CRM for Mortgage Teams
The CRM for Mortgage Loan Officers and Brokerages
Speed-to-lead automation, separate pipelines for purchase and refi, and native SMS to close rate-shoppers before the competition. Flat-rate pricing for your entire retail branch, processors, and assistants.
The challenge
Why most CRMs fail mortgage teams
Mortgage teams live and die by speed-to-lead. A borrower submitting a lead on a rate comparison site is talking to three other loan officers within minutes. If your CRM does not instantly trigger an automated text and a dialer call, you lose the deal. Most generic CRMs cannot handle the structural reality of the mortgage industry. You need separate pipelines for purchase versus refi, custom fields for loan amounts and LTV ratios, and milestone tracking that maps to actual loan statuses. You also need to nurture the realtors and financial planners who refer business to you. CRMs built explicitly for mortgage are often clunky, lack modern APIs, and charge per-seat, punishing you for adding processors and assistants to the workspace.
Why Conduyt
Why mortgage teams choose Conduyt
Four reasons teams like yours make the switch.
Speed-to-lead automation
Inbound lead from your website or a lead provider → instant automated SMS → simultaneous dialer call to the loan officer. If the borrower is rate-shopping, you are the first voice they hear. Response times drop from hours to seconds.
Separate pipelines for purchase and refi
Purchase and refinance motions require entirely different stages, compliance checks, and timelines. Run them in separate pipelines with custom fields for loan amount, property type, and LTV. Processors and assistants get full visibility without per-seat upcharges.
Realtor and CPA referral tracking
Your referral partners are your lifeblood. Track realtors, CPAs, and financial planners as dedicated partner records. Automate monthly production updates, closing announcements, and check-in tasks so you never lose a referral relationship to a competing loan officer.
Native dialer, SMS, and MCP server
Built-in dialer with local presence and native SMS (bring your own Twilio) eliminate the need for separate VoIP software. Bring your own AI via our 136-tool MCP server to draft follow-ups, summarize call notes, and triage conditions automatically.
Use cases
Common use cases for mortgage teams
How teams like yours actually use Conduyt day-to-day.
- Rate-shop lead capture → instant SMS acknowledgment → 5-minute auto-dial to loan officer → 24-hour follow-up sequence if unanswered
- Milestone updates: loan status changes to "Clear to Close" → automated SMS to borrower → automated email notification to the referring realtor
- Referral partner portal: track every realtor referral source, calculate closed-loan volume per partner, trigger monthly thank-you and market-update emails
- Post-closing nurture: 30 days after closing → automated request for Zillow/Google review → 6-month check-in → 12-month refinance opportunity assessment
- AI-assisted condition review: connect Claude or ChatGPT via MCP, agent reads underwriter conditions, drafts conditional commitment summaries for borrowers
Recommended plan
Which plan fits mortgage teams?
Our recommendation based on how mortgage teams typically use Conduyt.
Professional
$499/mo
Mortgage branches typically run on Professional at $499/mo for the advanced automations required for speed-to-lead routing, milestone-based updates, and priority support. Both plans include unlimited users (loan officers, processors, assistants) and unlimited contacts. 20-day free trial, no credit card.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We were paying $1,400/month for Jungo per-seat licenses. Conduyt Professional at $499/mo flat gave us native SMS, a built-in dialer, and better speed-to-lead automation. Our contact ratio on internet leads jumped from 40% to 78% just because we text them in three seconds instead of calling them in an hour.”
The math
How Conduyt compares
Real numbers, real savings.
Surefire (Black Knight) and Jungo are the legacy mortgage CRM standards. They understand the industry well, but they carry clunky interfaces, per-seat pricing that punishes you for adding processors, and closed ecosystems that make modern AI integration difficult. Velocify is strong for high-volume, dialer-heavy call centers but weak on long-term relationship nurture. Whiteboard and BNTouch offer solid mortgage-specific marketing campaigns but lack the open API surface modern brokerages need. Shape Software bundles a lot of functionality but still relies on per-seat pricing. Where Conduyt sits: mortgage teams that have outgrown a point solution, want real speed-to-lead automation, need native SMS and dialer, and demand flat-rate pricing for the entire branch.
Frequently asked questions
Your team uses AI? See how AI agents drive Conduyt →
Start your 20-day free trial - built for mortgage teams
No credit card. No per-seat pricing. Just a CRM that works the way mortgage teams actually sell.
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