That realtor sent you six deals last year. When did you last thank them?
Your LOS Tracks the Loan. Who Tracks the Relationship?
Borrower pipelines and referral partners in one place
Your loan origination system handles applications, disclosures, and underwriting milestones. But the relationships that actually fill your pipeline. The realtors who refer borrowers, the financial advisors who send clients, the past borrowers who come back to refinance (live in your phone and your inbox. Booked55 is where you track those relationships so referral partners stay warm and follow-ups do not slip between pre-approval and closing.
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Who is our ideal customer?
You are a mortgage brokers that...
- You broker mortgages where realtor and referral relationships drive volume
- Your average commission is $3,000 or more per funded loan
- You're funding $15M to $40M annually but can't seem to break through
- You've tried Encompass or Velocify but they track loans, not the realtor relationships that feed your pipeline
- You've hired LOAs but they can't build realtor relationships like you can
- You're in lending where trust and speed win the referral, not rate shopping
What you've already tried
- Spent thousands on online leads. Got applications. Couldn't get them to the closing table.
- Cold called realtors. Sent rate sheets. All of it, went to the in-house lender.
- Sponsored realtor events. Bought lunches. Nobody sent you a borrower.
- Started wondering if you should just go work for a bank.
- Cut your margins. Offered the lowest rate. Realtors still sent deals elsewhere.
- Tried every LOS add-on out there. Funded volume stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more funded loans
You're closing deals but referral pipeline has dried up. You need a system that helps you stay top of mind with realtors, not just track applications.
Your LOS wasn't built for relationship sales
Your loan origination system tracks files and conditions. But it has zero tools for managing the realtor relationships that feed your pipeline.
You're paying for lead gen you don't even want
Lead vendors and CRM modules your team never uses. Hundreds every month for shared leads that never close.
You need simple, yet "powerful"
You don't need enterprise lending software. You need ten features that help you follow up with every agent in your network.
You have zero marketing budget
No ad spend. No lead gen team. Every funded loan comes from a relationship you have to nurture.
You don't want to hire more loan officers
Adding LOs isn't the answer right now. You need more volume from the realtor partners you already have.
Referrals slip through the cracks
Forgot to check in with a top-producing agent? Lost track of a pre-approval follow-up? That's a commission walking to another broker.
Why Mortgage Brokers struggle with client relationships
Referral partners go quiet because you go quiet
That realtor sent you four deals last year. You meant to check in quarterly. Then you got buried in rate locks and conditions. Now they are sending borrowers to someone who remembers to call.
Borrowers fall through during long closings
Between application and funding, weeks pass with no touchpoint. Borrowers get anxious, realtors wonder if you dropped the ball, and deals stall because nobody logged the last conversation or the next follow-up.
Past clients are your best leads) and your worst follow-up
Someone who closed six months ago is surrounded by friends buying their first home. You have no system to stay in touch after settlement, so those warm referrals go to the broker who sends an annual rate review.
A pipeline built for how mortgage brokers actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.
Visual Pipeline Boards
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Contact Management
Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.
Activity Tracking
AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.
Event Management
Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.
Drag & Drop Email Builder
Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.