Free CRM Template for Mortgage Brokers
Track loan applicants, document checklists, rate lock dates, and lender submissions in a mortgage broker CRM.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Borrower pipeline from inquiry to closing
- Document collection checklist per applicant
- Lender submission and decision tracking
- Rate lock expiry alerts
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build a mortgage broker CRM with borrower records (name, loan type, purchase price, loan amount, credit score, status: inquiry/preapproval/in-process/closed), a document checklist per borrower (pay stubs, tax returns, bank statements, ID - with received/pending status), lender submissions (lender name, submitted date, decision, rate), rate lock tracker (locked rate, lock expiry), and a pipeline view from inquiry to close.
Want to go deeper on crm for small business?
A CRM for small business tracks leads, deals, and follow-ups without enterprise complexity. Appaca builds a lightweight CRM around your real pipeline stages and customer fields.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.