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Rodok for mortgage brokers

CRM for mortgage brokers: track referral partners and loans

Keep every referral partner, inquiry and loan in progress in one pipeline, with email and the next step on each record.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Keep every referral partner, inquiry and loan in progress in one pipeline, with email and the next step on each record. Built around how mortgage brokers actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages mortgage brokers actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for mortgage brokers

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Referral partners and loans in one pipeline
  • Email and calendar next to the record
  • Follow-up tasks with dates
  • Reports on stage and cycle length

Not what Rodok is for

  • Loan origination and pricing
  • Document collection and e-signing
  • Compliance disclosures

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for mortgage brokers tracks every inquiry from first call to closed loan, and the realtors, builders and advisors who send you borrowers, with a dated next step on each. It is not a loan origination system: it will not price loans or collect documents. It also applies to a mortgage CRM.

How selling works for a mortgage broker

Most of a broker's volume comes from relationships: real estate agents, builders, financial advisors, accountants and past clients. The borrower is usually a consumer, which is a different sale from B2B. Rodok fits the partner side best (the companies and professionals who send you work) and the business side of lending, such as commercial or investor loans, where the borrower is a company.

The stages brokers recognize look like this:

StageWhat it meansNext step to log
InquiryA borrower or partner askedCall back the same day
Pre-approvalInitial review and letterSend the letter, ask about the timeline
ApplicationFull file in progressChase missing documents
UnderwritingLender reviewingAnswer conditions
ClosedLoan fundedThank the partner, ask for a review

Your loan origination system runs the file after the application. Rodok tracks the relationship and the follow-up around it.

What to look for in a CRM

  • Referral source on every record. Know which realtor or builder sent each borrower, so you can thank them and send work back.
  • Companies and people linked. A builder, its sales agents and its lender contact are different people. Seeing them together helps.
  • Email on the record. Questions and documents arrive by email. When messages attach to the borrower, the history is there when you call.
  • Tasks with dates. "Call back on rate lock Friday" should pop up on the day.
  • A reminder on stalled files. A weekly list of loans with no next step catches the ones that drifted.

Signals worth watching

These are public events that often come before a referral relationship or a business loan. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news. Rodok does not see rate moves or applications.

  • A new real estate agent or broker in your market. Tracker: "real estate agents who started at a new brokerage in the last 90 days in (your city)". New agents look for lender partners. See champion job change.
  • A builder announces a new community. Tracker: "home builders announcing a new community or development in (region)". See new office or market.
  • A post asking for a lender recommendation. Tracker: "posts asking for a mortgage broker or lender recommendation in (region)". See recommendation request.
  • A company announces a new location. Tracker: "small businesses announcing a new location or expansion in (region)". They may need commercial financing. See funding round.
  • A hiring push at a brokerage. Tracker: "real estate brokerages hiring agents in (region)". See hiring surge.

Follow your licensing rules and your company's policies on contacting people.

A first message example

An example with made-up names:

Subject: Welcome to the Northgate team Hi Ravi, I saw you recently joined Northgate Realty. Congratulations. I am a mortgage broker in (city) and work with a few agents on the same team. If a quick call about how I handle pre-approvals and updates would be useful, I am glad to set one up. No obligation.

Compare it with the meeting request email template.

Where Rodok fits and where it does not

Rodok Starter is a sales CRM: companies, people, deals, Gmail and Outlook sync, a calendar, booking links, reports and team chat. Pro adds LinkedIn signals, a lead database, sequences and AI. It is built for B2B teams, so it suits the partner and commercial side of a brokerage more than a purely consumer business.

It does not do loan origination: pricing, application intake, underwriting, document collection or disclosures. Keep your lending software for that. Your pipeline report shows cycle length and win rate, which helps when you decide where to spend your week. See the win rate calculator.

Frequently asked questions

Do mortgage brokers need a CRM?

If you rely on referrals, yes. A referral is a relationship, and you need to see who sent whom, when you last spoke and what you promised. A spreadsheet works until you have a few dozen partners and loans.

Is a CRM the same as a loan origination system?

No. A loan origination system runs the file: application, pricing, conditions and disclosures. A CRM manages the relationships and follow-up around the file. Many brokers use both, and Rodok covers only the CRM side.

How should a broker track referral partners?

Add each realtor, builder or advisor as a person, link them to their company, and tag every new borrower with who sent them. Filtering your deals by that field shows who deserves a coffee or a thank-you.

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