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A2P-registered messaging for U.S. mortgage teams

Stay on top of every loan,
without living in a spreadsheet.

The Loan Tracker is a mortgage-focused CRM that keeps your pipeline, partners, and borrowers moving — with email, SMS, and automation built-in.

💬 Automated status updates
⚡ Zapier: 5,000+ app connections
Active pipeline · 27 loans
The Loan Tracker dashboard screenshot
Product overview

Everything a loan officer actually uses, in one place.

Contacts, loans, notes, tasks, and follow-ups — all living in a single workspace, instead of ten different tools and an overloaded inbox.

📇
Contacts & relationships

Keep borrowers, agents, CPAs, and partners in a single clean list with tags, notes, and a full activity timeline. See every email, text, and status update in context.

📊
Loan pipeline visibility

Track each file from lead to funded. Filter by stage, LO, partner, or close date. Know exactly what needs attention today, not last week.

💬
Email & SMS automations

Trigger status updates, nurture sequences, and review requests automatically. Stay personal at scale — without copying and pasting the same message all day.

Integrations

Connect your LOS and tools with Zapier.

Use Zapier to sync data between The Loan Tracker and thousands of apps — your LOS, calendars, spreadsheets, marketing tools, and more.

Build your own “no spreadsheet” stack.

Send new leads from Facebook Ads into The Loan Tracker. Push funded loans to Google Sheets for reporting. Trigger review campaigns in your email platform. If it connects to Zapier, you can wire it into your workflow.

Zapier Google Sheets Calendly Outlook Mailchimp More than 5,000 apps
Automation view
Stories from the field

Built for real loan teams, not software tourists.

Teams use The Loan Tracker to see their day clearly, follow up faster, and close more loans without burning out on admin work.

“We’ve cut at least an hour of manual follow-up out of every LO’s day. The Loan Tracker quietly runs in the background while we talk to people.”
— Sarah M., Branch Manager
“I finally see my whole pipeline in one place. No more asking my team where a file is at. If it’s in process, I can see it.”
— Jason R., Mortgage Broker
“Borrowers love the automatic updates. We get fewer ‘what’s going on with my loan?’ texts, and way more ‘thank you for keeping me posted.’”
— Nicole S., Loan Officer