CRM (HubSpot)
LiveCentralized lead and client relationship management covering intake, follow-up, and nurture, tied into the lead-capture funnels on qmortgage.ai.
Mortgage technology should help you originate more mortgages.
A look at the systems that carry a file from first contact to the next opportunity — and an honest status for every one of them.
One path, from lead to next opportunity.
Every file moves through the same sequence — the technology below exists to support each step, not to replace the loan officer running it.
- 1 Lead
- 2 CRM
- 3 Follow-up
- 4 Application
- 5 Preapproval
- 6 Pipeline
- 7 Processing
- 8 Closing
- 9 Retention
- 10 Next Opportunity
What’s live, what’s piloting, and what’s planned.
Every tool below carries its own status badge, so you always know what’s actually running today versus what’s still on the roadmap.
Digital 1003 Application (my1003app)
LiveBorrower-facing digital loan application built on the my1003app platform, used to move a borrower from intake into the loan origination process.
qmortgage.ai Funnels & Calculators
LivePublic-facing landing pages and mortgage calculators on qmortgage.ai that capture prospective borrowers and route them into the CRM.
Workflow Automation
PlannedAutomated follow-up, task routing, and pipeline workflows layered on top of the CRM and application systems.
Arive LOS
LiveLoan origination system used to move a file from application through underwriting and closing.
Deal Desk / Scenario Support
LiveA staffed desk for structuring complex and difficult files and scoping scenarios before submission.