount
- Down payment
- Estimated credit range (self-reported)
- Employment type (W-2, self-employed)
- Referring realtor
- Target closing date
- Documents outstanding
- Assigned loan officer
- First-time buyer (yes/no)
Borrower records
One record per borrower or household with loan purpose, amount, down payment, employment type and target closing date. Add any custom field your process needs.
Loan pipeline
Track every file from New lead through Pre-qualification call, Application started and Documents in to Won, with loan amount or expected fee as the deal value.
Document tracking
List outstanding documents on the record and let automations send reminders by SMS and email until pay stubs, statements and returns arrive.
Referral partner tags
Tag each borrower with the realtor who sent them. Smart lists and reports show which partners send the most closed loans.
Calls on the calendar
Pre-qualification calls, application appointments and closing check-ins land on a shared week view with automatic reminders.
Long-term nurture lists
Save smart lists of buyers still saving, renters six months out or past clients who might refinance, and reach them with templated messages.
Borrower timeline
Every call transcript, text, email, note and task in one place, so any processor or assistant can pick up the file.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers borrower questions any time
House hunters ask questions at night and on weekends. Your AI manager answers by phone, WhatsApp, SMS, chat and email, replying to messages in each customer's own language.
Captures the scenario
It asks about purchase or refinance, price range, down payment, employment and timeline, then fills those fields on the record.
Books the loan officer
It schedules a pre-qualification call with the right loan officer and sends confirmations and reminders.
Keeps rate talk with your team
You decide what it says. It does not quote rates or approve anyone. Rate and approval questions go to the loan officer as a callback task.
Scores and prioritizes leads
AI insights summarize each borrower, mark them hot, warm or cold and suggest the next step, so you call the ready buyers first.
How a mortgage broker runs on Clientager
- 01
A realtor's buyer texts on Saturday
Your AI manager answers, learns they want a $400,000 home with 10 percent down and logs them with the referring realtor tagged.
- 02
Pre-qualification call booked
It books a call with the loan officer for Monday and sends a reminder Sunday evening.
- 03
Application and document checklist
After the call, the deal moves to Application started and the borrower gets the checklist automatically.
- 04
Reminders until the file is complete
Automated texts nudge for missing statements while the processor tracks what is still outstanding.
- 05
Closed and kept warm
The loan closes, the deal moves to Won, a review request goes out and the borrower joins a refinance watch list.
Automations ready to switch on
- When A new contact is created→ Send a welcome SMS with the loan officer's name and create a call task due within 1 hour.
- When A deal moves to Application started→ Email the document checklist, then send an SMS reminder after 3 days.
- When A deal moves to Documents in→ Create a review task for the processor and send the borrower a quick update.
- When A deal moves to Won→ Tag the borrower as Closed, send a thank-you email and a review request after 7 days.
- When No visit for 180 days→ Send a check-in to past leads and clients asking if their plans or rate needs have changed.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Weekend inquiries wait until Monday
- Document requests lost in long email chains
- No clear view of which realtors send closed loans
- Not-ready buyers forgotten after the first call
- Past clients never hear from you again
Clientager Mortgage Broker CRM
- Every borrower answered 24/7 with the scenario captured
- Outstanding documents tracked with automatic reminders
- Referral partner tags and reports by source
- Nurture smart lists for long-term buyers
- Check-ins and review requests after closing
A mortgage broker CRM for leads that are not ready yet
Most mortgage leads are months from closing. A first-time buyer is still saving, a family is waiting on a job change, a homeowner wants to refinance if rates drop. A mortgage broker CRM earns its place by keeping all of those people organized and warm until they are ready, then moving them quickly once they are. Spreadsheets and inboxes are not built for that kind of patience.
Clientager records each borrower with loan purpose, amount, down payment, employment type and timeline. Smart lists group them by readiness, such as buying in 90 days or watching rates. Templates and AI-drafted replies make it quick to send a personal check-in, and every message lands on the borrower timeline so you always know who said what and when. When a buyer is finally ready, the whole story is already there.
Faster files with document reminders and clear stages
The slowest part of most loans is waiting on documents. When a deal moves to Application started, Clientager can email the checklist and follow up by SMS a few days later. Your processor sees outstanding items on the record and gets a task when the file moves to Documents in. Borrowers get steady nudges without your team writing the same email again.
The pipeline shows every file from New lead to Won with loan amounts, so you can see what is likely to close this month. Assign files to loan officers and processors, set due times on tasks and check the activity log to see who touched what. Staff roles keep revenue and payment details visible only to owners and managers, so processors and assistants can work files freely.
- Document checklists sent on stage change
- SMS reminders after a delay
- Processor review tasks when documents arrive
- Pipeline value by expected closing
Grow your referral partners and repeat business
Realtor relationships drive a large share of purchase business. Tag every borrower with the agent who referred them, then use reports on leads by source and win rate to see which partners send buyers who actually close. Keep your best partners updated with quick texts from the borrower record, and make sure no referral sits untouched over a weekend. Fast replies are what make agents send the next buyer.
After closing, the relationship is still worth a lot. A review request goes out a week later, and a check-in automation reaches past clients after a set number of days to ask whether their plans have changed. When a refinance makes sense, they already know who to call, and your AI manager is there to answer and book the conversation.
Questions about the CRM
What is the difference between a mortgage broker CRM and an AI manager?
The mortgage broker CRM tracks borrowers, loan stages, documents, partners and conversations. The AI manager answers inquiries 24/7, captures the borrower's scenario, books calls with the loan officer and writes everything into the CRM. In Clientager both are included, so new leads are organized before you ever pick up the phone.
Does the AI manager quote rates or pre-approve borrowers?
No. It gathers details, answers general questions you approve and books time with a loan officer. Rate quotes, pre-approvals and any lending decisions stay with your licensed team. When a borrower asks about rates, it creates a callback task with a summary.
Can I import my existing borrowers and past clients?
Yes. Export from any spreadsheet or CRM as a CSV and import it. Clientager detects duplicates and lets you merge them, and you can map columns to fields like loan purpose, closing date and referring realtor. Past clients can go straight onto a refinance watch smart list.
Can processors and assistants log in without seeing revenue?
Yes. Give them the staff role. They can work documents, tasks, messages and the pipeline, but they do not see payments, billing or revenue. Owners and managers see everything, and the activity log shows who changed what. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Can I track which realtors send me business?
Yes. Tag each borrower with the referring realtor or store it in a custom field. Reports on leads by source and win rate show which partners send borrowers who close, and smart lists let you see every open file from a single partner.
Does it help nurture buyers who are not ready yet?
Yes. Save smart lists by timeline or readiness and send templated messages or AI-drafted check-ins from each record. A check-in automation can reach leads after a set number of days without contact, so long-term buyers do not forget you when the time comes.
How much does the mortgage broker CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can see it working in a live demo, and you can get a refund if you change your mind before your AI agent goes live.
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