Platform features

Loan Officer Website Features Built for Lead Capture and Follow-Up

Explore the core software components that connect a borrower-facing mortgage website to practical lead management.

Growth + AI

Virtual Assistant for Loan Officer Websites

A virtual assistant that uses AI to help answer common mortgage questions and gather context for personal follow-up. Included with Growth + AI after setup.

Borrower-facing website chat
General mortgage education
Officer-specific profile and approved content

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Borrower tool

Mortgage Calculator for Loan Officer Websites

A borrower-friendly mortgage calculator feature for loan officer websites with educational estimates, clear disclaimers, and lead capture paths.

Principal and interest estimate
Taxes, insurance, and HOA fields
Educational estimate disclaimer

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Lead capture

Compliant Lead Capture for Mortgage Websites

Lead capture pages and forms for loan officer websites with consent language, non-application disclaimers, spam protection, and dashboard routing.

Name, email, phone, and loan purpose
Timeline and borrower message fields
Consent language for follow-up

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Realtor relationships

Realtor Referral Pages for Loan Officers

Co-branded mortgage resource pages that loan officers can create for realtor relationships, with stable QR codes, printable open-house one-pagers, borrower tools, attribution, and inquiry routing.

Realtor name, brokerage, contact details, and optional photo
Loan-officer branding, licensing, contact details, and legal links
Configurable pre-approval, calculator, question, and refinance choices

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Lead management

Loan Officer CRM for Website Lead Management

Manage mortgage website leads, statuses, notes, source context, contact activity, appointments, and follow-up in a lightweight loan officer CRM workspace.

Lead cards and table view
Lead detail pages
Status filters and updates

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