Included in Showroom and Flagship
Mortgage CRM follow-up that never forgets a lead.
Leads go cold in hours, not weeks. The CRM included with your site catches every form, chat and call, starts a polite follow-up straight away and reminds you who to call next.
Definition
What is a lead follow-up?
Lead follow-up is the sequence of calls, texts and emails after someone asks about a mortgage. Automating the first touches means every lead hears back quickly, while you personally handle the conversations that need a licensed loan officer.
One pipeline
New, contacted, pre-approved, in process, closed. Drag cards as files move.
Instant first touch
Text and email replies go out right after a form, with consent.
Smart reminders
Tasks for calls you promised, and nudges for leads going quiet.
Shared inbox
Website chat, SMS and AI Engine conversations land in the same place.
The pipeline, at a glance
New
Contacted
Pre-approved
In process
Closed
Set-up
How crm & follow-up get set up
-
01
Import
Bring existing contacts in (CSV).
-
02
Write sequences
We draft follow-ups in your voice.
-
03
Register texting
A2P 10DLC registration for business texting.
-
04
Go live
Every form now feeds the pipeline.
What you get
- Pipeline, tasks and reminders
- Text and email sequences
- Source and UTM on every contact
- Works on your phone
What it does not do
- Not a loan origination system (no LOS sync beyond exports)
- Texting requires carrier registration and opt-in consent
- Bulk marketing to purchased lists is not allowed
Which plans include crm & follow-up?
MWS-SHELF
Shelf · $89/mo
Add-on $49/mo
MWS-SHOWROOM
Showroom · $169/mo
Included
MWS-FLAGSHIP
Flagship · $289/mo
Included
Full details on the pricing page.
Works well with
Lead funnels
Mortgage lead funnels built into your site: one landing page and short quiz per loan program, instant follow-u…
Reviews engine
A loan officer reviews engine: request reviews after closing, send happy borrowers to your profiles and showca…
Online application
A friendly 1003-style online mortgage application form for your website, or a button to your secure portal. Tr…
Help desk
CRM & follow-up: questions and answers
01Is the CRM included or extra?
It is included in Showroom and Flagship. On Shelf it is a monthly add-on.
02Does the CRM replace my LOS?
No. It handles leads and follow-up before an application. Your loan origination system still runs the loan.
03Can the CRM text my leads?
Yes, once your number is registered for business texting (A2P 10DLC) and the lead has given consent. We help with the registration paperwork.
04What do follow-up messages say?
Short, helpful, human messages we write with you: a thank-you, a link to book a call, a reminder of what you need. Never rate promises.
05Can my assistant use it?
Yes. Flagship includes team access and lead routing; other plans can add users on request.
06Can I export my contacts?
Yes, any time, as a CSV. Your leads are yours.
07Does it work with the AI Engine?
Yes. AI conversations, call summaries and booked appointments appear on the contact's record.
08Is my data shared with anyone?
No. We never sell or share your leads.
CRM & follow-up, done for you.
Pick a design and plan; crm & follow-up comes set up and branded on launch day.
