Your Entire Mortgage Business.
One Pipeline. Zero Chaos.

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.

Every Stage of the Loan — Visualized

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.

New Lead
Contacted
Pre-Qual
Application
Processing
CTC
Funded

Custom Fields That Actually Make Sense for Mortgage

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.

  • Loan Amount & Type — Conventional, FHA, VA, USDA, Jumbo — tracked on every contact
  • Property Address & Type — Single family, condo, multi-unit, investment — all searchable
  • LOS Status Sync — Automatically updated when connected to Encompass or your LOS
  • Referral Source — Track which agent, past client, or ad campaign sent each lead
  • Rate & Term Preferences — Store what your borrower is looking for, so follow-ups are relevant
  • Close Date & Loan Number — Post-close fields for anniversary and retention campaigns
Contact — Sarah Mitchell
Loan Amount
$385,000
Loan Type
Conventional
Property Type
Single Family
LOS Status
Pre-Approved
Referral Source
Agent — Tom Rivera
Pipeline Stage
Pre-Qual

Every Interaction. Every Channel. One Timeline.

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?"

  • Unified Conversation View — SMS, email, Facebook, Instagram, web chat — all in one thread
  • Activity Timeline — Every touchpoint logged automatically, plus manual notes
  • Tags & Smart Lists — Segment by source, stage, loan type, agent, or any custom criteria
  • Task Management — Assign follow-up tasks to yourself or team members with due dates
  • Duplicate Detection — Catch duplicates before they create confusion in your pipeline
Activity Timeline — Sarah Mitchell
SMS Received — "Yes, we'd love to see the pre-approval letter!"
Today, 2:14 PM
Email Sent — Pre-Approval Letter Attached
Today, 1:45 PM
Pipeline Updated — Moved to Pre-Qual
Today, 11:30 AM
Call Completed — 12 min · Discussed loan options
Yesterday, 3:20 PM
Form Submitted — Zillow Lead Capture
2 days ago

Pre-Built for Mortgage

Pipelines, stages, and fields designed for how loan officers actually work — not adapted from a generic sales CRM.

Automated Follow-Up

Leads move through stages with triggers, not manual dragging. The right message fires at the right moment in the loan process.

Nothing Falls Through

Every lead is tracked from first touch to closing. No more wondering "did anyone follow up with that person?"

Team Visibility

See exactly where every deal stands across your whole team. Pipeline views, activity logs, and reporting — all in one place.

How a Lead Flows Through Your Pipeline

Here's what happens when a lead hits your system — from the moment they fill out a form to the day the loan funds.

8:47 AM — New Lead

Sarah fills out your Zillow form

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.

8:49 AM — Contacted

Automation sends the first text

"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.

9:15 AM — You Connect

Sarah replies and you jump in

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."

3:20 PM — Pre-Qual

You pull credit, run numbers

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.

Day 3 — Application

Sarah submits her application

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.

Day 14 — Processing → CTC → Funded

The loan progresses to close

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.

The Problem With Generic CRMs

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.

Ready to Stop Losing Leads?

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.