Stop Losing Leads. Start Closing More Loans.
LoanPulse is the all-in-one CRM built exclusively for loan brokers and mortgage professionals. Capture, nurture, and convert leads on autopilot — from first inquiry to funded deal.
You Didn’t Become a Loan Broker to Wrestle With Spreadsheets
Sound familiar? You’re not alone. These are the top 3 revenue killers for loan professionals — and exactly what LoanPulse was built to fix.
Leads Fall Through the Cracks
You’re juggling Zillow, LendingTree, referrals, and walk-ins — and half your leads go cold because nobody followed up within the first hour.
Frankenstein Tech Stack
A CRM here, email tool there, texting app over there. You’re paying for 5 tools that don’t talk to each other — and wasting hours on manual data entry.
No Time to Nurture
The average mortgage cycle is 45+ days. That’s 45 days of follow-ups you don’t have time to send — while your competitors automate theirs.
Everything You Need to Close More Loans
Purpose-built for lending professionals. Not another generic CRM with “mortgage templates” bolted on.
Visual Loan Pipeline Core
See every deal at a glance — from initial inquiry through funding. Drag-and-drop cards between stages, set automated triggers, and never lose track of a borrower.
- Custom stages: Lead → Pre-Qual → Application → Processing → Underwriting → Funded
- Deal value tracking with projected commission
- Automated stage-change notifications
- Stale deal alerts — flag leads going cold
Smart Nurture Sequences Automation
Set up once, convert forever. Build multi-channel drip campaigns that keep you top-of-mind from the moment a lead comes in to years after closing.
- SMS + email sequences triggered by lead source
- Rate drop alerts sent automatically to your database
- Anniversary & birthday touchpoints for referrals
- Re-engagement campaigns for dormant leads
Reputation Management Growth
Your online reputation is your #1 referral engine. LoanPulse automates review requests after every closing and monitors your ratings across platforms.
- Automated review requests via SMS post-closing
- Google & Zillow review monitoring
- Negative review alerts with response templates
- Review widget for your website
Average broker rating on Google
Up and Running in 15 Minutes
No IT team needed. No complex setup. We handle everything so you can focus on closing loans.
Book a Demo
See LoanPulse in action with a live walkthrough tailored to your brokerage. We’ll map it to your exact workflow.
We Build Your System
Our team configures your pipeline, imports your contacts, and sets up automation sequences — all done for you.
Start Closing More
Go live with a fully loaded CRM. Leads flow in, follow-ups fire automatically, and you close more deals.
See What LoanPulse Is Worth to You
Plug in your numbers — the math speaks for itself.
Simple, Transparent Pricing
Invest in your pipeline, not your tech stack. No contracts, no setup fees, cancel anytime.
- 1 user seat
- Visual loan pipeline
- Email & SMS automation (1,000 msgs/mo)
- Lead capture forms & landing pages
- Calendar booking
- Mobile app access
- Up to 5 users
- Everything in Starter, plus:
- Unlimited SMS & email
- Advanced workflow builder
- Rate drop alert campaigns
- Reputation management & reviews
- Reporting dashboard
- Priority support
- Unlimited users
- Everything in Pro, plus:
- Multi-branch pipeline views
- White-label client portal
- API access & integrations
- Custom onboarding & training
- Dedicated account manager
- Compliance audit logs
What Loan Professionals Are Saying
Don’t take our word for it — hear from brokers who switched to LoanPulse.
“LoanPulse paid for itself in the first week. I closed two deals that would have gone cold without the automated follow-ups.”Michael R. — Senior Loan Officer, Summit Lending
“I replaced 4 different tools with LoanPulse. My team saves 10+ hours a week and our close rate went from 7% to 16%.”Sarah T. — Branch Manager, Apex Mortgage
“The rate drop alert feature alone generated 8 refinance leads last month from my existing database. Absolute game changer.”David K. — Independent Mortgage Broker
Frequently Asked Questions
Everything you need to know before getting started.
How long does setup take?
Most brokers are fully operational within 15 minutes. Our onboarding team handles pipeline configuration, contact import, and automation setup — you just show up to your demo and we do the heavy lifting.
Can I import my existing contacts and leads?
Absolutely. LoanPulse supports CSV import and direct integrations with major lead sources including Zillow, LendingTree, Bankrate, and more. We’ll migrate your data during onboarding at no extra cost.
Is LoanPulse compliant with TCPA and mortgage regulations?
Yes. All SMS and calling features are TCPA-compliant with built-in opt-in/opt-out management. Our email templates include required disclosures, and the Enterprise plan includes compliance audit logs.
What if I already have a CRM?
Most of our customers switch from generic CRMs (Salesforce, HubSpot, Follow Up Boss) that weren’t built for lending. LoanPulse replaces your CRM, email marketing, texting platform, review tool, and scheduling app — all in one place at a fraction of the cost.
Can I try before I commit?
Yes — book a demo and we’ll give you a full walkthrough tailored to your workflow. After the demo, you get a 14-day trial with full access to all Pro features. No credit card required.
What kind of support do you offer?
All plans include email support with 24-hour response time. Pro plans get priority chat support, and Enterprise customers receive a dedicated account manager plus phone support during business hours.
Your Next Funded Deal Is One Follow-Up Away
Join hundreds of loan professionals who switched to LoanPulse and never looked back. See it in action — no commitment, no credit card.
Setup in 15 minutes · Import your contacts · Cancel anytime