Mortgage Industry Hero Background

Capture, Convert, and Retain Borrowers with AI-Powered Mortgage CRM

LEADSORBIT replies in under a minute, books consults, nudges pre qual steps, automates Follow Up, and re engages Realtor partners so your pipeline stays active. It works like modern mortgage software for brokers and teams that want steady growth.

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Automation. Bookings. Loyalty.

LEADSORBIT turns inquiries into scheduled consults, and scheduled consults into funded loans.

AI reply time
<1 min
AI reply time
Fewer No Shows
20–30%
Fewer No Shows
Faster Follow Up
2–3×
Faster Follow Up
More applications started
10–15%
More applications started

The Mortgage Pipeline Leaks at Five Points

Most teams do not lack demand. Revenue slips when discovery is weak, replies are slow, No Shows rise, and retention is not systemized.

Visibility

Visibility

Borrowers and agents compare reviews, turn times, and channels. Thin profiles and few recent ratings push you off the short list.

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Meet Your 24/7
AI Employee for Mortgage

It greets every inquiry, answers common questions, books the right consult, and follows up so more files move to "clear to close." One simple flow from the first message to a 5-Star review.

Always on. Always Helpful. Always Booking.

AI Employee answers instantly, qualifies, books, reminds, and re engages so your grooming calendar fills itself.

AI Employee

Answers instantly, qualifies by loan type and timeline, books consults, sends reminders, and nudges reviews and referrals.

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Ask AI how LEADSORBIT can help you Grow your business

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Built for Mortgages. Not Just "Any CRM"

Point tools cover chat or calendars. LEADSORBIT runs the full journey in one place for faster Follow-Up, fewer No-Shows, clearer stages, and stronger referral flow with modern mortgage CRM.

Features
LEADSORBITAll-in-One CRM
HubSpotMarketing CRM
ClickFunnelsFunnel Builder
PodiumReview Management
BirdEyeReview Management
ChiroTouchChiropractic EHR
Jane AppPractice Management
PetDeskVeterinary Practice
Unified PraPractice Management
DentrixDental Practice
SimplePradPractice Management
MindbodyWellness Business
BrightwheChildcare Management
Crystal PMPractice Management
NextechMedical Practice
VagaroSalon & Spa
BookerSalon & Spa
AestheticsAesthetic Practice
HoneyBooPractice Management
JobberField Service
All-in-one platform (CRM + marketing + funnels)
Tick
Partial (modular)
Partial
Partial
Partial
Partial (EHR-specific)
Partial
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Unlimited contacts & tagging
Tick
Tick
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Multi channel messaging (email, SMS, WhatsApp, calls)
Tick
✔Yes (add-ons)
Email-only
Messaging
Messaging
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Unified inbox / missed-call text-back
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Funnel / landing page / website builder
Tick
Add-on
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Memberships / course / community builder
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Wrong
Wrong
Tick
Tick
Wrong
Wrong
Wrong
Marketing automation / workflows
Tick
✔(email workflows)
Basic
Review
Review
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
AI-powered tools (content, workflows, conversations)
Tick
Growing
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reputation management / review requests
Tick
Wrong
Wrong
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Appointment scheduling / online booking
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Wrong
Wrong
Wrong
Tick
Wrong
Tick
Wrong
Tick
Billing / payments / proposals / invoicing
Tick
via integrations
Basic
Wrong
Wrong
✔(insurance & cash)
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Tick
Wrong
EHR / chiropractic-specific features (SOAP notes, claims)
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
SOAP notes with templates / macros
Wrong
Wrong
Wrong
Wrong
Wrong
✔(15-sec)
✔(custom)
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Claims & insurance processing (clearinghouse, ERA posting)
Wrong
Wrong
Wrong
Wrong
Wrong
Tick
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Digital intake / patient intake forms
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Self check-in / kiosks
Tick
via integrations
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Exercise prescription / patient engagement tools
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Telehealth / video visit support
Wrong
via integrations
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Practice analytics & reporting dashboards
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Tick
Basic
Basic
Basic
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Limited
Tick
Tick
Tick
Tick
Tick
Tick
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Tick
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Tick
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Tick
Cloud-based / web access
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Tick
Tick
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
White-label / reseller SaaS capability
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Pricing: flat vs modular
Flat all-in-one
Modular (expensive)
Simplified
N/A
N/A
Custom tiered
Subscription
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Templates for documentation
✔(automation)
via workflows
Wrong
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reminders (email / SMS)
Tick
Add-on
Wrong
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Online payment processing (cards, subscriptions)
Tick
via integrations
Basic
Wrong
Wrong
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Reporting on financials, operations, no-shows
Tick
via add-ons
Limited
Limited
Limited
Tick
Limited
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Role-based provider dashboards
Tick
Tick
Basic
Basic
Basic
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Intake automation (forms feeding into charts)
Tick
via integrations
Wrong
Wrong
Wrong
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Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Tick
Workflow automation (task reminders, cut admin friction)
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via workflows
Wrong
Limited
Limited
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Practice marketing tools (review, SEO, referrals)
Tick
via integrations
Wrong
Tick
Tick
Tick
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Wrong
Training / onboarding support
✔(webinars)
Tick
Tick
Tick
Tick
Tick
Tick
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
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AI Driven Growth, Human Driven Success

Discover What LEADSORBIT Can Do For You & Your Business

Pricing

Starter

$97

USD Per Month
All the tools to capture more leads
Nurture & close leads into customers
Full online booking, pipelines, social cal, website builder, and more!
Unlimited contacts & users, add as many contacts & users as you need!
Setup up to three subaccounts

Professional

$197

USD Per Month
+
Everything in the starter plan
+
Advanced analytics and reporting
+
Priority customer support
+
Custom integrations and API access
+
Setup up to ten subaccounts
+
Advanced automation workflows

Business

$247

USD Per Month
+
Everything in the professional plan
+
White-label branding options
+
Dedicated account manager
+
Custom domain support
+
Unlimited subaccounts
+
Advanced security features
+
Team collaboration tools

Unlimited

$297

USD Per Month
Everything in the business plan
Branded desktop app
Complete control over the look and feel of the platform
Enterprise-level security
24/7 premium support
Custom development support

Capture more applications

Meet every inquiry instantly. Turn calls and chats into confirmed consults.

AI Employee answers fast, and books the next open slot.

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AI Web Chat explains pre-qual steps, and books on the page.

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AI Receptionist texts back missed calls, and logs them in your mortgage CRM.

Explore more →

Listing AI keeps hours, products, and photos accurate across search.

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Social AI promotes rate-watch lists, and first-time buyer content.

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Convert more loans

Automate scheduling, clarify next steps, and keep every message in one place, so borrowers say yes sooner.

AI Appointment manages officer calendars, buffers, and team assignment.

Explore more →

Conversation AI centralizes text, email, and calls for clear Follow-Up.

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Workflow AI moves files from consult to funded with No-Show recovery.

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Content AI sends document checklists, timeline updates, and nudges.

Explore more →

Pipeline and Tasks reduce stalls with SLA timers and reminders.

Explore more →
Convert more loans Image

Retain more referrals

Build loyalty with status updates, post-close touches, and clear communication.

Reviews AI requests feedback after closing, and protects reputation.

Explore more →

Workflow AI cadence reminders, Realtor partner nudges, and win-backs.

Explore more →

Content AI rate-change alerts, and refinance or HELOC education.

Explore more →

Reporting and Analytics show lifetime value, and channel ROI.

Explore more →

Conversation AI keeps history and preferences in one view.

Explore more →
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Leads Up 62%

Leads Up 62%

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No Shows Down 28%

No Shows Down 28%

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+190 New Reviews

+190 New Reviews

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Repeat Visits +18%

Repeat Visits +18%

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Revenue Up 31%

Revenue Up 31%

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Trusted By Mortgage Experts, Vets, and Groomers

Reply time under a minute. No-Shows fell 21%, app starts up 13%.

Evergreen Home Loans — Mia Alvarez, Branch Manager

2× faster Follow-Up, Realtor referrals up 11%.

HarborPoint Mortgage — Chris Bennett, Loan Officer

One inbox simplified borrower touchpoints. Pipeline moved faster with fewer stalls.

BlueKey Lending — Asha Iyer, Operations Lead

Document prompts cut back-and-forth. Calendar stability improved, and cycle times shortened.

Summit Rate Group — Daniel Cho, Managing Partner

Reviews doubled in 60 days. New borrowers mention online booking, and clear updates.

NorthRiver Brokers — Paige Sullivan, Owner

Integrates With Your Favorite Tools

  • LinkedIn
  • Shippo
  • Shopify
  • Slack
  • Stripe
  • TikTok
  • Clio
  • Facebook
  • Google
  • Instagram
  • LinkedIn
  • Shippo
  • WooCommerce
  • WordPress
  • Google Docs
  • Google
  • Instagram
  • Clio
  • Zoom
  • YouTube
  • Yext
  • WhatsApp
  • Trello
  • Shippo
  • Printful
  • PayPal
  • Meta
  • Mailchimp
  • Google Meet
  • LinkedIn
  • Google Drive
  • Google My Business
  • Clio
  • Dropbox
  • Clio
  • Aircall
  • LinkedIn
  • Shippo
  • Shopify
  • Slack
  • Stripe
  • TikTok
  • Clio
  • Facebook
  • Google
  • Instagram
  • LinkedIn
  • Shippo
  • WooCommerce
  • WordPress
  • Google Docs
  • Google
  • Instagram
  • Clio
  • Zoom
  • YouTube
  • Yext
  • WhatsApp
  • Trello
  • Shippo
  • Printful
  • PayPal
  • Meta
  • Mailchimp
  • Google Meet
  • LinkedIn
  • Google Drive
  • Google My Business
  • Clio
  • Dropbox
  • Clio
  • Aircall

Frequently Asked Questions

Get answers to the most common questions about Mortgage businesses

Most teams launch in 3–5 business days. We collect products, officer schedules, deposit policies if any, templates, and current lead sources.

Yes. Connect via Zapier or webhooks to the tools you already use, then run capture and mortgage marketing automation through LEADSORBIT.

Missed-call text-back, confirmations, reminders, and easy rescheduling links keep borrowers engaged, cutting No-Shows by 20–30%.

Both. Use it as mortgage CRM software for leads and pipeline, plus mortgage management software for scheduling, messaging, workflows, and reporting.

Yes. Role-based access, shared templates, and roll-up dashboards make multi-branch management simple with mortgage CRM systems.

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Do you have more questions?

Our team is here to help you implement Mortgage businesses successfully. Get personalized guidance and support.

24/7 AI Support
Instant answers anytime

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All-in-One. Designed for You.

Why pay more for multiple platforms? LEADSORBIT gives you everything: AI automation, lead capture, reviews, messaging, and scheduling in one powerful CRM built for growing businesses like yours.

LEADSORBIT is more than just a CRM it's your 24/7 growth partner. Capture leads, convert customers, and retain clients effortlessly, all in one place.