Mortgage & Lending CRM
Modern mortgage operations powered by AI, automation, and seamless client journeys.
We’re trusted by many companies
Why mortgage lenders need FastDox
Mortgage origination and servicing is complex — credit checks, affordability, identity verification, document gathering, underwriting, regulatory compliance, and client communications all must align. Legacy systems, manual handoffs, and siloed tools slow you down and risk losing applicants along the way.
FastDox offers a unified operational engine built for mortgage workflows. We embed AI document verification, OCR, lead routing, compliance checks, onboarding, e-signatures, engagement, and reporting — all inside one continuous experience. You deliver faster decisions, reduce risk, and provide clients a frictionless journey.
What is a Mortgage CRM?
Mortgage CRM (customer relationship management) cuts through the endless clutter of paperwork and leverages the benefit of cloud based solutions to provide exceptional service.
Mortgage professionals win thanks to one software solution where they can access their client data and create personalised solutions for every client.
Thanks to easy cloud based storage, you can boost mortgage products and enhance decisioning processes.
SERVICES
Why mortgage firms choose FastDox
Speed & conversion
Reduce friction, complete more applications.
Risk & compliance
Identity, document, fraud checks built in.
Operational efficiency
Automation frees your team to focus on exceptions.
Transparency with stakeholders
Funders and insurers see real-time data.
Scalable platform
Grow volume without multiplying staff.
Consumer experience
Clients enjoy clear status, minimal friction, mobile access.
Key modules & capabilities for mortgage operations
Lead Capture & AI Agent Onboarding
Guide prospects through data collection, preliminary qualification, and document upload via virtual assistant.
ID Verification & Document Verification
Validate identity documents (IDs, passports), proof of address, bank statements automatically.
AI OCR & Extraction
Parse financial statements, payslips, tax returns, contracts; classify and highlight anomalies.
Open Banking Integration
Retrieve client bank feeds securely to assess income, expenses, affordability in real time.
AML / KYC / KYB & Fraud Checks
Run compliance and fraud screening at early stages.
Lead Management & Skill-Based Routing
Assign deals or applications to the right team (residential, commercial, specialist), region or underwriter.
Workflow Automation & Decision Logic
Automate underwriting steps, exception paths, rule-based routing, approval logic, and escalations.
Next-Generation E-Sign (PKI)
Clients sign loan documents, disclosures, and agreements inside your branded flow.
Re-Engagement AI
Reconnect applicants who pause or abandon mid-process, driving higher completion rates.
Appointment Scheduling (Teams / Zoom)
Allow clients to schedule calls, valuations, or underwriting reviews inline.
Client / Applicant Portal
Branded interface where clients check status, upload additional documents, message support, and view offers.
Reporting & Analytics
Track application volumes, conversion, KPIs, underwriting bottlenecks, drop-offs and risk metrics.
Funder / Stakeholder Portal
Provide lenders, mortgage insurers or partners with real-time access to application pipelines, approval status, and performance dashboards.
Elevate your mortgage operations
With a platform built for speed, insight, automation and transparency.
Let’s show you how FastDox can transform your lending funnel into a powerful, intelligent experience.
Reimagining: the mortgage process
FastDox ensures that mortgage and loan agents enjoy a fully integrated experience where they can manage anything from loan origination to automated marketing in one place.
Our online sources allow you to easily check balances and bank accounts, dial leads, and manage the document exchange process.
Automating credit origination
from one platform
Mortgage CRM software enables lenders to facilitate several loan origination processes. These include collating client data to check for prequalification of loans, as well as seamless client communication throughout the whole process.
Loan origination software makes it easy to deliver a high level of client service as it helps users with every step of the advice process and beyond.
FAQ’s
Read our list of frequently asked questions to get the answers you’re looking for.
If you still need more information,
please give us a call at 0161 820 9313
What is mortgage CRM?
Mortgage CRM (customer relationship management) allows you to manage every facet of your business, from communication with clients and loan offices to assisting borrowers with loan origination to processes to authenticate accounts.
How can your CRM software enhance my business offering?
Can I access mortgage CRM on any device?
Can I do live conversations via this software?
Can I personalise your mortgage software according to my clients' needs?
I am not quite tech savvy - will it be easy for me to master the mortgage CRM process?
What is the price of your mortgage CRM software application?
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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