4.98 Google rating

For mortgage brokers, loan officers and lending teams

Mortgage CRM for Brokers and Loan Officers

BaseCloud is a mortgage CRM that works beside your loan origination system. New leads get a call within minutes, borrowers get document reminders by text and email, and the real estate agent who sent the referral hears about every milestone without calling you.

Get startedSpeak to a Human

Weighing us up against what you run now? Grab the CRM comparison sheet.

Loan officer going through paperwork with a couple at a desk, with house keys and a model house

Document reminders sent by text

Example workflowA purchase loan, from lead to closing

Clients who love our CRM system

Feel free to ask them about us.

  • Galetti
  • Quatro
  • Agriskills
  • Mastercare
  • Aluma
  • TutorsSA
  • Gawie le Roux Institute of Law
  • BNI
  • Vision Works
  • Intello Group

Your LOS runs the loan file. Nothing in it runs the follow-up.

A real estate agent sends you a buyer who wants a pre-approval letter before the weekend. Then the chasing starts. Pay stubs and bank statements arrive one at a time, the processor needs one more page, and the agent texts every morning to ask where things stand. Meanwhile last month's leads sit in a spreadsheet, and past borrowers hear from another lender before they hear from you.

What BaseCloud CRM solves

What a mortgage CRM should fix

  • Every lead called back in minutes, with its source on the record
  • Borrower document requests and reminders sent by text and email
  • Pre-approval, rate lock and closing dates that trigger reminders
  • Real estate agents updated at each milestone, automatically
  • Calls with borrowers, processors and lenders recorded and summarized
  • Past borrowers and referral partners contacted on a schedule

How it works

From first inquiry to closing day

Four jobs a loan officer repeats on every file, and how BaseCloud runs each one.

Leads called while they're still looking

A website form, a Facebook lead ad or a referral from an agent creates the borrower, records where they came from and starts the follow-up.

  • Call Connect rings the loan officer when a web lead arrives and connects them to the borrower
  • Lead emails from other sources can become borrowers with an Inbound Email workflow
  • The referring agent is linked to the borrower, so every referral is counted

What you get

Built for the work around the loan

The parts of BaseCloud a mortgage team uses every day, in mortgage terms.

  • New leads called in seconds

    Call Connect phones the loan officer as a web lead arrives, then connects them to the borrower before another lender calls.

  • Texting with 10DLC done for you

    Two-way and bulk texting from your business number. BaseCloud handles the US 10DLC brand and campaign registration.

  • Loans and borrower details

    Fields for loan purpose, price range and key dates, plus a Loans table for lender, loan type, amount and status.

  • Milestone updates to agents

    A status change sends the borrower and the referring agent an update and creates the next task for your team.

  • Calls recorded and summarized

    Calls with borrowers, processors and lender reps are recorded and transcribed, with an AI summary on the record.

  • Your own forms signed online

    Send your own agreements and authorization forms for e-signature, with a one-time passcode and an audit certificate.

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

Mortgage Brokers & Loan Officers on BaseCloud

One purchase loan, from referral to closing

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

Example workflow

A first-time buyer referred by a real estate agent, with an offer deadline coming up

A real estate agent submits your referral form on a Friday afternoon. Here is how the file moves without anyone keeping a list.

  1. 1. Referral captured

    The form creates the borrower, links the referring agent and assigns the loan officer.

  2. 2. Called right away

    Call Connect rings the loan officer and connects the borrower. The call is recorded and summarized.

  3. 3. Documents requested

    A text and an email list what's needed. Reminders follow until the documents are marked received.

  4. 4. Pre-approval logged

    The loan officer changes the status to Pre-approved. The agent gets an update by text.

  5. 5. Milestones shared

    Processing, underwriting and clear to close each send the borrower and the agent a short update.

  6. 6. After closing

    A thank-you goes to the agent and a review request to the borrower. A check-in follows every year.

Loan officers spend their time on borrowers and lenders. The reminders, updates and follow-ups go out on their own.

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

Mortgage CRM questions

Is BaseCloud a loan origination system?
No. BaseCloud is a CRM, not a loan origination system. It doesn't take loan applications, produce disclosures or submit files to lenders. It sits beside your LOS and handles the work around the loan, which is leads, follow-up, document reminders, referral partner updates, calls and e-signature for your own forms.
Does BaseCloud integrate with Encompass, Calyx or other mortgage software?
There is no built-in connection to Encompass, Calyx or any other loan origination system. You can import borrowers by CSV, and if your software can send or receive webhooks, the public API and automation workflows can pass data between the two. Many teams update the loan status in BaseCloud by hand when a milestone changes, which starts the updates to the borrower and the agent.
Does it pull credit or price loans?
No. BaseCloud doesn't pull credit reports and has no rate or pricing engine. Keep those in your LOS and pricing tools. In BaseCloud you record the details you want on the borrower, such as the lender, the loan type and the rate lock date.
Can I text borrowers and real estate agents from the CRM?
Yes. You can send one-to-one and bulk texts from your business numbers, and replies land on the record. For US numbers, BaseCloud registers your brand and campaign for 10DLC. It has no automated compliance tooling for TCPA, RESPA or GLBA, so consent, opt-outs, licensing disclosures and record keeping stay your responsibility.
Can real estate agents get automatic updates on their referrals?
Yes. When you change a borrower's status, a workflow can send the referring agent and the borrower a text or an email. Each agent has a record of their own, with the borrowers they referred linked to it and their calls, texts and emails in one place.
How do borrowers send their documents?
Requests and reminders go out by text or email, and the documents you receive are saved in folders on the borrower's record. BaseCloud has no borrower portal. If your LOS has a secure upload portal, the reminders can link to it. You can also send your own agreements and authorization forms for e-signature, while loan disclosures and closing documents stay with your LOS, your lender and the title company.

Fewer status calls. More loans closed.

Tell us how your leads, documents and partner updates work today, and we'll show you that process in BaseCloud next to your LOS.

Schedule a callSpeak to a Human

See it for yourself

Watch the system in action