The private platform mortgage loan officers use to manage their pipeline and produce clear, accurate loan cost illustrations.
Secure · Invitation-Only · Loan-Officer Workspaces
A multi-tenant platform for mortgage loan officers that does three things exceptionally well: keeps the contact book clean, turns loan numbers into client-ready illustrations, and tells loan officers when to lock.
Continuously syncs Outlook / Microsoft 365, RingCentral, and LinkedIn, backfilling missing emails, phones, titles, and profile photos.
Verifies email deliverability and phone line types, normalizes numbers, and surfaces duplicate pairs to review and merge.
Calls and SMS logged per contact, with recent-activity, birthdays, and pipeline views.
TILA-compliant LCIs and side-by-side scenario comparisons for Conforming, FHA, VA, and ARM programs, with correct APR, PMI/MIP, and funding-fee math.
The same calculation engine drives the web calculator, the server PDF, and the iOS app, so numbers match everywhere.
SwiftUI and offline-first: Contacts, Recent, Dashboard, LCIs, and Settings, with cross-device scenario sync.
Treasury and SOFR rates pulled and cached server-side so ARM illustrations stay current.
An intraday monitor watches Treasury yields and mortgage-backed-securities prices and pushes lock-vs-float recommendations, with conviction scoring, when the market crosses meaningful thresholds.
A morning summary of where rates stand, with the day's lock/float read for ARM and fixed-rate programs.
Each loan officer gets their own database, dashboard, branded PDFs, and subdomain, with no shared logins or cross-tenant access.
Native on iOS 17+ and the web; invitation-only. Every illustration prints the loan officer's own branding and contact card. This page (mtgcrm.com) is informational — authorized loan officers access their workspace through a private, secure link provided by their MTGCRM administrator.
Questions about MTGCRM or need access? We're glad to help.