A mortgage CRM built for loan officers.

Keep every borrower organized and automate your follow-up so no lead goes cold. The lead and contact tools you actually use — at $25 per user a month.

Start your free weekSee features
✓ First week free✓ $25/user/mo after✓ Cancel anytime
The CRM

Everything a loan officer needs to never lose a lead.

One focused system for capturing, nurturing, and converting borrowers — without the spreadsheets and sticky notes.

Autopilot sequences

Automated drip campaigns keep every lead warm.

Set it once. VisionLeads sends timed email touches from first contact through post-close, so borrowers never go cold while you're busy closing.

  • ✓ Pre-built Day 1 / Day 7 / Day 14 mortgage sequences
  • ✓ Automated email outreach on a schedule you set
  • ✓ Personalized with each borrower's details
  • ✓ Re-engagement flows for stalled leads
Sarah Kim — Active Sequence
✉
Day 1 — Welcome email68% open rate
Opened ✓
✉
Day 4 — Follow-up emailDelivered
Opened ✓
✉
Day 7 — Check-in emailDelivered
Opened ✓
↻
Day 21 — Re-engagementQueued
Pending
Pipeline at a glance

See exactly where every deal stands.

Track each borrower by status — from new lead to funded — on one clear board. Know what needs attention today without digging through notes or spreadsheets.

  • ✓ Pipeline organized by status
  • ✓ Update a lead's status as it moves forward
  • ✓ Tasks and reminders on every record
  • ✓ Filter by status, product, or loan officer
My Pipeline
New leads12
Pre-approved9
In process7
Funded this month5
Smart lead routing

New leads assigned the instant they land.

Auto-route every inbound lead by branch, state, or product type. The right loan officer gets the lead — and the first follow-up fires automatically — before a competitor ever calls.

  • ✓ Auto-assignment by branch, state, or product
  • ✓ Round-robin and load-balanced distribution
  • ✓ Instant notification + first-touch automation
  • ✓ Capture leads from your site, ads, and partners
Lead Routing
🏠
D. Williams — RefiTX · Conventional
→ J. Martinez
🏠
Y. Nakamura — PurchaseCA · Jumbo
→ A. Chen
🏠
K. Thompson — PurchaseAZ · FHA
→ R. Patel
One workspace

Every borrower, every conversation, one place.

Contacts, notes, tasks, and full communication history live on a single lead record. Email borrowers without leaving the CRM, and see exactly where every deal stands.

  • ✓ Unified contact records with full activity history
  • ✓ Built-in email, logged automatically
  • ✓ Notes, tasks, and reminders on every borrower
  • ✓ Works on desktop and mobile
This week
38
Active leads
12
Tasks due
94%
Follow-ups on time
7
In underwriting
How it works

Up and running in minutes.

No long onboarding, no implementation fees. Sign up and start working leads today.

1
Sign up free — no card needed
2
Add your leads and your team
3
Turn on autopilot sequences
4
Watch leads convert on their own
Pricing

One simple price. Every feature included.

No per-loan fees, no setup costs, no tiers to decode. Just the CRM your team will actually use.

VisionLeads CRM
$25/user / month
Billed monthly · cancel anytime
  • ✓ Automated email drip sequences
  • ✓ Pipeline organized by status
  • ✓ Smart lead routing by branch, state & product
  • ✓ Unified contact records & activity history
  • ✓ Built-in email, logged automatically
  • ✓ Unlimited leads & contacts
  • ✓ Desktop + mobile access
Start your free week
First week free, then $25/user/mo. Cancel anytime.
FAQ

Questions, answered.

Is it really free for a week? +
Yes. You get full access to every VisionLeads feature for 7 days. If you love it, it's just $25 per user per month. Cancel anytime before your week ends and you won't be charged.
What does VisionLeads do? +
It's a focused mortgage CRM: capture and organize your leads, track every borrower by status in your pipeline, and keep follow-up running automatically with email drip sequences. Everything a loan officer needs to stay on top of their book — nothing they don't.
Do I need to install anything? +
No. VisionLeads runs in your browser on desktop and mobile. Sign up, add your leads, and you're working in minutes.
Can I add my whole team? +
Absolutely. Add as many loan officers as you like at $25 per user per month. Smart routing automatically distributes leads across your team by branch, state, or product.
Are there setup fees or per-loan charges? +
Never. No setup fees, no per-loan fees, no long-term contract. One flat price per user, billed monthly, cancel anytime.

Stop losing leads to slow follow-up.

Put your borrower nurture on autopilot and give every lead the attention it deserves — starting today.

Start your free week →