{"best_for":["Solo Loan Officers","Mortgage Brokers","Mortgage Companies","Loan Origination Teams"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/chosen-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/chosen-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-011.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Chosen Crm (https://aitoolsforbusiness.ai/chosen-crm)"},"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."],"freshness_status":"fresh","name":"Chosen Crm","pricing_note":"ChosenCRM costs $197 per user per month with all features included. An annual payment option is available.","pricing_url":"https://chosencrm.com/pricing","primary_category":"Sales","profile_last_verified":"2026-06-23T14:30:41.501Z","secondary_categories":[],"short_description":"ChosenCRM is an AI-native mortgage CRM designed for loan officers with a built-in power dialer, pipeline management, and LOS integration.","slug":"chosen-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/chosen-crm","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."],"website_url":"https://chosencrm.com/"}