Your CRM just grew a brain.

Capture every lead, automate the follow-up, and close more loans — with AI and integrations doing the heavy lifting. Built by loan officers, free to start.

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Easy to use

Up and running in minutes, not months

No setup fees, no IT team, no 80-page manual. Sign up and you're closing the same day.

No credit card, no setup fee, no sales call to sit through. You're in.

Import your book

Bring your contacts in one click — upload a CSV or migrate from your old CRM.

Start closing

Pipelines, inbox, and automations are ready out of the box.

New Leads

In Pipeline

$2.4M

Closed

Sarah Chen

Pre-approved

Hot

Marcus Johnson

Application

Active

Lisa Park

Under review

Automation

Set it once. It runs while you sleep.

Build the flows that handle your busywork — leads get assigned, texted, tasked, and nurtured the second they come in.

Any trigger

Lead status, dates, tags, form submissions — fire on anything.

Smart conditions

If/then logic so the right thing happens to the right lead.

Multi-step actions

Chain texts, emails, tasks, and tags into one workflow.

New lead from ZillowTrigger

Auto-assigned to you

Welcome text sent

Follow-up task created

Added to nurture campaign

The AI Suite

Meet Super Agent

An AI teammate that actually does the work — across text, email, and chat. Tell it what you need in plain English and it handles the rest.

Text, email & chat

Works every channel your clients do — drafting and sending replies in your voice.

Runs your workflows

Kicks off automations, updates deals, and creates tasks without being asked twice.

Knows your pipeline

Answers questions and takes action across your entire CRM — like a teammate who never sleeps.

Super AgentOnline

Text Sarah her pre-approval and set a follow-up for Thursday

On it — here's what I did:

Pre-approval texted to Sarah Chen

Follow-up task set — Thu 2:00 PM

Deal moved to Pre-Qualified

Voice AI

AI voice agents that answer and place calls — qualifying leads, following up, and booking appointments around the clock.

Call Intelligence

Every call is transcribed, summarized, and turned into action items and follow-up tasks — automatically.

3.4 Generator

Generate a Fannie Mae 3.4 (1003) straight from a phone call. No retyping, no copy-paste.

Power Dialer

Work your whole list at triple speed.

Ring up to three contacts at once, drop your voicemail automatically, and only get on the phone when a real person picks up. Spend your day on conversations — not dial tones.

Triple-line auto-dial

Rings up to 3 contacts at once and keeps every line full — no more waiting on rings between calls.

Voicemail drop on autopilot

Hits a voicemail? It drops your recorded greeting after the beep and moves on. You never leave the same message twice.

Live answers, bridged instantly

When someone picks up you hear a tone and connect right away, with their name on screen. The dialer pauses while you talk and resumes when you hang up.

Disposition, report & stay compliant

Tag every call without stopping the dialer, track talk and contact rates in Power Dial History, and rest easy — Do-Not-Disturb contacts are skipped automatically.

Power Dialer3 lines · Dialing

Marcus Johnson

Connected · 0:42

Live

Sarah Chen

Voicemail dropped

Lisa Park

Ringing…

Disposition this call

InterestedCallbackNot interestedDo not call

38%

Talk rate