The mortgage CRM that replaces your entire tech stack
Pipeline management, AI borrower follow-ups, rate intelligence, realtor partner portals, branded marketing websites, compliance dashboards, and production analytics, unified in one platform designed exclusively for the mortgage industry.
Features
Purpose-built tools for every side of the mortgage relationship, from origination to referral.
Compliance & Security
Bank-level encryption, automated audit trails, GLBA-compliant storage, and licensing tracking so every transaction stays protected for LOs, realtors, and their clients.
AI-Powered Client Engagement
Automated emails, texts, and task sequences triggered by loan milestones and client activity, keeping both loan officers and realtors connected to every deal.
Seamless Integrations
Two-way sync with Encompass, Byte, Calyx, and your POS. Loan milestones, deal updates, and partner activity flow to everyone involved with no double entry.
LO–Realtor Collaboration Hub
Real-time deal visibility, milestone notifications, and co-branded marketing materials built so loan officers and realtors work as one team from application to closing.
Gathering info from calendar, docs, and last weeks notes...
Extracted key insights: 3 wins, 2 blockers, 4 metrics.
Drafting email (intro, highlights, next steps)...
Refining tone for concise + friendly style.
Gathering info from calendar, docs, and last weeks notes...
Extracted key insights: 3 wins, 2 blockers, 4 metrics.
Drafting email (intro, highlights, next steps)...
Refining tone for concise + friendly style.
Rate Intelligence & Deal Alerts
Loan officers monitor real-time rate movements and share rate sheets. Realtors get instant notifications when deals hit key milestones or need attention.
Testimonials
Real experiences from users who automated work with AI.
Anilize completely changed how I manage my pipeline. Automated follow-ups keep my borrowers engaged, and I went from closing 4 loans a month to 7 without adding any staff.
Anilize vs. generic CRMs vs. spreadsheets
Most loan officers patch together a generic CRM, spreadsheets, and a handful of point tools. Anilize replaces the entire stack with one mortgage-native platform.
| Feature | Anilize | Generic CRM | Spreadsheets |
|---|---|---|---|
| Loan-stage pipeline dashboard | Yes | No | No |
| LOS integration (Encompass, Byte, Calyx) | Yes | No | No |
| AI-powered borrower follow-up sequences | Yes | No | No |
| Rate-drop triggered alerts to borrowers | Yes | No | No |
| Realtor partner portal with loan status | Yes | No | No |
| Co-branded marketing materials | Yes | No | No |
| Branded loan officer website | Yes | No | No |
| Email campaign templates | Yes | Yes | No |
| GLBA-compliant data handling | Yes | No | No |
| NMLS and licensing tracking | Yes | No | No |
| Multi-branch management | Yes | Limited | No |
| Role-based access controls and SSO | Yes | Yes | No |
pricing
Flexible plans tailored to automate your workflow effortlessly.
Plans that Scale with Your Workflow
Find the perfect balance of features and scalability for your workflow,
designed to help you work smarter and grow effortlessly.
- Pipeline dashboard with loan tracking
- AI-powered borrower follow-up sequences
- Rate alert monitoring
- Branded loan officer website
- Basic LOS integration
- Email and in-app support
- Mobile app access
- Everything in Loan Officer, plus:
- Multi-user team dashboard
- Realtor partner portal
- Co-branded marketing templates
- Advanced LOS and POS integrations
- Performance analytics and reporting
- Priority support with onboarding
- Everything in Team, plus:
- Multi-branch management
- Company-wide compliance dashboards
- Custom API and webhook access
- SSO and role-based access controls
- Dedicated success manager
- Custom integrations and onboarding
FAQ
Essential answers about using and integrating the AI agent.
Need Help? We've Got Answers
Explore Our Most Commonly Asked Questions and Find the Information You Need.
Product & Features
Plans & Usage
Close more loans with less manual work
Automate borrower follow-ups, monitor rate movements, and collaborate with realtor partners. All from one platform built for mortgage professionals. Start free or connect with our team to see Anilize in action.
Loan officers, realtors, and brokerage teams collaborating on Anilize.
Deals tracked through the platform from application to closing.
Average increase in referral volume reported by LO–realtor partnerships.