For disciplined MLOs who want the right system and are willing to run it themselves.
Prevents deal loss caused by missed follow-up or scattered communication — if you use the system.
▸ Centralized CRM built specifically for mortgage workflows
▸ Mortgage-specific pipelines
▸ Unified inbox for SMS, email, social media, and calls
▸ Instant auto-response for new leads and referrals
▸ Follow-up templates for leads, referrals, and past clients
▸ Long-term nurture so “not now” doesn’t become “never”
▸ Compliance-safe messaging and consent handling
For MLOs who want institutional execution discipline without hiring staff.
Reduces deal loss caused by process breakdown, inconsistent follow-up, and execution drift.
Everything in MLO PRO, plus ...
▸ Monitoring of pipelines to catch stalled or at-risk deals early
▸Tracking response time and follow-up consistency
▸ Escalation rules for when follow-up is missed
▸ Ongoing refinement of messaging and workflows
▸ Regular review to reduce drop-offs over time
▸ LeadStream™ Pro included
For busy MLOs who know DIY breaks under pressure and want automation doing the work.
Closes more deals with the same leads by enforcing fast response and consistent follow-up automatically.
Everything in MLO BASIC, plus ...
▸ Fully built and wired automation for inbound leads and missed calls
▸ Speed-to-lead enforced automatically
▸ SMS + email drip campaigns preconfigured end-to-end
▸ Ghosted-lead re-engagement
▸ Post-close follow-up and reviews
▸ Visibility into response times and pipeline status
▸ LeadStream™ upgrade available
▸ LeadStream™ Basic included ($597 value)
Get real-time notifications straight to your phone
Chat with your clients & leads right from the app