LoConnect.ai CRM: Exclusively for Secure Choice Lending Loan Officers
Transform your mortgage business with our powerful CRM solution designed specifically for mortgage professionals. Streamline workflows, enhance client relationships, and boost productivity.
Directly tied to all your closed loans with no login required
Automated Campaigns
Holiday, post-closing, and refinance campaigns included
Always Connected
20+ drip campaigns per year to keep you top of mind
Silver Package - $99 Per User/Month
Lead Management
Comprehensive follow-up system to nurture prospects and convert leads
Marketing Tools
Market updates, personal blog, and email campaigns for referral partners
Business Optimization
Personalized calendar, review management, and performance tracking
Gold Package - $199 Per User/Month
AI-Driven Communication
Personalized engagement engine with AI replies
Advanced Phone System
Customized A2P-registered numbers with call/text capabilities
Brand Enhancement
Customizable website and team communication tools
Seamless Contact Management
Import Contacts
Easily upload your existing database with our bulk import tool
Organize Database
Create custom fields and tags to keep information structured
Segment Clients
Group contacts for targeted, personalized marketing campaigns
Automated Marketing Campaigns
Client Acquisition
Attract new prospects with targeted campaigns
Relationship Building
Nurture leads through personalized communication
Loan Closing
Guide clients through the mortgage process
Retention & Referrals
Stay connected for future opportunities
Comprehensive Pipeline Tracking
Application
Track initial loan submissions
Processing
Monitor document collection
Underwriting
Follow approval progress
Closing
Manage final loan details
Powerful Communication Tools
Email Integration
Send personalized emails directly from the CRM with tracking and templates
Text Messaging
Connect with clients via text while maintaining compliance records
Call Management
Make calls with recording capabilities for training and compliance
Getting Started is Easy
Select Your Plan
Choose the package that best fits your business needs
Submit Your Contacts
We will upload your database using our bulk import tool
Set Up Your Campaigns
Activate pre-built campaigns or customize your own
Start Engaging Clients
Begin nurturing relationships and closing more loans
Ready to Transform Your Lending Business?
LoConnect.ai CRM provides everything you need to streamline your workflow, engage clients effectively, and close more loans. Start your journey to increased productivity and higher conversions today.