AgentFlow CRM is customer relationship software for licensed mortgage brokers.
The CRM built for
mortgage brokers.
Lead pipeline, document management, built-in calling and texting, commission tracking, and property intelligence — one platform, priced for the independent operator.
Built and validated with Wealth Home Lending — tested in a real brokerage from day one.
What's Inside
Every tool your operation needs.
Nothing it doesn't.
Eight complete capabilities — not add-ons, not integrations to configure — included in every AgentFlow plan.
Lead & Pipeline
Your entire pipeline, always in view.
Custom stages, mortgage-specific statuses, follow-up scheduling, notes, and activity tracking — every deal moves forward, nothing drops.
Closed Loans
Your book doesn't retire.
Rate-opportunity alerts surface refi candidates automatically. Full transaction history and outreach tools keep past clients working for you.
Volume & Commissions
Know your numbers. Always.
Real-time dashboard tracks closed volume, commissions earned, and pipeline value. No end-of-month spreadsheet scramble.
Calendar & Email
Every touchpoint logged automatically.
Sync your Google Calendar or Microsoft Outlook — meetings are logged to the lead automatically. Send email directly from your connected Gmail or Outlook account. Every conversation is recorded.
Calling & Texting
Call and text without switching apps.
Built-in voice calls and SMS right inside AgentFlow. Every conversation is logged to the lead activity feed.
Property Intelligence
Own the property conversation.
Search any address for owner data, tax records, comps, and market trends. Generate branded PDF reports to send to clients.
Calculators
Underwriting-grade income analysis.
Full mortgage calculator with amortization and extra-payment modeling. Income calculators for W-2, variable, self-employed, and rental income.
Document Management
Borrower files, organized by deal.
Upload and store documents per lead. Bulk ZIP download when it is time to package a file for underwriting.
Quick Import
Upload from Excel, CSV, or MISMO. Smart deduplication keeps your list clean from day one.
Data Privacy
SSNs are never stored. Every brokerage's data is isolated — your pipeline is never visible to another org.
Branded Reports
Property intelligence reports are generated in seconds and carry your branding.
Pricing
Simple, transparent pricing.
No per-seat fees for base features. No support surcharges. Cancel anytime.
Built with data security in mind.
SSNs and sensitive financial identifiers are never stored in AgentFlow. Every organization's data is fully isolated at the database level — your leads, documents, and pipeline are never visible to another brokerage.
Ready to run a tighter operation?
Import your leads and start working a real pipeline today. Solo plans start at $145/mo.