Calls
Click to call from the borrower record, with notes and outcomes saved on the loan.
Hi! Any update on my Fix & Flip file?You're cleared to close. The term sheet is ready to e-sign.Just signed. 🎉
Home Mortgage CRM
Borrowers and brokersA CRM that lives inside the loan file
Leads, borrowers and brokers sit on the same record your processors work from, so the person who answers the phone always knows the deal.
In short: The Orivane CRM tracks where each lead came from, keeps every call, text and email on the borrower record, and reminds your officers when a conversation has gone quiet. When a lead becomes a loan, nothing is copied anywhere.
Leads
Know which leads deserve a call today
Every inquiry lands with its source, its loan amount and its program. Officers sort by what is most likely to close, not by whoever emailed last.
- Source tracking for brokers, referrals and web forms
- Follow-up reminders when a lead has gone quiet
- Shared records so the whole team sees the same history
- Lead to loan in one click, with nothing retyped
What it covers
The relationship side of lending
Private lending runs on repeat borrowers and trusted brokers. The CRM is built around keeping both.
Fewer dropped leads
No lead waits on someone remembering to call back
Each open lead has an owner and a next step with a date. If it slips, the officer and their manager both see it.
1history for every borrower
Book a Demo Conversations
Calls, texts and email on the record
Your team keeps using the phone and inbox they already use. Orivane files each conversation against the right borrower.
Texts
Send and receive texts from a shared business number so replies never land on one officer's phone.
Texting
Shared numberTemplatesOpt-out handling
Send updates and drip sequences, and see who opened them, without leaving the loan.
Email
SequencesOpen trackingTemplates
One timeline
Every message, note and status change shows on one timeline per borrower.
Fix & Flip · $420KM. AlvarezUnderwriting
DSCR · $1.2MLarkspur HomesRate locked
Ground Up · $2.4MTidewater BuildersDocs out
Bridge · $780KNinebark LLCFunded
Follow-through
Tasks that come with the deal
When a lead becomes a loan, the right tasks appear for the right people, so borrowers hear from you before they think to ask.
- Assigned tasks for each stage of a loan
- Notes and mentions kept on the file
- Due dates tied to the closing date
- Team view of what is overdue
Funded loans show up on everyone's board the moment they close.Buying a CRM
Questions worth asking any lending CRM
A short list to bring to every demo, including ours.
- Does it share data with origination, or will you export and import?
- Can you see the lead source on a funded loan months later?
- Do texts and calls attach to the borrower automatically?
- Can a manager see overdue follow-ups across the team?
- Are templates yours to edit without a support ticket?
- Can brokers be tracked as relationships, not only contacts?
- Does reporting show which sources fund, not just which convert?
- Who can see what, and can you limit it by role?
Beyond contacts
Built for how private lending grows
Brokers
Broker relationships
Track which brokers send deals, how many fund, and when you last spoke.
Repeat
Repeat borrowers
A borrower's past loans, entities and documents are there when they come back.
Sequences
Automated follow-up
Set a sequence once and every new lead in that program gets it.
One platform
The other modules
Every module reads the same loan record, so adding one never means another import.
Loan Origination SoftwareIntake, underwriting and closing in one fileExplore Loan Origination Software
Get started
See the CRM with your own leads
Book a walkthrough and we will load a few of your recent inquiries so you can see them as loans.
