LoanStreamYour loans move the pipeline.
The AI writes every update.
A CRM built for how loan officers actually work — synced to your LOS, with an AI copilot that drafts every borrower and agent message the moment a loan changes stage. You review, approve, and close more deals.
Built for originators at The Real Brokerage · Syncs with Arive, LendingPad & Nano
“Great news, Maria — you’re officially pre-approved! Here are the do’s and don’ts to protect your approval while you shop…”
Sits on top of the LOS you already use
Other CRMs make you write the follow-up. This one already did.
Generic mortgage tools bolt static templates onto a sales CRM. LoanStream is mortgage-native: the loan is a first-class object, and every status change — pre-approval, appraisal, clear-to-close, funded — triggers a personalized draft written from the real loan context. Nothing sends until you say so.
“Hi {{first_name}}, just checking in!”
“Maria, your appraisal came back at value — you're clear for the next step. Here's what happens Thursday…”
An AI mortgage copilot that actually knows your pipeline.
Lendy lives in the corner of every screen. Ask it anything about the business — programs, guidelines, buydowns, objection handling — or about your own book: which loans close this week, who’s gone quiet, what to say next. It reads your live pipeline, so the answers are real.
- “What’s in my pipeline right now?”
- “Explain a 2-1 buydown to a first-time buyer.”
- “Who haven’t I followed up with this week?”
- “Draft a check-in to my top referral agent.”
One loop, fully automated
From LOS milestone to sent message — the work that eats your day, done for you.
Sync
Loans flow in from Arive, LendingPad, or Nano and land in your pipeline automatically.
Move
A stage change advances the loan and fires the right workflow — no drag-and-drop.
Draft
AI writes a personalized borrower and referral-agent update from the loan's real details.
Send
You review and approve. It sends, logs to the conversation, and updates everyone.
Everything an originator’s day needs
One platform, from first touch to funded — and every referral after.
LOS-synced pipeline
Every loan a live card — amount, rate, program, milestone — synced from your LOS, not a repurposed sales stage.
AI comms copilot
Personalized borrower and agent messages drafted on every stage change. Human-in-the-loop: approve, tweak, send.
Focus & daily briefing
AI ranks who to call next and why, and greets you each morning with what moved overnight and what needs a nudge.
Unified inbox
Email and SMS with borrowers and partners in one thread, tied to the loan and the pipeline.
AI-personalized automations
Application drips, pre-approval do's & don'ts, 2-year post-close nurture — rewritten per borrower by AI, not mail-merge.
Referral engine
Find, track, and nurture the real-estate agents who send you business — with the deals they've referred front and center.
Pre-approvals & scenarios
One-click branded pre-approval letters and side-by-side loan-option comparisons — shareable links for realtors and buyers.
Document collection
Send a secure upload link with a checklist. Borrowers submit paystubs, W-2s, and statements — no login required.
Calendar & scheduling
Appointments tied to the borrower and the loan, right alongside your pipeline.
Reviews & reputation
Post-close review requests with 5-star gating — happy clients reach Google, unhappy ones reach you first.
Production analytics
Funnel conversion, funded volume, lead sources, and top referral partners as a first-class dashboard.
Calculators & rate flyers
Eight mortgage calculators plus branded daily rate sheets — lead magnets your agents will actually share.
Company-owned, multi-tenant
Sold to the mortgage company, not one seat at a time: team roster, roles, seats, shared templates, and centralized control.
Seat billing & book import
Per-seat subscriptions built in, and a one-click CSV import so every originator brings their database on day one.
Not a reskin. Built for mortgage.
Most “mortgage CRMs” are a generic sales platform in a costume — GoHighLevel or Salesforce with a mortgage sticker. LoanStream was built from the loan up.
Mortgage-native
The loan is a first-class object with real milestones — not a repurposed “opportunity.”
AI at the core
Every message, briefing, and nudge is AI-written from live loan context — not a template library bolted on.
Priced for a rollout
Modern and lightweight, so a brokerage can put its whole originator base on it — not enterprise-only.
Questions, answered
Which LOS do you connect to?
Arive, LendingPad, Nano, and Encompass. Loan data flows into your pipeline and keeps status, dates, and amounts in sync.
Does it replace my LOS?
No — your LOS stays the system of record. LoanStream is the experience layer on top: the CRM, communication, and AI.
How is my data protected?
Every tenant is isolated with row-level security, so a company only ever sees its own borrowers, loans, and team.
Who is it built for?
Mortgage companies and their loan officers — sold by the company, rolled out to the whole originator base.
What makes the AI different?
It's grounded in your real loan data. Drafts, briefings, and Lendy's answers use the actual borrower and loan context — never generic filler.
Can I bring my existing contacts?
Yes. Import your book of business from a CSV in a couple of clicks, mapped to the right fields with dedupe built in.
Spend your day closing — not typing follow-ups.
Set up your pipeline in minutes and let the AI handle the borrower and agent communication that used to eat your afternoon.