The mortgage CRM built for high-performing loan officers. AI-powered follow-up, visual pipeline management, and real-time team analytics — all in one platform.
$5.8M+
Demo Pipeline Value
8
Pipeline Stages
100+
LO Capacity
Track every borrower through our proven four-stage framework with real-time conversion metrics at each step.
Capture and qualify every inbound lead from any source — referrals, web, social, or direct.
Move qualified leads into active applications with automated task checklists and document tracking.
Track pre-approval milestones, condition clearing, and underwriting status in real time.
Celebrate closed loans and automatically trigger referral requests and review campaigns.
8-Stage FSF Workflow
Built specifically for mortgage professionals — not adapted from a generic CRM.
8-stage FSF workflow from Discovery Call through Docs Out & Funded. Drag-and-drop cards with full loan details at a glance.
Conversational AI that responds to leads in under 60 seconds. Pre-built templates for every scenario — purchase, refinance, pre-approval.
LAPS framework metrics (Lead → App → Pre-Approval → Sold) with conversion rates, pipeline funnel, and LO leaderboard.
Built for 50–100+ loan officers. Branch-level visibility, role-based access, and performance benchmarking across your entire team.
SMS, email, and AI-powered conversations in one unified inbox. Full communication history per contact and lead.
Track realtors, builders, CPAs, and attorneys. Monitor referral volume, conversion rates, and relationship health scores.
Workflow automation that triggers tasks, reminders, and follow-ups based on pipeline stage changes and lead activity.
Four distinct roles: Super Admin, Branch Manager, Loan Officer, and Processor — each with tailored views and permissions.
The Command Center gives branch managers and top producers a live view of team performance, pipeline health, and conversion metrics — all powered by the LAPS framework.
LAPS Conversion Flow
LIVE$5.8M
Pipeline
$485K
Avg Loan
33%
Close Rate
Trusted by high-performing mortgage teams across the country.
"Slingshot replaced three separate tools for us. The AI follow-up alone has increased our contact rate by 40%."
Marcus T.
Branch Manager, 22 LOs
"The Command Center dashboard gives me everything I need to coach my team. LAPS conversion metrics are a game-changer."
Sarah K.
Regional Director, 65 LOs
"Finally a CRM that understands the mortgage workflow. The 8-stage pipeline matches exactly how we operate."
David R.
Top Producer, $42M/yr
Enterprise-grade mortgage CRM for your entire team — no per-seat pricing, no hidden fees.
Join the mortgage teams using Slingshot CRM to close more loans, faster. Try the full platform with our live demo account — no setup required.
Demo credentials: [email protected] · Demo123$