AgentFlow CRM
The complete operating platform for mortgage brokers. Built from scratch — not adapted from a generic CRM — with every tool your pipeline actually needs.
Built and validated with Wealth Home Lending — tested in a real brokerage before general availability.
Getting Started
Bring your existing leads. Start working immediately.
Upload your current lead list from Excel, CSV, or MISMO format. AgentFlow deduplicates automatically and maps fields to the right places — you're in a working pipeline the same afternoon, not six months from now.
Lead & Pipeline Management
Your entire pipeline, always in view.
Custom stages built around mortgage-specific deal statuses. Assign leads, log notes, schedule follow-ups, and track every activity — each deal moves through a clear workflow with nothing dropped.
- Custom pipeline stages
- Follow-up scheduling
- Activity log per lead
- Notes & tagging
- Lead assignment
Closed Loans Book of Business
Your closed loans don't retire.
Every closed deal lives in your book of business. Rate-opportunity alerts automatically surface clients who may benefit from a refinance. Full transaction history and outreach tools make past clients an active revenue channel.
- Rate-opportunity alerts
- Transaction history
- Refi outreach tools
- Searchable closed book
Volume & Commission Tracking
Know your numbers without counting.
Real-time dashboard shows closed volume, commissions earned, and pipeline value — updated as deals move. No end-of-month spreadsheet. No manual calculations.
- Commission per deal
- Closed volume dashboard
- Pipeline value tracking
- Team-wide visibility (Team plan)
Calendar & Email
Two-way sync. Every touchpoint logged.
Connect your Google or Microsoft calendar. Send emails directly from a lead profile using templates with dynamic placeholders. Manage signatures. Every sent message is automatically logged to the lead.
- Google & Microsoft calendar sync
- Email templates with lead placeholders
- Signature management
- Auto-logging to lead activity
Calling & Texting
Call and text without leaving the platform.
Built-in voice calling and SMS, available directly from any lead profile. Every call and message is logged to the activity feed — no external apps, no manual note-taking after a call.
- In-platform calls
- SMS from lead profile
- Full conversation history
- Activity feed auto-logging
Property Intelligence
Own the conversation around any property.
Search any address for owner data, tax records, comparable sales, and market trend data. Generate professionally branded PDF property reports to share with clients directly from the platform.
- Owner & tax data lookup
- Comparable sales
- Market trend data
- Branded PDF property reports
Mortgage Calculators
Underwriting-grade income analysis.
A full mortgage calculator with amortization schedules, extra-payment modeling, and multiple income scenarios. Calculate qualifying income for W-2, variable-pay, self-employed, and rental income borrowers.
- Mortgage calculator with amortization
- Extra payment modeling
- W-2 income analysis
- Variable & bonus income
- Self-employed income
- Rental income analysis
Document Management
Borrower files, organized by deal.
Upload and store documents per lead — W-2s, paystubs, bank statements, anything the file needs. Download all documents for a lead as a single ZIP when it is time to package for underwriting.
- Per-lead document storage
- Drag-and-drop upload
- Bulk ZIP download
- Secure private storage
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 accessible to another brokerage.
Ready to run a tighter operation?
Solo plans start at $145/mo. Import your leads and start working today.