CRM (HubSpot)
LiveContacts, leads, tasks, and pipeline in one system of record, with the qmortgage.ai funnels feeding straight into it.
The producer platform is organized into nine modules — from the first lead to the next opportunity — so you can see precisely what’s built into the business, module by module.
Move from claims to what the platform actually looks like — demo data only.
Contacts, leads, tasks, and pipeline in one system of record, with the qmortgage.ai funnels feeding straight into it.
The borrower-facing digital application — where a lead completes the 1003 and starts uploading documents.
The loan origination system: submission, underwriting conditions, and closing coordination on a single file.
Public landing pages, calculators, and home-valuation tools on qmortgage.ai that capture borrowers and route them into the CRM.
Reporting inside the CRM on applications, conversion, pipeline, lead source, and partner source.
Structured training and the licensing pathway, run separately from the careers site.
Every part of running a mortgage business — acquisition, relationship management, application, pricing, processing, partner growth, marketing, retention, and reporting — is built into what you join, not something you have to assemble yourself.
Workflow automation is planned; the capabilities above are delivered through the CRM and platform today.