Stop juggling spreadsheets, your LOS, and three different apps. Sapphire United Systems gives you a mortgage-specific CRM with pipelines built for how loan officers actually work.
Your pipeline isn't a generic sales funnel. It's a mortgage pipeline with stages that match your actual workflow. Drag leads between stages, see your volume at a glance, and never wonder "where is this deal?" again.
Pipelines, stages, and fields designed for how loan officers actually work — not adapted from a generic sales CRM.
Leads move through stages with triggers, not manual dragging. The right message fires at the right moment in the loan process.
Every lead is tracked from first touch to closing. No more wondering "did anyone follow up with that person?"
See exactly where every deal stands across your whole team. Pipeline views, activity logs, and reporting — all in one place.
Here's what happens when a lead hits your system — from the moment they fill out a form to the day the loan funds.
She's looking at a $385K home and wants to know her options. The lead hits your CRM instantly and lands in the "New Lead" stage. Speed-to-lead automation fires: she gets a text within 90 seconds.
"Hi Sarah, this is [Your Name] with [Company]. I see you're looking at homes around $385K — great area! Do you have a few minutes to chat about your options?" The lead moves to "Contacted" automatically.
Sarah texts back. You see the notification in your unified inbox, pick up the conversation, and schedule a call. You add a note: "First-time buyer, pre-approved by another lender but shopping."
After your call, you drag Sarah to "Pre-Qual." Custom fields populate: $385K conventional, single family, referred by Agent Tom Rivera. The system automatically sends her a "what to expect next" email.
She completes the app. You move her to "Application" and the system notifies her agent: "Your client Sarah has submitted her application — we're moving forward!" Relationship maintained automatically.
As the loan moves through processing and underwriting, each stage shift triggers the right communications. Clear to Close? The borrower and agent both get the good news. Funded? A congratulations campaign kicks off — plus she's tagged for your past-client nurture sequence forever.
Most CRMs were built for SaaS companies selling subscriptions. They have "deals" and "opportunities" and "accounts." You don't have any of those things. You have borrowers, loans, agents, and a process that doesn't fit into a generic sales funnel.
You've probably tried to make it work. Maybe you created custom stages in HubSpot. Maybe you used BNTouch and wished it did more. Maybe you just kept everything in a spreadsheet because at least you understood it.
Sapphire United Systems' CRM was built by someone who originated loans and ran his own brokerage. The pipeline stages match your workflow. The custom fields track what you actually need. The automations fire at the right moments in the mortgage process — not at arbitrary "deal stage" changes.
That's the difference between a CRM and a mortgage CRM.
Sapphire United Systems is a CRM built specifically for mortgage loan officers. Unlike generic CRMs like Salesforce or HubSpot, it comes pre-configured with mortgage-specific pipelines (New Lead → Contacted → Pre-Qual → Application → Processing → Funded), automated follow-up sequences, and integrations with LOS systems. Starting at $197/mo with no contracts.
Yes. Sapphire United Systems offers free LOS integration support on Scale and Teams plans. We've successfully integrated with Arive, LendingPad, Encompass, and other loan origination systems. While there aren't native built-in integrations, our team handles the setup for you — plus Zapier connects to 5,000+ apps for additional workflows.
Yes. During onboarding, we help you import your entire database — past clients, leads, referral partners, and realtor contacts. CSV import, direct migration from other CRMs, and custom field mapping are all supported.
Sapphire United Systems is an all-in-one marketing and CRM platform, not just a CRM add-on. It includes AI conversations, automated marketing campaigns, landing pages, social media tools, and lead generation — all pre-built for mortgage. Jungo and BNTouch are CRM-only solutions that require separate marketing tools.
Get a mortgage CRM that's already built, already configured, and ready to manage your pipeline from day one.
Built by mortgage operators. Trusted by 2,500+ loan officers served.