The Salty CRM · Mortgage Brokers
The CRM built for mortgage brokers.
From the first rate enquiry to settlement and beyond, the Salty CRM answers leads instantly, nurtures every deal, and keeps you front of mind for the refinance — built for how a mortgage business runs.
Why it fits
Built for the way mortgage brokers actually work.
Mortgage broking is a speed-and-trust game. The first broker to respond usually wins the client, the sales cycle can run for months, and your best future business comes from past clients who refinance and refer — if you stay in touch.
The Salty CRM makes sure no enquiry waits, no deal goes cold, and no past client is forgotten. Instant replies, automated nurture across the long timeline, and review requests that build the reputation rate-shoppers look for.
Sound familiar?
The work slipping through your mortgage business.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Rate enquiries that go to whoever replies first
A lead at 9pm goes to the broker who answers fastest. Missed-call text-back and instant auto-replies make sure that's you.
Long deals that drift and die
Pre-approval to settlement can take months. Automated nurture keeps you in front of the client the whole way, so the deal doesn't go quiet.
Past clients who refinance with someone else
The client you settled two years ago is refinancing now. Scheduled check-ins and review requests keep you the broker they call.
What it does
Everything your mortgage business needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Questions
Mortgage Brokers, answered.
Yes. New enquiries and missed calls get an instant text and email reply, so you never lose a rate-shopper to a faster competitor.
It's built for them. You can run automated, personalised follow-up over weeks or months that pauses the moment the client replies or books.
Yes. Automated review requests after settlement build your reputation, and scheduled check-ins keep past clients sending you referrals.
Built for every business
Other professions we build for.
See the CRM on your mortgage business.
Book a 20-minute demo and we'll show you exactly how it would run your day.