CRM stands for Customer Relationship Management. A CRM can help you organize your lending business and keep track of your contacts, as well as opportunities you and your team come across. LoanPulse CRM allows you to automate communication with borrowers around key milestones, get at-a-glance view of the status of your loans, integrate a website and deal intake form, and so much more!

Absolutely. LoanPulse is a fully fledged CRM system. You can run different businesses part of the same CRM, separate your contacts by categories, run marketing campaigns, etc. Choosing the Pro plan gives you access to a done-for-you setup where our team will reach out to understand your current CRM setup and your needs and will help you set up the CRM so that you're productive ASAP.

You can absolutely get by using Excel or Google Sheets. The value proposition of LoanPulse is beyond basic tracking capabilities - it's in automating the borrower communication so you don't have to make notes, or use another application to remind yourself to talk to multiple borrowers on multiple projects. Another value this CRM brings is having a customized deal intake form that integrates to your website to make it easy for people to submit deals and for you to build your brand. Last but not least, you get all the benefits of having a CRM, like marketing capabilities, and you get lending-specific automations and integrations on top.

Yes, we offer a 7-day free trial that gives you full access to all the features of our CRM. This allows you to evaluate how our CRM fits your business before making any commitment.

As part of your purchase, we offer an onboarding call to get your CRM set up and to walk you through the system. After that call, you are welcome to contact us at {{location.email}} and you can expect a 24-hour response time. We also offer weekly office hours where we can help you get back on track.