CRM
Manage leads, customers, follow-ups and relationships in one record of truth.
A Shoola Labs product
SHOOLA: the enterprise operating platform
SHOOLA is the flagship enterprise platform from Shoola Labs — one connected system for sales, lending, communications, automation and operations.
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
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 walkthroughInside the product
Every area of the workspace
Dashboard, pipeline, leads, borrower records, the loan file, phone, email, messaging, tasks and automation — all in the same product.
Dashboard
Daily operations overview: active leads, open loans and follow-ups.
Pipeline
Loan pipeline by stage, from new lead through clear to close.
Leads
Lead intake, assignment and outreach status in one list.
Borrower profile
The borrower record with contact detail, loans and full history.
Loan file / 1003
The complete 1003 with section progress and document workflow.
Phone / Dialer
Inbound and outbound calling attached to the borrower record.
Connected Email
Gmail and Microsoft mailboxes connected inside the workspace.
Communications Hub
Calls, email, SMS, voicemail and messages in one timeline.
Messages
Customer messaging and internal team threads side by side.
Tasks
Follow-ups and loan conditions tracked against the file.
Automation
Workflow rules that move work forward between people.
Platform
One platform across the operation
Each capability shares the same data, the same records and the same permissions model.
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.
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.
GmailGoogle Workspace
MicrosoftOutlook / 365
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
Communications Hub
Every channel. One borrower history.
Calls, email, SMS, voicemail, customer messages, internal communication and tasks remain attached to the same context.
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.
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