Every Tool a Loan Broker Needs — In One Platform
Pipeline management, lead capture, automated follow-ups, reputation management, and reporting — purpose-built for the mortgage loan lifecycle. No more Frankenstein tech stacks.
The All-in-One CRM for Mortgage Professionals
Replace 5+ disconnected tools with a single platform that was designed around how loan brokers actually work.
Visual Loan Pipeline
Drag-and-drop deal stages mapped to the real loan lifecycle. See every deal, projected commission, and stale leads at a glance.
Smart Automation
Multi-channel SMS + email drip sequences that nurture leads for 45+ days — on autopilot. Set up once, convert forever.
Lead Capture
High-converting landing pages, forms, and integrations with Zillow, LendingTree, and Bankrate. Every lead goes straight into your pipeline.
Rate Drop Alerts
Automatically notify your database when rates drop. Turn your past clients into refi leads without lifting a finger.
Reputation Management
Automated review requests after closing, monitoring across Google and Zillow, and negative review alerts with response templates.
Reporting & Analytics
Real-time dashboards for pipeline value, conversion rates, team performance, and commission forecasting.
Appointment Booking
Embedded scheduling links for consultations — synced with your calendar. Automated reminders reduce no-shows by 40%.
Mobile App
Manage your pipeline, respond to leads, and track deals from anywhere. Full CRM in your pocket.
Integrations
Connect with Zillow, LendingTree, Bankrate, Google, Facebook, Zapier, and more — data flows in automatically.
Visual Loan Pipeline
See your entire book of business at a glance. Every deal, every stage, every dollar — organized the way lending actually works. No more spreadsheets, no more guessing where a borrower stands.
- 7 pre-built stages: Lead → Pre-Qual → Application → Processing → Underwriting → Closing → Funded
- Drag-and-drop cards between stages
- Deal value tracking with projected commission per stage
- Stale deal alerts — flag leads that haven’t moved in X days
- Automated notifications when deals change stages
- Filter by loan officer, source, loan type, or date range
Smart Nurture Sequences
The average mortgage takes 45+ days from inquiry to close. That’s 45 days of follow-ups most brokers can’t keep up with. LoanPulse automates the entire nurture cycle — from first touchpoint to post-closing referral campaigns.
- Multi-channel drip sequences (SMS + email combined)
- Trigger-based workflows: new lead, stage change, missed call, rate drop
- Pre-built lending templates: pre-qual reminders, document requests, closing checklists
- Re-engagement campaigns for dormant leads (30, 60, 90 day)
- Post-closing sequences: review requests, anniversary touchpoints, refi triggers
- A/B testing on subject lines and message timing
Lead Capture That Actually Converts
High-converting landing pages, embeddable forms, and direct integrations with the lead sources loan brokers actually use. Every lead flows straight into your pipeline with the right automation attached.
- Drag-and-drop landing page builder with lending-specific templates
- “Get Pre-Approved” and “Check Your Rate” funnel templates
- Embeddable forms for your existing website
- Direct integrations: Zillow, LendingTree, Bankrate, Realtor.com
- Facebook & Google Ads lead form sync
- Automatic lead source tagging for ROI tracking
Every lead, every source, one pipeline
Rate Drop Alert Campaigns
Your past clients are sitting on refinance opportunities — and most brokers never reach back out. LoanPulse monitors rates and automatically notifies your database when conditions change, generating warm refi leads without cold calling.
- Automatic rate monitoring with configurable thresholds
- SMS + email alerts sent to your past client database
- Personalized messages based on original loan terms
- Pre-built refi inquiry funnel included
- Track opens, clicks, and refi conversions
- Average of 8+ warm leads per month for Pro users
30-year fixed dropped 0.25% this week
Reputation Management & Reviews
Your online reputation is your #1 referral engine. LoanPulse automates the entire review cycle — from the post-closing request to monitoring and responding — so your 5-star track record grows on autopilot.
- Automated review requests via SMS after every closing
- Google Business Profile and Zillow review monitoring
- Real-time alerts for negative reviews
- Pre-written response templates for positive and negative reviews
- Embeddable review widget for your website
- Review performance tracking in your dashboard
Average LoanPulse broker rating on Google
Reporting & Commission Forecasting
Know exactly where your business stands — in real time. Track pipeline value, conversion rates, team performance, and projected income without exporting a single spreadsheet.
- Real-time pipeline dashboard with deal values by stage
- Commission forecasting based on pipeline probability
- Lead source ROI tracking — know which sources convert best
- Team leaderboard and individual loan officer performance
- Conversion funnel analytics: lead → application → funded
- Exportable reports for branch managers and compliance