Mortgage Broker Pipeline

Mortgage Broker CRM with Rate Lock Alerts. Track every loan from pre-approval to funding, chase documents, watch rate locks and spot past clients who can refinance. Free to clone.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 6 projects & knowledge bases, 2 AI agents, and 3 automations & workflows — ready to run or customize after you clone.

Team Taskade published this crms app in the Taskade Community Gallery.