Stop managing your CRM.
Start closing loans.

A self-serve CRM that comes pre-loaded with mortgage pipelines, AI-powered follow-ups, and everything a loan officer needs on day one. No demos. No implementation calls. Just sign up and go.

Get Started Free

Live Pipeline

New

App

Processing

CTC

Funded

Martinez Refi

$342,000

Processing

Johnson Purchase

$485,000

CTC

Chen FHA

$275,000

New Lead

How it works today

Book a demo with a sales rep who doesn't know your pipeline
Wait 2 weeks for "implementation" to configure basic stages
Pay $150+/mo for features you'll never use
Copy-paste follow-up templates from a Google Doc
Switch between 5 tabs to check if a borrower uploaded their W-2

How ClosrCRM works

Sign up. Your pipeline is ready. Loan stages pre-configured.
Contacts, deals, tasks, and automations from minute one
AI writes your follow-ups based on deal stage and borrower context
Built-in playbooks for every scenario you'll encounter
One screen. Every deal. Every task. Every contact.

Everything an LO needs. Nothing they don't.

Opinionated by design. Every default is tuned for mortgage origination.

📊

Mortgage-Native Pipelines

Pre-built stages from New Lead through Funded. Track loan types, referral sources, and estimated close dates without configuring anything.

🤖

AI Follow-Up Engine

Automated, context-aware messages for every deal stage. Internet leads, pre-approvals, rate shoppers, past clients. The AI knows the difference.

👥

Referral Partner Hub

Track realtors, financial advisors, and referral sources. See who sends you deals, nurture the relationship, and never lose a warm intro.

📋

Today View

Log in and know exactly what to do. Today's calls, pending conditions, deals approaching close, and follow-ups due. Zero context switching.

The AI Vault

Ready-made playbooks and prompt templates for every borrower scenario. Not generic marketing fluff. Mortgage-specific SOPs built by loan officers, for loan officers.

Internet Leads Referral Warm-Up Pre-Approval Nurture Past Client Check-In Rate Shopper Rebuttal Realtor Outreach

⚡ AI Vault / Referral Partner Outreach

Trigger: New realtor referral, no prior relationship

Context: Agent sent borrower your way. First impression matters.

Action: Send same-day thank you + loan status preview. Include pre-approval timeline. Ask about their other active buyers.

Follow-up: Day 3 if no response. Share market rate update as value-add.

Your next funded loan
starts with a better system.

ClosrCRM is being built for loan officers who are tired of tools that weren't built for them. A modern CRM that understands mortgage, respects your time, and gets out of your way.

Try ClosrCRM Now

Stop managing your CRM.Start closing loans.