Your CRM Was Built in 2015.
Your Business Wasn't.
The only mortgage CRM with a dedicated partner portal, 6 layers of AI, and pricing that doesn't punish you for growing. Stop paying $300/month for software your team ignores.
Sound Familiar?
Every MLO we talk to has the same problems.
Spending 2+ hours daily on status update texts
Duct-taping 5 tools together with Zapier
Realtors can't see their clients' loan status
Paying $300/mo for software your team ignores
Everything You Need. Nothing You Don't.
One platform replaces your CRM, marketing tools, social scheduler, dialer, and AI assistant. No Zapier. No duct tape.
Smart Pipeline
Visual loan pipeline with auto-status updates from Floify. Every lead, every stage, one view.
Partner Portal
Realtors get their own login. They see only their clients, submit leads, and access co-branded marketing.
AI Command Center
Pulse Agent, Guideline Guru, Smart Outbox, and Learning Loops — 6 layers of AI that actually help.
Social Scheduler
AI-generated NMLS-compliant social posts. Schedule across Facebook, Instagram, LinkedIn, and X.
Smart Outbox
AI drafts personalized follow-ups based on pipeline stage, rate changes, and borrower behavior.
Power Dialer
Prioritized call queue with disposition tracking, auto follow-up SMS, and call analytics.
Transaction Checklists
Contract-to-close checklists with auto due dates, role assignments, and overdue alerts.
Reports & Analytics
Conversion funnels, lead scoring, partner performance, and referral analytics — all in real-time.
Campaign Engine
Multi-step drip campaigns with A/B testing, smart timing, and goal-based auto-completion.
The Feature Your Realtors Will Thank You For
No other mortgage CRM gives your realtor partners their own dedicated portal. They log in, see only their clients, submit leads directly into your pipeline, and access co-branded marketing materials. It's the competitive advantage that makes realtors want to send you deals.
12
Active Deals
5
Pending Leads
$2.1M
Funded MTD
New Lead Submitted
Agent Sarah just submitted a new buyer lead
See How We Stack Up
We're not just another CRM. We're the CRM that was built for how you actually work.
| Feature |  | Jungo | BNTouch | Surefire | Shape | Follow Up Boss |
|---|---|---|---|---|---|---|
| Starting Price | Free | $119-149 | $95-165 | $150+ | $119+ | $69-399 |
| Per-User Pricing | Flat rate | Per user | Per user | Per user | Per user | Per user |
| Partner Portal | — | — | — | — | — | |
| AI Intelligence | 6 Layers | Basic | None | Basic | Basic | None |
| Mobile-First | — | — | — | — | ||
| Built-in Dialer | — | — | — | — | — | |
| Social Scheduler | — | — | — | — | — | |
| Transaction Checklists | — | — | — | — | — | |
| Learning Loops | — | — | — | — | — | |
| Borrower Portal | — | — | — | — | — |
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Built-in Features
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Integrations
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AI Layers
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Automated Tests
Flat Pricing. No Per-Seat Surprises.
While competitors charge $119-399 per user per month, we keep it simple. Start free, upgrade when you're ready.
Free
Get started with basic CRM tools
- 50 leads
- 2 campaigns
- 3 deal rooms
- AI chatbot
- Partner dashboard
- Borrower portal
Starter
Essential tools for growing MLOs
- 250 leads
- 10 campaigns
- 15 deal rooms
- Guideline Guru
- Pipeline alerts
- Pulse Agent (15 min)
Pro
The powerhouse for top producers
- Unlimited leads
- Unlimited campaigns
- AI Command Center
- Learning Loops
- Smart Outbox (200/mo)
- Proactive Intelligence
Elite
AI-powered automation for teams
- Everything in Pro
- Custom branding
- 5 team seats
- 500 AI generations
- Dedicated support
- Full AI suite
Need Enterprise? Contact us for custom pricing, white-labeling, and API access.
5.0 Rating · 299+ Reviews
Don't take our word for it.
"Not enough stars. Clayton worked his tail off for my wife and I. We had a unique situation but Clayton's an animal — he never stopped pushing, fighting for us."
Paul Sanchez
"From start to finish, Clayton was incredibly knowledgeable, diligent, and truly committed to making our home-buying experience seamless."
Gloria Alva
"Clayton was amazing! He made the entire process smooth and stress-free. He was always available to answer questions and went above and beyond."
Tiffany Crowe
Frequently Asked Questions
Everything you need to know before getting started.
Most mortgage CRMs were built in 2015 and bolt on AI as an afterthought. The Hardin Advisory was built AI-native in 2026 with features no other CRM has — like a dedicated Partner Portal where your realtors get their own login, see only their clients, and submit leads directly into your pipeline. Plus, your realtors actually want to use it.
Yes. We have built-in integrations with Floify, Encompass, and DocuSign for loan milestone tracking, plus Reggora for appraisal status. Webhook support means we can connect to virtually any LOS or POS system.
No. Your realtor partners get free access to their own portal. They can submit leads, track their clients' loan status, access co-branded marketing materials, and use the Agent Playbook — all at no cost to them. It's a competitive advantage that makes realtors want to send you deals.
We have 6 layers of AI architecture: Pulse Agent (proactive intelligence), Guideline Guru (Perplexity-powered mortgage guidelines with citations), Smart Outbox (AI-drafted follow-ups), Learning Loops (gets smarter over time), AI Social Agent (engagement automation), and AI Content Studio (NMLS-compliant marketing). Over 4,300 lines of AI code — not a ChatGPT wrapper.
About 15 minutes. Our onboarding wizard walks you through connecting your integrations, setting up your branding, and importing your first leads. You'll be operational the same day.
Free and Starter plans include email and chat support. Pro plans get priority support with faster response times. Elite and Enterprise plans include a dedicated account manager. Plus, the AI chatbot can answer most questions instantly.
Ready to Close More Loans With Less Effort?
Join the next generation of loan officers who are using AI to work smarter, keep their realtors engaged, and close more deals — all from one platform.
Free forever plan available. No credit card required.