Try a few features in your browser
Click-through versions of features I've built into client CRMs. Several come from a lending client, so you'll see loan terms; in your CRM they'd use your stages, your fields and your words. Pick one on the left. Made-up data, runs in your browser.
AI inbox
Every lead message in one place, with a reply drafted for you. Click a thread on the left, click Suggest reply on the right, and watch the AI write a draft you can edit and send.
- Reply while the lead is still interested. The draft is ready when the message arrives, so the first answer doesn't wait for someone to find time.
- AI writes the draft, a person sends it. Your team reads it, changes what they want, and hits send.
- Drafts in your words. Replies mention your products, prices and terms, because the AI is set up for your business.
In a real CRM, messages from email, text and your website forms all land here. When the AI isn't sure about a reply, it sends the message to a person instead, and every reply is saved on the customer's record.
Book a free callTask triage
Your team's morning view. Pick a task on the left to reschedule it, mark it done, or delete it. Real edits, made-up data.
8 open · 2 need attention
Sandbox · synthetic data
Review HEI eligibility build spec
Sarah sent the updated eligibility ruleset. Confirm LTV ceiling at 80% + add the credit-score floor section before Friday call.
- Confirm LTV ceiling at 80%
- Add credit-score floor section
- Send to Sarah by EOD
- List on the left, details on the right. Scan the day, then act on one task without opening a new page.
- Move a task to another day in one click. Pick "tomorrow", "next week" or any date.
- Colors for urgent and overdue. You see what matters without reading every line.
In a real CRM, tasks are created automatically from follow-up schedules and proposals, and they show up in Gmail and Google Calendar too.
Book a free callProposal builder
Quotes and proposals your team can edit and send in a minute. Shown with a lending client's two offer types; yours would use your own. Pick a type, edit any field, download the PDF.
Home Equity Investment Offer
Home Equity Investment Offer
Prepared November 12, 2026
Sarah Henderson
1842 Larkspur Ln, Denver, CO 80206
Offer Terms
- Your proposal types. Shown here as a home-equity offer and a mortgage quote; in your CRM, your quote, estimate or contract.
- Edit and see it change. The preview updates as you type.
- Download a PDF. Choose "Save as PDF" and you have a document ready to send.
In a real CRM, one "Send" button creates a PDF with your branding, emails it to the customer, and saves a copy on their record.
Book a free callDeal pipeline
Your deals as a board, one column per stage. Shown with a mortgage broker's five stages (Application → Processing → Underwriting → Conditional Approval → Cleared to Close). Drag a deal to the next stage and the next 3 to-dos for that stage appear.
9 loans in flight · 2 flagged hot
Sandbox · drag a card to move it
Drag a loan to a new stage — the next 3 to-dos will appear here.
Intake + soft pull
Sarah Henderson
Denver, CO
Marcus Chen
HOTSeattle, WA
Docs + verification
Diana Wallace
Austin, TX
Tom Reyes
Salt Lake City, UT
Decision in 48–72h
Elena Park
HOTPortland, OR
Jake Thompson
Boise, ID
Approved with conditions
Aaliyah Ross
Raleigh, NC
Brian Klein
Nashville, TN
Funding imminent
Priya Shah
Charlotte, NC
- Drag a deal to the next stage. It works the way you'd expect.
- To-dos that appear on their own. Moving a deal to a new stage shows the next 3 things to do. Your team doesn't have to remember the playbook.
- "Hot" label on deals with a deadline coming up (here, expiring rate locks), so what needs attention stands out.
In the lender's CRM, each move and its to-dos are saved on the deal's timeline, the customer gets an SMS or email update when the stage changes, and rate-lock deadlines trigger an alert 5 days out.
Book a free callEligibility calculator
Built for a home-equity lender: one customer profile checked against four programs at once, each with its verdict, its terms and the rule behind it. The same idea works for any business that checks rules before quoting: pricing tiers, service areas, plan eligibility.
3 of 4 programs eligible
Equity Standard
Accessible HEI for most homeowners
Equity Plus
Higher-tier HEI for stronger profiles
Conforming 30yr
Standard conventional purchase / refi
Jumbo 30yr
Non-conforming for high-value properties
- ✓FICO ≥ 700FICO 720
- ✗LTV ≤ 80%Up to $548,000 by LTV cap
- ✗DTI ≤ 43% supports the paymentBudget $3,095/mo → $453,695 loan
- ✗Loan size ≥ $806,501 (jumbo threshold)Max $453,695
- Every program checked at once. Change any answer and all four results update immediately.
- Best option marked. The best eligible option in each group is flagged automatically.
- The reason is on screen. Your rep can explain each answer on the call. No back-office lookup.
In the lender's CRM, prices update every night, each check uses the customer's real credit report, the offers they qualify for are saved on their record, and a rep can send a proposal in one click.
Book a free call