The Mortgage CRM Built for Loan Officers
Stop juggling spreadsheets, email threads, and sticky notes. LoanGraphs gives mortgage professionals a single platform to manage contacts, track pipelines, generate loan reports, and automate borrower outreach.
No credit card required.
Sound familiar?
Leads can become inactive when contact details, activity, and next steps are stored in different systems.
Scattered borrower data
Contact info in spreadsheets, notes in email threads, loan details in your LOS. You waste time hunting for information instead of calling borrowers.
Leads going cold
Without automated follow-up, pre-approved borrowers go silent. By the time you circle back, they have already found another loan officer.
No pipeline visibility
You can not see which loans are stuck, which borrowers need attention, or which referral partners are sending the most business.
Manual busywork
Typing the same rate update email for 30 past clients and moving the same borrower details between separate systems.
Everything a Mortgage CRM Should Be
LoanGraphs is not a generic CRM with mortgage labels slapped on. Every feature is built for how loan officers and mortgage brokers actually work.
Visual Pipeline
See every loan from lead to close in a drag-and-drop pipeline. Know exactly where each deal stands and what needs your attention next.
Contact Management
Borrowers, co-borrowers, realtors, and referral partners all in one place. Full activity history, notes, and communication log for every contact.
AI Email Outreach
Draft mortgage emails for rate alerts, refinance opportunities, and market updates. Review and edit every draft before you send it.
Loan Scenario Reports
Create multi-scenario purchase and refinance reports with Loan Estimate-style closing cost sections. Review every amount before you share a report.
Home Value Reports
Prepare home value reports for past clients. Review estimated values, equity, and saved loan details before you share a report.
Market Data & Loan Limits
View conforming and FHA loan limits and market data. Check the source date before you share a market report.
How It Works
Start with your contacts and pipeline. Add reports and outreach when you are ready.
Import your contacts
Add existing borrowers, realtors, and leads by CSV upload or manual entry. Review the import before you use the records.
Set up your pipeline
Customize pipeline stages to match your workflow. Drag deals through stages as they progress from lead to funded.
Prepare outreach
Draft AI emails and prepare home value reports. Review recipients, content, data, and required disclosures before delivery.
Review your pipeline
Use saved activity and pipeline stages to decide which borrower or lead needs attention next.
Compare CRM Options with Current Facts
Provider features, prices, limits, and terms can change. Confirm each item directly with the provider before you choose a CRM.
Workflow fit
Confirm that the current pipeline, contact, reporting, and outreach tools match your process.
Integration fit
Ask each provider which systems connect today and how data moves between them.
Current cost
Request a current quote. Include subscriptions, usage charges, setup work, and contract terms.
Data controls
Review access, retention, export, deletion, and security terms before you add borrower data.
See the mortgage CRM in action
Create a free CRM account. No credit card required.
Built for Mortgage Professionals
Individual Loan Officers
Manage your personal pipeline, stay in touch with past borrowers, and generate more referral business with automated home value reports and AI outreach.
Mortgage Brokers
Track loans across multiple lenders. Manage borrower contacts and realtor relationships in one workflow.
Mortgage Teams & Companies
Give every LO on your team the same tools. Company-wide templates, shared fee structures, branch management, and team reporting.
Frequently Asked Questions
Explore More LoanGraphs Tools
Ready to upgrade your mortgage CRM?
Review the current CRM, report, market data, and outreach tools.