Mortgage CRM Software for Independent Brokers
Create a custom loan origination workflow that fits your team. No expensive enterprise systems. No complex setups. Just your leads, applications, and documents managed with AI. Just your pipeline, simplified.
Why Generic CRMs Fail Mortgage Brokers
You've tried standard sales tools, but they don't understand loan stages, rate locks, or document collection.
Lost Documents
Chasing borrowers for W2s and bank statements via email chains delays closings and frustrates everyone.
Missed Rate Locks
Forgetting critical dates like rate lock expirations or contingency periods can cost you the deal.
Referral Black Hole
Realtors stop sending leads when they don't get updates. Keeping partners in the loop manually is impossible at scale.
Don't Change Your Process.
Build a LOS Around It.
Loan officers don't need more generic sales software. You need a system that matches how you originate, process, and close loans.
Fuzen is a no-code platform that lets you build your own tools. Whether you are a solo broker or run a team, you build the exact workflow you need.
- Automate document collection checklists
- Track loan status real-time (Underwriting, etc.)
- Update realtors and borrowers automatically
What Can You Build on Fuzen?
Forget generic features. Build targeted apps for every part of your mortgage business.
Loan Pipeline
Track deals from pre-approval to closing with custom stages.
Document Portal
Secure link for borrowers to upload paystubs, bank statements, and IDs.
Realtor Updates
Automated emails to partners when a loan hits a new milestone.
Rate Alerts
Notify leads automatically when interest rates drop to their target.
1003 Forms
Digital loan application forms that feed directly into your CRM.
Commission Tracking
Calculate loan officer splits and track payouts per closed deal.
Describe Your Workflow.
Fuzen Builds It.
You don't need to be a tech wizard. Just tell Fuzen's AI what you need in plain English.
Fuzen instantly generates the database, the forms, and the automation logic.
Start with a Template, Finish with Custom
Browse our marketplace of mortgage templates. Install in one click, then tweak to fit your business.
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Simple CRM
The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.
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Voice Calling CRM (VoIP)
The Voice Calling CRM Template is a ready-to-use CRM designed to help sales and support teams manage voice calls, leads, and follow-ups in one place. Built with integrated VoIP functionality, it enables you to make and receive calls directly from your CRM dashboard - no switching between tools. With features like call tracking, lead management, and contact notes, you can ensure that every customer interaction is logged and actionable. Perfect for startups, call centers, or small businesses, this CRM streamlines communication and helps your team stay focused on closing deals faster. Easily customize the template using Fuzen AI - add new fields, automate call workflows, or connect it with other tools to match your business needs.
AI Dialer
Transform your sales and support operations with our AI-Powered Voice Calling CRM template - designed for modern teams who demand more than just a CRM. This solution effortlessly combines intelligent voice calling, lead qualification, and full conversation management - giving you a streamlined workflow from first call to final close. Built for businesses that want to harness the power of voice without the complexity, this template integrates seamlessly with top AI engines like ElevenLabs for natural speech generation and OpenAI for smart transcription and lead-scoring. Whether you run a small sales team or a fast-growing agency, you’ll be up and running - fast, smart and voice-enabled. And because it’s built on the Fuzen platform, every element is fully customizable - so you can brand it, tailor behavior, and evolve your voice CRM as your business scales.
Building on Fuzen vs. Buying Software
Built for the Loan Officer on the Go
Whether you're meeting realtors or at an open house, Fuzen applications are mobile-first by design.
Check Status Anywhere
See exactly where every file is in underwriting from your phone.
Instant Pre-Approvals
Generate and send pre-approval letters on the spot to help borrowers win offers.
How to Build Your System
Define Workflow
Identify the manual loan intake or document collection process you want to automate first.
Build with AI
Use a template or tell our AI what you need. Customize fields with drag-and-drop.
Launch & Close
Invite your team. As your pipeline grows, tweak the app instantly.
Frequently Asked Questions
Common questions about building mortgage management systems on Fuzen.