YOUR MORTGAGE AUTOMATION PARTNER
Ditch The $300/Month CRM.
Keep The Results.
Ditch The $300/Month CRM.
Keep The Results.
Ditch The $300/Month CRM.
Keep The Results.
Custom-built mortgage automation that saves you thousands and actually drives revenue.
WE ANALYZE YOUR DATA
"We cut through the CRM BS & show you exactly what high-performers actually need to close more loans. Then we build it without the monthly recurring markup."
"We cut through the CRM BS & show you exactly what high-performers actually need to close more loans. Then we build it without the monthly recurring markup."
Founder & Strategy Lead
Founder & Strategy Lead
BENEFITS
Why Choose Us?
Why Choose Us?
Everything you need to automate, optimize, and scale
Real-Time Intelligence
Access accurate, real-time data to drive smarter decisions. Get instant visibility into your mortgage pipeline.
Real-Time Intelligence
Access accurate, real-time data to drive smarter decisions. Get instant visibility into your mortgage pipeline.
Real-Time Intelligence
Access accurate, real-time data to drive smarter decisions. Get instant visibility into your mortgage pipeline.
Measurable Impact
Track performance, uncover insights, and achieve data-backed growth. See exactly how your CRM drives revenue.
Measurable Impact
Track performance, uncover insights, and achieve data-backed growth. See exactly how your CRM drives revenue.
Measurable Impact
Track performance, uncover insights, and achieve data-backed growth. See exactly how your CRM drives revenue.
Seamless Integration
Connect tools, teams, and workflows with intelligent automation. Your CRM plays nice with your LOS and dialer.
Seamless Integration
Connect tools, teams, and workflows with intelligent automation. Your CRM plays nice with your LOS and dialer.
Seamless Integration
Connect tools, teams, and workflows with intelligent automation. Your CRM plays nice with your LOS and dialer.
SERVICES
Mortgage CRM Services, Built for You
Mortgage CRM Services, Built for You
Everything top-producing LOs need to automate follow-up, capture referrals, and close more loans
Clear to Close Update
Loaniversary Reminder
Update Client
Referral Follow-Up
Done-For-You CRM Setup
We handle the heavy lifting—full onboarding, workflow configuration, and mortgage-specific automation so you can focus on closing loans, not managing tech.
Clear to Close Update
Loaniversary Reminder
Update Client
Referral Follow-Up
Done-For-You CRM Setup
We handle the heavy lifting—full onboarding, workflow configuration, and mortgage-specific automation so you can focus on closing loans, not managing tech.
Clear to Close Update
Loaniversary Reminder
Update Client
Referral Follow-Up
Done-For-You CRM Setup
We handle the heavy lifting—full onboarding, workflow configuration, and mortgage-specific automation so you can focus on closing loans, not managing tech.
Mortgage-Specific Workflows
Annual review sequences, referral pipelines, post-close follow-up, and lead routing systems built specifically for how top LOs actually work—not generic templates.
Mortgage-Specific Workflows
Annual review sequences, referral pipelines, post-close follow-up, and lead routing systems built specifically for how top LOs actually work—not generic templates.
Mortgage-Specific Workflows
Annual review sequences, referral pipelines, post-close follow-up, and lead routing systems built specifically for how top LOs actually work—not generic templates.
Last Name, Loan Number
Search
John Smitn - Application Sent
Tabitha Centry - Clear to Close
Brandon Cotter - Submitted to Underwriting
Pipeline Intelligence
Know exactly where every lead stands with real-time data insights. No more guessing about your pipeline health or missing follow-up opportunities.
Last Name, Loan Number
Search
John Smitn - Application Sent
Tabitha Centry - Clear to Close
Brandon Cotter - Submitted to Underwriting
Pipeline Intelligence
Know exactly where every lead stands with real-time data insights. No more guessing about your pipeline health or missing follow-up opportunities.
Last Name, Loan Number
Search
John Smitn - Application Sent
Tabitha Centry - Clear to Close
Brandon Cotter - Submitted to Underwriting
Pipeline Intelligence
Know exactly where every lead stands with real-time data insights. No more guessing about your pipeline health or missing follow-up opportunities.
Code
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Custom Integrations
Seamlessly connect your LOS, dialer, and other tools without the hassle. We build the bridges so your systems actually talk to each other.
Code
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2
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5
Custom Integrations
Seamlessly connect your LOS, dialer, and other tools without the hassle. We build the bridges so your systems actually talk to each other.
Code
1
2
3
4
5
Custom Integrations
Seamlessly connect your LOS, dialer, and other tools without the hassle. We build the bridges so your systems actually talk to each other.
Ongoing CRM Support
Get expert guidance to optimize your system as your business grows. Optional support retainer keeps your CRM running smoothly and profitably.
Ongoing CRM Support
Get expert guidance to optimize your system as your business grows. Optional support retainer keeps your CRM running smoothly and profitably.
Ongoing CRM Support
Get expert guidance to optimize your system as your business grows. Optional support retainer keeps your CRM running smoothly and profitably.
FEATURES
Everything you need in one CRM
Built specifically for mortgage professionals who demand control, not cookie-cutter solutions
Annual Review Automation
Automatically nurture past clients with personalized mortgage review sequences. Never miss a refi opportunity again.
Annual Review Automation
Automatically nurture past clients with personalized mortgage review sequences. Never miss a refi opportunity again.
Annual Review Automation
Automatically nurture past clients with personalized mortgage review sequences. Never miss a refi opportunity again.
Referral Pipeline Management
Build and maintain realtor relationships with automated follow-up systems designed to generate consistent referral flow.
Referral Pipeline Management
Build and maintain realtor relationships with automated follow-up systems designed to generate consistent referral flow.
Referral Pipeline Management
Build and maintain realtor relationships with automated follow-up systems designed to generate consistent referral flow.
Post-Close Follow-Up
Keep clients engaged after closing with evergreen sequences that drive reviews, referrals, and repeat business.
Post-Close Follow-Up
Keep clients engaged after closing with evergreen sequences that drive reviews, referrals, and repeat business.
Post-Close Follow-Up
Keep clients engaged after closing with evergreen sequences that drive reviews, referrals, and repeat business.
Lead Routing & Management
Instantly capture and route inbound leads while automating outbound follow-up. No lead falls through the cracks.
Lead Routing & Management
Instantly capture and route inbound leads while automating outbound follow-up. No lead falls through the cracks.
Lead Routing & Management
Instantly capture and route inbound leads while automating outbound follow-up. No lead falls through the cracks.
Pipeline Intelligence
Track loan progress in real-time with dashboards that show exactly where your business stands—no guessing.
Pipeline Intelligence
Track loan progress in real-time with dashboards that show exactly where your business stands—no guessing.
Pipeline Intelligence
Track loan progress in real-time with dashboards that show exactly where your business stands—no guessing.
LOS Integration
Connect seamlessly with ARIVE, LendingPad, and other mortgage systems. Your CRM works with your existing stack.
LOS Integration
Connect seamlessly with ARIVE, LendingPad, and other mortgage systems. Your CRM works with your existing stack.
LOS Integration
Connect seamlessly with ARIVE, LendingPad, and other mortgage systems. Your CRM works with your existing stack.
PROCESS
Our Simple & Smart Process
Our Simple & Smart Process
Everything you need to collaborate, create, and scale, all in one place.
STEP 1
STEP 2
STEP 3
01
Discover & Analyze
We audit your existing workflows, tools, and customer data to uncover inefficiencies and automation opportunities. Every system is mapped for clarity.
STEP 1
STEP 2
STEP 3
01
Discover & Analyze
We audit your existing workflows, tools, and customer data to uncover inefficiencies and automation opportunities. Every system is mapped for clarity.
STEP 1
STEP 2
STEP 3
01
Discover & Analyze
We audit your existing workflows, tools, and customer data to uncover inefficiencies and automation opportunities. Every system is mapped for clarity.
INTEGRATIONS
Seamless Integrations
Seamless Integrations
Interact with all your favorite software without unnecessary fuss
"Our automations plug into your stack to create a unified, intelligent workflow"
FAQ'S
Frequently Asked Questions
Find quick answers to the most common support questions
Still Have Questions?
Still have questions? Feel free to get in touch with us today!
What types of processes can you automate?
We specialize in automating repetitive workflows across operations, marketing, sales, and customer support using AI and custom logic.
Do I need technical knowledge to use your service?
Not at all. Our team handles the setup, integration, and optimization. You just focus on your goals — we’ll automate the rest.
Can you integrate with our existing tools?
Yes! We support integrations with CRMs, project management tools, communication apps, and more — tailored to your stack.
How long does implementation take?
Most clients see their first automation live within 1–2 weeks, depending on complexity and the number of workflows.
Is your AI secure and compliant?
Absolutely. We use enterprise-grade security practices and ensure compliance with major data privacy standards like GDPR.
FAQ'S
Frequently Asked Questions
Find quick answers to the most common support questions
Still Have Questions?
Still have questions? Feel free to get in touch with us today!
What types of processes can you automate?
We specialize in automating repetitive workflows across operations, marketing, sales, and customer support using AI and custom logic.
Do I need technical knowledge to use your service?
Not at all. Our team handles the setup, integration, and optimization. You just focus on your goals — we’ll automate the rest.
Can you integrate with our existing tools?
Yes! We support integrations with CRMs, project management tools, communication apps, and more — tailored to your stack.
How long does implementation take?
Most clients see their first automation live within 1–2 weeks, depending on complexity and the number of workflows.
Is your AI secure and compliant?
Absolutely. We use enterprise-grade security practices and ensure compliance with major data privacy standards like GDPR.
FAQ'S
Frequently Asked Questions
Find quick answers to the most common support questions
Still Have Questions?
Still have questions? Feel free to get in touch with us today!
What types of processes can you automate?
Do I need technical knowledge to use your service?
Can you integrate with our existing tools?
How long does implementation take?
Is your AI secure and compliant?
COMPARISON
Why Choose Us Over Others
Why Choose Us Over Others
See how we compare against others in performance, growth
See how we compare against others in performance, growth
Fast setup & Implemented on your behalf
Built to grow and adapt with you
Real-time Integrations & Follow-ups
Automates tasks, reducing overhead
Expert support + AI guidance
Others
Slower execution and manual setup
Requires manual updates as you scale
Limited or delayed reporting
Higher labor costs, less automation
Generic support or none at all
Reach out anytime
Ready to Own Your CRM? Let's Build Your System
Stop renting bloated CRMs. Get a custom mortgage system that actually drives revenue.
hello@loflowsolutions.com
Reach out anytime
Ready to Own Your CRM? Let's Build Your System
Stop renting bloated CRMs. Get a custom mortgage system that actually drives revenue.
hello@loflowsolutions.com
Reach out anytime
Ready to Own Your CRM? Let's Build Your System
Stop renting bloated CRMs. Get a custom mortgage system that actually drives revenue.
hello@loflowsolutions.com