Five years is a long time to remember a maturity date. This keeps your whole book in one place and tells you who needs a call this week, so the renewal conversation starts with you.
Built for independent mortgage brokers. We set you up personally.
It works, right up until it doesn’t. Maturity dates sit in a column nobody sorts. A renewal comes up and you hear about it from the client, or you hear about it from nobody at all and they sign with their bank.
The file lives on one laptop. The copy you have open might not be the current one. And every year the book gets bigger, so keeping it straight takes more of the time you would rather spend closing deals.
Your clients are the business. The record of them deserves better than a tab called Final_v3.
Four things, done properly, instead of a CRM built for a sales floor that you have to bend into shape.
Anything maturing in the next 120 days surfaces on its own, soonest first. Mark a file contacted and it drops off the list. Nothing to sort, nothing to remember.
Borrowers and how to reach them, the property, lender, rate, term, both mortgages, your notes, and a checklist on every deal so nothing slips between approval and funding.
A mortgage closes and five years go quiet. Birthdays for the week sit next to your renewals, so you have a reason to reach out that isn't a sales call.
Your deals are yours alone. No other brokerage can see them, you are not renting access to your own client list, and your data leaves with you if you ever go.
Alongside the week-to-week view, every deal sits in the year it closed with your volume totalled per year. It is the fastest way to see the shape of your business, and to find the client from 2021 whose name you half remember.
Most brokers type their deals in, and that path is built for it properly. One form, nothing mandatory. Put in a name now and fill the rest in when the file moves. You are never blocked because you do not have a number yet.
If you run your applications through Finmo, deals can flow in on their own instead. Either way you end up in the same place, and you can mix the two.
Bank and brokerage systems are not going anywhere. This sits alongside them and keeps the part that is actually yours: the clients, and when they need you next.
Priced per brokerage rather than per seat, so a solo broker and a small team pay for the same thing. Get in touch and we will size it to your book.
Send a note with your brokerage name and we will get you running, then walk you through it. Bring a spreadsheet if you have one and we will talk about getting it in.