Stop juggling spreadsheets, your LOS, and three different apps. Empower LO gives you a mortgage-specific CRM with pipelines built for how loan officers actually work.
Your pipeline isn't a generic sales funnel. It's a mortgage pipeline with stages that match your actual workflow. Drag leads between stages, see your volume at a glance, and never wonder "where is this deal?" again.
Generic CRMs give you "Company Name" and "Job Title." You need loan amount, property type, and LOS status. Empower LO comes pre-loaded with 30+ custom fields designed for how loan officers track deals.
Open any contact and see everything: emails sent, texts replied, calls made, notes added, forms submitted, and pipeline changes. No more digging through inboxes or asking "did anyone follow up with this person?"
Pipelines, stages, and fields designed for how loan officers actually work — not adapted from a generic sales CRM.
Leads move through stages with triggers, not manual dragging. The right message fires at the right moment in the loan process.
Every lead is tracked from first touch to closing. No more wondering "did anyone follow up with that person?"
See exactly where every deal stands across your whole team. Pipeline views, activity logs, and reporting — all in one place.
Here's what happens when a lead hits your system — from the moment they fill out a form to the day the loan funds.
She's looking at a $385K home and wants to know her options. The lead hits your CRM instantly and lands in the "New Lead" stage. Speed-to-lead automation fires: she gets a text within 90 seconds.
"Hi Sarah, this is [Your Name] with [Company]. I see you're looking at homes around $385K — great area! Do you have a few minutes to chat about your options?" The lead moves to "Contacted" automatically.
Sarah texts back. You see the notification in your unified inbox, pick up the conversation, and schedule a call. You add a note: "First-time buyer, pre-approved by another lender but shopping."
After your call, you drag Sarah to "Pre-Qual." Custom fields populate: $385K conventional, single family, referred by Agent Tom Rivera. The system automatically sends her a "what to expect next" email.
She completes the app. You move her to "Application" and the system notifies her agent: "Your client Sarah has submitted her application — we're moving forward!" Relationship maintained automatically.
As the loan moves through processing and underwriting, each stage shift triggers the right communications. Clear to Close? The borrower and agent both get the good news. Funded? A congratulations campaign kicks off — plus she's tagged for your past-client nurture sequence forever.
Most CRMs were built for SaaS companies selling subscriptions. They have "deals" and "opportunities" and "accounts." You don't have any of those things. You have borrowers, loans, agents, and a process that doesn't fit into a generic sales funnel.
You've probably tried to make it work. Maybe you created custom stages in HubSpot. Maybe you used BNTouch and wished it did more. Maybe you just kept everything in a spreadsheet because at least you understood it.
Empower LO's CRM was built by someone who originated loans and ran his own brokerage. The pipeline stages match your workflow. The custom fields track what you actually need. The automations fire at the right moments in the mortgage process — not at arbitrary "deal stage" changes.
That's the difference between a CRM and a mortgage CRM.
Get a mortgage CRM that's already built, already configured, and ready to manage your pipeline from day one.
Built by mortgage operators. Trusted by 2,500+ loan officers served.