Built for mortgage teams

Know the borrower.
Know the next step.

Borrower conversations, loan progress and follow-up tasks in one place. Dacite builds and manages the CRM around how your mortgage team works.

Book a CRM walkthrough →See the borrower workflow
Inside the mortgage CRM

From first conversation to the next call.

Follow John Smith’s sample purchase inquiry through his borrower record, loan progress and call preparation.

Illustrative walkthrough · Fictional records · Mortgage CRM
Borrower workspaceDemo account
JS

John Smith

Home purchase · Vacaville
Borrower

Borrower details

Email

[email protected]

Contact preference

Afternoon calls

Lead source

Google

Activity timeline

Application startedNew home purchase · Requested loan $495,000
Call notes addedWants to review application steps and document questions
Purchase plans recordedLooking in Vacaville · No property selected

Tasks & notes

Review application progressAssigned to Derek

Target purchase price: $550,000
Planned down payment: $55,000

Nh

New home purchase

John Smith · Requested loan $495,000
Application

Loan stage history

ApplicationApplication started · Current stage
LeadPurchase inquiry received

Illustrative CRM stage history. No approval or funding decision is implied.

What happens next

Review application progressAnswer document questions with the borrower
Property searchNo property selected
OwnershipDerek · Borrower follow-up
Sa

Staff assistant

Current borrower: John Smith
Call preparation

A useful starting point for your call

YouCatch me up on John Smith before I call.
Staff assistantJohn is planning a home purchase in Vacaville.
His notes list a $550,000 target price and $55,000 planned down payment. The CRM loan is at Application. He has not selected a property.

Next conversation: review his application progress, answer document questions and confirm what he needs next.

Illustrative response based on the sample record.

One borrower, a clear history

Bring notes, conversations and next actions together before your team makes contact.

Each loan has its own progress

Keep individual loan records and their stage history linked to the borrower.

Follow-up has an owner

Assign the next action and a due date so the team knows who is handling it.

Staff assistant

A helper for the person making the call.

The staff assistant is designed to summarize available borrower information, prepare questions and draft follow-up wording for review.

Illustrative walkthrough · Fictional records · Mortgage CRM
Borrower workspaceDemo account
Sa

Staff assistant

John Smith · Feature preview
In development

Proposed follow-up

YouCreate a task to call John on September 21 at 10 AM Pacific about his application.

Review proposed task

Borrower
John Smith
Task
Review application progress and document questions
Due
Sep 21, 2026 · 10:00 AM Pacific
Owner
Derek
Confirm and save

Preview of the planned approval flow. Mortgage task creation is being completed.

Mortgage task creation is being completed. The approval example above is a feature preview; it is not a live task-creation demonstration.

Built around your team

Your process, with the details connected.

We scope your CRM setup around your loan workflow, team and existing systems. Connections and mortgage-specific requirements are reviewed before implementation.

Customer-facing assistants

Help website visitors ask questions and leave useful details for your team’s follow-up.

Staff-facing assistance

Help employees review borrower context and prepare their next conversation, with access limited by their CRM permissions.

Show us how your team works today.

We’ll walk through your borrower follow-up process and scope a CRM setup that fits.

Book a CRM walkthrough →

Mortgage setups are quoted after reviewing your team and requirements.