Marketing Automation and CRM for Mortgage Loan Officers

Welcome to Your Complete Marketing and CRM Solution

A powerful solution tailored for mortgage professionals to simplify lead management, nurture client relationships, and close deals more efficiently. Built with your success in mind.

Why choose Automatelo

Our Solution

For You Business

Our CRM is crafted specifically for mortgage professionals to simplify workflows, nurture leads, and close deals efficiently. Save time and maximize productivity with tools that deliver results.

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Comprehensive CRM Features

Automate LO offers a complete CRM with tools for managing leads and scaling your business. We provide email setup, logo assistance, and CRM phone setup with up to 10 business numbers for growth. New lead automation ensures efficient communication via email, SMS, and calls.

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Advanced Support and Engagement

Leverage chatbot integration for quick client interactions and professional branding through domain setup. With unlimited team accounts, a mobile app, and 24/7 training, Automate LO supports your success at every step.

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Integrated Tools for Streamlined Operations

Our platform connects calendar booking to Outlook or Google, integrates Loan Origination Systems (LOS), and simplifies social media management, consolidating everything in one place. A simple website or landing page supports client engagement seamlessly.

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Lead Nurture and Workflow Automation

Keep leads engaged with 2-year email and SMS campaigns. Weekly reminders guide clients during pre-qualification and funding stages, while workflow automation ensures smooth transitions and personalized follow-ups for client retention.

Automate your Workflow

Take control of your mortgage business with automation and CRM tools tailored to your needs.

  • Boost Efficiency

  • Choose More Deals

  • Strengthen Client Relationships

Simplify Client Communication

Transform the way you work with features designed to enhance every stage of your business:

  • Lead Management

  • Unified Messaging

  • Appointment Automation

Nurture and Grow Your Business

Effortlessly nurture leads, improve team collaboration, and build lasting client relationships.

  • Automate Follow-Ups

  • Manage Your Pipeline

  • Engage Across Multiple Channels

Maximize Your Mortgage Success

Stay ahead in the competitive mortgage industry with tools designed to simplify your daily tasks and help you close more deals.

Our Pricing

Find the Perfect Plan for Your Business

MONTHLY

Basic

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$97 /mo.

MONTHLY

Essential

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$297 /mo.

MONTHLY

Premium

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$497 /mo.

Our Pricing

Find the Perfect Plan for Your Business

MONTHLY

Professional Plan

Your complete solution for managing leads, automating communication, and growing your mortgage business.

Lead Management

Unified Messaging:

Appointment Automation

Reputation Management

Long-Term Nurture Campaigns

Frequently Asked Questions

What can this CRM do for my mortgage business?

This CRM helps streamline lead management, automate communication, and improve your overall client experience.

Is this system easy to use for non-tech-savvy individuals?

Yes, it’s designed to be user-friendly with 24/7 support and training available for all users.

Can I integrate other tools I already use?

Absolutely! Our CRM integrates with popular tools like LOS systems, social media platforms, and more.

How much time will this save me?

The automation features are designed to save you hours each week, allowing you to focus on closing deals and building relationships.

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