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 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.
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.
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.
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.
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.
Take control of your mortgage business with automation and CRM tools tailored to your needs.
Boost Efficiency
Choose More Deals
Strengthen Client Relationships
Transform the way you work with features designed to enhance every stage of your business:
Lead Management
Unified Messaging
Appointment Automation
Effortlessly nurture leads, improve team collaboration, and build lasting client relationships.
Automate Follow-Ups
Manage Your Pipeline
Engage Across Multiple Channels
Stay ahead in the competitive mortgage industry with tools designed to simplify your daily tasks and help you close more deals.
Find the Perfect Plan for Your Business
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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
This CRM helps streamline lead management, automate communication, and improve your overall client experience.
Yes, it’s designed to be user-friendly with 24/7 support and training available for all users.
Absolutely! Our CRM integrates with popular tools like LOS systems, social media platforms, and more.
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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