CRM
Manage leads, customers, follow-ups and relationships in one record of truth.
- Lead and customer records
- Follow-up cadences
- Assignment and ownership
Features
Everything a mortgage team runs on
BloomOS covers the operational surface area of a mortgage business — the systems most teams buy separately.
Loan Workflow / LOS
Manage applications, borrowers, loans and pipeline progress from intake forward.
- 1003 application workflow
- Loan files and conditions
- Stage progression
Phone & Dialer
Calling and communication tools built directly into the workspace.
- In-app calling
- Call logging
- Voicemail
Connected Email
Connect Gmail and Microsoft mailboxes to send, receive, search and manage email inside Bloom.
- Gmail and Microsoft mailboxes
- Send, receive and search
- Email tied to records
Messaging
Direct employee messaging, team conversations and customer communications.
- Direct employee messaging
- Team conversations
- Customer messaging
Communications Hub
Calls, SMS, email, voicemail and activity organized around the customer.
- Unified activity timeline
- Cross-channel history
- Customer-centric view
Tasks
Callbacks, follow-ups, assignments and team workflows that stay attached to the file.
- Callbacks and reminders
- Assignments
- Team workflows
Automation
Trigger actions, workflows and follow-up processes without manual busywork.
- Trigger-based actions
- Follow-up processes
- Workflow rules
AI
AI-assisted calling, workflows and operational support inside daily work.
- AI-assisted calling
- Workflow assistance
- Operational support
Team Management
Employees, permissions, roles and activity across your organization.
- Employee records
- Roles and permissions
- Activity visibility
Workspace
Where the work happens
The BloomOS workspace is organized into connected areas your team moves between all day.
Dashboard
Daily priorities, activity and team performance at a glance.
Pipeline
Every loan and its stage, owner and next action.
Leads
Intake, assignment, status and follow-up cadence.
Loans
Loan files with documents, conditions and history.
Borrowers
Borrower profiles with full communication history.
Phone
Dialer, call logging and voicemail in the workspace.
Connected Gmail and Microsoft mailboxes.
Messages
Internal team chat and customer messaging.
Tasks
Callbacks, assignments and team to-dos.
Employees
Roles, permissions and team activity.
Communications Hub
One timeline across every channel.
Automation
Triggers and workflows that move work forward.
Integrations are published here only once they are production-ready. A dedicated integrations section will be added as partner connections become available.
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