Let our CRM follow up with your leads automatically

Capture and Follow Up With Every Lead

Every lead generated through your website is automatically added to your CRM, including contacts from calls to action, landing pages, funnels, calculators, consultation requests, prequalification forms, and full mortgage applications.

Once a lead enters the CRM, they can automatically be enrolled in one of our pre-created email campaigns or build your own customized follow-up sequence. Emails can be scheduled and sent automatically, helping you stay in touch with new opportunities without manually following up with every contact.

This allows you to respond faster, remain visible, and nurture leads until they are ready to move forward.

Organize Your Contacts and Send Targeted Emails

Keep your entire contact database organized using customizable tags and categories. Segment contacts based on lead type, loan program, location, referral source, application stage, or any other criteria that fits your business.

You can send automated campaigns or one-time email blasts to your entire database or only to selected groups.

Use targeted emails to communicate with audiences such as:

First-time homebuyers
Refinance prospects
Veterans
Real estate investors
Past clients
Referral partners
Preapproved borrowers
Incomplete applications

Whether you are sharing a mortgage update, announcing a new loan program, promoting an event, or reconnecting with past clients, you can send the right message to the right audience directly through your website.

Manage Applications From Start to Closing

The LoanSites CRM also includes a built-in mini loan origination system for managing borrowers who have completed a full mortgage application.

Track each client as they move through the loan process, from application received and document collection to processing, approval, closing, and funding. You can also create automated in-process emails that notify borrowers whenever their loan reaches a new milestone.

In addition, you can create reusable closing cost templates and generate professional fee worksheets for your clients. Each worksheet can be exported as a PDF and fully branded with your company logo, contact information, and business identity.

With the LoanSites CRM, your website becomes more than a lead-generation tool. It becomes a connected platform for capturing leads, automating follow-up, managing applications, communicating with borrowers, and moving more opportunities toward closing.

Frequently asked questions

How does the CRM connect to my website?

The CRM is added directly to the backend of your LoanSites website. Your website forms, funnels, calls to action, and application pages can automatically send new leads into the CRM without requiring manual entry.

Can I download MISMO 3.4 mortgage application files?

Yes. Full mortgage applications can be exported in the MISMO 3.4 format, allowing you to download the application data and transfer it into compatible mortgage systems without manually re-entering the borrower’s information. You can opt to download only 1 file, or all application files.

Please note that the only full applications that will be in our LOS/CRM will be ones that were auto-added through our LoanSites 1003 application or a manual entry from the backend of the LOS/CRM.

Can I upload and/or download contacts?

Yes. You can import existing contacts into the CRM, making it easy to bring over leads, past clients, referral partners, and other contacts from another platform or spreadsheet.

You can also export your contacts whenever needed for reporting, recordkeeping, marketing, or use in another system.

Will every website lead be added automatically?

If you want…Yes! Leads submitted through connected contact forms, landing pages, consultation requests, funnels, and full mortgage applications (submitted through our 1003 application form) can be automatically added to your CRM.

Does the CRM include pre-built email campaigns?

Yes. You can use one of our pre-created email follow-up campaigns to begin nurturing leads quickly. You can also edit those campaigns or create completely custom email sequences for your business.

Can I create my own automated follow-up campaigns?

Yes. You can create custom campaigns with your own email content, timing, and follow-up schedule. This allows you to build different campaigns for specific lead types, loan programs, or stages of the customer journey.

Can I send one-time email blasts?

Yes. You can send one-time email blasts to your entire contact database or select a specific audience using tags and categories.

Can I organize and segment my contacts?

Yes. Contacts can be organized using customizable tags and categories. You can segment leads by loan type, referral source, location, application status, customer type, or any other criteria that works for your business.

Is this a full loan origination system?

The CRM includes a built-in mini LOS designed for lead and application management, borrower communication, and loan progress tracking. It is not intended to replace a full lender or broker LOS used for underwriting, compliance, or loan submission. We do have a featured to download the MISMO 3.4 file of any application, which you should be able to then upload into your dedicated LOS.