AI TOOL PROFILE
ChosenCRM Review: Mortgage CRM for Loan Officers
Pricing
ChosenCRM costs $197 per user per month with all features included. An annual payment option is available.
At a glance
- Best for
- Solo Loan Officers, Mortgage Brokers, Mortgage Companies, Loan Origination Teams
- Key use cases
- Pipeline Management, Borrower Outreach, Lender Matching, Communication Automation, Call Practice
- Integrations
- ARIVE, Encompass, Byte, Calyx Point, Gmail
- Official website
- Visit Chosen Crm official website
How AI is used
ChosenCRM is a CRM built specifically for the mortgage industry, utilizing a data model designed for lending workflows. It combines communication tools, pipeline tracking, and AI assistance to support the loan lifecycle from lead to funding.
The platform is designed for mortgage professionals, ranging from solo loan officers to brokerages with over 100 people. It provides a power dialer and loan origination system (LOS) syncing to reduce the use of disconnected tools.
Key capabilities include AI-driven deal analysis, a visual Kanban board for tracking loan values, and tools for simulating borrower conversations. It also includes features for TCPA consent tracking and audit logging.
Buyers should confirm how the ARIVE milestone sync aligns with their specific LOS workflow and verify that the single-plan pricing model fits their budget requirements.
Key Features
Power Dialer
A three-line simultaneous dialer with local presence designed to help increase daily call volume.
Visual Kanban Pipeline
A drag-and-drop board that displays real time dollar values per stage and provides color-coded alerts for stalled files.
ChosenAI Assistant
An AI assistant that analyzes deal context to suggest follow-ups and draft emails or texts.
Scenario Finder
A tool that parses uploaded lender product guides to match borrower scenarios with available lenders.
AI Coaching & Role-Play
An AI partner for simulating borrower conversations and tracking performance against goals.
Native LOS Integration
Direct connection to ARIVE for syncing deal milestones.
Unified Inbox
A single view for SMS, email, and call communications tied to borrower profiles.
Use Cases
Pipeline Management
Tracking loans from pre-qualification to funding using a Kanban board with real time dollar volume tracking.
Borrower Outreach
Using the power dialer with local presence to manage the volume of borrower conversations.
Lender Matching
Uploading lender product guides to identify which lenders can fund a specific borrower scenario.
Communication Automation
Setting up trigger-based workflows and milestone alerts to send automated messages when a loan hits a specific stage.
Call Practice
Using the AI role-play partner to practice handling rate objections or referral asks.
Integrations
- ARIVE
- Encompass
- Byte
- Calyx Point
- Gmail
- Outlook
- Twilio
- Zillow
- LendingTree
- Bankrate
- CSV import
- CSV export
FAQ
Who is ChosenCRM designed for?
- It is built specifically for mortgage professionals, including solo loan officers and mortgage brokerages.
How does the pricing work?
- ChosenCRM uses a flat pricing model of $197 per user per month with all features included. An annual option is also available.
Does it integrate with loan origination systems?
- Yes, it features native integration with ARIVE and lists support for Encompass, Byte, and Calyx Point.
What AI features are included?
- The platform includes an AI assistant for drafting messages and analyzing deals, a Scenario Finder for lender matching, and an AI role-play partner for call practice.
Source category: Sales
Source subcategory: CRM
More tools in Sales
Other published listings in the Sales category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
