CRM for mortgage & lending teams
Loan officers who own their pipeline close faster.
Give each LO their own lead sources and instant auto-responder. Managers see every deal in the hierarchy: no spreadsheets, no status calls, no chasing updates.
100×
More likely to connect if you respond within 5 minutes
<60s
Auto-response after a borrower submits a form
3 tiers
LO → Branch Manager → Corporate, automatic visibility
0
IT tickets to onboard a new loan officer
A day with EchoClose
What a mortgage team's Tuesday looks like
8am
RepLO reviews overnight leads
A loan officer opens EchoClose and sees 3 new purchase leads from their Google campaign, already auto-responded to with a personalized SMS asking about loan type and timeline.
8:01
EchoCloseAuto-response fires before the borrower calls another LO
The moment a borrower submits a Google lead form, EchoClose fires the LO's SMS template and follow-up email, personalized with the borrower's name and a direct link to schedule a call.
9am
RepLO handles replies across SMS, email, and Messenger
Two leads reply via SMS, one via email. The LO responds to all three from one inbox in EchoClose. No toggling between apps, no missed replies.
10am
AdminBranch manager checks team pipeline
The branch manager opens EchoClose and sees every LO's lead volume, application stage, and follow-up activity without a single status email.
2pm
RepLO books a pre-qualification call
A warm lead agrees to a call. The LO books it directly in EchoClose and sets an automated reminder for both the borrower and themselves.
EOD
CorporateCorporate reviews all branches
The head of lending sees every branch's pipeline across all regions from one EchoClose dashboard: total leads, applications in progress, and stalled follow-ups.
Built for teams where every rep owns their own leads
- Reps connect their own Facebook, Google, and TikTok ad accounts
- The first text goes out in under a minute, from the rep's own number
- Leads flow up to managers and corporate automatically
- SMS, email, and Messenger replies land in one inbox
FAQ
Common questions from mortgage teams
Can loan officers connect their own Facebook and Google ad accounts?
Yes. Each LO authenticates their own ad accounts via OAuth. Their leads go directly into their pipeline, with no shared credentials. Branch managers and corporate see everything through the hierarchy automatically.
Does EchoClose work for independent mortgage brokers?
Yes. Independent brokers who run their own marketing are exactly who EchoClose is built for. Each broker owns their leads, fires auto-responses from their own number and domain, and gets full pipeline visibility without IT support.
How is EchoClose different from Encompass or LOS systems?
Encompass and loan origination systems manage the loan file after a borrower is in the pipeline. EchoClose handles the lead capture, instant auto-response, and pipeline visibility before the loan is started. That is the top of the funnel, where most LOs lose borrowers to faster competitors.
Can I see all loan officers' pipelines as a branch manager?
Yes. Branch managers have the Admin role in EchoClose and see every LO's pipeline automatically, with no manual sharing or reporting. Corporate sees across all branches simultaneously.
Get started
You just watched it work
Start the 15-day trial, connect a lead source, and let the first text go out today. If you booked a meeting above, we will walk you through it live instead.
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