loan crm

If you are a loan officer you will remember the “good old days” where you could just come into the office and the phone would ring with past clients and prospects wanting to get a new home loan or to refinance. It was like shooting fish in a barrel. You could count on your book of business to come through for you week after week, month after month and year after year.

These days, the plight of a loan officer is much more difficult. You need to have your act together, you need to be organized and you need a loan officer CRM.

While there are hundreds of generic CRM choices available to you, finding just any old CRM and then trying to customize it for your mortgage business, is just not good enough. AllClients is a Loan Officer CRM built especially for you. In fact, the AllClients CRM was originally created by a Loan Officer.

AllClients Began as a Mortgage CRM

In 2004 AllClients started at a small mortgage office in Windsor, California. It started with a need to have easy-to-use software that could help the mortgage professional, well… be more professional!  In fact, at that time AllClients was called LoanClients.

Start by Getting Organized

OK, great, you have a cool, new Mortgage CRM. But where do you start? The best way to get started is to use the CRM to get you organized. Put all of your current, past, and prospective clients in a single, all-in-one, Loan Officer CRM. 

Just use the database to look up client phone numbers, then add notes when you have a conversation, then use it as a reminder system. Just the todo, reminder system itself is invaluable to help you remember what you promised to people. 

Once you are comfortable using the system just like a rolodex, then you can branch off and start using more of the marketing automation aspects of the product.

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Loan Officer’s White Board

AllClients is the only loan officer CRM that will put your whiteboard on your computer. See all the loans you have in process and what stage they are in at any given moment. And in the AllClients CRM software for mortgage loan officers, it even looks like your white board.

This mortgage broker software system will not only allow you to track your current and past clients, but also help you generate new leads with the easy to create landing pages and autopilot email campaigns.

Referral Tree

Are referrals a big part of your business? If not, they should be! The Referral Tree built into AllClients loan officer software is a “must have” to see at a glance  who referred whom, and who is giving you the most referral business. And the best part of the referral tree is that it is created automatically and is accurate in real time.


The smart loan officer knows the value of a smart CRM for loan officers. AllClients’ loan broker CRM stands alone with Client Management, Online and Offline Marketing, and Referral Management all in one easy-to-use package, and all designed from the start to help loan officers.

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