4.98 Google rating

For bond originators and mortgage brokers in South Africa

CRM for Bond Originators and Mortgage Brokers

BaseCloud tracks every home-loan application from first call to registration. Applicants send documents on WhatsApp, each bank's submission is tracked, and the referring estate agent gets updates without phoning you.

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Bond originator tracking home-loan applications in BaseCloud CRM

Payslips collected on WhatsApp

Example workflowAn application, from OTP to grant

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The bank decides the rate. You decide how fast the file gets there.

An estate agent sends a buyer with a signed offer to purchase and a deadline for bond approval. Then the chasing starts. Payslips, bank statements and ID copies arrive across email and WhatsApp, each bank wants its own pack, and the agent phones twice a day to ask for news.

What BaseCloud CRM solves

What a bond originator CRM should fix

  • Applicant documents requested and received on WhatsApp, filed on the record
  • Every submission tracked per bank, with its status and reference
  • Bond approval deadlines from the offer to purchase, with reminders
  • Estate agents updated automatically at each stage
  • Every call with applicants and banks recorded and summarised
  • Referrals traced back to the agent or agency that sent them

How it works

From offer to purchase to registration

The four stages every bond application passes through.

Referrals logged with their source

A web form or an agent's WhatsApp creates the applicant, links the referring agent and starts the document request.

  • Referring agent and agency stored on every applicant
  • First-call task assigned to the originator on duty
  • Prequalification answers captured in custom fields

What you get

Built for the bond application process

What a bond originator uses BaseCloud for, in originator terms.

  • Documents on WhatsApp

    Request and receive payslips and statements on WhatsApp Business. Every file is saved on the applicant.

  • A Submissions table per applicant

    Bank, reference, submission date, status and grant amount for every bank the application goes to.

  • Stage updates to agents

    A status change sends the estate agent and the applicant an update, and creates the next task.

  • Calls recorded with summaries

    Calls with applicants and bank consultants are recorded and summarised on the record.

  • Referral and approval reports

    Applications by referring agency, approvals by bank and files waiting on documents.

  • One inbox for the team

    WhatsApp and SMS threads in a shared inbox, assigned to the originator handling the file.

The BaseCloud difference

Built in, not bolted on

Calling, texting, WhatsApp, email, quoting, e-signature and automation are part of BaseCloud, not add-ons from other vendors. One login, one client record, and no connectors to keep alive between separate subscriptions.

  • Phone system
  • SMS
  • WhatsApp
  • Gmail / Microsoft 365
  • Workflow automation
  • Quotes & invoices
  • E-signature

Bond Originators & Mortgage Brokers on BaseCloud

One application, from offer to grant

This is an example of how an originator can set up BaseCloud. Every step is a standard workflow you can change.

Example workflow

A first-time buyer referred by an estate agent with 21 days to secure finance

An estate agent shares a buyer's details on Friday afternoon. Here is how the application moves.

  1. 1. Applicant created

    The referral form creates the applicant, links the agent and records the finance deadline.

  2. 2. Documents requested

    A WhatsApp message lists the documents needed. Reminders follow every two days.

  3. 3. Pack prepared

    Statements are unlocked and combined into one PDF for each bank.

  4. 4. Banks submitted

    Each submission is a row in the Submissions table with its reference and date.

  5. 5. Agent updated

    Every status change sends the agent and buyer an update on WhatsApp.

  6. 6. Grant logged

    The grant and accepted bank are recorded. A thank-you goes to the referring agent.

Originators spend their time on applications and banks, not on chasing payslips and returning status calls.

We pride ourselves on 5-Star Service

4.98 Google rating

Read our reviews on Google

Moving to BaseCloud was the best decision we could have made. The onboarding process was very professional. … It is comforting knowing you have a team of professional, knowledgeable people at your disposal.

Pieter vd WaltPosted on Google

Excellent service, professional team. The best I ever worked with.

Sandra ViljoenPosted on Google

Very professional and helpful. They consistently go out of their way to assist wherever needed. I would highly recommend them.

Annelien BouillonPosted on Google

Very knowledgeable team that understands our market.

Alan FritzPosted on Google

Thank you BaseCloud for … helping me get up to speed with your platform so that we could help our client fully integrate with your CRM.

Julian WesselooPosted on Google

Great team and very knowledgeable. Patient, but they keep their fingers on the pulse. Highly recommend.

The Capital DistilleryPosted on Google

Thank you to the incredible BaseCloud team for all your hard work and support.

Belinda VD MerwePosted on Google

Brilliant company!

Pieter KoelewynPosted on Google

FAQ

Bond originator CRM questions

Can applicants send documents on WhatsApp?
Yes. With WhatsApp Business connected, applicants send documents to your business number and the files are saved on their record. You can also send document requests and reminders as approved WhatsApp templates.
Does BaseCloud submit applications to the banks?
No. BaseCloud doesn't connect to bank origination systems. It keeps the applicant's documents, tracks each submission and its status, and handles the communication around it.
Can estate agents get automatic updates?
Yes. When you change an application's status, a workflow can send the referring agent and the applicant a WhatsApp, SMS or email update.
How is applicant information kept private?
Roles and teams control who can see each record, down to individual fields. Sign-in supports two-factor authentication, PDFs can be password-protected, and an activity log shows who changed what. You stay responsible for consent and opt-outs under POPIA.
Can we keep our existing numbers?
Yes. South African numbers can be ported into BaseCloud, or you can take new local numbers. Calls ring in the browser, on the BaseCloud Phone app or on a desk phone.

Fewer chasing calls. Faster bond approvals.

Tell us how your applications move today, and we'll show you document collection and bank tracking in BaseCloud.

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