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Mortgage CRM

GoCRM is designed to help mortgage companies increase conversions, optimize sales tactics, and streamline sales processes for higher ROI and easy sales.

Mortgage CRM with SMS by GoCRM

Mortgage CRM presentation

Build A Strong Sales Foundation

Because the mortgage industry is so competitive, you need a unique CRM solution that combines powerful sales and marketing features to optimize your sales. GoCRM boosts your marketing for better results, automates sales communication, organizes leads in one central location, lets you stay updated with your sales team, and gives you in-depth data and analytics to optimize the way you sell.

This means you can have an instant overview of all your leads to see at what stage they’re at and what needs to be done to close the deal, then assign tasks to your sales team from within the CRM platform. Your team can use GoCRM’s state-of-the-art communication tools to text, call, or email leads while also using the GPS Check-In to make sure you’re updated on everything that’s happening.

Transform Your Team Into A Powerful Sales Force

Leverage the latest advanced tools and innovative features at a fraction of the cost.


  • Call Tracking
  • Campaign & Channel Tracking
  • Drag & Drop Newsletter Builder
  • Dynamic Number Insertion
  • Email Automation
  • Lead Distribution
  • Marketing ROI Reports
  • Task Automation
  • Text Message Automation
  • Website Form Integration


  • Appointment Calendar
  • Contact & Company Management
  • Custom Fields, Stages, & Statuses
  • Deal Pipeline
  • GPS Check-In
  • iPhone & Android App
  • Import & Export CSV
  • Local Numbers
  • Phone System
  • Reports
  • Text Messaging (SMS)
  • Templates
  • Tasks Manager
  • Voicemail
  • 2 Way Email Sync
  • And so much more, we ran out of space!

Pinpoint Your Most Effective Marketing Efforts

As a mortgage company, you rely on multiple marketing channels to attract leads. This includes everything like referral partners, magazines, flyers, social media ads, for sale signs, your website, and more. GoCRM ties a unique URL or phone number to every channel to track which of these channels is bringing in the most leads and how effective each channel is. Ultimately, this helps you determine which channels to leverage for more leads and which channels to remove. GoCRM automatically funnels all your leads into one source where you can gain a complete overview.

Mortgage CRM marketing channels

Mortgage lead management

Manage Leads With Ease

No matter where leads come from, GoCRM stores all your leads in one centralized location. You can easily gain a complete overview of all your leads and see all the relevant details: where they come from, when they came in, when they were, and by who. Whether it’s to yourself, to a specific team member, or randomly assigned, you can distribute leads to your team from within GoCRM. The system automatically logs all contact that was made throughout the lead lifecycle, so it’s easy to gain context of what stage the lead is at. Call recordings also make it easy to know exactly what was said in the previous call.

Tracking lifecycle of mortgage leads

Track the Lifecycle of Your Contacts

Home buying and building generally involves a long buying cycle. GoCRM lets you track every stage of the lead lifecycle. The system automatically logs all interactions, so you can easily get up to speed on where the lead is in their journey and what was said in communication from beginning to closing. You can customize the stages to include your mortgage lender workflow such as Pre-Approval, or Working on Credit.

Mortgage CRM marketing automations

Augment Your Sales Force with Automations

Never miss out on a lead by automating crucial sales tasks like follow-ups. You can schedule follow up messages at custom intervals like 30 or 60 days and even create templates to be used. GoCRM also lets you set an auto-reply message to respond to any incoming leads and ensure you capture all your leads. Follow-up with realtors, industry partners, and even customers who are working on credit. with automated texting to ensure that you’re always top of mind.

Mortgage CRM email marketing campaign

Execute Marketing Campaigns

Have a new offer to push to customers or referral partners? Create email blasts or text messages from within GoCRM to send notifications to your database. You can also use our intuitive drag and drop builder to easily create your own branded newsletter with industry news.

Mortgage CRM with built-in calling and SMS

Built-In Calling & Text Messaging

Assign dedicated VoIP phone numbers to your team members and use local numbers to be relevant in the areas where you operate. Your sales team can call or SMS contacts from their browser or from their smartphones. Don’t worry if a team member leaves, you can just reassign the number to someone else for a seamless transition.

“We understand that growing businesses have growing needs, which is why
we developed a scalable platform that grows as your business does. As a
business owner myself, my aim is to provide a CRM that not only significantly streamlines communication but also delivers the sales ROI that business
owners deserve to see.”

Oriol Zertuche

Oriol Zertuche, CODESM CEO

You Get All This Value For an Incredible Price

Powerful Features & Remarkable Value In A Cost-Effective Package.

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