Mortgage CRM
Leads, borrowers, records, pipeline and relationship history.
CRM
Manage leads, customers, follow-ups and relationships in one record of truth.
Pipeline
Features
Every part of the mortgage operation, in context.
SHOOLA connects the systems mortgage teams often buy separately. Explore the working surfaces, not just a list of features.
Product workspace
See the operation as one system.
Every area shares the same borrower, loan and communication context.
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 operations
Complete 1003, loan files, conditions, documents and MISMO workflow.
Loan Workflow / LOS
Complete the full 1003, convert it into a MISMO file, and send loan files more easily to lenders such as UWM and Rocket Mortgage.
1003 Applications
Communications
Phone, connected email, SMS, customer and internal messaging, voicemail and history.
Phone & Dialer
Run AI calling campaigns with AI agents, route inbound calls, and let loan officers receive and manage every call inside the workspace.
Connected Email
Connect Gmail and Microsoft mailboxes to send, receive, search and manage email inside SHOOLA — tied to the borrower and the loan file.
Messaging
Direct employee messaging, team conversations and customer communications.
Communications Hub
Calls, SMS, email, voicemail and activity organized around the customer.
Team operations
Tasks, automation, AI-assisted work, employees, roles and permissions.
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.
Phone & dialer
From campaign to live handoff.
Normal calls, inbound routing, lead campaigns, AI calling agents, call history and voicemail stay attached to the work.
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 email
A real mailbox experience inside SHOOLA.
Connect Gmail or Microsoft / Outlook to receive, send, search, compose and reply from the mortgage workspace.
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 Hub
One customer. One history.
Calls, SMS, email, voicemail, messages and activity become one chronological view.
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
A workflow that carries context forward.
Illustrative automations connect new leads to assignment, outreach, follow-up, applications and pipeline progression.
01
New lead
02
Assignment
03
AI / human outreach
04
Call or message
05
Follow-up task
06
Loan application
07
Pipeline progression
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