CRM
Manage leads, customers, follow-ups and relationships in one record of truth.
A Shoola Labs product
BloomOS: the mortgage workspace
BloomOS is the flagship platform from Shoola Labs — the software mortgage companies subscribe to for CRM, loan workflow, communications and operations in one place.
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
Platform
What BloomOS covers
Each capability shares the same data, the same records and the same permissions model.
Loan Workflow / LOS
Manage applications, borrowers, loans and pipeline progress from intake forward.
Phone & Dialer
Calling and communication tools built directly into the workspace.
Connected Email
Connect Gmail and Microsoft mailboxes to send, receive, search and manage email inside Bloom.
Messaging
Direct employee messaging, team conversations and customer communications.
Communications Hub
Calls, SMS, email, voicemail and activity organized around the customer.
Tasks
Callbacks, follow-ups, assignments and team workflows that stay attached to the file.
Automation
Trigger actions, workflows and follow-up processes without manual busywork.
AI
AI-assisted calling, workflows and operational support inside daily work.
Team Management
Employees, permissions, roles and activity across your organization.
Mortgage workflows
Designed around the loan file
From lead intake through the 1003 and into processing, work stays attached to the borrower and the loan.
- Leads and lead assignment
- Borrower records and profiles
- Loan officer workspaces
- 1003 loan application workflows
- Loan pipeline and stage tracking
- Mortgage communications history
- Loan file workflow and documents
- Team assignments and handoffs
- Conditions and follow-up workflow
- Mortgage-specific roles and permissions
Desktop
BloomOS for Windows
Coming soon
A dedicated Windows desktop experience for BloomOS is in development. In the meantime, BloomOS runs in the browser with the full workspace — calls, email, messaging, pipeline and tasks included.
Windows desktop app
No installer is available yet. This space is reserved for the official BloomOS Windows download.
Bring your whole mortgage operation into one workspace.
Start a 30-day free trial of BloomOS, or walk through the platform with our team.
30 days free · $50 per user / month after