One workspace
Stop jumping between separate CRM, phone, email, messaging and workflow platforms.
Shoola Labs — software company
Software built for complex business operations
Shoola Labs designs sophisticated software for complex operations. Meet SHOOLA — our flagship enterprise operating platform for sales, lending, communications, automation and operations.
- 30 days free
- $50 per user / month
- Built for mortgage teams
app.shoolalabs.com — Workspace
Loan pipeline
This month- New leads34
- Contacted21
- Application (1003)14
- Processing9
- Clear to close5
Communications hub
- Call — M. Alvarez, 6m 12s
- Email — Conditions requested
- SMS — Docs received
- Task — Callback 4:30 PM
Borrowers
Loans
AI assist
Our flagship platform
SHOOLA
Enterprise operating software by Shoola Labs
One platform for sales, lending, communications, automation and operations — with CRM, lead management, borrower and customer records, phone, email, tasks and workflow intelligence in shared context.
$50 per user / month · first 30 days free
See SHOOLA working
Real software. Ready now.
Watch the workflow from an incoming call to the borrower profile, into the 1003, and out as a MISMO file — in one workspace.
- 01Incoming call — The dialer rings inside SHOOLA and shows the caller.
- 02Answer — The loan officer takes the call without leaving the workspace.
- 03Profile opens — The lead record opens, or is created from the caller detail.
- 04Into the 1003 — The conversation moves straight into the loan application.
- 05Progress fills — Sections complete and known information is carried through.
- 06Generate MISMO — The finished file is converted and exported for the lender.
See the complete workflow in a live walkthrough
Follow the SHOOLA workflow from an incoming call to the borrower profile, 1003 progress and MISMO export with our team.
Book a live walkthroughOne workspace
The operation stays connected.
CRM, loan files, communications and tasks work from the same customer and borrower context instead of forcing teams to rebuild history across apps.
Monday, September 14
Operations overview
Active leads
34
Open loans
18
Follow-ups
12
Loan pipeline
All teams
New leads
8
Application
6
Processing
3
Clear to close
1
Today
- Call Alvarez
- Review 1003
- Send conditions
- Follow up
Loan workflow / LOSFrom first lead.
From first lead.
To lender-ready file.
SHOOLA is designed around the mortgage file: borrower records, the complete 1003, loan stages, conditions and document workflow stay connected throughout the process.
MISMO-ready workflow
Convert the completed application into a MISMO file and prepare or export the loan file in the format required for lender workflows, including workflows used with lenders such as UWM and Rocket Mortgage. This does not imply a direct production integration.
- 01Leads and lead assignmentLoan context preserved
- 02Borrower records and profilesLoan context preserved
- 03Loan officer workspacesLoan context preserved
- 041003 loan application workflowsLoan context preserved
- 05Loan pipeline and stage tracking
- 06Mortgage communications history
- 07Loan file workflow and documents
- 08Team assignments and handoffs
- 09Conditions and follow-up workflow
- 10Mortgage-specific roles and permissions
Phone & dialer
Calling belongs inside the workflow.
Handle normal calling, inbound calls, lead outreach and campaigns without separating the conversation from the borrower record.
- Loan officers receive and manage calls in SHOOLA
- AI calling agents support campaign outreach
- Routing, call history and voicemail stay in context
Lead list
Qualified prospects
AI outreach
Campaign conversation
Route
Connect to loan officer
Live call
In the SHOOLA workspace
Campaign status
AI agent qualifying leads · loan officers available for handoff
24Queued6Connected
Connected emailYour mailbox.
Your mailbox.
Inside the mortgage workspace.
SHOOLA lets users voluntarily connect Gmail or Microsoft Outlook to read and sync messages, send and reply from their own email address, and keep email tied to the mortgage workflow.
- Manage read and unread status, stars, labels, Trash and restore from inside SHOOLA.
- Google user data is used only to provide these user-facing email and communication features.
- Users remain in control and can disconnect their Google account from SHOOLA at any time.
Learn how Shoola Labs handles connected mailbox data in our Privacy Policy. Our Terms of Service also apply.
Search borrower email and loan history
- M. Alvarez10:14
New documents
- ProcessingYesterday
Loan estimate
- M. AlvarezMon
Re: conditions
M. Alvarez · Purchase loan
New documents
Hi Jordan, I uploaded the pay stubs and bank statements you requested.
ReplyAttach to loan file
GmailGoogle Workspace
MicrosoftOutlook / 365
Communications HubOne customer.
One customer.
One history.
Phone, SMS, connected email, voicemail, customer messages, internal communication and tasks become one readable stream around the same person and loan.
Borrower record
Maya Alvarez
Inbound call
AI agent qualified the request; routed to Jordan.
Connected email
Document request sent from the loan officer's mailbox.
Borrower message
Pay stubs uploaded and reply received.
Loan activity
1003 moved to review; processor assigned.
Follow-up task
Condition review scheduled for tomorrow.
Automation + AI
Move work forward without losing the human handoff.
SHOOLA connects assignment, AI-assisted outreach, calls, messages, follow-up tasks and loan progression in one illustrative operating flow.
01
New lead
02
Assignment
03
AI / human outreach
04
Call or message
05
Follow-up task
06
Loan application
07
Pipeline progression
Compare SHOOLA
Explore the full comparison Different platforms solve different parts of the stack.
Compare SHOOLA with ARIVE, Salesforce Financial Services Cloud, monday CRM and LendingPad across mortgage workflow, CRM, communications and operations.
Traditional stack
CRMLOSPhoneEmailMessagingAutomationAI
SHOOLA
One connected mortgage CRM/LOS workspace.
Why SHOOLA
Built around the work, not the software categories.
Built for mortgage teams
Designed around real mortgage workflows rather than generic sales software.
Better visibility
Keep communication, tasks, leads and loans organized and easy to review.
Connected communications
Phone, email and messaging stay tied to the work being done.
Built to scale
Suitable for individual teams and multi-user mortgage organizations.
Access controls
Organization-level access, roles and permissions across every workspace.
Beyond SHOOLA
Software built around the business.
SHOOLA is our flagship platform, but Shoola Labs is a software development company. We also design and customize CRM and operational software for businesses that need technology built around the way they work.
Pricing
One plan. The complete platform.
SHOOLA is $50 per user / month. The first 30 days are free. Variable or usage-based services are billed separately where applicable.
No fake tiersPer-user pricingFull platformTalk to sales
SHOOLA
One complete platform
$50per user / month
First 30 days free
Includes the core SHOOLA platform
- The complete SHOOLA platform
- CRM, loan workflow and pipeline
- Communications hub: phone, email, SMS, messaging
- Tasks, automation and AI-assisted workflows
- Team management, roles and permissions
- Connected Gmail and Microsoft mailboxes
Desktop
SHOOLA for Windows
Coming soon
A dedicated Windows desktop experience for SHOOLA is in development. In the meantime, SHOOLA runs in the browser with the full workspace — calls, email, messaging, pipeline and tasks included.
Windows desktop app
Official installer coming soon.
Bring your whole mortgage operation into one workspace.
Start a 30-day free trial of SHOOLA, or walk through the platform with our team.
30 days free · $50 per user / month after