Is KudosCRM a good CRM for mortgage brokers?

Yes, for brokers who need to track loan files by stage, follow up with past borrowers and keep referral partners in view. KudosCRM is not a loan origination system, so it does not take applications, pull credit or price loans.

Can I set up my own loan stages?

Yes. An admin creates a pipeline, drags stages into order and sets a win probability on each. You can also set stage-movement rules and the Won and Lost close reasons that feed win-loss reporting.

How do I stay in touch with past borrowers?

Enroll them in an email sequence. You define the steps and the delays between them, and each sequence tracks enrolled contacts, opens, replies and meetings. Use tasks and reminders for the personal calls.

How do I track realtor and partner referrals?

Tag each realtor on a shared tag library and keep them as contacts and companies. The Companies table flags accounts with open deals and no activity for 30 days, so a quiet partner stands out.

How does KudosCRM protect borrower records?

Roles and teams set what each person can see and do, and the server enforces the permissions. The audit log records who changed what and exports to CSV. Hosting and security details are in the Trust Center.

Does KudosCRM replace my loan origination software?

No. Keep your origination system for applications, credit and disclosures. KudosCRM handles the relationship side: leads, loan-file stages, follow-ups and referral partners.

Can I import my existing borrowers?

Yes. Import contacts, leads, deals or companies from a spreadsheet, map your columns, review the per-row report and revert a run if a mapping was wrong. Moving from another CRM is handled by Migrations.

How much does KudosCRM cost for a mortgage team?

The Free plan covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24, and Enterprise is $49. Every workspace starts with a 14-day Professional trial and no credit card.

CRM for Mortgage Brokers: Keep Every Borrower and Referral Partner Close

Loan files move fast and relationships last years. KudosCRM tracks every loan by stage, reminds you to follow up with past borrowers, and keeps realtors and partners in view.

Loan files tracked through stages you define, with a win probability on each

Past borrowers nurtured with email sequences for refis and referrals

Realtors and partners tagged, tracked and flagged when they go quiet

Roles and an audit log that show who changed which record

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

Harper Refinance · Loan File

Stage: Underwriting

Illustrative

Inquiry received

Web form created a lead

Mar 3

Pre-approval call booked

Booking link, on the contact record

Mar 5

Application moved to Processing

Stage mover on the deal

Mar 12

Underwriting follow-up task due

Assigned to the processor

Mar 20

Refi check-in sequence queued

Starts after closing

Apr 30

Referral partner

Delgado Realty Group

Tagged Referral Partner · 4 loans referred

What Is a CRM for Mortgage Brokers?

A CRM for mortgage brokers, also called loan officer CRM software, keeps borrowers, loan files and referral partners in one place. You set the pipeline stages, move each loan through them, and keep every email, note and task on the borrower record.

What KudosCRM handles

Borrowers and referral partners as contacts and companies

Loan files as deals, moved through stages you define

Emails, notes, tasks and meetings on one record

Follow-up with past borrowers through email sequences

How Does a Mortgage Broker Track a Loan in KudosCRM?

Four steps take a borrower from a web form to a closed loan, with the history on one record.

Capture the Inquiry

Put a form on your site. Each submission lands in an inbox and creates a lead, so no borrower waits in an email thread.

Forms

Qualify and Score

Scoring rules grade each lead, so you call the ready borrowers first and keep the rest in nurture.

Lead Scoring

Move the Loan File

Convert the lead to a deal and drag it through the stages you set, with a win probability on each one.

Deals

Follow Up After Closing

Enroll an audience of closed borrowers in a sequence, so refi and referral follow-ups go out on schedule.

Email Sequences

Why Do Past Borrowers Forget Their Loan Officer?

A loan closes and the contact stops. Here is how KudosCRM covers the three gaps mortgage teams report most.

What goes wrong

Past borrowers forget you by the time they refinance

Realtor and partner relationships are worked from memory

Borrower records need to stay restricted and traceable

How KudosCRM helps

Enroll closed borrowers in a multi-step email sequence with delays between steps. Each sequence tracks opens, replies and meetings, so you see which follow-ups work.

Tag each realtor as a referral partner, and the Companies table flags accounts with no activity for 30 days. Tasks and reminders keep the next call on someone's list.

Roles and teams set what each person can see and do. The audit log records who changed what, and it exports to CSV. Hosting and security details are in the Trust Center.

See Which Loan Files Are Stalling Before the Deadline

The pipeline board shows every loan by stage, so you can see what is moving and what has sat still.

KudosCRM pipeline board with deal cards grouped by stage — Deals pipeline board. Sample workspace data.

Stages that match your process

Set your own stages and a win probability on each, so the forecast reflects your loan flow.

Rot flags on aging files

Cards that have sat too long get flagged. Watch them in stand-ups before a loan quietly dies.

Saved views and an owner rail

Get to my open loans this quarter in one click, and bulk-move or reassign files from the bulk bar.

Explore the Sales Pipeline

Know Every Borrower Before You Pick Up the Phone

Open one record to see the emails, notes, tasks and deals tied to a borrower, with a timeline that updates live.

Custom fields for loan details

Add the fields your files need, such as loan type or target close date, in sections that keep the record readable.

One shared tag library

Tag borrowers, deals and leads from one library, and merge duplicate tags as the list grows.

Import with a revert option

Bring borrowers in from a spreadsheet, map your columns, review the per-row report and revert a bad run.

Explore Contacts and Companies

KudosCRM lead record showing contact details, score and activity — Lead record with score and activity. Sample workspace data.

Tag: Referral Partner

Custom field: Loan type

KudosCRM Users and Teams settings showing people, roles and status — Users & Teams in Settings. Sample workspace data.

Keep Borrower Records Restricted and Traceable

Put loan officers, processors and managers in teams, set what each role can do, and add overrides only for exceptions.

Teams for branches and desks

Group loan officers and processors into teams and assign an owner to each.

A permission matrix per role

Set what each role can do. The server enforces it, and the interface hides the rest.

An audit log of changes

Filter by person, expand a row for the before and after, and export the log to CSV.

Need hosting or security details? See the Trust Center.

Stay in Front of Past Borrowers and Realtors

Refinances and referrals come from people who already know you. Keep them in view after closing.

Sequences for Refi and Referral Follow-Up

Enroll closed borrowers in a multi-step email sequence, with delays between steps and a funnel from opens to meetings.

Explore Email Sequences

Tasks and Reminders

Set a reminder on any task, and use My Day to see which calls are due today.

Explore Task Management

Stale Account Badges

The Companies table flags accounts with open deals and no activity for 30 days, so a quiet realtor stands out.

Explore Contacts and Companies

Pricing

What Does KudosCRM Cost for a Mortgage Team?

Per seat, published, with a 14-day Professional trial and no card. Solo loan officers start on Free or Basic. Brokerages running several pipelines choose Professional.

Free

Solo loan officers

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small brokerages

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing lenders

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-branch lenders

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Mortgage and Lending Team

Roles differ, but every team wins loans on trust and keeps them through follow-up.

Mortgage Brokers Loan Officers Lending Teams Realtor Partner Teams Financial Services Small Brokerages

Integrations

Works with the Tools You Already Use

Connect Outlook so borrower email lands on the right record, Zoom for borrower calls, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations

FAQ

Frequently Asked Questions

Start free today

Keep Every Borrower and Partner on One Record

Track the loan, follow up after closing and stay close to your referral partners.

Start free, no card required Book a demo