ChosenCRM Review: Mortgage CRM for Loan Officers
ChosenCRM helps mortgage brokers and loan officers manage deal pipelines and borrower outreach. It is designed for teams looking to combine tools like dialers and lead routers into a single platform.
At a glance
- Category
- Sales
- Best for
- Solo Loan Officers, Mortgage Brokers, Mortgage Companies, Loan Origination Teams
- Pricing
- ChosenCRM costs $197 per user per month with all features included. An annual payment option is available.
- Key use cases
- Pipeline Management, Borrower Outreach, Lender Matching, Communication Automation, Call Practice
- Integrations
- ARIVE, Encompass, Byte, Calyx Point, Gmail
- Official website
- chosencrm.com
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
A three-line simultaneous dialer with local presence designed to help increase daily call volume.
A drag-and-drop board that displays real time dollar values per stage and provides color-coded alerts for stalled files.
An AI assistant that analyzes deal context to suggest follow-ups and draft emails or texts.
A tool that parses uploaded lender product guides to match borrower scenarios with available lenders.
An AI partner for simulating borrower conversations and tracking performance against goals.
Direct connection to ARIVE for syncing deal milestones.
A single view for SMS, email, and call communications tied to borrower profiles.
Use Cases
Tracking loans from pre-qualification to funding using a Kanban board with real time dollar volume tracking.
Using the power dialer with local presence to manage the volume of borrower conversations.
Uploading lender product guides to identify which lenders can fund a specific borrower scenario.
Setting up trigger-based workflows and milestone alerts to send automated messages when a loan hits a specific stage.
Using the AI role-play partner to practice handling rate objections or referral asks.
Best For
Integrations
Pricing
ChosenCRM costs $197 per user per month with all features included. An annual payment option is available.
FAQ
It is built specifically for mortgage professionals, including solo loan officers and mortgage brokerages.
ChosenCRM uses a flat pricing model of $197 per user per month with all features included. An annual option is also available.
Yes, it features native integration with ARIVE and lists support for Encompass, Byte, and Calyx Point.
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
