All-in-One Technology


Our all-in-one platform provides a holistic view of your branch data built on the power of Salesforce.

Every step of the loan process is integrated into one system. Our seamless communication between borrowers, MLOs, operations staff, real estate agents, and other referral partners allows you to close loans faster, leveraging our web-based portal to upload docs from anywhere.

Everything You Need to Close Loans Fast


CRM & Integrated Operations

Track your potential clients and pipeline. Our Operations and Sales team work within the same system, ensuring everyone is up to date.

Borrower 360

Our Borrower Portal empowers your client to complete the URLA, upload documents and check the status of their loan 24/7.

Point of Sale System (POS)

Need to complete the URLA on behalf of your client? We make it easy to complete whether you are in-person or virtual.

Pricing Engine & Instant Quotes (PPE)

Before you take the application or after you've started the process, easily email as many quotes as your client needs.

Automated Underwriting System(AUS)

This high volume underwriting system is connected to our platform, making it easy to track and evaluate viable loans.

Loan Origination System (LOS)

Our integrated LOS is powered by MeridianLink making it easy to automate and manage the workflow of different steps of the lending process.

Email Automation

Push emails to your potential and current clients as needed, and rely on our automated platform to update your client during each milestone.

Executive Dashboards

Track the business development activities, and pipeline of your branch LOs and your personal production.

Realtor / Referral Pipeline

Whether it's a realtor or referral partner we assigned you from our network, or a contact you've nurtured, track all referring partners in one place.

Prospective LO Pipeline

We help you grow your team by referring LOs in your area, and making it easy to track potential candidates.

Have any questions?

Let's discuss starting or moving your branch to Client Direct Mortgage. Grab an appointment with our President and CEO, Ramon Von Walker