Mortgage lender CRM built to grow agent referrals and convert borrowers
LeadBolt brings mortgage CRM, referral partner management, loan pipelines, marketing automation, power dialing, SMS, email, AI agents, and webinars into one system for modern mortgage teams.
Mortgage workspace
Referral & Loan Command Center
42
Active Partners
18
Applications
11
Pre-Approved
7
Funded Loans
Reconnect with at-risk partners
4 agent relationships need follow-up
Follow up with pre-approved borrowers
3 next-best actions ready
One mortgage marketing platform
Everything a lender needs to manage relationships and revenue
LeadBolt gives lender-owned workspaces the full platform—not a reduced partner portal—with terminology and workflows designed around borrowers, loan officers, applications, funded loans, and referral partners.
Borrower CRM
Organize borrowers, past clients, referral partners, and professional partners in one mortgage CRM without forcing every relationship into the same workflow.
Agent Referral Partner Management
Track agent relationships, meetings, referrals received, funded volume, relationship strength, and the next follow-up that keeps your network active.
Loan and Partner Pipelines
Manage a configurable borrower loan pipeline alongside a separate partner-development pipeline, from first introduction through funded loan or active referral relationship.
Power Dialer and Twilio
Connect Twilio, call through lender prospecting lists, log outcomes, write notes, schedule callbacks, and keep activity attached to the right borrower or agent.
SMS Campaigns and Conversations
Respond to borrower inquiries and nurture referral partners with two-way texting, shared conversation context, opt-out handling, and audience-aware outreach.
Mortgage Email Marketing
Build broadcasts, automated sequences, reusable templates, and video email campaigns for agent updates, application follow-up, pre-approval nurture, and annual reviews.
AI Agents
Use AI-assisted SMS and calling workflows to respond quickly, surface next actions, and help your team prioritize borrowers and referral partners who need attention.
WebinarBolt
Host live or evergreen homebuyer classes, agent lending updates, and educational webinars with registration, engagement, follow-up, and CRM reporting built in.
Automations and Follow-Up
Trigger tasks and outreach from borrower progress, partner inactivity, application milestones, and other events that matter to a mortgage team.
Agent referral partner CRM
Turn more real estate agent relationships into funded business
A mortgage lender CRM should do more than store borrower names. LeadBolt helps loan officers prospect real estate agents, communicate their lending value, schedule partner meetings, track referrals, and recognize relationships that are becoming inactive.
When an agent and lender both use LeadBolt, they can share selected referrals and collaborate on safe timeline updates without exposing either workspace’s full database, campaigns, messages, billing, or unrelated contacts.
Mortgage marketing software without pretending to be your LOS
LeadBolt manages marketing, referral relationships, borrower follow-up, collaboration, and pipeline visibility. It is designed to complement your loan origination system—not store underwriting documents or sensitive financial records. Mortgage teams should review messaging, consent, and outreach workflows with their compliance professionals.
Build a stronger mortgage referral and borrower pipeline
Bring your contacts, campaigns, calls, automations, pipelines, and team follow-up into one mortgage lender CRM.